# Zhidao Financial Services

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/zhidao-financial-services

- Industry: Financial Services
- Headquarters: Shenzhen, China
- Website: www.ziasset.com
- Latest round: Angel (Mar 16, 2018)
- Investors on record: 1

## About

Zhidao Financial Services offers sophisticated asset management solutions, utilizing advanced technology to enhance investment strategies for institutional investors and high-net-worth individuals. The company focuses on improving portfolio performance and risk management.Founded in 2014 and headquartered in Shenzhen, China, Zhidao Financial Services specializes in asset management solutions. The company has engaged in one deal since its inception, with its most recent deal occurring on March 16, 2018, when it raised an undisclosed amount of Angel funding from Marathon Venture Partners.Zhidao Financial Services provides innovative asset management solutions designed to improve portfolio performance and risk management for institutional investors and high-net-worth individuals. Their main product is a proprietary algorithmic trading platform that employs big data analytics and machine learning to optimize investment strategies across various asset classes. This platform addresses challenges asset managers face, such as market volatility and liquidity constraints, allowing for effective decision-making. Their clients, primarily hedge funds, family offices, and institutional investors in North America and Europe, benefit from advanced trading tools that enhance their ability to navigate complex financial markets.Zhidao Financial Services operates on a subscription-based pricing model for its algorithmic trading platform, which grants clients access to advanced features and analytics tools tailored to their investment strategies. Clients typically engage in annual agreements to ensure continued access to software updates and support. The company also derives revenue from partnerships with financial institutions that integrate its technology into their services, establishing a B2B transaction structure. The flagship products, including proprietary trading algorithms, are pivotal to these agreements, offering substantial value to clients aiming to improve their investment performance.Looking forward, Zhidao Financial Services plans to expand its product offerings and enter new markets. The company is developing additional features for its trading platform, though specific release dates have not been disclosed. In terms of geographic expansion, Zhidao Financial Services aims to penetrate markets in Asia and further establish its presence in Europe by 2023. The funding received in March 2018 will support these growth initiatives, allowing the company to enhance its product development and market entry strategies.

## Funding rounds

- Angel, Mar 16, 2018 — Marathon Venture Partners

## Investors

- Marathon Venture Partners (https://capitalatlas.ai/funds/marathon-venture-partners) — Angel