Damo Securities

What Damo Securities does

Damo Securities (青岛大摩证券投资有限公司) is a Qingdao-based, privately held securities investment consulting firm founded in 1997 with registered capital of 52 million yuan and CSRC qualification zx0141, covering both securities investment advisory and securities research report publishing — a dual license the company describes as among the first batch issued in China. The firm sells subscription-based investment advisory products to individual retail investors through an O2O (online-offline) integrated service platform that combines intelligent robots and a customer service call center on the digital side with a physical Investor Education Base in Qingdao's Jimo District on the offline side. Core product offerings are 研报翻译官 (Research Report Translator) priced at 29,800元 or 49,800元 for 6 months, 响金培训 (Xiangjin Training) at 35,000元 for 6 months, and 情报为王 (Intelligence King Standard Edition) at 6,680元 or 9,980元 for 3 or 6 months respectively, all delivered via WeChat enterprise accounts and live streaming.

The business model is subscription-recurring retail advisory revenue, supported by a four-in-one team structure (research, investment advisory, product R&D, operations management) and what the company describes as an above-industry-standard revenue-sharing mechanism aimed at attracting broker-distribution partners. Distribution is concentrated in the WeChat ecosystem (enterprise accounts, public accounts, live streaming) plus the member login portal at dmtz.com.cn and community outreach through the investor education base, with stated operating geographies limited to Shandong Province. The firm holds vice-president seats in the Qingdao Securities and Futures Industry Association and the Qingdao Wealth Fund Industry Association, and is a member unit of the China Securities Association Investment Consultation Committee, embedding it in the regional regulatory and industry governance fabric. No external investors, funding rounds, parent company, or subsidiaries are disclosed, and revenue, subscriber counts, and total headcount are not publicly reported.

Name

Damo Securities

Legal name

青岛大摩证券投资有限公司

Website

https://dmtz.com.cn

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

1–10 employees

Short description

Damo Securities is a Qingdao-based, privately held Chinese securities investment consulting firm (CSRC qualification zx0141) that sells subscription-based research, training, and market intelligence products to individual retail investors via WeChat enterprise accounts and an offline investor education base.

Ownership category

akta.pro rank

Headquarters

HQ city

Qingdao

HQ country

China

HQ region

Asia

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Securities Investment Advisory Subscription Products: The company generates revenue through subscription-based investment advisory products, including 'Research Report Translator' (致胜版 29800元/6 months; 致优版 49800元/6 months), 'Xiangjin Training' (35000元/6 months), and 'Intelligence as King Standard Edition' (6680元/3 months; 9980元/6 months). Products are delivered via WeChat enterprise accounts and live streaming.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Damo Securities is a CSRC-licensed securities investment consulting firm (qualification zx0141) that delivers subscription-based investment advisory products to individual retail investors. Its core offerings include Research Report Translator (研报翻译官) for fundamental analysis interpretation, Xiangjin Training (响金培训) for trading psychology and technical analysis, and Intelligence King Standard Edition (情报为王标准版) for daily market intelligence. All products are distributed via WeChat enterprise accounts and live streaming channels with subscription terms of 3-6 months.

Product overview

Damo Securities is a securities investment consulting firm offering a portfolio of investment advisory products. The core offerings include 研报翻译官 (Research Report Translator) for fundamental analysis interpretation, 响金培训 (Xiangjin Training) for trading skills development, and 情报为王 (Intelligence King) for comprehensive market intelligence. All products are delivered through WeChat enterprise accounts and target retail investors seeking professional securities investment guidance. The company operates as a financial brokerage O2O service provider combining online and offline service delivery.

Differentiator

Problem solved

Functional benefit

Products and services

• Research Report Translator (研报翻译官)

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Five partnerships are on record, tiered core and minor.

• China Securities Association Investment Consultation Committee (中国证券业协会投资咨询委员会)coreOthers · 1 August 2017Damo Securities is a member unit of the China Securities Association Investment Consultation Committee, providing a formal channel for industry representation and regulatory engagement.
• Qingdao Securities and Futures Industry Association (青岛证券期货业协会)coreOthers · 1 August 2017Damo Securities serves as Vice President unit of the Qingdao Securities and Futures Industry Association, representing the company in regional industry governance and coordination.
• Qingdao Wealth Fund Industry Association (青岛财富基金业协会)coreOthers · 1 August 2017Damo Securities serves as Vice President unit of the Qingdao Wealth Fund Industry Association, participating in regional wealth management industry coordination.
• Silk Road China-Indonesia Association (丝绸之路中印尼协会)minorStrategic or Co-development Partner · 1 August 2017Damo Securities was appointed as Chairman of the Silk Road China-Indonesia Association from August 1, 2017 to August 1, 2019, representing international Belt and Road economic cooperation initiatives.
• Qingdao Securities Regulatory Bureau (青岛证监局)coreOthers · 1 May 2017In May 2017, the Damo Investment Securities Investor Education Base was formally designated as a Qingdao Securities and Futures Investor Education Base, operating under regulatory oversight and participating in official investor protection initiatives.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Flush (同花顺 / 10jqka): Major Chinese retail securities information and trading platform offering investment advisory, research, and educational content. Comparable retail-investor focus to Damo but with a nationwide digital footprint and broader product portfolio.
• CITIC Securities (中信证券): China's largest integrated securities firm with a sizable investment advisory arm serving retail and institutional clients. Comparable on licensed securities advisory and research-publishing activity, though much broader in scale and product scope.
• East Money (东方财富): Largest Chinese retail financial information and brokerage platform, with investment advisory and research products. Overlaps with Damo on retail-investor advisory services but operates at vastly greater national scale across multiple product lines.
• DZH (大智慧): Long-standing Chinese retail-facing financial information and securities advisory platform. Comparable to Damo in serving retail investors with market commentary and advisory content, though at much larger national scale.
• China Merchants Securities (招商证券): Major Chinese full-service broker with a dedicated investment advisory business targeting retail investors. Comparable on licensed advisory services and research publishing, but with a national branch network and broader product set.

Direct peers

• Compass (指南针): Chinese retail securities information and investment advisory company that sells subscription services to individual investors. Directly comparable business model to Damo's paid research and advisory subscriptions.
• Yimeng (益盟股份): China A-share retail-investor software and investment advisory subscription provider. Directly comparable to Damo on subscription-based retail advisory and trading-decision-support products.
• Xueqiu (Snowball): China's largest retail-investor social and investment research platform with paid advisory and portfolio products. Comparable to Damo because both serve Chinese retail investors seeking professional investment views, commentary, and paid research content.

Emerging players

• CLS (财联社): Fast-growing Chinese financial news and intelligence platform targeting retail and professional investors with real-time market intelligence. Overlaps with Damo's Intelligence King product on daily market intelligence and hot-topic coverage.
• Tongdaxin (通达信): Widely-used Chinese retail securities trading and analytics software platform with adjacent investment advisory content. Comparable retail-investor target market and decision-support function to Damo's subscription products.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance1 record

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 Damo Securities