Bridging Wealth and Intelligence

AI-driven Fund Infrastructure Service Provider

About Fundamental Technology

Fundamental Technology is a fund infrastructure provider focused on AI-driven financial technology and holds Hong Kong SFC Type 1, 4 and 9 licenses.

Core products include FDS (Fund Distribution System) fund sales services, ONE (Openfinance Nonstop Entry) institutional distribution system, Horizon Higher intelligent fund AI Agent, and Changé, a trusted AI-native workspace for complex knowledge work. We provide efficient and flexible fund sales and co-distribution services for individual investors and financial intermediaries, building a new fintech ecosystem for the AI era.

Licensed Information

Fundamental Technology (Hong Kong) Limited (CE No. BWT582) holds Hong Kong SFC Type 1, Type 4 and Type 9 licenses, qualifying it to deal in securities, advise on securities and provide asset management. Client asset safety is subject to regular regulatory review and internal and external audits.

The company follows a compliance-first and risk-controlled operating philosophy, strictly observes Hong Kong financial regulatory requirements, and maintains robust internal control and risk management systems to provide investors with a safer and more stable financial service environment.

Management Team

Cao Yuanchen Founder, Executive Director

• Master of Finance, Renmin University of China
• Bachelor of Finance, Shanghai University of Finance and Economics
• Over 20 years of fund industry management experience, focused on business process reengineering (BPR), financial product design, and system process design and implementation.

Xia Yi Head of Algorithm and Innovation Lab

• Ph.D. in Computer Science (Artificial Intelligence), University of Colorado; MBA, University of California, Los Angeles
• Bachelor of Computer Science, Southern Arkansas University
• Former Executive Vice President of Shanda Investments

Yao Zhengwei SFC Responsible Officer

• Master of Finance, St. John's University
• More than ten years of management experience in Hong Kong's financial industry, including senior roles related to Type 1, 4 and 9 licenses at well-known international financial institutions, with strong licensed management experience in Hong Kong.

Yang Hanrui Research Director

• Master of Finance, London School of Economics and Political Science
• More than ten years of professional fund research expertise and broad insight into global fund issuance. Five years of experience as an FOF fund manager, focused on automated trading strategy development and implementation to optimize portfolio performance.