Korea Investment Securities

What Korea Investment Securities does

Korea Investment Holdings (KOSPI: 071050) is South Korea's first non-bank financial holding company, established in 2003 and operating an integrated platform spanning securities brokerage, investment banking, asset management, savings banking, corporate credit finance, real estate trust, venture capital, private equity, and a startup accelerator through 11 wholly-owned subsidiaries. The flagship operating subsidiary, Korea Investment & Securities, anchors the group and serves retail investors via the BanKIS online trading platform (launched 2006) and the Minis tok mobile app for overseas equities (launched 2020), high-net-worth clients through the GWM (Global Wealth Management) division, and institutional/corporate clients through investment banking, underwriting, and research desks.

The group's core products are financial in nature rather than technology platforms, but it operates proprietary digital trading and data infrastructure: BanKIS for domestic retail brokerage, Minis tok for cross-border equity access, the mydata-licensed personal financial data aggregation service, and listed structured products including ETFs (KINDEX/ACE), Silver Total Return Leveraged ETNs (via Solactive indices), and the JPMorgan U.S. Tech Feeder Investment Trust. Revenue is generated through brokerage commissions, asset-management and wealth-management fees, investment banking fees (notably IPO underwriting such as the K Bank IPO), fund distribution (including a JPMorgan partnership), and risk-capital deployment via VC/PE subsidiaries; the firm supplies KRW 9.9 trillion in risk capital alongside six peers as of Q1 2026.

Korea Investment Holdings operates from a Seoul headquarters and runs 10+ international offices across Singapore, New York, London, Hong Kong, China (Beijing and Shanghai), Vietnam, Indonesia, and Japan (added in September 2025). It achieved FY2025 consolidated net income of KRW 2.0244 trillion on equity of KRW 12.0995 trillion, making it one of only five Korean securities firms to surpass KRW 1 trillion in both operating profit and net income in 2025; it was also upgraded to MSCI ESG AA in 2025 and ranks #1 across all nine AsiaMoney Brokers Poll categories for seven consecutive years. Recent strategic actions include acquiring a 20% stake in crypto exchange Coinone (May 2026), launching the JPMorgan U.S. Tech feeder fund, and continuing lead-underwriter mandates for senior-care (CareDoc) and AI-infrastructure (Dinotisia) IPOs.

Name

Korea Investment Securities

Legal name

Korea Investment Holdings Co., Ltd. (한국투자금융지주 주식회사)

Website

https://koreaholdings.com

Company type

Public

Founded year

2003

Operating status

Operating

Headcount range

51–100 employees

Short description

Korea Investment Holdings is South Korea's first non-bank financial holding company, operating subsidiaries in securities brokerage, investment banking, asset management, savings banking, venture capital, and private equity, serving retail investors, high-net-worth clients, and institutional clients domestically and across 10+ international offices.

Ownership category

akta.pro rank

Product category

Investment Banking & Securities Brokerage

NAICS

Investment Banking and Securities Intermediation (52315), Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282), Asset-Backed Securities (6189)

akta.pro primary industry

Equity Capital Markets Advisory (Equity Issuance Strategy & Readiness) (FSACAAAI)

akta.pro secondary industries

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Investment Grade Corporate Bonds (FSACABAA), Structured Finance & Securitization Placement (ABS/MBS/CLO) (FSAEALAK)

Keywords

• Investment banking services
• Securities brokerage
• Wealth management
• Asset management
• IPO underwriting

Headquarters

HQ city

Soul

HQ country

South Korea

HQ region

Asia

Offices10 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Brokerage Commission Income: Commission income from stock brokerage and trading services for retail and institutional investors.
2. Investment Banking (IPO Underwriting): Fee income from IPO underwriting, lead management, and advisory services. Commission income from K Bank IPO totaled 2.797 billion won.
3. Asset Management Fees: Management fees from securities brokerage client assets and wealth management AUM.
4. Fund Distribution Revenue: Revenue from distributing investment trust products including the JPMorgan U.S. Tech Securities Feeder Investment Trust and silver ETNs.

Go-to-market motion2 records

Distribution channels5 records

Marketing channels3 records

Core offering

Korea Investment Securities provides retail and institutional securities brokerage, investment banking services including IPO underwriting and M&A advisory, asset management through subsidiaries and investment trusts, and wealth management for high-net-worth individuals. The firm distributes investment products including ETFs, ETNs, and feeder funds through its BanKIS online trading platform, Minis tok mobile app, dedicated relationship managers, and 10+ international offices across Asia, the US, and Europe.

Product overview

Korea Investment Securities (한국투자증권), a subsidiary of Korea Investment Holdings (한국투자금융지주), operates as a diversified financial services company providing brokerage, asset management, investment banking, and wealth management services. The company's core products include BanKIS, its online stock trading platform, and Minisukk, its mobile app for overseas stock trading. It offers investment products through its asset management subsidiaries including KINDEX/ACE ETFs and various investment trusts. The company also provides wealth management services (GWM) for high-net-worth clients and MyData services for personal financial data aggregation. Korea Investment Securities distributes fund products in partnership with global asset managers like JPMorgan Asset Management.

Differentiator

Problem solved

Functional benefit

Products and services

• BanKIS Online Stock Trading Service Online stock trading platform for domestic Korean retail investors, providing electronic brokerage for equities, ETFs, and listed securities. Launched in October 2006.
• Minis tok (미니스탁) Mobile App Mobile application for overseas stock trading, enabling Korean investors to access international equity markets through smartphones. Launched in February 2020 and reached 1 million cumulative downloads.
• GWM (Global Wealth Management) Wealth management service targeting high-net-worth individuals, providing personalized asset management, portfolio advice, and access to global investment products through dedicated relationship managers.
• MyData Personal Financial Data Service Personal financial data aggregation and management service under a MyData license, enabling customers to consolidate and manage their financial information across institutions.
• Korea Investment JPMorgan U.S. Tech Securities Feeder Investment Trust Fund-of-funds feeder investment trust that invests primarily in the JPMorgan U.S. Technology Fund, targeting U.S. technology and AI-related stocks and distributed via Korea Investment Securities' mobile trading platform.
• Silver Total Return Leveraged ETN Leveraged exchange-traded note providing exposure to silver futures within a total return framework, listed on the Korea Exchange using Solactive indices.
• KIARA Asia Pacific Hedge Fund Offshore hedge fund operated by KIARA Advisors, a subsidiary of Korea Investment Holdings, utilizing long/short investment strategies in Asian equities to generate absolute returns.
• Investment Banking Services (IPO Underwriting and M&A Advisory) Investment banking services covering IPO underwriting (e.g., lead underwriter for K Bank IPO worth KRW 238.6 billion), M&A advisory, lead management, and pre-IPO equity investments for corporate issuers and startups.
• ETF Products (KINDEX/ACE brand) ETF (Exchange-Traded Fund) products operated by Korea Investment Trust Management (한국투자신탁운용), rebranded from KINDEX to ACE in 2022, offering various index-tracking and thematic ETF products to Korean investors.

Quantifiable outcome

• FY2025 consolidated net income: KRW 2.0244 trillion; equity: KRW 12.0995 trillion
• +3 more outcomes

Named customers5 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

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• JPMorgan Asset ManagementcoreStrategic or Co-development Partner · 7 May 2026Korea Investment & Securities launched the 'Korea Investment JPMorgan U.S. Tech Securities Feeder Investment Trust' in partnership with JPMorgan Asset Management. This fund-of-funds invests primarily in the JPMorgan U.S. Technology Fund, focusing on large-cap tech and AI-related stocks. The partnership follows a March 2026 strategic agreement and builds on a previous joint product that raised 81.2 billion won in its first week. The fund uses fundamental bottom-up research to select 50-70 stocks and aims to expand Korean retail investors' access to global markets via Korea Investment Securities' mobile platform.
• CoinonecoreStrategic or Co-development Partner · 1 May 2026Following Coinone's regulatory fine (5.2 billion won fine and 3-month partial suspension in May 2026), OKX Ventures and Korea Investment & Securities each acquired a 20% stake in Coinone (totaling approximately $50 million). Korea Investment Holdings was considering a strategic stake in Coinone, South Korea's third-largest crypto exchange, as part of increased institutional consolidation in Korea's crypto sector.
• InvescominorStrategic or Co-development Partner · 1 April 2026Korea Investment & Securities made an equity investment in CareDoc and plans to remain a long-term strategic partner in senior housing development projects including a joint venture with global asset manager Invesco.
• Carlyle GroupcoreStrategic or Co-development Partner · 1 October 2023In October 2023, Korea Investment Securities signed a strategic alliance with Carlyle Group, a global investment firm, to pursue co-investment and partnership opportunities in Korea's financial markets.
• Stifel Financial Corp.minorStrategic or Co-development Partner · 1 January 2023Korea Investment Securities and US-based Stifel Financial established a joint venture 'SF Credit Partners, LLC' in July 2022, focusing on credit solutions.
• KakaoBank, Toss Bank, Kakao EnterprisecoreStrategic or Co-development Partner · 1 January 2022Korea Investment Securities formed 'KIS ST Friends' token securities consultative body with KakaoBank, Toss Bank, and Kakao Enterprise to explore tokenized securities.

Scale indicators6 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• KB Securities: Big-5 Korean securities firm affiliated with KB Financial Group. Comparable securities, IB and asset management activities with similar Korean retail and institutional customer base overlap.
• NH Investment & Securities: Big-5 Korean securities firm with strong retail and institutional brokerage, IB and proprietary investment activities. Comparable in scale and business mix to Korea Investment & Securities.
• Samsung Securities: Korean Big-5 securities firm affiliated with Samsung Group. Operates similar retail brokerage, IB, and wealth management franchises competing head-to-head with Korea Investment & Securities in Korean capital markets.
• Hana Financial Investment: Korean securities firm under Hana Financial Group. Competes with Korea Investment & Securities across retail brokerage, IB underwriting, and proprietary investment in Korea.
• Shinhan Investment: Big-5 Korean securities firm affiliated with Shinhan Financial Group. Overlapping brokerage, IB and wealth management franchises serving Korean retail and institutional clients in direct competition with Korea Investment & Securities.
• Mirae Asset Securities: Largest Korean securities firm and part of Mirae Asset Financial Group. Directly comparable as a Korean Big-5 securities competitor with comparable retail brokerage, IB underwriting, and asset management subsidiaries.
• Kiwoom Securities: Korean online brokerage leader. Comparable in retail brokerage technology focus, especially in competing for digital trading accounts where Korea Investment & Securities' BanKIS and Minis tok platforms operate.

Broad incumbents

• Morgan Stanley: Global IB and wealth management franchise. Comparable to Korea Investment Holdings' combination of securities, IB and wealth management, though operating at materially larger scale globally.
• Goldman Sachs: Global investment banking and securities firm. Comparable in IB underwriting, securities intermediation, and asset management but at far larger scale and broader geographic footprint than Korea Investment & Securities.

Regional players

• CITIC Securities: Largest Chinese securities firm with diversified IB, brokerage and asset management. Comparable as an Asian regional IB-centered financial player, though operating primarily in mainland China rather than Korea.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries11 records

Funding overview

Funding rounds

Investors

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

M&A

Investments9 records

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

Frequently asked questions about Korea Investment Securities