Asset Pro

About us

A leading technology platform in China that facilitates overseas asset and service transactions

Our Advantages
Largest technology-driven overseas wealth management service platform
Integrated technology platform powered by data analytics
One-stop access to comprehensive overseas asset and service coverage
Cost-efficient expansion of advisor network powered by influential social media presence
Relationship-based operating model designed to boost advisor productivity
Experienced and entrepreneurial management team
Our History
  • 2014.10

    Received millions of angel round funding from BAI and IVP

  • 2015.06

    Completed Round A financing from PurpleSky, Chang'an Private Capital

  • 2016.06

    Completed Round B financing from Yonghua Capital and Sinolink Securities, and launched national distribution network expansion

  • 2017.08

    Hai Huang, cofounder of Asset Pro, was named on Forbes China's "30 Under 30" list

  • 2018

    Completed Round C Financing from LB Investment, HowBuy Wealth Management (834418)

  • 2018.09

    Chao Zhu, CEO of Asset Pro, was named on both Forbes China's "30 Under 30" and Hurun "30 Under 30 Entrepreneurial Leaders" list

  • 2019

    Completed $45 million Round D financing

Our Technology

Client & Product Sourcing System
Management System
Online/Onsite Supporting Service
Prospecting & Client Acquisition
Product Screening & Selection
Comprehensive Support & Service
Transaction Management
Client Relationship Management System
Advisor Business Development

News

投资者如何参与香港、内地资本市场新机遇？
2022.07.13——2022.07.13
Activity
八大关键词预判中国经济下半场 ：GDP增速、市场流动性、行业监管……
2022.06.15——2022.06.15
Activity
理享家战略投资华山教育
2022.02.28
News
本土家族办公室行业回顾与展望：共同富裕成行业新使命 专业和技术迭代提速
2022.02.11
News
News flash More
赋能财富管理，理享家斩获2020 Global Fast Track决赛亚军
近日，2020香港金融科技周及Global Fast Track决赛圆满结束，国内领先的财富管理科技赋能平台理享家获得决赛亚军。 [details]
2021.01.21 09:42
理享家荣获亚太财富论坛“2020年度最佳金融科技创新奖——优秀互联网财富管理平台”金臻奖
2021年1月16日，由《财富管理》杂志主办的2020年度Wealth APAC 亚太财富论坛拉开帷幕，理享家在众多财富管理机构中脱颖而出，荣获“2020年度最佳金融科技创新奖—优秀互联网财富管理平台”金臻奖。 [details]
2021.01.21 09:42
Today fortune & Li Xiangjia jointly launched the list selection of 2020 Chinese style family office (the second half of the year)
Fortune today and Li Xiangjia jointly launched the top 30 (second half of the year) list of China's family offices in 2020, in order to set an industry benchmark! Please click the article link to register~ [details]
2020.12.16 15:54
Asset Pro has been listed in the Securities Times "China's smart wealth management pioneer list"
On December 9, the award-winning list of "2020 China's financial technology pioneer list" sponsored by securities times and securities companies China was announced, and the management home stood out among many wealth management institutions and was listed in the "China's smart wealth management pioneer list". [details]
2020.12.15 11:01
Asset pro won the annual innovation service platform award of "the first financial value list of 2020"
At the new financial summit 2020 just concluded, Asset pro was awarded the annual innovation service platform award of "the first financial value list 2020". This award represents that the past performance, performance and reputation of Li Xiang Jia have been widely recognized by the industry. In the future, Li Xiangjia will continue to forge ahead with its original intention, and multi-dimensional empowerment of the industry will tell a new story for China's economy. [details]
2020.12.09 17:05
Asset Pro has been named on the 2020 China Asset Management Golden Bay Award list
On August 9, the "2020 China Asset Management Annual Conference", directed by Nanfang Financial Media Group and hosted by 21st Century Business Herald, was held in Kerry Hotel, Pudong, Shanghai, and the "Golden Bay Award" of China Asset Management 2020 was officially announced at the conference. By virtue of its high quality science and technology in the field of wealth management and its influence in the leading industry, Richeliang won the 2020 Golden Bay Award for Outstanding Technology and Financial Service Platform. [details]
2020.08.12 10:47
Asset Pro was awarded the 2020 China Excellent Wealth Management Platform Junding Award!
Due to the impact of the epidemic, the "2020 (14th) China Wealth Management Organization Junding Award" was successfully held two months later. After the judging panel's professional perspective, rigorous attitude and impartial criteria, the junding Award list was successfully created. Richland stood out among many wealth management platform companies and won the "2020 China Excellent Wealth Management Platform Junding Award". [details]
2020.08.05 09:54
Asset Pro won the Golden Yi Award, the most Valuable Fintech Platform award
The China Insurance Industry International Summit 2020 has opened in Shenzhen. Through the selection of the organizing committee of this summit and the authoritative institutions in the industry, Li Xiangjia stood out among many fintech companies and won the "Golden YI Award -- the most Valuable Fintech Platform Award".   It is worth mentioning that at the seventh China Insurance Industry International Summit held last September, Richards Had won the "Best Fintech Platform Award" with its deep competence and hard work in Fintech field. This re-award is the recognition of the industry authorities for the outstanding achievements in the fintech sector. [details]
2020.07.13 10:20
The first annual global family office investment summit was successfully concluded
On January 9th, The global family office investment summit was successfully concluded in BeiJing. This forum brought together outstanding financial planners, financial institutions, domestic top financial media and leading enterprises in the financial industry to discuss the current situation and future of wealth management under the new economic cycle. At the same time, top 10 awards such as "leading family office brand of the year" were announced in the summit. [details]
2020.01.12 17:15
The celebration of ASSET PRO 2020 annual conference has come to a successful conclusion
The annual meeting of Asset PRO was launched in Beijing on January 6th,2020. More than two hundred colleges from our branch companies all over the county has participated in this meeting, concluding the experience of the past year with each other, and looking forward to the new journey of ASSET PRO in 2020. [details]
2020.01.12 17:10
Asset Pro Won Millions of Government Award Fund at Qiantang Star Fintech Competition
Asset Pro is highly recognized by competition committees for its innovative capability, creative business model and outstanding corporate strategy deeply rooted in financial technology. [details]
2019.09.28 15:22
Asset Pro 2019 Global Asset Allocation Trends Summit Forum Successfully Ends
On September 22nd, Asset Pro hosted the "2019 Global Asset Allocation Trends Summit Forum - Guangdong-Hong Kong-Macao Greater Bay Area" in Shenzhen, China. [details]
2019.09.23 18:19
Asset Pro won Best Financial Technology Platform Award
Asset Pro won Best Financial Technology Platform Award at 7th China Insurance Industry Summit.
2019.09.11 15:53
Asset Pro won Golden Plume Award for Global Asset Allocation Excellence
2019.09.04 18:35
Experienced Executive Joins Asset Pro, Elite Team Upgrades
Daniel McNamara, former Co-Head of Investment Banking Division (Asia Pacific) of Citigroup, Global Co-Head, Financial Institutions Group (ex-Japan) at Nomura Investment Banking and Head of US Financial Institutions Group of BMO Capital Markets, joined Asset Pro as Head of International Business Development. [details]
2019.08.23 10:24
Asset Pro Elite Team on NASDAQ Display Again
Asset Pro not only has a leading position in the wealth management industry in China, but also represents the whole industry’s image to investors all over the world during China’s globalization, making the world focus on the new trends of overseas asset allocation in China.
2019.06.21 16:19
Asset Pro · LB Investment
On December 13th, Mr Koo, chairman of South Korea's LB Investment, visited Asset Pro's Beijing headquarters.
2018.12.14 22:36
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