Quantifeed Company Profile

Background

Overview

Quantifeed, established in 2013, is a leading provider of digital wealth management solutions tailored for financial institutions. Headquartered in Hong Kong, the company has expanded its presence to Singapore, Australia, Japan, and India. Quantifeed's flagship platform, QEngine, is an award-winning technology developed by a team of financial and quantitative engineers. The platform enables banks, insurers, brokers, and wealth planners to offer personalized and engaging wealth management experiences to their clients.

Mission and Vision

Quantifeed's mission is to empower financial institutions to become providers of "wealthcare," delivering customer-centric wealth management services that make investing accessible and relatable for everyone. The company's vision is to democratize wealth management by offering scalable and affordable digital investment solutions.

Industry Significance

In the rapidly evolving fintech landscape, Quantifeed stands out by offering a comprehensive suite of digital wealth management tools. Its solutions address the growing demand for personalized investment experiences, enabling financial institutions to enhance client engagement and operational efficiency. By integrating advanced technology with financial expertise, Quantifeed plays a pivotal role in transforming traditional wealth management practices.

Key Strategic Focus

Core Objectives

Digital Transformation: Facilitate the shift of financial institutions towards digital wealth management by providing innovative and scalable solutions.

Client Empowerment: Enable banks, insurers, brokers, and wealth planners to offer personalized investment journeys that cater to diverse client needs.

Operational Efficiency: Streamline wealth management processes, enhancing productivity for advisors and portfolio managers.

Areas of Specialization

Automated Investment Platforms: Developing platforms that automate portfolio construction, trading, and reporting, reducing manual intervention and errors.

Modular Technology Solutions: Offering flexible and configurable components that integrate seamlessly with existing banking systems.

Comprehensive Asset Management: Supporting a wide range of asset classes, including structured products, private equity, and digital assets.

Key Technologies Utilized

QEngine Platform: A modular, API-driven platform that powers end-to-end wealth management solutions.

Quantitative Finance Models: Employing sophisticated models to construct and manage investment portfolios.

Data Analytics: Utilizing advanced analytics to provide insights into market trends and client behavior.

Primary Markets Targeted

Asia-Pacific Region: With a strong presence in Hong Kong, Singapore, Japan, Australia, and India, Quantifeed focuses on the rapidly growing wealth management market in Asia.

Global Expansion: Through strategic partnerships and investments, the company aims to extend its reach to other international markets.

Financials and Funding

Funding History

Quantifeed has successfully secured multiple funding rounds to support its growth and technological advancements.

Series C Funding (May 2022): Led by HSBC Asset Management's alternative investments business, HSBC Alternatives, with participation from Daiwa PI Partners, Franklin Templeton, and LUN Partners Group. The exact funding amount was not disclosed.

Series B Funding (October 2020): Details regarding the investors and funding amount were not publicly disclosed.

Series A Funding (January 2014): Specifics about the investors and funding amount were not publicly disclosed.

Financial Performance

In 2024, Quantifeed reported a revenue of $7.4 million, marking a 67.25% year-over-year growth from $4.4 million in 2023. The company has demonstrated consistent revenue growth since its inception, reflecting its expanding user base and increasing adoption across various industries.

Pipeline Development

Quantifeed's pipeline development focuses on enhancing its platform's capabilities and expanding its service offerings. The company is actively working on:

Portfolio Design Enhancements: Improving the platform's ability to create and manage diverse investment portfolios.

Advisor and Portfolio Manager Tools: Developing features that increase the productivity and efficiency of financial advisors and portfolio managers.

Asset Class Expansion: Integrating support for additional asset classes, including structured products, private equity, and digital assets.

Geographical Expansion: Deploying its solutions to new markets, with a particular focus on the Asia-Pacific region.

Technological Platform and Innovation

Proprietary Technologies

QEngine Platform: A modular, API-driven platform that provides end-to-end wealth management solutions, enabling financial institutions to offer personalized investment experiences.

Significant Scientific Methods

Quantitative Finance Models: Utilizing advanced quantitative models to construct and manage investment portfolios, ensuring optimal asset allocation and risk management.

Data Analytics: Employing sophisticated analytics to gain insights into market trends and client behavior, informing investment strategies and decision-making processes.

Leadership Team

Quantifeed's leadership team comprises seasoned professionals with extensive experience in finance and technology:

Alex Ypsilanti – Chief Executive Officer & Co-Founder: With over 15 years in investment banking, Alex has held senior positions at Morgan Stanley and Bank of America Merrill Lynch. He holds a Ph.D. in Mathematical Finance from Imperial College, University of London.

Ross Milward – Chief Technology Officer & Co-Founder: Ross has over 15 years of experience in equity and equity derivatives technology, having worked at Bank of America Merrill Lynch and Deutsche Bank. He holds a Bachelor's degree in Computer Science with Honours.

John Robson – Chief Commercial Officer: John has over 30 years of experience in the financial services industry, including leadership roles at JP Morgan, Nomura, and Merrill Lynch.

Audrey Wong – Chief Operating Officer & Chief Financial Officer: Audrey has held senior positions at Bank of America Merrill Lynch, including COO for the equities division in Asia Pacific. She is a Chartered Professional Accountant and Chartered Financial Analyst.

Leadership Changes

As of November 2025, there have been no publicly disclosed significant changes or appointments within Quantifeed's leadership team.

Competitor Profile

Market Insights and Dynamics

The digital wealth management market is experiencing rapid growth, driven by increasing demand for personalized investment solutions and the adoption of fintech innovations. Financial institutions are seeking scalable and efficient platforms to enhance client engagement and operational efficiency.

Competitor Analysis

Quantifeed operates in a competitive landscape with several key players:

Addepar: Provides an investment management platform for wealth management firms, family offices, and financial advisors, offering tools for portfolio management, performance reporting, data aggregation, and client communication.

Finantix: Offers a suite of digital solutions for wealth management, including client onboarding, portfolio management, and financial planning tools.

Ortec Finance: Provides software solutions for investment management, risk management, and performance analysis, catering to asset managers and financial institutions.

Strategic Collaborations and Partnerships

Quantifeed has established significant partnerships to strengthen its market position:

HSBC Asset Management: Led the Series C funding round in May 2022, demonstrating confidence in Quantifeed's business model and growth potential.

Daiwa PI Partners: Invested in Quantifeed, contributing to its expansion and development of digital wealth management solutions.

Operational Insights

Quantifeed differentiates itself through its comprehensive and modular platform, QEngine, which integrates seamlessly with existing banking systems. This flexibility allows financial institutions to offer personalized investment experiences while maintaining operational efficiency. The company's focus on a wide range of asset classes, including structured products, private equity, and digital assets, positions it as a versatile solution provider in the wealth management sector.

Strategic Opportunities and Future Directions

Quantifeed's strategic roadmap includes: