BETA DATA

About BETA DATA

BETA DATA, legally registered as Shanghai Beta Information Technology Co., Ltd., is a financial technology company established in 2011 and headquartered in Shanghai, China. The firm operates as a data and algorithm-driven financial technology service platform, positioning itself as a key service provider for financial institutions undergoing digital transformation.

The core of BETA DATA's business is its Software as a Service (SaaS) platform, which is built upon a foundation of extensive financial big data. It leverages this data, along with sophisticated tag maps and AI-powered algorithms, to deliver a suite of services aimed at enhancing digital marketing and client services for its customers. The company's business model focuses on providing comprehensive, end-to-end solutions for wealth management, including tools and methodologies for intelligent asset allocation and post-investment monitoring. Its clientele primarily consists of financial institutions such as banks, securities firms, trust companies, and insurance companies. According to the company, its services have reached over 70% of bank branches and more than 50% of securities brokerage offices in its operational regions, serving a network of 1.1 million high-end financial planners.

The platform's offerings include a wealth management workbench, tools for public and private funds, and intelligent marketing solutions. These products are designed to help financial professionals better understand the market, manage assets, acquire customers, and conduct post-investment analysis. In November 2021, the company secured a Series B funding round, and it has received investments from notable firms including Lightspeed China Partners and Susquehanna Asia Investments (SIG).