Finex Hong Kong

Name

Finex Hong Kong

Legal name

Finex Hong Kong

Website

https://finex-hk.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Finex Hong Kong is a privately-held placement agent firm founded in 2017 that facilitates capital raising for investment funds by placing securities offerings with accredited investors, primarily in the Asia-Pacific region from its Hong Kong base.

Ownership category

akta.pro rank

Product category

Securities Placement Services

NAICS

Securities and Commodity Contracts Intermediation and Brokerage (5231), Miscellaneous Intermediation (52391)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Private Equity Fundraising Placement (FSAEALAB)

akta.pro secondary industries

Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI), Co-Investment Syndication & Allocation Intermediation (FSAEALAH)

Keywords

• Securities placement services
• Fund distribution services
• Asset management advisory
• Investment management advice
• Capital raising facilitation

Headquarters

HQ city

Wan Chai

HQ country

Hong Kong SAR China

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Placement Agent Services: Finex Hong Kong generates revenue as a placement agent for securities offerings, earning fees for facilitating capital raising for investment funds. The firm was involved in a $500 million offering with $5 million minimum investments targeting accredited investors.

Go-to-market motion1 record

Distribution channels1 record

Core offering

Finex Hong Kong operates as a placement agent for securities offerings, facilitating capital raising for investment funds targeting accredited investors. The firm assists in marketing limited partnership interests to qualified investors with minimum investments typically starting at $5 million, and handles placement agent functions for pooled investment fund offerings alongside major financial institutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Placement Agent Services

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Houlihan Lokey: Global independent investment bank with an active fund placement and secondary advisory practice for alternative investment managers raising LP capital, comparable in serving mid-to-large fundraises from a similar investor base.
• Moelis & Company: Global independent investment bank with a dedicated Private Capital Advisory / placement agent practice. Co-placement agent with Finex on the $500M Molpus Woodlands offering, making it the most directly comparable peer in scope and client base.
• Park Hill (Blackstone): Dedicated placement agent within Blackstone focused exclusively on raising capital for alternative investment managers, a pure-play comparable to Finex in LP capital introduction for private funds.
• PJT Partners: Bulge-bracket independent advisor with a leading fund placement and capital advisory franchise serving GPs raising capital from institutional LPs, directly comparable in offering scope (LP fund placements) and target investor base (institutional/HNWI).
• Evercore: Independent advisory firm with a Private Funds Group placing capital for alternative asset managers, directly comparable as a placement agent for pooled investment vehicles targeting institutional investors.

Broad incumbents

• Robert W. Baird: Diversified wealth and capital markets firm with private equity placement and capital introduction services for GPs raising from institutional and advisor-sourced investors, comparable in serving alternative fund placements.
• Lazard: Global financial advisory and asset management firm with private fund advisory capabilities; broader portfolio than pure placement agents but overlaps in capital introduction for alternative fund managers.

Regional players

• Nomura Securities (Private Funds Group): Major Asian-headquartered investment bank with capital introduction capabilities for alternative funds raising from Japan and broader Asia-based LPs, comparable as a regionally anchored placement agent competing for similar Asian capital flows.
• China International Capital Corporation (CICC): Leading China-based investment bank with private fund placement and capital introduction services targeting Asian institutional and HNWI investors, comparable as an Asia-anchored placement agent in overlapping investor pools.

Emerging players

• Sixth Street (Private Funds Group alums / StepStone): StepStone Group operates a global private fund placement and capital introduction platform for alternative managers, comparable as a focused placement agent competing for GP fundraising mandates.

Market position

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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 Finex Hong Kong