Lixiangjia

What Lixiangjia does

Lixiangjia (理享家) is a Beijing-headquartered, Hong Kong-founded B2B wealth management technology platform founded in 2013 by CEO Zhu Chao (朱超). The company provides a one-stop IT-based business system and supply chain integration solution that connects global asset providers with Chinese wealth management institutions, family offices, and independent financial advisors. Its core offering is the Lixiangjia Consulting (理享家咨询) platform, supplemented by the Lixiang Yunqi (理享云启) SaaS platform that won the HICOOL 2021 Global Entrepreneurship Competition Victory Award among 4,018 projects from 84 countries.

The company's technology stack centers on a unified信息化业务系统 (IT-based business system) integrating business management, asset allocation, client servicing, and asset supply chain access into a single platform for wealth management intermediaries. Its proprietary features emphasize integration and interoperability across the asset management and wealth management value chain, rather than any disclosed AI/ML or data science capabilities. Distribution occurs via direct enterprise sales, a WeChat official account (理享家财富), a customer service hotline, and an ecosystem of co-organized events including the Family Office TOP50 Forum and frequent live-streaming webinars that have drawn between 579 and 9,970 viewers per session.

Lixiangjia generates revenue primarily through subscription-based SaaS and platform service fees charged to wealth management institutions and independent financial advisors on a quote-based, non-publicly-disclosed pricing model. The company is venture-backed by Bertelsmann Asia Investment Fund, Guojin Dingxing, LB Investment, InnoVen Capital, Yonghua Investment, Changan Private Capital, Zihui Ventures, and Ping An (which led the most recent disclosed $35M round in November 2019), with cumulative disclosed funding of approximately $97.4M across three rounds in 2018-2019. Headcount is reported at 51-100 employees, and the company operates primarily across mainland China and Hong Kong with global asset sourcing.

Name

Lixiangjia

Legal name

北京理享家商务信息咨询有限公司

Website

https://lxjcf.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

51–100 employees

Short description

Lixiangjia is a Beijing-headquartered B2B wealth management technology platform that connects global asset providers with Chinese wealth management institutions, family offices, and independent financial advisors through an integrated SaaS business system and asset supply chain platform.

Ownership category

akta.pro rank

Product category

Wealth Management Technology

NAICS

Portfolio Management and Investment Advice (523940), Computer Systems Design and Related Services (54151)

SIC

Investment Advice (6282), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking) (FSAGAEAI)

akta.pro secondary industry

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

Keywords

• Wealth management technology
• SaaS platform
• Asset allocation solutions
• Financial advisor tools
• Overseas asset distribution

Headquarters

HQ city

Beijing

HQ country

China

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Platform / Technology Services: Lixiangjia provides a technology empowerment platform for wealth management institutions and independent financial advisors, generating revenue through subscription-based SaaS services. The platform integrates global asset supply with Chinese wealth management distribution channels, monetizing via software subscriptions and service fees for financial institutions.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Lixiangjia provides a one-stop wealth management technology empowerment platform that connects global asset providers with Chinese wealth management institutions, family offices, and independent financial advisors. Its core technology offering is an integrated IT-based business system (信息化业务系统) that combines wealth management business management functions with global asset supply chain integration, delivered through subscription-based SaaS services. Supplementing the core platform is Lixiang Yunqi (理享云启), a standalone SaaS service platform for the wealth management industry.

Product overview

Lixiangjia is a domestic leading intelligent wealth management technology service provider offering a platform-plus-services architecture. The core offering is the Lixiangjia Consulting platform (理享家咨询), which serves as a one-stop wealth management technology empowerment platform connecting global asset providers with Chinese wealth management institutions and financial advisors. Supplementing the core platform is Lixiang Cloud Start (理享云启), a SaaS service platform designed for the wealth management industry that won the HICOOL 2021 Global Entrepreneurship Competition merit award. The platform provides integrated business systems, asset management solutions, and technology empowerment services for wealth management institutions and practitioners.

Differentiator

Problem solved

Functional benefit

Brands

• 理享云启: Wealth management industry SaaS service platform under Lixiangjia Group, which won the HICOOL 2021 Global Entrepreneurship Competition Excellence Award

Products and services

• Lixiangjia Consulting (理享家咨询) One-stop wealth management technology empowerment platform providing global asset providers and Chinese wealth management institutions and independent financial advisors with integrated business systems and asset management solutions. Designed for wealth management institutions, family offices, and financial advisors seeking technology infrastructure and access to global asset supply chains.
• Lixiang Yunqi (理享云启) Wealth management industry SaaS service platform that provides financial institutions and independent financial advisors with integrated technology tools for business management, asset allocation, and client servicing. Won the HICOOL 2021 Global Entrepreneurship Competition Victory Award.

Named customers1 record

Segments1 record

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Three partnerships are on record, tiered minor and core.

• Huashan Education (华山教育)minorStrategic or Co-development Partner · 1 April 2022Lixiangjia made a strategic investment in Huashan Education, which announced a successful Pre-A round with a valuation of 120 million RMB (1.2亿). Lixiangjia is described as having made a strategic investment in the education platform.
• Jiaze Fund (嘉御基金)minorGTM or Marketing Partner · 1 April 2022Jiaze Fund and Lixiangjia co-hosted a VIP client meeting where Jiaze Fund founder Wei Zhe shared investment insights with Lixiangjia's clients, representing a joint marketing/customer engagement partnership.
• Family Office TOP50 ForumcoreStrategic or Co-development Partner · 1 April 2022理享家集团 co-organized the 'Family Office TOP50 Forum' — a thought leadership platform featuring city summit events. The forum brings together family office principals, investment experts, and wealth management professionals, positioning Lixiangjia as a central hub in the family office ecosystem.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Noah Holdings (诺亚财富): A leading Chinese wealth management and asset allocation platform serving HNW clients with global product offerings. Directly comparable as a Chinese HNW-focused wealth distribution platform with cross-border capabilities and family office services.
• Haiyin Wealth (海银财富): A major Chinese independent wealth management platform distributing domestic and overseas products to HNW clients through IFAs. Comparable business model and customer base in Chinese wealth distribution.
• Yiren Wealth / Yirendai (宜人财富): Digital wealth management platform serving Chinese mass-affluent and HNW clients with diversified product offerings. Comparable as a tech-enabled Chinese wealth management platform serving advisors and end clients.
• Hengtian Wealth (恒天财富): Independent Chinese wealth management firm serving HNW clients with domestic and offshore investment products. Comparable business model targeting Chinese HNW with cross-border distribution.

Broad incumbents

• Ant Fortune (蚂蚁财富): Wealth management arm of Ant Group, one of China's largest digital wealth platforms. Operates in the same wealth management technology and distribution space but with vastly larger scale, embedded in the Alipay ecosystem.
• Lufax (陆金所): A major Chinese fintech wealth and asset management platform serving mass-affluent and HNW clients. Comparable as a large-scale Chinese wealth tech platform with broad product distribution.
• EZ Wealth / JD Wealth (京东金融财富): Wealth management arm of JD.com offering diversified investment products to Chinese consumers. Comparable as a major Chinese wealth tech platform with broad reach and integrated ecosystem.

Emerging players

• Jiaze Fund (嘉御基金): Chinese investment firm co-marketing partner with Lixiangjia for VIP client meetings. Comparable as a Chinese investment manager serving HNW clients, though operating on the buy-side rather than as a platform.
• China Renaissance (华兴资本): Chinese investment bank and wealth management firm serving HNW and institutional clients with cross-border product access. Comparable as a Chinese financial services firm bridging domestic capital with global opportunities.
• Xueqiu / Windtalk (雪球): Chinese investor social network and wealth platform serving retail and professional investors with research, content, and product access. Comparable as a content-and-technology-driven Chinese wealth platform targeting investors and advisors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/assetpro1

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds3 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 Lixiangjia