MoFin

What MoFin does

MoFin Co., Ltd. (주식회사 모핀) is a Seoul-based fintech that operates an AI-driven discretionary investment management platform, anchored by its robo-advisor product Mofin RA and extended through two supporting modules: QuantMO.AI for quantitative investment analysis and MBDI DATA for financial market data services. The company targets two primary customer segments on a horizontal basis — individual retail investors seeking automated, AI-powered portfolio management, and financial institutions (banks, securities firms, and fintechs) requiring deployable robo-advisor and institutional investment management capabilities. The platform is offered under a recurring-subscription revenue model across all three product lines, distributed via a direct digital channel (website login/member system at mofin.kr) and through an enterprise field-sales motion into Korean financial institutions.

Founded in 2018 and headquartered at 22 Mapo-daero, Mapo-gu, Seoul, MoFin operates with a small team (11–50 employees) under CEO Kim Jun-mo (김준모). The company has built an unusually broad partnership footprint spanning Korean capital markets infrastructure (KOSCOM), major securities firms (IBK투자증권, SK증권, 한국투자증권), and government and public-sector bodies including 한국핀테크지원센터, 중소벤처기업부, 과학기술정보통신부, KOTRA, 한국엔젤투자협회, and regional Gyeonggi and Jeonbuk Creative Economy Innovation Centers. In December 2022, MoFin received an investment from InfoBank, the operator of the Korean government's TIPS startup incubator, with the disclosed use of funds being R&D and overseas expansion. Pricing, revenue, and customer counts are not publicly disclosed, and the company is privately held with no public ticker.

Name

MoFin

Legal name

주식회사 모핀 (MoFin Co., Ltd.)

Website

https://mofin.kr

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

MoFin is a Seoul-based fintech operating an AI-driven discretionary investment management platform, offering a robo-advisor (Mofin RA), quantitative analytics (QuantMO.AI), and market data (MBDI DATA) to retail investors and Korean financial institutions under subscription-based revenue.

Ownership category

akta.pro rank

Product category

Robo-Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Direct-to-Consumer Robo-Advisors (Retail Automated Portfolios) (FSAGAEAA)

akta.pro secondary industries

Digital/Robo Financial Planning (FSAEAAAK), Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)

Keywords

• Robo-advisor services
• AI investment platform
• Discretionary portfolio management
• Quantitative investment analytics
• Financial market data

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, Marketing or Sales, Operations

Revenue model

1. Robo-advisor Services: AI-driven discretionary investment management services through Mofin RA platform, likely subscription or fee-based model.
2. Quantitative Analytics: QuantMO.AI quantitative investment analytics services.
3. Market Data Services: MBDI DATA market data services for investment decision support.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

MoFin operates an AI-driven financial investment platform that delivers automated discretionary portfolio management through its Mofin RA robo-advisor, supported by quantitative analytics (QuantMO.AI) and proprietary market data services (MBDI DATA). The platform is offered to individual retail investors for self-directed automated investing and to financial institutions seeking to deploy AI-driven investment management capabilities.

Product overview

MoFin is a financial investment platform that provides AI-driven investment services. The company operates a unified platform offering three main products: Mofin RA (the core robo-advisor for discretionary investment management), QuantMO.AI (quantitative analysis platform), and MBDI DATA (market data service). These products work together to deliver comprehensive AI-powered financial investment solutions.

Differentiator

Problem solved

Functional benefit

Brands

• Mofin RA: AI-driven robo-advisor for discretionary investment management
• QuantMO.AI
• MBDI DATA

Products and services

• Mofin RA AI-driven robo-advisor providing discretionary investment management services; uses artificial intelligence algorithms to automate portfolio decisions for retail investors seeking hands-off, AI-powered investment management.
• QuantMO.AI Quantitative analysis platform powered by AI for financial investment decisions; provides quantitative strategies and analytics to support investment decision-making as part of the MoFin platform.
• MBDI DATA Proprietary financial market/business data platform providing market data for investment analysis and decision support, integrated with MoFin's robo-advisory and quantitative stack.

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Ten partnerships are on record, tiered minor.

• KOSCOMminorStrategic or Co-development PartnerKOSCOM, a Korean financial IT company, is listed as a partner. Nature of partnership appears to be strategic/technology collaboration in the fintech ecosystem.
• IBK투자증권 (IBK Investment & Securities)minorStrategic or Co-development PartnerIBK Investment & Securities listed as a partner company, indicating a strategic relationship in the financial services ecosystem.
• 한국핀테크지원센터 (Korea Fintech Support Center)minorStrategic or Co-development PartnerKorea Fintech Support Center partnership supports Mofin's fintech innovation and market development activities.
• SK증권 (SK Securities)minorStrategic or Co-development PartnerSK Securities listed as a partner, indicating collaboration in securities and investment services.
• 한국투자증권 (Korea Investment & Securities)minorStrategic or Co-development PartnerKorea Investment & Securities partnership in the financial investment ecosystem.
• 중소벤처기업부 (Ministry of SMEs and Startups)minorStrategic or Co-development PartnerGovernment ministry partnership supporting startup ecosystem and innovation initiatives.
• KOTRAminorStrategic or Co-development PartnerKorea Trade-Investment Promotion Agency partnership supporting overseas expansion and international business development.
• 과학기술정보통신부 (Ministry of Science and ICT)minorStrategic or Co-development PartnerGovernment ministry partnership supporting technology and innovation initiatives.
• 경기창조경제혁신센터 (Gyeonggi Creative Economy Innovation Center)minorStrategic or Co-development PartnerRegional government innovation center supporting startup ecosystem and creative economy development.
• 전북창조경제혁신센터 (Jeonbuk Creative Economy Innovation Center)minorStrategic or Co-development PartnerRegional government innovation center supporting startup ecosystem in Jeonbuk province.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Fount: Korean robo-advisor platform offering AI-driven discretionary portfolio management to retail investors, directly comparable to Mofin RA in product, target customer, and domestic Korean market focus.
• 8Percent: One of Korea's largest robo-advisors serving retail investors with automated portfolio allocation, highly comparable to MoFin RA in business model and customer segment.
• Betterment: US-based direct-to-consumer robo-advisor with discretionary portfolio management; representative global benchmark for Mofin's core retail robo-advisory model and product roadmap.
• Wealthfront: US direct-to-consumer robo-advisor with automated portfolio management and financial planning tools, comparable to Mofin's integrated advisory-plus-analytics proposition.
• Personal Capital: Hybrid digital wealth and advisory platform combining automated portfolio tools with human advisors, comparable to Mofin's combined robo-advisory plus analytics and data offerings.

Emerging players

• StashAway: Asia-focused digital wealth manager offering automated portfolio management across multiple Asian markets; comparable to Mofin's planned overseas expansion into Southeast Asia with similar AI-driven asset allocation.
• Syfe: Singapore-headquartered digital wealth platform offering automated portfolio management to retail investors, comparable as a regional benchmark for Asian robo-advisory expansion strategy.
• Endowus: Asia-based digital wealth platform offering automated portfolio and advisory services, comparable to Mofin in its combination of robo-advisory and broader financial planning for retail and institutional clients.

Broad incumbents

• Mirae Asset Financial Group: Large Korean financial conglomerate with extensive asset management and digital wealth capabilities, including a robo-advisor offering; comparable as a broad incumbent competitor in the same Korean retail investment market.

Others

• KOSCOM: Korean financial IT infrastructure provider already partnering with MoFin; relevant as an enabler/partner in the Korean fintech stack and as a potential channel for B2B distribution.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@mofin
• LinkedInlinkedin.com/company/mofinkr

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

Investors1 record

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 MoFin