Wisdom Source Financial

2024-10-10

Wisdom Source Financial deepen reform and make every effort to promote the process of Chinese-style modernization
Wisdom Source Financial group actively responds to the call of the country, comprehensively deepens financial reform, and contributes to the grand goal of Chinese-style modernization with practical actions. With the continuous progress and wide application of financial technology, Wisdom Source Finance is promoting the innovation and reform of the financial industry with unprecedented strength, and contributing financial strength to the high-quality development of China's economy.

Business introduction

The investment industry includes, real estate, fast-moving sales, health, entertainment, individuals and other customer groups to build long-term partnerships of cooperation, trust and win-win. Adhering to the concept of "customer first", Wisdom Source Finance has won wide praise from customers by virtue of its deep understanding of China's national conditions and world-class professional capabilities, and continuously creating value for customers through a full range of financing and consulting services.
Founded in early 2024, the equity business department is a professional analysis and trading team set up by first-class investment banking standards in Hong Kong and even the world.
With the goal of building a full-time, cross-market, multi-product fixed income platform, the fixed income business has a wide range of domestic and foreign customer bases, and has built an experienced sales team in both domestic and overseas markets, covering investors in various major futures, equities and fund products at home and abroad.
Yixing Zhibei is a tripartite cooperation platform for our company. It is also a wealth management business platform for Zhiyuan Financial Company, with world-class products and solutions, a professional investment advisory team, and an agile and innovative financial technology platform, Yixing Zhibei has always adhered to customer-centricity and based on the buyer's perspective to provide customers with investment solutions that serve their life goals.
The asset management business will be launched in mid-2025, with reference to international industry standards and domestic regulatory requirements, to build a unified asset management business platform for domestic and foreign markets, to provide customers with high-quality investment management services, and strive to achieve long-term appreciation of customer assets.
As the stock investment business operation and management platform of Zhiyuan Financial Company, Next Star Capital is committed to becoming a stock management platform with strong brand influence, excellent financing and investment capabilities and perfect middle and back office management capabilities. The next star intelligent distribution platform provides A shares, B shares, H shares, S shares, N shares, Diversify financial investments.
The research team of Wisdom Source Financial focuses on the global market, conducts research and investment analysis on macroeconomy, market strategy, fixed income, financial engineering, asset allocation, stocks, commodities and foreign exchange, and provides research services to domestic and international customers through the Yixing Intelligent Distribution Platform with a wide range of coverage, rigorous research methods, an independent and objective attitude, a thorough and forward-looking view and a perfect professional service system.

Global presence

With an extensive business network and outstanding cross-border capabilities, Wisdom Source Financial has set up branches in Hong Kong (China), United States, Singapore, France, Australia, Dubai, Japan and other international financial centers, providing customers with a full range of financial services.

Investor Relations

NEWS

Corporate Social Responsibility

Focus on children's growth and bloom with infinite color
Wisdom source financial public welfare. As one of the corporate cultures of Wisdom Source, adhering to the viewpoint of Wisdom Source Finance for the benefit of the people of the whole country, it has been serving as an important task for the enterprise society, and has set out from the original intention!
Wisdom Source Love Club
Since the establishment of Wisdom Source Finance, hundreds of spontaneous public welfare projects have been launched, and the company has set up a "National Love" composed of Wisdom Source users and company employees, and currently has as many as 10,000+ members of the "National Love"....

Wisdom Source Financial Honors

2024年
Best Wealth Management Partner

2024年
Best Investment Institution

2024年
Best Financial Institutions

2024年
Full Funding Institution Award

2024年
Best Personal Wealth Manager

2024年
Best Analyst Team
Best Trading Team