BetaSmartz

B2B Wealth & Investment Management Financial Technology

General Information
Company Name
BetaSmartz
Founded Year
2016
Location (Offices)
Hong Kong S.a.r. +4
Founders / Decision Makers
Number of Employees
7
Industries
B2B, Big Data, Finance +4
Funding Stage
Series A
Social Media

BetaSmartz - Company Profile

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.

Taxonomy: 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 of BetaSmartz (2)

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Funding Stage Amount No. Investors Investors Date
Series A $5.00M - 01 Jul 2019
Seed Round Unknown - 01 Nov 2015

Latest News of BetaSmartz

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No recent news or press coverage available for BetaSmartz.

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