Beta Wealth Manager

[Company Introduction] Beta Data was established in 2012, with its headquarters in Shanghai, and is a data and algorithm-driven financial technology service platform. Based on financial big data, relying on massive financial data and label graphs, and utilizing LLM technology plus high-quality databases, it creates a new generation of digital marketing solutions for the financial vertical industry through MaaS+DaaS methods. By combining content, tools, and operations, it innovatively applies AIGC technology to financial business scenarios, providing full-process services for financial institutions to carry out digital transformation of wealth management, as well as offering implementation methods and tools for digital marketing, intelligent asset allocation, and post-investment services. In 2018, it was awarded the title of "National High-tech Enterprise", in 2021, it was recognized as a key cultivation enterprise in Shanghai, in 2022, it obtained the "National Information System Security Level Protection Level III" certification, and was selected as one of the first batch of Shanghai's "Specialized, Refined, Distinctive, and Innovative" enterprises. Currently, Beta Data possesses a database covering 3.2 million financial products, eight major categories of wealth management knowledge graphs for the industry, and a fine-grained tag library covering characteristics of various financial products and preferences for financial topics, committed to becoming a professional backing for digital marketing of financial institutions. With data as the foundation and algorithms as the support, Beta Data has achieved the digital transformation of the entire chain of financial advisors' processes from outreach and interaction to conversion and transactions, enhancing the efficiency and effectiveness of both financial advisors and financial institutions. As of the end of 2022, Beta Data's clients span banks, securities, insurance, funds, and trusts, with over 1,000 financial institutions, covering 1.7 million high-end financial advisors and wealth managers. Its services cover more than 80% of bank outlets and over 50% of securities company branches. Currently, Beta Data has more than 500 employees, with R&D team members accounting for over half; over 120 people in online and offline service teams, and over 100 in research and content investment education teams.