Tonghuashun Yun Ruanjian Youxian Gongsi

What Tonghuashun Yun Ruanjian Youxian Gongsi does

Zhejiang Tonghuashun Cloud Software Co., Ltd. (浙江同花顺云软件有限公司) is a Hangzhou-based Chinese fintech firm founded in 2001 (originally as Zhejiang Guojin Investment Consulting Co., Ltd.) that develops and operates cloud-based investment advisory software for high-net-worth individual investors. The company's core offering is the Intelligent Investment Research System (智能投研系统), an AI and big data-powered platform that combines quantitative stock selection (量化选股), concept matching, and full-dimensional risk control (全维风控) into a unified investment decision-support product. Underlying capabilities span four AI modalities — predictive analytics, recommendation engines, anomaly detection, and knowledge retrieval — applied to structured financial market data and delivered through natural language research outputs.

The product surface is organized as a modular platform: the Intelligent Investment Research System serves as the core product, with quantitative stock selection and full-dimensional risk control as functional modules, and professional investment advisory (投顾服务) as a human-augmented service layer. The firm integrates fundamental research analysts, financial engineering specialists, and licensed investment advisors into the offering, marketed under the 'investment research + technology + service' (投研+科技+服务) positioning. Distribution is exclusively direct-to-client within mainland China (specifically Zhejiang province), delivered through dedicated customer managers reachable via phone hotline (952555) and online customer service.

The business model is subscription-based recurring revenue from professional investment consulting services, with pricing not publicly disclosed. The company holds two regulatory licenses that constitute its principal compliance moat: a Securities and Futures Business License (经营证券期货业务许可证) authorizing securities investment consulting, and Value-added Telecom Business License No. B2-20180657. The firm operates at very small scale (1-10 employees reported) and discloses no funding history, revenue figures, management team, partnerships, or institutional customers, making independent financial triangulation impossible from public sources.

Name

Tonghuashun Yun Ruanjian Youxian Gongsi

Legal name

浙江同花顺云软件有限公司

Website

https://ths123.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Zhejiang Tonghuashun Cloud Software Co., Ltd. is a Hangzhou-based fintech firm that operates an AI and big data-powered intelligent investment research platform, providing subscription-based securities investment advisory services exclusively to high-net-worth individual investors in China.

Ownership category

akta.pro rank

Product category

Investment Research & Advisory Software

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Services-Prepackaged Software (7372)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Investment research software
• Investment advisory services
• Quantitative stock selection
• Portfolio risk management
• Fintech consulting platform

Headquarters

HQ city

Hangzhou

HQ country

China

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

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

Revenue model

1. Investment Advisory Services: The company provides professional investment consulting services to high-net-worth clients, offering full-cycle investment solutions. Revenue is generated through subscription-based advisory services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

浙江同花顺云软件有限公司 (Zhejiang Tonghuashun Cloud Software Co., Ltd.) operates an AI and big data-powered Intelligent Investment Research System (智能投研系统) that delivers quantitative stock selection, concept matching, and full-dimensional risk control to high-net-worth individual investors. The company bundles this technology platform with professional investment advisory services (投顾服务), including philosophy matching, cloud strategy foundation, and investment alerts, to provide full-cycle investment solutions under a subscription-based model.

Product overview

浙江同花顺云软件有限公司 operates as a unified financial technology platform combining investment research, technology, and professional services. The core offering is an intelligent investment research system (智能投研系统) powered by AI and big data, supported by quantitative stock selection (量化选股) modules for investment opportunity identification, full-dimensional risk control (全维风控) for portfolio monitoring, and professional investment advisory services (投顾服务). The company serves high net worth clients with comprehensive investment solutions, focusing on the core mission of making investing simpler.

Differentiator

Problem solved

Functional benefit

Products and services

• Intelligent Investment Research System (智能投研系统)

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature1 record

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• East Money Information (东方财富 300059.SZ): Dominant Chinese online financial information, brokerage and advisory platform; competes directly for HNW mindshare through integrated data, news, and wealth advisory offerings.
• Tiger Brokers (老虎证券 / UP Fintech): Online brokerage and wealth platform serving Chinese and global Chinese HNW/investor clients with research, advisory and trading tools; overlaps with the subject's AI-augmented investment research positioning.
• Futu Holdings (富途): Online brokerage and wealth management platform with research and advisory tools targeted at affluent Chinese investors, providing comparable digital wealth and research functionality.
• Wind Information (万得): Institutional-grade Chinese financial data, analytics and investment research platform; competes on quantitative analytics, stock screening and AI-augmented research used by HNW and professional clients.
• Tonghuashun (iFinD / 同花顺 300033.SZ): Listed Chinese financial-data and trading-software platform with a far larger HNW and retail user base and an overlapping AI-driven investment research proposition; the broader Tonghuashun ecosystem shares branding with the subject entity.
• Ant Group / Alipay Wealth (蚂蚁集团 / 支付宝理财): Mass-market Chinese wealth platform with embedded AI-driven investment advisory and fund distribution at enormous scale; competes for the same underlying HNW-to-mass-affluent digital advisory wallet share.

Direct peers

• Xueqiu (雪球): China's leading social-investing and investment-research platform serving retail and HNW investors with portfolio analytics, AI-assisted research and community-driven advisory — closely comparable product and target segment.
• Yimen (益盟股份): Chinese investment advisory and decision-support software provider offering AI-assisted stock selection and portfolio tools to retail and HNW investors — a close comparability match in product and customer.
• Tongdaxin (通达信): Long-standing Chinese retail trading and investment-research software vendor offering technical analysis, stock screening and quant tools — a direct comparability match for an AI-driven research desktop product.

Regional players

• Snowball Wealth / Pingan-adjacent wealth platforms: Domestic Chinese digital wealth and investment advisory platforms offering AI-assisted portfolio construction and advisory to affluent mainland clients in the same regulatory environment.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

Compliance2 records

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 Tonghuashun Yun Ruanjian Youxian Gongsi