NewBanker

Name

NewBanker

Legal name

湖南牛投邦科技有限公司

Website

https://newbanker.cn

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Wealth Management Technology

NAICS

Credit Intermediation and Related Activities (522)

SIC

Finance Services (6199)

akta.pro primary industry

Neobank Core Platform (Retail/SME Digital Bank) (FSAGAAAA)

akta.pro secondary industries

Embedded/Platform Neobanks (Banking-as-a-Feature) (FSABAFAF), Customer Experience & Engagement (CRM, Support, Rewards, Loyalty) (FSAGAAAM), Transaction Analytics & Cash-Flow Insights (risk signals, forecasting) (FSAGACAG)

Keywords

• Wealth management technology
• Financial advisor platforms
• Asset allocation software
• Wealthtech solutions
• Digital wealth platforms

Headquarters

HQ city

Beijing

HQ country

China

HQ region

Asia

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Technology and Business Solutions Services: Provides technology solutions and business architecture services to financial institutions including public funds, bank wealth management subsidiaries, securities brokerages, insurance asset managers, and other wealth management organizations. Revenue is generated through B2B enterprise contracts for technology platforms and solutions.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

NewBanker is a one-stop wealth management technology service provider delivering integrated digital platforms and business architecture solutions to Chinese financial institutions. Its product suite spans the full wealth management lifecycle - from advisor-side tools (Financial Advisor Platform), client-facing applications (Client Platform), AI-driven asset allocation and marketing automation, through content management and intelligent companion systems. The company enables financial institutions to digitize wealth management operations, intelligent product/portfolio marketing, and client engagement.

Product overview

NewBanker is a one-stop wealth management technology service provider offering an integrated platform with multiple modules. The product portfolio includes: 理财师平台 (Financial Advisor Platform) for wealth managers to manage clients and portfolios; 客户端平台 (Client Platform) for end-investor access; 智能资产配置系统 (Intelligent Asset Allocation System) for automated portfolio construction; 产品营销系统 (Product Marketing System) for product distribution; 组合营销系统 (Portfolio Marketing System) for bundled product promotion; 内容中台 (Content Middle Platform) for centralized content management; and 智能陪伴系统 (Intelligent Companion System) for client engagement. The company also operates 顾问云, an industry deep media platform. These interconnected platforms serve the full wealth management lifecycle from advisor tools to client-facing applications.

Differentiator

Problem solved

Functional benefit

Brands

• 顾问云: Wealth management industry deep media platform founded by co-founders Li Qinghao and Jia Gui

Products and services

• Financial Advisor Platform (理财师平台) Platform enabling financial advisors and wealth managers to manage client relationships, track portfolios, and deliver wealth management services; designed for use by financial advisors within asset management firms, banks, securities, and trust institutions.
• Client Platform (客户端平台) Client-facing platform enabling end investors to access wealth management services, view portfolios, and interact with financial advisors; deployed by financial institutions for their retail and HNW clients.
• Intelligent Asset Allocation System (智能资产配置系统) AI-powered intelligent asset allocation system providing automated portfolio construction, rebalancing, and optimization capabilities; designed for wealth management institutions seeking scalable portfolio management.
• Product Marketing System (产品营销系统) Product marketing system enabling financial institutions to manage, distribute, and promote their wealth management products across channels; for asset managers, banks, securities, and trust institutions seeking digital distribution.
• Portfolio Marketing System (组合营销系统) Portfolio marketing system for managing and promoting investment portfolios and bundled financial products to clients; targeted at wealth management institutions seeking to market packaged investment solutions.
• Content Middle Platform (内容中台) Centralized content management platform providing content creation, management, and distribution capabilities for wealth management marketing, client engagement, and advisor enablement; for use by financial institutions marketing wealth products.
• NBA System (NBA系统) Proprietary customizable wealth management system supporting NewBanker's overall wealth management platform offering; part of NewBanker's integrated technology stack for financial institutions.
• Intelligent Companion System (智能陪伴系统) AI-powered intelligent companion system providing ongoing client engagement, education, and relationship maintenance through automated communications and personalized interactions; designed to support wealth management institutions servicing clients at scale.

Quantifiable outcome

• Over 70% service coverage rate among large asset management industry, particularly in public funds sector
• +1 more outcomes

Named customers41 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature8 records

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Profile Software: Profile Software is a Greek-based fintech providing wealth management and asset management software solutions to financial institutions. Comparable to NewBanker in providing wealth management technology for institutional clients, though Profile focuses on European and emerging markets with different geographic focus.
• iCapital Network: iCapital is a financial technology platform providing access to alternative investments for wealth managers and asset managers. Comparable to NewBanker's asset allocation and product marketing capabilities, though focused specifically on alternatives rather than full wealth management stack.
• Backbase: Backbase is a digital banking platform provider offering B2B SaaS solutions for banks to modernize client engagement and advisor tools. Comparable to NewBanker's client platform and digital transformation offerings for financial institutions, though Backbase focuses on retail banking rather than wealth management specifically.
• GBST: GBST is an Australian-based provider of securities processing and wealth management technology to financial institutions globally. Comparable to NewBanker's institutional wealth management technology offerings, though GBST focuses more on post-trade processing and back-office solutions rather than front-end advisor and client platforms.

Direct peers

• Addepar: Addepar provides wealth management technology for advisors and asset owners with portfolio analytics, reporting, and client engagement tools. Comparable to NewBanker's Intelligent Asset Allocation System and Financial Advisor Platform, though Addepar primarily serves the high net worth advisory market in the US.
• InvestCloud: InvestCloud provides digital wealth management platforms to financial institutions globally with a focus on advisor tools, client portals, and digital transformation. Comparable to NewBanker's Financial Advisor Platform and Client Platform products, serving institutional wealth management clients through B2B SaaS model.

Broad incumbents

• Avaloq: Avaloq (now part of Oracle Financial Services) provides core banking and wealth management technology platforms to banks and asset managers globally. Comparable to NewBanker in serving financial institutions with comprehensive wealth management infrastructure, though Avaloq operates at higher scale and broader geographic scope with focus on larger banks.
• FNZ: FNZ is a global wealth management platform serving financial institutions with end-to-end technology for advisor workflows, client platforms, and asset servicing. As a much larger incumbent with global presence, FNZ is comparable to NewBanker in providing B2B wealth management technology, though at a much larger scale and international footprint.
• Envestnet: Envestnet is a US-based WealthTech platform providing advisor technology, portfolio management, and data analytics to financial advisors and institutions. Comparable to NewBanker's advisor platform and asset allocation capabilities, though Envestnet primarily serves the US advisor market rather than institutional asset managers in China.
• SEI Investments: SEI provides investment processing, private banking, and asset management technology to wealth management firms globally. Comparable to NewBanker in serving institutional asset managers with technology solutions, though SEI primarily serves the US and UK markets with broader suite of services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds4 records

Investors7 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 NewBanker