• FOUNDING YEAR: 2014
    LOCATION:
    Hong Kong
    REGION:
    Last Update:
    18 Oct, 2019
    Global presence:
    Japan

Description

FOCUS

PRODUCTS & SERVICES:
It offers an AI powered chatbot for offering personalized investment recommendations to retail investors. Through the app, investors can choose personalized goals and start investments in exchange-traded funds. The stock trading app allows users to trade across the US, Hong Kong and Chinese equities.
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
Retail investors, Traders, Financial firms, Asset management firms
COMMENT
Chloe monitors the investment on a daily basis and uses machine learning techniques to better predict customers' goals and how much they need to save.

PEOPLE

Board Members and Advisors:
Mathias Helleu, Mikaal Abdulla
NUMBER OF EMPLOYEES:
51-200
INVESTORS:
China Growth Capital, Leitmotiv Private Equity, Route 66 Ventures, Velocity Capital Private Equity, Mathias Helleu, Mikaal Abdulla, Leitmotiv
KEY EMPLOYEES:
Mikaal Abdulla (CEO)

TRACTION

VALUATION / MARKET CAP:
$60 MM in 2015

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$54 Millions
DATE OF LAST FUNDING:
Apr 2018
TOTAL FUNDING COMMENT:
The company is planning to use the fund for future growth and potential of robo-advisory services in Asia including Japan(April 2018). .
FUNDING SERIES:
SERIES A
$20 Millions Closed: Jun 2012
SERIES B
$9 Millions Closed: Aug 2014
SERIES C
$25 Millions Closed: Apr 2018
LISTED:
NO

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