Yuanta Financial Holdings
Overview
Yuanta Financial Holdings is a Taiwan-based financial services group that provides a comprehensive range of financial solutions, including securities brokerage, investment banking, asset management, commercial banking, and insurance services.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Tiki | Nov 2021 | Series E | Co-investor |
| JIOS Aerogel | Sep 2023 | Series B | Co-investor |
Key People
Mayuree Chowvikran
Deputy Managing Director
陳軒儀
Deputy Managing Director
Kit Yip
Equity Portfolio Manager
Sung Lin Tseng
Portfolio Manager, Equity Research Analyst
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Yuanta Financial Holdings based?
Yuanta Financial Holdings is headquartered in Taipei, Taiwan.
When was Yuanta Financial Holdings founded?
Yuanta Financial Holdings was founded in 2002.
How many portfolio companies does Yuanta Financial Holdings have?
Yuanta Financial Holdings has 2 portfolio companies in Caplight's dataset.
What are some companies in Yuanta Financial Holdings's portfolio?
Portfolio companies visible on Caplight include Tiki, JIOS Aerogel.
What was Yuanta Financial Holdings's most recent investment shown here?
Yuanta Financial Holdings's most recent investment in this portfolio sample was in JIOS Aerogel in 2023.
What sectors does Yuanta Financial Holdings focus on?
Yuanta Financial Holdings focuses on Consumer & Commerce, Energy & Sustainability, Frontier & Industrial Tech, Mobility, Transportation & Logistics.
What company stages does Yuanta Financial Holdings focus on?
Yuanta Financial Holdings typically invests at the Late stage.
What is Yuanta Financial Holdings's AUM?
Yuanta Financial Holdings's assets under management are estimated between $113.3B and $113.3B.