# BETA DATA

> BETA DATA (贝塔数据) is a data-and-algorithm-driven wealthtech company that builds SaaS tools for banks, brokerages, insurers and fund houses to run digital wealth management. Founded in Shanghai in 2012 by Li Shouguo (Bruce Li), it packages financial data, machine learning and NLP into an 'intelligent investment advisory' workbench, WeChat-based customer relationship tools and event-driven market insights that help relationship managers reach more clients and personalise what each one sees. The platform has served 1,000+ financial institutions - including China Merchants Bank, CITIC Bank and ICBC - and has raised a Series B+ led by SoftBank Ventures Asia, with SIG and Lightspeed China backing earlier rounds. The founder has since anchored the company's international push out of Singapore and Hong Kong.

- **Founded:** 2012
- **Headquarters:** Shanghai, China
- **Founders:** Li Shouguo (Bruce Li) (Founder & CEO)
- **Team size:** ~6 (Singapore/international entity); larger operation in China
- **Products:** Digital Wealth Management SaaS Platform, Intelligent Investment Advisory Workbench (智能投顾工作台), SCRM / WeChat Customer Tools, Event-Driven Insights, Customer Profiling & Data Graph
- **Notable:** Grew to 1,000+ institutional clients across banking, securities, insurance and funds, Reaches roughly 110 million end-users through partner institutions, Reported ~5x revenue growth in 2020

## Products & services

- **Digital Wealth Management SaaS Platform** — An end-to-end SaaS platform for banks, brokerages, insurers and fund houses that covers the full client lifecycle: acquisition and interaction, transactions, and follow-up service, built on financial big data and a labelled data graph.
- **Intelligent Investment Advisory Workbench (智能投顾工作台)** — A relationship-manager workbench deployed for a leading joint-stock bank's head office that delivers 'thousand-faces' personalisation - each client sees different product recommendations, news, activities and interface based on ML/NLP-built customer profiles.
- **SCRM / WeChat Customer Tools** — Social CRM tools built on WeChat and Enterprise WeChat that move clients from public feed to private domain, letting customer managers reach and interact with 3-4x more users.
- **Event-Driven Insights** — AI plus human-analyst suggestions that assess the impact of global events on portfolios and prompt timely portfolio refreshes.
- **Customer Profiling & Data Graph** — Machine-learning and NLP models that build comprehensive customer portraits from millions of daily content readings, powering product matching and personalised marketing.

## Achievements

- Grew to 1,000+ institutional clients across banking, securities, insurance and funds
- Reaches roughly 110 million end-users through partner institutions
- Reported ~5x revenue growth in 2020
- Delivered +40% conversion, 3x product click-through, 2x monthly active users and 13-15% HNW AUM growth for a joint-stock bank deployment
- Raised Series B+ led by SoftBank Ventures Asia (Feb 2022)

## Latest updates

- **2022-02** — Closed a Series B+ round of tens of millions of USD led by SoftBank Ventures Asia, with SIG and Lightspeed China following on, to fund product R&D and expand its digital solutions for financial institutions.
- **2022-05** — Deployed an intelligent investment advisory workbench for a leading joint-stock bank's head office, reporting sizeable lifts in activity, conversion and high-net-worth AUM.

## Links

- Website: https://betawm.com
- LinkedIn: http://www.linkedin.com/company/betadata-ai

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Profile page: https://yespress.io/beta-data
Published by YesPress — https://yespress.io
Last updated: 2026-08-04