Aqumon
Aqumon is a Hong Kong-based digital wealth management company founded in 2016 that operates an algorithmic robo-advisor platform enabling individual investors to invest in global ETFs through automated portfolio management, serving primarily retail investors.
- Company typePrivate
- Founded2016
- HeadquartersQuarry Bay, Hong Kong SAR China
- Headcount101–250
- GTM typeB2B and B2C
- OfferingSoftware
What Aqumon does
Aqumon is a Hong Kong-based digital wealth management company founded in 2016 that operates an algorithmic robo-advisor platform enabling users to invest in ETFs globally. The company is headquartered in Quarry Bay, Hong Kong, employs 101-250 people, and operates under the brand name AQUMON. Its primary customer segment is individual investors, addressed through a horizontal segmentation approach. The company's stated problem frame is enabling retail investors to access diversified global ETF portfolios through automated portfolio management rather than manual selection and rebalancing.
The firm's core product, the AQUMON Robo Advisor, is positioned as a single primary platform delivering automated investment management and portfolio optimization through algorithmic advice. The platform is built around algorithmic wealth management technology that automates asset allocation, portfolio construction, and rebalancing across global ETFs. No proprietary features, technical architecture details, integrations, or AI/ML components are disclosed in the source material; the product is functionally characterized as automated ETF-based wealth management rather than a richly differentiated technology stack. Aqumon also presents itself as a wealthtech solution provider for financial institutions, suggesting a B2B2C distribution model alongside any direct-to-consumer offering, although specific channel, pricing, and revenue mechanics are not disclosed.
Aqumon has raised approximately $30 million in disclosed funding across rounds from 2017 to 2022. The investor base includes Alibaba Entrepreneurs Fund (participating in three rounds), Lenovo Capital and Incubator Group, Wing Lung Bank Family Office, Cyberport Hong Kong, Zheng He Capital, Spark Ventures, and Gobi Partners. The combination of strategic Asian tech investors and Hong Kong financial-sector backers is consistent with an embedded B2B distribution strategy. Leadership is stable, with co-founders Kelvin Lei (CEO) and Don Huang leading the company since inception, supported by a senior product management function. No revenue figures, customer counts, AUM, partnerships beyond investor relationships, or geographic footprint data are disclosed in the available sources.
Aqumon firmographics
Firmographics- Name
- Aqumon
- Website
- https://aqumon.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Aqumon is a Hong Kong-based digital wealth management company founded in 2016 that operates an algorithmic robo-advisor platform enabling individual investors to invest in global ETFs through automated portfolio management, serving primarily retail investors.
- Ownership category
- akta.pro rank
Aqumon industry classification
Industry- Product category
- Robo-Advisory / Digital Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Automated Rebalancing, Tax-Loss Harvesting & Tax-Optimized Investing Tools (FSAGAEAE)
- akta.pro secondary industry
- Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)
Keywords
Where Aqumon is headquartered
LocationHeadquarters
- HQ city
- Quarry Bay
- HQ country
- Hong Kong SAR China
- HQ region
- Asia
Markets served
Aqumon business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales
Aqumon product offering
Product offeringCore offering
Aqumon develops and operates a robo-advisor wealth management platform that enables automated, algorithm-driven investing in global ETFs. The company also provides wealthtech solutions to financial institutions, allowing banks, insurers, and other financial firms to offer automated portfolio management and digital wealth services to their end customers.
Product overview
AQUMON operates as a robo-advisor platform providing automated wealth management services. The company's core offering is a robo advisor that enables users to invest in ETFs globally. The product portfolio consists of a single primary platform that delivers automated investment management and portfolio optimization through algorithmic advice.
Differentiator
Problem solved
Functional benefit
Products and services
- AQUMON Robo Advisor
Companies that use Aqumon
Customer profileSegments1 record
Ideal customer profiles2 records
Aqumon technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Aqumon partnerships and signals
Strategic signalRecent moves6 records
Expansion highlights5 records
Aqumon competitors and assessment
Company assessmentBroad incumbents
- Betterment: US-headquartered established robo-advisor offering automated global-ETF portfolio management to retail and advisory-channel clients; a broader incumbent peer with the same automated wealth management model that Aqumon operates at smaller scale in Asia.
- Wealthfront: US-based pioneer in automated ETF-based wealth management serving mass-affluent retail; a broader incumbent comparable to Aqumon on core robo-advisory model and passive ETF portfolio construction, serving as the category benchmark.
Direct peers
- Bambu: Singapore-based B2B robo-advisory and wealthtech provider white-labelling digital investment solutions to banks and financial institutions; highly comparable to Aqumon on the B2B wealthtech distribution model and underlying ETF-based robo-advisory engine.
- Syfe: Singapore- and Hong Kong-headquartered robo-advisor offering diversified global ETF portfolios to retail investors; closest geographic and product peer to Aqumon with overlapping Hong Kong distribution and identical automated-ETF value proposition.
- Endowus: Singapore-based digital wealth platform providing fee-only advisory and automated portfolio construction using global ETFs; competes head-to-head with Aqumon for mass-affluent and HNW clients in Asia and shares the global-ETF robo-advisory value proposition.
- Kristal.AI: Singapore/Hong Kong-based digital wealth platform offering AI-driven portfolio management across global asset classes; comparable to Aqumon on APAC retail wealth-management target market and algorithmic advisory technology.
- StashAway: Singapore-headquartered digital wealth manager offering automated ETF portfolio management across Greater China and Southeast Asia; directly comparable to Aqumon on product (robo-advisory), target customer (mass-affluent retail), and asset class (global ETFs), and overlaps geographically in Hong Kong.
Regional players
- 8 Securities: Hong Kong-headquartered retail investing and wealth platform offering mobile-first access to global securities and managed portfolios; directly comparable to Aqumon's Hong Kong base and cross-border retail wealth-management proposition.
Emerging players
- MoneyOwl: Singapore-based digital advisory and wealth management platform offering automated financial planning and investment solutions; comparable to Aqumon on digital wealth and advisory offering within APAC, though typically more planning-led than pure robo-advisory.
- Wahed Invest: Global digital wealth manager (including Asia presence) offering automated ETF portfolio management with a values-based screen; comparable to Aqumon as a thematic/automated wealth platform, though differentiated by Shariah-compliant mandate.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Aqumon social profiles
Digital presenceAqumon financial estimates
Financial estimateRevenue estimate
Valuation estimate
Aqumon leadership team
Management profileNumber of profiles
Profiles3 records
Aqumon funding detail
Funding detailFunding overview
Funding rounds4 records
Investors7 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Aqumon M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Aqumon
What does Aqumon do?
Aqumon develops and operates a robo-advisor wealth management platform that enables automated, algorithm-driven investing in global ETFs. The company also provides wealthtech solutions to financial institutions, allowing banks, insurers, and other financial firms to offer automated portfolio management and digital wealth services to their end customers.
Is Aqumon a public or private company?
Aqumon is a private company. It is classified as venture growth investor backed and is currently operating.
When was Aqumon founded?
Aqumon was founded in 2016. It employs 101 to 250 people.
Where is Aqumon based?
Aqumon is headquartered in Quarry Bay, Hong Kong SAR China, in the Asia region.
Who are Aqumon's main competitors?
Broad incumbents on record are Betterment and Wealthfront. Direct peers are Bambu, Syfe, Endowus, Kristal.AI and StashAway. 8 Securities is listed as a regional player. Emerging players are MoneyOwl and Wahed Invest.
Does Aqumon have an API?
No public API is recorded for Aqumon.
What industry is Aqumon in?
Aqumon's product category is Robo-Advisory / Digital Wealth Management. Its primary akta.pro industry code is FSAGAEAE, Automated Rebalancing, Tax-Loss Harvesting & Tax-Optimized Investing Tools, with a secondary code of FSAGAEAL, Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access). Its NAICS code is 523940 and its SIC code is 6282.