Shenzhen Rongzhi Investment Consultant Co.Ltd

Name

Shenzhen Rongzhi Investment Consultant Co.Ltd

Legal name

深圳市融智私募证券投资基金管理有限公司

Website

https://simuwang.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Private Fund Management

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Vehicles (525990)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Endowment / OCIO-Style Multi-Manager Platforms (FSANAGAG)

akta.pro secondary industries

Private Markets Fund of Funds (PE / VC / Private Credit FoF) (FSAHAKAF), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• FOF customization services
• Private fund management
• Asset allocation advisory
• Wealth management consulting
• Private fund sales platform

Headquarters

HQ city

Shenzhen, Guangdong

HQ country

China

HQ region

Asia

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Core offering

Shenzhen Rongzhi Investment Consultant Co.Ltd operates as a private fund management firm providing Fund of Funds (FOF) customization services for ultra-high-net-worth clients, with a minimum ticket size of 50 million RMB. Through its wholly-owned subsidiary, it also operates the simuwang.com platform, a one-stop private fund sales and information platform that distributes third-party private and public funds, hosts roadshows, and publishes market research.

Product overview

Shenzhen Rongzhi Investment Consultant Co.Ltd operates primarily through its FOF customization service platform (融智FOF定制服务) on the simuwang.com private fund platform. The company offers customized Fund of Funds solutions starting from 50 million RMB, targeting ultra-high-net-worth clients who need centralized management of private fund investment portfolios. The service includes professional investment team management, diversified asset allocation across stocks, bonds, futures and derivatives, strict fund screening, dynamic portfolio adjustments, and comprehensive client investment support throughout the process.

Differentiator

Problem solved

Functional benefit

Products and services

• Rongzhi FOF Customization Service (融智FOF定制服务) Fund of Funds customization service providing asset allocation solutions for ultra-high-net-worth clients (minimum 50 million RMB). Delivers personalized portfolio management across stocks, bonds, futures and derivatives, with strict fund screening, dynamic portfolio adjustment, and ongoing investment support.
• Simuwang.com Private Fund Sales Platform (私募排排网) One-stop private fund sales and information platform that aggregates listings from third-party private fund managers and public funds, provides roadshow hosting, market research, news, and investor education content for retail and professional investors.

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves4 records

Expansion highlights3 records

Direct peers

• 半夏投资 (Banxia Investment): Mid-to-large Chinese private fund manager listed on simuwang.com's top manager ranking, offering multi-strategy and macro products to UHNW clients in a manner directly comparable to Rongzhi's FOF mandate.
• 海南进化论 (Hainan Evolution Asset): Multi-strategy Chinese private fund manager with significant AUM, comparable to Rongzhi in offering diversified strategies (stock, macro, multi-asset) to HNW/UHNW investors through private fund channels.
• 好买财富 (Howbuy): One of China's leading third-party private fund distribution and wealth advisory platforms, directly comparable to simuwang.com as a marketplace for private securities funds and a parallel competitor to Rongzhi's distribution subsidiary.
• 海南垂云私募 (Hainan Chuiyun Private Fund): Macro-allocation Chinese private fund manager listed among the 100B+ AUM peers on simuwang.com; directly comparable to Rongzhi's FOF as an allocator making top-down calls across asset classes for private fund investors.
• 观理基金 (Guanli Fund): Smaller-scale Chinese private fund manager featured on simuwang.com's hot-list with a similar UHNW target market and mixed-strategy offering, useful as a same-segment benchmark for Rongzhi's proprietary FOF.

Emerging players

• 鸣石基金 (Mingshi Fund): Top-ranked 100B+ AUM Chinese quantitative private fund manager featured on simuwang.com; representative of the underlying-manager universe that Rongzhi's FOF either competes with or selects into, depending on strategy.
• 衍复投资 (Yanfu Investment): 100B+ AUM Chinese quantitative private fund manager ranked at the top of simuwang.com's hot-fund list; relevant as both a competitive benchmark and a representative underlying-manager candidate in the quant/CTA sleeve of Rongzhi's FOF mandate.
• 九坤投资 (Jiukun Investment): 100B+ AUM Chinese quantitative private fund manager that distributes through simuwang.com; comparable as a parallel underlying-manager candidate for Rongzhi's FOF and as a benchmark for what scaled strategy specialists look like in the same channel.

Broad incumbents

• 东方港湾 (Oriental Harbor Investment): Large established Chinese private fund manager (100B+ AUM tier) led by Dan Bin, with a multi-strategy and global allocation offering comparable in scope to Rongzhi's UHNW FOF but operating at vastly greater scale and brand recognition.
• 东方财富 (Eastmoney / Tiantian Fund): China's largest online financial information and fund distribution platform, parent of Tiantian Fund; competes with simuwang.com at a much larger scale across both public and private fund distribution and is the broad incumbent against which the platform business must differentiate.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/shenzhen-rongzhi-investment-consultant-co.ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries1 record

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 Shenzhen Rongzhi Investment Consultant Co.Ltd