# Li Shouguo (Bruce Li)

> Li Shouguo, known as Bruce Li, is the founder and CEO of BETA DATA. After working at China Merchants Bank and Wind Information, he founded BETA in 2012 and developed tools for financial advisers and institutions, with subsequent work in customer engagement, investor education and AI coaching.

- **Role:** Founder & CEO at BETA DATA
- **Organizations:** BETA DATA, China Merchants Bank, Wind Information
- **Education:** Jiangxi University of Finance and Economics
- **Known for:** Founded BETA in 2012., Led BETA through its 2022 SoftBank Ventures Asia-led B+ financing., BETA reported more than 1,000 financial-institution clients by the end of 2022.

## Career timeline

- **Before 2012** — Worked as a wealth adviser at China Merchants Bank and subsequently as a product manager and department manager at Wind Information.
- **2012** — Founded BETA; its early work included evaluating and screening fund portfolios for banks.
- **2014** — The brand became Beta理财师 (Beta Financial Adviser), according to his 2016 interview.
- **2015** — BETA pivoted toward an adviser app as consulting growth slowed.
- **2016** — BETA began exploring deeper cooperation with small wealth-management firms and adviser studios late in the year.
- **2022** — BETA announced a SoftBank Ventures Asia-led B+ funding round, with SIG and Lightspeed China participating.
- **2023** — BETA listed an LLM-based relationship-manager assistant among its product milestones.
- **2025** — Presented on AI and training at the International Training Products Expo in Beijing.
- **2026** — Discussed AI coaching economics and investor education in a March interview.

## Achievements

- Founded BETA in 2012.
- Led BETA through its 2022 SoftBank Ventures Asia-led B+ financing.
- BETA reported more than 1,000 financial-institution clients by the end of 2022.

## Latest updates

- **2026-03** — Discussed falling token costs enabling AI coach deployment and approaches to interactive investor education.
- **2025-11** — Spoke at the International Training Products Expo in Beijing about AI’s impact on training and trainers’ roles.

## Links

- Website: https://www.betawm.com/
- LinkedIn: https://www.linkedin.com/in/bruce-li-sg064313

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Profile page: https://yespress.io/li-shouguo-bruce-li
Published by YesPress — https://yespress.io
Last updated: 2026-10-14