# Loyal Wealth Management

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/loyal-wealth-management

- Industry: Financial Services
- Headquarters: Shanghai, China
- Website: www.loyalwm.com
- Latest round: Series B (Jul 21, 2015)
- Investors on record: 3

## About

Established in 2012 and based in Shanghai, China, Loyal Wealth Management operates as a financial services agency that provides third-party financial services for the family. It was recognised as the National Best Community Financial Institution and Best Community Wealth Management Institution of 2021. In July 2015, the company closed series B funding from new investors H&R Investment and Jianzheng Capital and returning investor Nord Engine Group.

Loyal Wealth Management is committed to providing third-party financial management comprehensive financial services, including financial counselling, financial planning, etc. The company also provides private equity investment, equity investment, venture capital investment and other private equity fund business.

The company generates revenue by providing financial services such as financial counselling, financial planning and other financial services, as well as private equity funds such as private securities investment, equity investment and venture capital investment.

## Funding rounds

- Series B, Jul 21, 2015 — Nord Engine Group, Jianzheng Capital, H&R Investment
- Series A, Aug 11, 2014 — Nord Engine Group

## Investors

- Nord Engine Group (https://capitalatlas.ai/funds/nord-engine-group) — Series A, Series B
- Jianzheng Capital (https://capitalatlas.ai/funds/jianzheng-capital) — Series B
- H&R Investment — Series B