华设资产管理(上海)有限公司 logo — 幸福是财富管理的终点。

华设资产管理(上海)有限公司

幸福是财富管理的终点。

Founded 2013 26 employees Series C Total: $35.60M Wealth Management

General Information

Company Name 华设资产管理(上海)有限公司
Founded Year 2013
Employees 26
Industries Wealth Management
Funding Stage Series C
Social

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About 华设资产管理(上海)有限公司

华设资产管理(上海)有限公司 is a Wealth Management startup based in 上海市, 上海市, China. Founded in 2013, the company's slogan "幸福是财富管理的终点" reflects its focus on happiness as the ultimate goal of wealth management. Its most recent funding round was a $20.00M Series C investment led by Affirma Capital on 19 September 2019. With its headquarters located at 上海市崇明区北沿公路2099号2幢308-7(上海崇明森林旅游园区),华设资产管理(上海)有限公司 is positioned to further expand its presence in the rapidly growing wealth management market in China.

Funding Rounds & Investors (4)

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Funding Stage Amount Investors Lead Investors Date
Series C $20.00M 1
Affirma Capital
19 Sep 2019
Series C $15.60M 4
ZSVC, Sparkle Roll Group +2
23 Jan 2018
Series B Undisclosed 2
China Soft Capital, Greencourt
31 May 2017
Series A Undisclosed 1
China Soft Capital
15 Jan 2016

华设资产管理(上海)有限公司 Alternatives & Competitors

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华设资产管理(上海)有限公司 vs

Puyi (NASDAQ: PUYI) is one of the largest third-party wealth management company in China which focus...

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华设资产管理(上海)有限公司 vs

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FAQ About 华设资产管理(上海)有限公司

幸福是财富管理的终点。
华设资产管理(上海)有限公司 was founded in 2013.
华设资产管理(上海)有限公司 operates in Wealth Management.
华设资产管理(上海)有限公司 has approximately 26 employees.
华设资产管理(上海)有限公司 has completed 4 funding rounds, raising a total of $35.60M. The latest funding stage is Series C.
Top alternatives and competitors to 华设资产管理(上海)有限公司 include 普益财富 PUYI INC., Tianfeng Securities Co., Ltd., Everbright Securities International, Prime Partners SA, Fargo Wealth Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
华设资产管理(上海)有限公司 and 普益财富 PUYI INC. 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 华设资产管理(上海)有限公司, https://bouncewatch.com/company/-97, updated 27 December 2024. When citing, please name BounceWatch and link this page.

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