Assured Asset Management

Name

Assured Asset Management

Legal name

Assured Asset Management

Website

https://assuredam.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Investment Management Advisory (RIA) (FSAEAAAB)

Keywords

• Asset management services
• Fixed income funds
• Private equity investment
• Supply chain finance
• Wealth management platform

Headquarters

HQ city

Sheung Wan

HQ country

Hong Kong SAR China

HQ region

Asia

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Services: Comprehensive asset management services providing operations management tools to clients worldwide. Generates revenue through management fees and performance fees on assets under management.
2. Global Asset Investment Products: Investments in global assets and structured fund products, diversified by geography and asset class. Revenue from investment management and advisory fees.
3. Private Equity Investment Management: Private equity investments in high-potential companies, particularly in AI, fintech, and technology sectors. Generates returns through equity appreciation and exits.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels11 records

Core offering

Assured Asset Management provides comprehensive asset management services to professional and institutional investors worldwide, offering global asset and structured fund products, fixed income funds investing in US consumer credit, and private equity investments in AI, fintech, and technology sectors. The firm also developed a blockchain-based Traceable Accounts Payable (TAP) platform for supply chain finance transparency. Revenue is generated primarily through management fees and performance fees on assets under management.

Product overview

Assured Asset Management is a fintech-powered asset management company offering a platform of investment products and services. The core offerings include the blockchain-based Traceable Accounts Payable (TAP) platform for supply chain finance, fixed income funds investing in US consumer credit, and private equity investment services targeting AI and technology companies. The company provides comprehensive asset management services with operations management tools, serving professional and institutional investors globally. Additional offerings include customized investment solutions tailored to client needs and institutional investment services focused on capital efficiency.

Differentiator

Problem solved

Functional benefit

Products and services

• Fixed Income Fund A fund primarily investing in US consumer credit assets, targeting professional and institutional investors with fixed income returns. Minimum investment threshold of $10,000 with average customer investments exceeding $1 million (HK$7.8 million).
• Private Equity Investment Services Private equity investment services targeting high-potential companies in AI, fintech, and technology sectors, with focus on growth-stage investments. Portfolio includes CoreWeave, Anthropic, Cohere, Groq, and Lambda Labs.
• Global Asset Management Comprehensive asset management services providing operations management tools, financial insights, and investment solutions for professional and institutional investors worldwide. Enables investment in global assets and structured fund products diversified by geography and asset class.
• Traceable Accounts Payable (TAP) Platform A blockchain-based electronic payment system that enables traceable accounts payable based on core enterprise documentation, providing transparency and security in supply chain finance transactions. Developed in partnership with Shui On Group.
• Institutional Investment Services Services designed to enhance capital utilization efficiency and help institutions achieve their investment targets through the company's capabilities and expertise.

Quantifiable outcome

• Fixed income fund returns of 7.12% since inception
• +3 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Six partnerships are on record, tiered minor and core.

• Yale Model United Nations Taiwan (YMUNT)minorGTM or Marketing Partner · 10 March 2025Partnership supporting the 11th annual YMUNT conference (March 14-16, 2025 in Taipei) bringing together approximately 350 bright young minds from Asia-Pacific. Company supports educational initiatives for future global leaders.
• Shun Tak HoldingscoreStrategic or Co-development Partner · 12 December 2019Strategic partnership to launch the Traceable Accounts Payable (TAP) platform - a blockchain-based electronic payment system for supply chain finance. The platform enables traceable accounts payable based on core enterprise guarantees.
• Singapore Management UniversityminorStrategic or Co-development Partner · 17 September 2017Partnership as part of FinTech Talent Program - educational collaboration for fintech talent development.
• National Chengchi University (Taiwan)minorStrategic or Co-development Partner · 17 September 2017Partnership as part of FinTech Talent Program - educational collaboration for fintech talent development.
• Hong Kong University of Science and TechnologyminorStrategic or Co-development Partner · 17 September 2017Partnership as part of FinTech Talent Program - educational collaboration for fintech talent development.
• 点融 (Dianrong)coreStrategic or Co-development Partner · 29 August 2017Joint partnership to launch Asia's first fintech asset management platform, providing Asian investors access to US consumer credit and other high-quality alternative investments. Dianrong provides technology infrastructure and platform capabilities.

Scale indicators8 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• CDH Investments: Established Asia-focused private equity firm with consumer, healthcare, and tech strategies. Comparable in deploying institutional capital into high-growth Asian companies, though at substantially larger scale.
• AMTD Group: Hong Kong-based financial services conglomerate that was an early investor in Assured (formerly FinEX Asia). Operates across digital banking, insurance, and asset management with similar cross-border Asia positioning.

Direct peers

• Loyal Valley Capital: China-focused alternative asset manager with PE, secondary, and public equity strategies. Comparable in serving Chinese institutional and family office capital seeking alternatives and tech exposure.
• China Renaissance: Hong Kong and China-focused investment bank and asset manager with private equity and wealth management arms. Comparable in bridging Chinese capital with global alternative investment opportunities.
• Hillhouse Capital: Asia-rooted investment management firm with public equity, private equity, and real estate strategies. Comparable in running diversified alternative investment products for Asian institutional capital.
• Vision Knight Capital: Hong Kong-headquartered cross-border alternative investment platform focused on private equity and special situations in Asia. Comparable in distributing alternative investment products to Chinese institutional and HNW investors.
• PAG (Pacific Alliance Group): Asia-focused alternative investment firm with credit, private equity, and hedge fund strategies. Comparable in offering multi-strategy alternatives and private credit exposure across Asian institutional and HNW channels.
• CreditEase: China-based fintech wealth and asset management platform connecting investors to consumer credit and alternative assets. Closely comparable business model and product set, particularly the US consumer credit fund strategy.
• Value Partners Group: Hong Kong-headquartered asset manager listed on the HKEX, managing equities and fixed income strategies across Asia. Most directly comparable Asian asset management peer in terms of regional focus, fund structure, and investor base.

Emerging players

• Dianrong: Asia-based fintech platform and strategic partner of Assured (formerly FinEX Asia). Comparable in fintech infrastructure for alternative investment distribution, though operating in adjacent lending rather than asset management.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/theAssuredAM
• Facebookfacebook.com/AssuredAMTW
• LinkedInlinkedin.com/company/finexasia

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds1 record

Investors1 record

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

M&A

Investments1 record

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

Frequently asked questions about Assured Asset Management