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普益财富 PUYI INC. logo — company profile

普益财富 PUYI INC.

Founded 2010 China Guangzhou, China 38 employees Post-IPO Equity Total: $13.00M Finance, Financial Services +1

General Information

Company Name 普益财富 PUYI INC.
Founded Year 2010
Location China Guangzhou, China
Employees 38
Industries Finance, Financial Services, Wealth Management
Funding Stage Post-IPO Equity
Social

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About 普益财富 PUYI INC.

普益财富 PUYI INC.

普益财富 PUYI INC. is one of the largest third-party wealth management companies in China, focusing on the mass affluent and emerging middle-class population. It holds a significant market share, approximately 10.4% based on 2017 transaction value (according to CIC).

The company was founded in 2010 and operates in the Finance, Financial Services, and Wealth Management industries. Headquartered in China, it received Post-IPO Equity investment on 02 February 2024 from Whites Group.

This investment reflects confidence in PUYI INC.'s potential for future growth and its position as a key player in the wealth management sector. With a focus on serving the evolving needs of the Chinese mass affluent and emerging middle-class population, the company's strategic approach aligns with the shifting dynamics of the market.

Business keywords: China, third-party, mass affluent, emerging middle class, market share, investment, CIC

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Post IPO Equity Undisclosed 1
Whites Group
02 Feb 2024
Post IPO Equity $13.00M 1
NEW DRAGON GROUP
12 Jan 2024

普益财富 PUYI INC. Alternatives & Competitors

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普益财富 PUYI INC. vs
FutureAdvisor
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普益财富 PUYI INC. vs
All Season Financial Advisors, Inc.
All Season Financial Advisors, Inc. United States

Providing fee-only wealth management services to investors who value tax efficiency and consistent w...

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普益财富 PUYI INC. vs
Taikang Insurance Group Inc.
Taikang Insurance Group Inc. China

Making people live healthier, wealthier and longer.

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FAQ About 普益财富 PUYI INC.

Puyi (NASDAQ: PUYI) is one of the largest third-party wealth management company in China which focusing on mass affluent and emerging middle class population, with a roughly 10.4% market share based on 2017 transaction value(according to CIC).
普益财富 PUYI INC. was founded in 2010.
普益财富 PUYI INC. is headquartered in Guangzhou, China.
普益财富 PUYI INC. operates in Finance, Financial Services and Wealth Management. Its work centres on China, third-party, mass affluent and emerging middle class.
普益财富 PUYI INC. has approximately 38 employees.
普益财富 PUYI INC. has completed 2 funding rounds, raising a total of $13.00M. The latest funding stage is Post-IPO Equity.
Top alternatives and competitors to 普益财富 PUYI INC. include FutureAdvisor, All Season Financial Advisors, Inc., Taikang Insurance Group Inc., Yooli 有利网, Welch Financial Planning, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
普益财富 PUYI INC. and FutureAdvisor 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 普益财富 PUYI INC., https://bouncewatch.com/company/puyi-inc, updated 14 January 2025. When citing, please name BounceWatch and link this page.

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