NewBanker provides technology services focused on the wealth management industry in China. In addition to providing business support systems (consultants WBS); scene acquisition systems (consultants, NTC) for wealth management in the form of SaaS / PaaS; product management systems (consultants cloud FOF); and other technical support to promote the efficient management of wealth management agencies, NewBanker also provides strategic research, industry information, investor education, high-end training, and industry media promotion. The company was founded in 2016 and is based in Beijing, China.
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Expert Collections containing NewBanker
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
NewBanker is included in 2 Expert Collections, including Wealth Tech.
A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Track and capture company information and workflow.
Latest NewBanker News
Aug 24, 2022
Pandaily NewBanker, a provider of digital solutions for wealth management , announced on August 24 that it had secured funding from a firm owned by CICC Capital, with Yuanhe Capital as the exclusive financial adviser. With the rapid increase of asset management institutions such as digital solutions for wealth management businesses and public funds, NewBanker, established in 2016, has finally entered a stage of profitable operations and scale growth. It has accumulated tens of millions of dollars of investment from several venture capitals such as Jingwei Venture Capital, Genesis Capital and Atlas Capital. The latest financing will focus on the further construction of R&D centers in Beijing and Chengdu while offering operational support including tools, content and equity for fund companies and their partners. Li Qinghao, co-founder and CEO, said that starting from the wealth management industry chain, the company chose a three-step strategy of “serving the fund house, reaching the distributor by the fund house, and finally helping the fund house connect with the distributor”. At present, the company has rapidly entered the digital marketing of asset management industry, and has created a number of benchmark cases in banking, securities, fund sales and other industries. In the first half of 2022, NewBanker continued to maintain a year-on-year performance growth of 300%. From the perspective of asset management institutions, NewBanker will provide systematic business architecture and technical solutions according to its core business applications such as channels, institutions, e-commerce, customer service and investment advisors. From the perspective of wealth management institutions such as banks, trusts, securities and insurance, NewBanker will provide solutions in customer refinement operation, digitalization of customer managers’ work, customer managers’ sales sites, and the construction of wealth management and marketing platform.
NewBanker Frequently Asked Questions (FAQ)
When was NewBanker founded?
NewBanker was founded in 2016.
Where is NewBanker's headquarters?
NewBanker's headquarters is located at Room 401, 4th Floor, Building 3, No. 7, Beijing.
What is NewBanker's latest funding round?
NewBanker's latest funding round is Series C.
How much did NewBanker raise?
NewBanker raised a total of $3.67M.
Who are the investors of NewBanker?
Investors of NewBanker include China Capital Investment Group, MindWorks Ventures, Matrix Partners China, Genesis Capital, Atlas Capital and 3 more.
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