Quantec

What Quantec does

Quantec (legal name: 에이아이콴텍 주식회사 / AI Quantec Co., Ltd.) is a South Korea-based fintech founded in 2016 that operates an AI-driven robo-advisor platform serving individual retail investors and Korean financial institutions. Its flagship consumer product, marketed as "AI 콴텍," delivers personalized algorithm-driven portfolio management built on stock big data, financial statement analysis, and ETF/fund strategies. The core technology is the proprietary Q-Engine, a modular platform combining 800,000+ algorithmic strategy permutations with 21억개 (2.1 billion) pieces of global market data to generate 1:1 personalized portfolios, with continuous 24-hour monitoring and automated rebalancing.

The company monetizes through two channels. On the consumer side, it charges investment management fees and brokerage commissions on retail accounts opened through its self-service mobile application, which guides users through a 1-minute signup, investment propensity test, securities account opening via partner firms, and investment. On the B2B side, it licenses or white-labels the Q-Engine to financial institutions — banks and securities companies — enabling them to deploy their own robo-advisor offerings, with NH Investment & Securities, Shinhan Capital, and Industrial Bank of Korea serving as both capital backers and distribution partners.

Quantec is headquartered in Yeongdeungpo-gu, Seoul, employs 101-250 people, and has raised approximately KRW 16.5 billion (~$20M USD) across funding rounds from 2018 through 2023, the most recent being a KRW 9 billion strategic investment from NH Investment & Securities in November 2023. Founder and CEO Lee Sang-geun leads the company. Quantec was ranked #1 in ROI in the Financial Services Commission's RA Testbed program, which functions as its principal external credibility signal.

Name

Quantec

Legal name

에이아이콴텍 주식회사

Website

https://quantec.co.kr

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

101–250 employees

Short description

Quantec is a South Korea-based fintech founded in 2016 that offers an AI-driven robo-advisor platform delivering personalized portfolio management to individual retail investors, while licensing its proprietary Q-Engine to banks and securities firms for their own B2B robo-advisor offerings.

Ownership category

akta.pro rank

Product category

Robo-Advisory / Automated Investment Management

NAICS

Miscellaneous Financial Investment Activities (523999), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Financial Services Personalization (Banking, Investing, Insurance) (HDAAAGAH)

akta.pro secondary industry

Quant Research & Systematic Strategies (FSACAGAF)

Keywords

• AI robo-advisor
• Automated investment management
• Algorithmic portfolio management
• Robo-advisor platform
• Personalized asset allocation

Headquarters

HQ city

Seoul

HQ country

South Korea

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Robo-advisor Investment Management Services: Quantec generates revenue through investment management fees charged to customers using its robo-advisor service. The company charges fees based on investment contracts, with commission rates varying by financial institution policies. Customers pay management fees for algorithmic portfolio management and automated trading services.
2. Q-Engine B2B Solutions: Licensing or providing the Q-Engine platform to financial institutions (banks, securities companies) as a white-label or embedded solution, enabling them to offer robo-advisor services to their own customers.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Quantec provides an AI-driven robo-advisor service that builds personalized algorithmic investment strategies from stock big data, with automated portfolio rebalancing and trading for individual retail investors. It also offers Q-Engine, a modular development platform that lets financial institutions and private investors design and deploy their own customized asset allocation financial products through combinable modules.

Product overview

Quantec offers AI-driven robo-advisor services as a unified platform. The core product is the AI Quantec Robo-advisor service (AI 콴텍 로보어드바이저), which provides personalized algorithm-driven investment strategies using stock big data and financial analysis. The company also offers Q-엔진 (Q-Engine), a robo-advisor development platform that allows financial institutions and individual investors to build and sell their own customized asset management products through modular combinations. Together, these products enable both direct-to-consumer AI stock investment services and B2B enterprise solutions for the financial industry.

Differentiator

Problem solved

Functional benefit

Products and services

• AI 콴텍 로보어드바이저 (AI Quantec Robo-advisor) AI-driven robo-advisor service that uses stock big data to create personalized algorithm-driven investment strategies, providing automated investment asset management and asset management solutions for individual retail investors across stocks, ETFs, and funds.
• Q-엔진 (Q-Engine) Modular robo-advisor development platform that enables Private Bankers or individual investors to design and deploy customized asset allocation financial investment products and services through combinations of multiple Q-Engine modules, allowing the creation of optimized personalized portfolios and B2B white-label robo-advisor offerings for financial institutions.

Quantifiable outcome

• Ranked #1 in ROI/returns in Financial Services Commission RA Testbed

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature5 records

Partnerships

One partnership is on record.

• Major Korean Financial InstitutionscoreStrategic or Co-development PartnerQuantec collaborates with major domestic financial institutions (국내 메이저 금융사) who have selected Quantec's technology. These partnerships enable distribution of Quantec's services and integration of its Q-Engine platform into partner financial ecosystems. Quantec provides technology solutions while partners provide distribution channels and customer access.

Scale indicators5 records

Recent moves3 records

Expansion highlights5 records

Direct peers

• Wealthfront: US-based robo-advisor offering automated, algorithm-driven portfolio management for retail investors. Highly comparable as a pure-play robo-advisor targeting individual investors with personalized, data-driven investment strategies.
• Personal Capital (Empower): Hybrid robo-advisor/human advisor platform combining automated portfolio management with personalized advice. Comparable in offering personalized algorithm-driven portfolios to retail investors with subscription/management fee revenue.
• Betterment: US robo-advisor providing automated, goal-based portfolio management for retail investors. Comparable business model: AI-driven personalized portfolios, recurring management fees, and self-service onboarding similar to Quantec's AI Quantec app.
• Acorns: US consumer investment app offering automated, micro-investing and portfolio management for retail investors. Comparable self-service mobile-first robo-advisor experience targeting similar retail investor pain points.
• StashAway: Asia-focused robo-advisor operating across Singapore, Hong Kong, Malaysia, and the Middle East, offering algorithm-driven personalized portfolios. Comparable model, particularly relevant for Quantec's potential regional expansion.
• Syfe: Singapore-headquartered digital wealth platform offering AI-driven, personalized investment portfolios for retail investors in Asia. Comparable technology-led robo-advisor model targeting a similar retail demographic.

Broad incumbents

• NH Investment & Securities: One of Korea's largest brokerages and a strategic investor/partner of Quantec. Comparable as a securities firm offering robo-advisory services, with its own digital wealth management product and significantly larger distribution.
• Korea Investment & Securities (KIS): Large Korean brokerage offering digital wealth management and algorithmic investment services. Directly comparable distribution channel and overlap with Quantec's retail investment audience.
• Mirae Asset: Major Korean financial group offering AI-driven investment and wealth management services. Comparable as a broad incumbent with overlapping AI investment advisory capabilities targeting Korean retail investors.

Emerging players

• Toss (Viva Republica): Korean super-app that has expanded into investment and asset management services, including robo-advisor-style features. Competes with Quantec for Korean retail investors and brings massive distribution through its existing user base.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds5 records

Investors6 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quantec