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BetaSmartz logo — B2B Wealth & Investment Management Financial Technology

BetaSmartz

B2B Wealth & Investment Management Financial Technology

Founded 2016 Hong Kong S.a.r. Hong Kong S.a.r. 7 employees Series A Total: $5.00M B2B, Big Data +5

General Information

Company Name BetaSmartz
Founded Year 2016
Location Hong Kong S.a.r. Hong Kong S.a.r.
Employees 7
Industries B2B, Big Data, Finance +4
Funding Stage Series A
Social

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About BetaSmartz

BetaSmartz is a B2B Wealth & Investment Management Financial Technology company founded in 2015 and based in Hong Kong S.a.r. The company specializes in providing investment and client management cloud-based software and solutions for the financial sector. Their philosophy revolves around enabling and empowering advisors and managers through technology, rather than disrupting or disenfranchising them. BetaSmartz's focus on driving profitability and growth, future-proofing investment and client management lifecycles, and reducing costs aligns with the current trends in the B2B, Big Data, Finance, Financial Services, Fintech, SaaS, and Wealth Management industries. Their recent $5.00M Series A investment at 01 July 2019 underscores investor confidence in the value proposition offered by BetaSmartz. The company's approach to optimizing efficiency through data consolidation and process automation, enhancing digital engagement and user experience, and promoting robust hybrid investment management using deep data, AI, and ML algorithms positions BetaSmartz as a significant player in the evolving fintech landscape.

Business keywords: B2B FinTech, Wealth & Asset Management, White-labelled Digital Investment, Operations & Administration Platforms, Data Consolidation, Process Automation, Digital Engagement, User Experience, Hybrid Investment Management, SaaS Platform, Automation & Digitization, Robo Advisory, Financial Planning

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Series A $5.00M -
01 Jul 2019
Seed Round Undisclosed -
01 Nov 2015

BetaSmartz Alternatives & Competitors

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BetaSmartz vs
WeInvest - Digital Wealth Platform
WeInvest - Digital Wealth Platform Singapore

Digital wealth management & automated investment solutions for family offices, banks/brokers,wealth...

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BetaSmartz vs
New Wealth, first-class WealthTech
New Wealth, first-class WealthTech Singapore

Mobile-first personalized advice technology, available to both end-investors & wealth management pro...

Non Equity Assistance
11 employees
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BetaSmartz vs
Ningi
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Technology advisers deserve, finally.

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FAQ About BetaSmartz

B2B Wealth & Investment Management Financial Technology
BetaSmartz was founded in 2016.
BetaSmartz is headquartered in Hong Kong S.a.r..
BetaSmartz operates in B2B, Big Data, Finance, Financial Services, Fintech, SaaS and Wealth Management. Its work centres on B2B FinTech, Wealth & Asset Management, White-labelled Digital Investment and Operations & Administration Platforms.
BetaSmartz has approximately 7 employees.
BetaSmartz has completed 2 funding rounds, raising a total of $5.00M. The latest funding stage is Series A.
Top alternatives and competitors to BetaSmartz include WeInvest - Digital Wealth Platform, New Wealth, first-class WealthTech, Ningi, Climb, True Wealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
BetaSmartz and WeInvest - Digital Wealth Platform 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 BetaSmartz, https://bouncewatch.com/company/betasmartz, updated 24 October 2024. When citing, please name BounceWatch and link this page.

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