Over the past four years, it has covered nearly 10 million end users and served many financial institutions.
Learned , “Hongliang Research AQUMON” officially announced the pre-B round today For financing, investors include Lenovo Venture Capital, Alibaba Entrepreneurs Fund (three consecutive investment followers), Wing Lung Bank family, Hong Kong Government Cyberport and Plaxo.
Hongliang Research was established in 2015, reported , its business positioning is “AI investment engine” , Mainly for enterprises and individual users such as financial institutions to output automated financial asset allocation solutions from strategy to transaction.
With the development of computer technology, people ’s product usage habits are becoming more and more Internet-based, and it is possible to complete the previously provided financial advisory services based on algorithms and products. This track is known as Robo Advisor Typical examples include Internet companies such as Betterment and Wealthfront in the United States, where Betterment ’s net asset management scale exceeds US $ 15 billion; while in China, there are Financial Cube , Mi Cai and other companies.
The difference between Hongliang Research is that, at the beginning of its establishment, it mainly focused on institutions as its target customers. Since its establishment four years ago, it has gradually established core competencies in four quadrants, namely 2B (financial institution) + 2C (retail customer). + Overseas.
In terms of institutional business, Hongliang Research Intelligence Investment Engine has covered nearly 10 million end users in the past four years. Currently on-line projects include Wing Lung Bank, AIA, BOC International, Guangzhou Rural Commercial Bank, China Resources Bank, Huaxia Fund, etc. . Hongliang Research said that in this epidemic, banks, brokerages, and insurance companies that have been hit by offline business clearly felt the need for smart investment projects became more urgent, and the acceptance of more efficient remote development models also increased significantly. In terms of personal business, AQUMON Global Asset Allocation APP opened more accounts in the first quarter of 2020 The previous quarter increased by 317%.
A rapidly changing worldUnder the trend of epidemic situation, the research of the domestic and overseas team configuration of Hongliang has played an important role in hedging. The business development team closely tracks the customers of more than 200 financial institutions at home and abroad, so as to discover customer needs in a timely manner. In terms of underlying algorithms, Hongliang Research continues to develop more than 30 sets of algorithm strategies, including overseas and A-share markets. Due to the obvious differentiation between the East and West systems, the market performance of the Hongliang algorithm also shows a low correlation, achieving the effect of spreading risk for customers.
In this period of time, Hongliang Research has also accelerated the research on the standardization and productization of intelligent investment engines, as well as the development of new products such as fund optimization.
For this round of financing, Hongliang Research said that it will accelerate its layout in four quadrants in the future, especially the introduction of high-end talents, so as to accelerate the speed of AI investment research, business development and product research and development to help financial institutions Customers complete business transformation to provide better products for individual customers.
For the financial track set up by Hongliang Research Institute, the license is an important barrier. In this regard, Hongliang Research currently owns Hong Kong’s SFC149 full license. In the future, it will also apply for an investment advisory license in the Mainland to provide a wealth of product forms.
Hongliang Research currently has offices in Hong Kong and Shenzhen. Founder and CEO Lei Chunran has 9 years of experience in overseas investment banking. He is the former vice president of Deutsche Bank ’s Hong Kong Fixed Income Department, helping sovereign funds, banks, funds and other large financial institutions to invest tens of billions of bonds and derivatives in global financial markets. US dollars.
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