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上海贝耳塔信息技术有限公司 logo — company profile

上海贝耳塔信息技术有限公司

Founded 2015 China China 9 employees Series B Total: $38.00M Big Data, Financial Services +1

General Information

Company Name 上海贝耳塔信息技术有限公司
Founded Year 2015
Location China China
Employees 9
Industries Big Data, Financial Services, SaaS
Funding Stage Series B
Social

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About 上海贝耳塔信息技术有限公司

上海贝耳塔信息技术有限公司 (Shanghai Beta Information Technology Co., Ltd.) is a financial sales service platform targeting wealth managers, providing comprehensive solutions for wealth management and financial product sales. Established in 2015, the company operates in the Big Data, Financial Services, and SaaS industries from China.

The latest milestone for the company was a Series B investment on 09 February 2022, with notable investors including Lightspeed China Partners, SBVA, and Susquehanna International Group (SIG).

Funding Rounds & Investors (5)

View All
Funding Stage Amount Investors Lead Investors Date
Series B Undisclosed 3
Lightspeed China Partners SBVA
Lightspeed China Partners, SBVA +1
09 Feb 2022
Venture Round Undisclosed 2
Lightspeed China Partners
Lightspeed China Partners, Susquehanna International Group (SIG)
11 Jan 2021
Series B CNY20.00M 1
Minxiang Touzi
20 Apr 2017
Series A CNY10.00M 3
DT Capital Partners
DT Capital Partners, Xiamen Hanrui Touzi Guanli Youxian Gongsi +1
01 Feb 2016
Angel Round CNY8.00M 1
DT Capital Partners
DT Capital Partners
01 Jun 2015

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FAQ About 上海贝耳塔信息技术有限公司

Beta财富管理是一家面向理财经理的金融销售服务平台，为客户提供财富管理与金融产品销售整体解决方案，内容包括财富管理业务总体框架设计、产品体系搭建与完善、客户分群经营及渠道建设、销售队伍建设与顾问式销售流程等。
上海贝耳塔信息技术有限公司 was founded in 2015.
上海贝耳塔信息技术有限公司 is headquartered in China.
上海贝耳塔信息技术有限公司 operates in Big Data, Financial Services and SaaS.
上海贝耳塔信息技术有限公司 has approximately 9 employees.
上海贝耳塔信息技术有限公司 has completed 5 funding rounds, raising a total of $38.00M. The latest funding stage is Series B.
Top alternatives and competitors to 上海贝耳塔信息技术有限公司 include Meta Search, Templar Payments ™, MākuSafe, FinanceOps, Turing Data LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
上海贝耳塔信息技术有限公司 and Meta Search are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for 上海贝耳塔信息技术有限公司, https://bouncewatch.com/company/-3357, updated 26 December 2024. When citing, please name BounceWatch and link this page.

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