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Beijing Xicheng District
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Company Overview

  • Nature: Private Enterprise Size: 1000-4999 employees Founded: 12年
  • Industry: Other Industries
  • Full name: Miduo Wealth Management Co., Ltd.。

Development Stage

  • Stage: B轮, 9800万人民币。

About the Company

Positioning: China's* authoritative independent financial advisor entrepreneurship platform. Vision: To lead China's independent financial advisor industry and provide the public with genuine wealth management. Miduo Wealth Management Co., Ltd. (referred to as "Miduo Wealth") was registered with the State Administration for Industry and Commerce and established in Beijing in September 2014. It is the first wealth management cloud service platform in China, an innovative platform that provides genuine wealth management to the middle class through independent financial advisors (IFAs). Miduo Wealth provides independent financial advisors with a series of support and services including products, platforms, education, and operations, helping them establish independent financial advisory studios and, with an independent and objective stance, provide clients with genuine wealth management services. At the same time, Miduo Wealth establishes an effective risk management mechanism in the process of product sourcing, marketing, and management. By using internet technology, it reduces the circulation links of financial products and safeguards the interests of investors and financial advisors. Miduo Wealth's wholly-owned subsidiary, Miduo Asset Management Co., Ltd., obtained private investment fund manager registration certificate in May 2015. Through unremitting efforts, Miduo Wealth will help improve the domestic wealth management environment, promote the sound construction and development of China's independent financial advisor industry, and ultimately achieve win-win results for all parties.

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Miduo Wealth Management Products & Services (2 in total)

8.8, 3.1万 downloads
本次更新: 1.【首页】新增财知模块 2.【财学】米多财学增加直播功能 3.【公募基金】购买流程根据监管要求进行调整,公募基金交易需补充地址信息并进行风险评测 4.【个人中心...
10, 8466 downloads
米多财富为独立理财顾问(IFA)开发的专用工具,提供收入统计、客户关系管理系统、产品中心、米多学院课程视频、理财师专属名片等展业支持模块。是为独立理财顾问解决维护新老客户的烦...
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Miduo Wealth Management Financing History (2 rounds)

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B轮
Capital Market Favor
Latest Financing Round
  • Date: ?
  • Amount: 9800万人民币
  • Investor: 投资方未透露

Miduo Wealth Management Related Industry Tags

Business Registration

Provided by

Operating Status: 开业
Registered Capital: 7,409.5万(元)
Legal Representative: 王晰
Date Established:
Credit Code: 91110102317919672F
Registered Address: 北京市西城区德胜门外大街3号1幢6层601室

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