SinoPac Securities Corporation

What SinoPac Securities Corporation does

SinoPac Securities Corporation (永豐金證券股份有限公司) is a Taiwan-based, full-service securities brokerage firm founded in 1988 and headquartered in Taipei City. It operates as the securities arm of SinoPac Financial Holdings (永豐金控), one of Taiwan's established financial holding companies, with wholly-owned operating subsidiaries spanning futures (永豐期貨), investment consulting (永豐投顧), venture capital (永豐證創投), Asia regional brokerage (永豐金證券亞洲), Asia asset management (永豐金資產管理亞洲), and European securities (永豐金證券歐洲).

The firm runs nine core business lines: channel/retail brokerage (通路業務), digital financial services (數位金融業務), corporate/institutional business (法人業務), investment banking (投資銀行業務), fixed income (固定收益業務), proprietary trading (自營投資業務), derivatives (衍生商品業務), international securities via its Offshore Securities Unit (國際證券業務OSU), and stock affairs agency (股務代理業務). Its digital product surface includes the DAWHO wealth platform, the 大戶投 mobile trading app targeted at high-net-worth and younger retail investors, an AI-powered chatbot (智慧小豐), a US-stock video program (美股即時通), and a corporate-customizable stock gift card (股票禮品卡). Distribution is multi-channel: physical branches across Taiwan, online and mobile trading platforms, an institutional sales team, KOL-led content campaigns, and cross-promotion with sister firm SinoPac Bank.

SinoPac Securities earns revenue primarily through transaction-based fees across brokerage, proprietary trading, derivatives, and fixed income, supplemented by professional-services fees from investment banking and recurring fees from wealth management. It serves a horizontally diversified customer base of retail investors, institutional clients, and corporate issuers, with no public revenue disclosure available in the source data. The firm is regulated by Taiwan's Financial Supervisory Commission and maintains annual internal control and AML/CFT statements through fiscal 2024.

Name

SinoPac Securities Corporation

Legal name

永豐金證券股份有限公司

Website

https://securities.sinopac.com

Company type

Private

Operating status

Operating

Headcount range

101–250 employees

Short description

SinoPac Securities Corporation is a Taiwan-based, full-service securities brokerage firm operating as the securities arm of SinoPac Financial Holdings, serving retail investors, institutional clients, and corporate issuers across nine core business lines including brokerage, investment banking, derivatives, and digital wealth platforms DAWHO and 大戶投.

Ownership category

akta.pro rank

Headquarters

HQ city

Taipei City

HQ country

Taiwan

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Securities Brokerage: Traditional securities brokerage services for domestic and foreign securities, including stocks, bonds, and other financial instruments
2. Investment Banking: Investment banking services including underwriting, M&A advisory, and capital markets services
3. Proprietary Trading: Self-directed proprietary trading in securities and derivatives
4. Derivatives Trading: Derivative financial products trading including options, futures, and structured products
5. Fixed Income: Fixed income securities trading and distribution
6. Wealth Management: Wealth management and investment advisory services through wealth management trust accounts

Go-to-market motion2 records

Distribution channels4 records

Marketing channels4 records

Core offering

SinoPac Securities provides retail and institutional securities brokerage, investment banking underwriting and advisory, fixed income trading and distribution, proprietary and derivatives trading, cross-border securities via its OSU, and stock affairs agency services. It delivers these through physical branches, digital trading platforms (DAWHO, 大戶投), mobile applications, and institutional sales coverage. The firm serves individual investors, corporate clients, and institutional investors primarily in Taiwan with regional reach across Asia and Europe through subsidiaries.

Product overview

SinoPac Securities Corporation offers a comprehensive securities and financial services platform. The core offering includes channel business, digital financial services, corporate/institutional business, investment banking, fixed income, proprietary trading, derivatives, and international securities operations (OSU). The company provides digital platforms including DAWHO (digital wealth management), 大戶投 (mobile trading app), 股票禮品卡 (stock gift cards), and 智慧小豐 (AI chatbot). Services are organized around institutional and retail securities trading, corporate finance, wealth management, and international business across Asia.

Differentiator

Problem solved

Functional benefit

Brands

• DAWHO: Digital banking and investment platform offered by SinoPac Securities for retail investors
• 大戶投 (DAWHO)

Products and services

• Channel Business (通路業務)

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered core and minor.

• 永豐期貨 (SinoPac Futures)coreOthersSubsidiary of SinoPac Securities focused on futures brokerage and derivatives trading services, part of the integrated SinoPac Financial Holding Group structure
• 永豐投顧 (SinoPac Investment Consulting)coreOthersSubsidiary providing investment research and consulting services, supporting securities and wealth management offerings within the group
• 永豐證創投 (SinoPac Securities Venture Capital)coreOthersVenture capital subsidiary under SinoPac Securities, focusing on investment in emerging companies and startups
• 永豐金證券(亞洲) (SinoPac Securities (Asia))coreOthersAsia-focused subsidiary providing securities services in Hong Kong and regional Asian markets
• 永豐金資產管理(亞洲) (SinoPac Asset Management (Asia))minorOthersAsset management subsidiary in Asia, part of SinoPac Group's regional expansion strategy
• 永豐金金融服務 (SinoPac Financial Services)coreOthersFinancial services subsidiary providing integrated services across the SinoPac Group
• 永豐金證券(歐洲) (SinoPac Securities (Europe))minorOthersEuropean subsidiary for securities operations and regional market coverage
• 永豐金控 (SinoPac Financial Holding)coreOthersParent financial holding company integrating banking, securities, insurance, and other financial services under one group
• 永豐銀行 (SinoPac Bank)coreStrategic or Co-development PartnerSister company and key distribution partner within SinoPac Group; co-marketing of financial products including bank accounts linked to securities trading, credit cards, and joint financial services

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Direct peers

• MasterLink Securities: Taiwan-based integrated securities firm with brokerage, underwriting, and proprietary trading; similar mid-large size to SinoPac Securities and overlapping institutional client coverage.
• Mega Securities: Taiwan securities broker affiliated with Mega Financial Holding Company; offers retail brokerage, IB, and fixed income with similar financial-holding-driven distribution model.
• President Securities: Mid-to-large Taiwan-domiciled securities firm offering brokerage, margin financing, underwriting, and proprietary trading; direct competitor for the same retail and SME corporate client base.
• Taishin Securities: Securities subsidiary of Taishin Financial Holdings, competing in Taiwan retail brokerage, wealth management, and IB with the same bank-securities cross-sell structure as SinoPac.
• Cathay Securities: Securities arm of Cathay Financial Holdings, one of Taiwan's largest financial conglomerates; competes head-to-head in retail brokerage, IB, and digital investing with overlapping product suite and bank cross-sell.
• Fubon Securities: Securities subsidiary of Fubon Financial Holdings; provides the same comprehensive retail + institutional + IB + derivatives offering and aggressively uses bank-channel cross-sell, mirroring SinoPac's model.
• E.Sun Securities: Securities arm of E.Sun Financial Holding; comparable domestic securities franchise with retail brokerage, IB, and digital trading platforms targeting the same Taiwanese customer base.
• Capital Securities: Taiwan securities firm with domestic brokerage, IB, and proprietary trading operations; comparable in scale and product mix to SinoPac Securities' core domestic business.
• Yuanta Securities: Largest Taiwan-based securities firm and the most direct comparable: full-service retail brokerage, institutional sales, investment banking, proprietary trading, derivatives, and wealth management serving the same Taiwanese retail and institutional client base.
• KGI Securities: Major Taiwan securities firm under KGI Financial Holdings, offering brokerage, IB, fixed income, derivatives, and wealth management with overlapping retail and institutional coverage and a similar financial-holding parent structure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/SinoPacSecurities
• LinkedInlinkedin.com/company/sinopac-securities-corporation

Compliance9 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries7 records

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 SinoPac Securities Corporation