Skip to main content
Caplight Logo









Xiaobang Planning

Xiaobang Planning

Private

Last Round

Series B

Extension

Jan 25, 2021

Total Funding Raised

$28.4M

Company Overview

Xiaobang Planning operates in FinTech and is based in Beijing. Its latest recorded funding round was a Series B Extension round in January 2021.

Xiaobang Planning is an internet-based financial services company that provides online financial planning, investment education, and insurance advisory services to consumers.

Sector

FinTech

Verticals

InsurTech, Wealth Management, Personal Finance

Business Model

B2C

Customer Profile

Services & Consulting, Marketplace Commission

AI Layer

Application

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

Book a demo

For institutional investors. Book with your work email.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

Book a demo

For institutional investors. Book with your work email.

Xiaobang Planning Comparables

Compare Xiaobang Planning with similar companies based on industry and business-model similarity.

Xiaobang Planning comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Mintbao
84%
Huize Holding Ltd
75%
Ant Group
73%
Book a demo to see all comparables

For institutional investors. Book with your work email.

Xiaobang Planning Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series B ExtensionJan 25, 2021
Series BAug 19, 2019
Series ANov 15, 2018
AngelNov 1, 2017
Book a demo to see all funding rounds

For institutional investors. Book with your work email.

Xiaobang Planning Investors

Notable investors and investment history

Xiaobang Planning investors
InvestorRounds
Reinsurance Group of AmericaSeries B
DST GlobalSeries B Extension
RGAXSeries A
BlueRun VenturesSeries B, Series B Extension, Angel
Lingfeng CapitalSeries B Extension
HongShan Capital Group (HSG)Series A, Series B, Series B Extension

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 19, 2019

    $28M round led by Tencent

  • Nov 1, 2017

    Led by BlueRun Ventures

Book a demo to see all signals

For institutional investors. Book with your work email.

Xiaobang Planning Filings

Explore SEC and related filing metadata, where available.

Xiaobang Planning filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

Filing documents are not displayed on this public page. Request access to learn about available coverage.

Book a demo

For institutional investors. Book with your work email.

Frequently Asked Questions

Common questions about Xiaobang Planning's valuation, stock price, and market status.

Is Xiaobang Planning a public or private company?

Xiaobang Planning is a private company.

What is the current stock price of Xiaobang Planning?

Xiaobang Planning is a private company, so its shares have no public market price. Caplight tracks Xiaobang Planning's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Xiaobang Planning worth (valuation)?

Valuation information for Xiaobang Planning is not publicly available.

Can I buy Xiaobang Planning stock?

Xiaobang Planning shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Xiaobang Planning's last funding round?

Xiaobang Planning's most recent funding round was Series B Extension on January 25, 2021.

Who are the main investors in Xiaobang Planning?

Key investors in Xiaobang Planning include DST Global, BlueRun Ventures, Lingfeng Capital.

Will Xiaobang Planning IPO soon?

No public IPO plans have been announced for Xiaobang Planning.

How can I track Xiaobang Planning secondary market activity?

Caplight tracks bids, offers, and trades in Xiaobang Planning's shares on secondary markets.

Firmographic Details

HeadquartersBeijing
Year Founded2017
Last FundingJan 25, 2021

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Book a demo

For institutional investors. Book with your work email.

See something wrong or outdated?