List of financial services firms in Shanghai (2026 list)

#	Company	Industry	Headquarters	Employees	Founded
1	Fosun 复星 fosun.com Global consumer group focusing on health, happiness, and wealth, creating a comprehensive ecosystem to improve family lives worldwide.	Consumer Services	🇨🇳 Shanghai	17,919	1992
2	Guotai Junan Securities Co., Ltd gtja.com A leading comprehensive financial services provider in the Chinese securities industry, focusing on client-centric services, market depth, innovation, and global expansion	Investment Banking	🇨🇳 Shanghai	2,887	1999
3	Sino-US United MetLife Insurance Company Limited metlife.com.cn An insurance provider in China offering life, health, accidental, and annuities products through various channels in over twenty cities	Insurance	🇨🇳 Shanghai	2,064	2004
4	Kerajaan kerajaanasia.com A dynamic organization based in Shanghai, we partner with global investment firms to offer safe and lucrative investment opportunities in Brazil for Asian investors	Investment Management	🇨🇳 Shanghai	1,909	n/a
5	Bank Of Ningbo Co., Ltd tianbang.com A banking company in NINGBO that offers various financial services, focusing on building relationships with members and attracting new customers and employees	Banking	🇨🇳 Shanghai	1,714	n/a
6	Everbright Securities ebscn.com Everbright Securities is a major Chinese securities brokerage owned by China Everbright Group, with strong financial performance and strategic acquisitions	Investment Banking	🇨🇳 Shanghai	1,614	1996
7	CMB's Credit Card Center cc.cmbchina.com A credit card center in China offering a wide range of products based on customer needs, becoming the largest issuer in the country	Financial Services	🇨🇳 Shanghai	1,274	2001
8	平安养老保险股份有限公司 annuity.pingan.com A Chinese organization specializing in providing elderly insurance services	Financial Services	🇨🇳 Shanghai	1,135	n/a
9	中国太平洋人寿保险股份有限公司 cpic.com.cn A leading life insurance company in China, focusing on customer-oriented services, innovative technology applications, and providing comprehensive risk protection solutions	Insurance	🇨🇳 Shanghai	1,086	2001
10	Bank of Communications Co.,Ltd.bankcomm.com A historic financial institution in China offering banking services nationwide, with a head office in Shanghai and listed on stock exchanges since 2005	Banking	🇨🇳 Shanghai	993	1908
11	Allianz China Life allianz.com.cn Offers life, retirement, investment, education, health, and accident insurance products through various channels to meet diverse customer needs across China.	Financial Services	🇨🇳 Shanghai	973	1999
12	Shanghai Dazhong Public Utilities (Group) Co., Ltd.dzug.cn An electrical and electronic manufacturing company located in Shanghai, China, specializing in public utilities services	Appliances, Electrical, and Electronics Manufacturing	🇨🇳 Shanghai	865	n/a
13	AXA TIANPING axa.cn An innovative property and casualty insurer in China offering world-class insurance solutions with a national footprint and award-winning service	Insurance	🇨🇳 Shanghai	846	n/a
14	兴业证券股份有限公司 xyzq.com.cn A nationally approved, comprehensive securities company in China, offering various financial services including brokerage, investment consulting, and asset management	Capital Markets	🇨🇳 Shanghai	672	1991
15	国泰君安证券股份有限公司 gtht.com A leading comprehensive financial services provider in China, offering various services to individual and institutional clients, with a strong focus on customer satisfaction and industry leadership	Investment Banking	🇨🇳 Shanghai	668	1999
16	Orient Securities dfzq.com.cn A financial holding group providing comprehensive financial services such as securities, futures, asset management, investment banking, and securities research	Capital Markets	🇨🇳 Shanghai	663	1998
17	Vcredit 维信金科 vcredit.com A Chinese consumer finance company offering internet Micro-lending, financial guarantee, and other services nationwide through innovative technology partnerships	Financial Services	🇨🇳 Shanghai	643	2006
18	东方证券股份有限公司 dfzq.com.cn A leading financial services group offering comprehensive services including securities, futures, asset management, investment banking, and research across China	Capital Markets	🇨🇳 Shanghai	594	1998
19	平安国际融资租赁有限公司 pazl.pingan.cn A banking company based in Shanghai, offering international financing and leasing services	Banking	🇨🇳 Shanghai	568	n/a
20	Zhonghai Trust zhtrust.com.cn A leading non-bank financial institute in China, specializing in trust asset management, investment services, and portfolio asset allocation with significant revenue and trust assets	Financial Services	🇨🇳 Shanghai	526	n/a
21	申万宏源证券有限公司 swhysc.com Offering comprehensive financial services, including investment banking, wealth management, institutional services, and asset management to a wide range of clients globally	Financial Services	🇨🇳 Shanghai	264	n/a
22	Citi Orient Securities citiorient.com A joint venture offering investment banking services in China with expertise in securities underwriting, sponsorship, and advisory, backed by global and local networks	Investment Banking	🇨🇳 Shanghai	258	2012
23	Hua An Fund Management Co. Ltd.huaan.com.cn Established in 1998, this Chinese mutual fund company manages over 15 funds with a total AUM exceeding 80 billion Yuan by 2008	Financial Services	🇨🇳 Shanghai	148	1998
24	摩根基金管理（中国）有限公司 cifm.com Specializing in asset management services, ensuring efficient management and maintenance of various assets to meet client needs and objectives	Investment Management	🇨🇳 Shanghai	118	n/a
25	Zendai Group zendai.com A Shanghai-based conglomerate specializing in equity investment, asset management, real estate development, micro-finance, and cultural arts promotion globally	Investment Management	🇨🇳 Shanghai	89	1992
26	兴证全球基金管理有限公司 xqfunds.com A global fund management company specializing in financial services and investment opportunities for clients worldwide	Investment Management	🇨🇳 Shanghai	85	n/a
27	方创资本 fangchuang.com A comprehensive financial institution providing tailored capital solutions and advisory services for fast-growing partners in various industries like TMT and Fin-tech	Financial Services	🇨🇳 Shanghai	83	2009
28	Shanghai Life Insurance shanghailife.com.cn A leading financial institution in Shanghai's free trade zone, offering innovative life and health insurance solutions nationwide	Insurance	🇨🇳 Shanghai	68	2015
29	e代理 edaili.com An internet finance company focused on domestic and overseas asset allocation, directly connecting quality overseas assets and elite financial advisors	Financial Services	🇨🇳 Shanghai	64	2015
30	Changjiang Pension Insurance cj-pension.com.cn A pension management company offering services for all three pillars of China's pension system, managing enterprise annuity schemes and insurance assets	Insurance	🇨🇳 Shanghai	63	2007
31	洛书投资（Luoshu Investment）luoshu.com Quantitative multi-strategy asset management firm specializing in CTA, long-short equity, smart-beta equity, and options trading with a strong performance track record	Investment Management	🇨🇳 Shanghai	62	2015
32	资邦（上海）网络科技有限公司 91yaowang.com A wealth management platform specializing in global asset allocation, providing professional product portfolios, planning, and advice for wealth preservation, growth, and inheritance	Financial Services	🇨🇳 Shanghai	56	2015
33	InvesTarget investarget.com Global investment firm specializing in connecting Chinese capital with opportunities in consumption upgrade, advanced manufacturing, and healthcare sectors worldwide Integrating technology for efficiency	Investment Banking	🇨🇳 Shanghai	53	2015
34	上海锦臻资产管理有限公司 chinajinzhen.com A China-based investment management company specializing in financial services and strategic investment opportunities	Financial Services	🇨🇳 Shanghai	40	2009
35	Elite Investment Group devere-group.com A financial services firm offering best-in-class products and services, with a focus on wealth management, partnerships with prestigious financial institutions, and global presence	Financial Services	🇨🇳 Shanghai	38	2008
36	Zheshang Fund Management Co., Ltd. 浙商基金管理有限公司 zsfund.com An asset management company founded in 2010, focused on data-driven strategies, fundamental research, independent investment, growth, and reasonable valuation	Investment Management	🇨🇳 Shanghai	36	2010
37	Cygnus Equity cygnusequity.com Boutique investment bank founded by top-tier PE professionals, offering equity financing and M&A services with transactions totaling over USD 17 billion	Investment Banking	🇨🇳 Shanghai	36	n/a
38	龙树资本管理股份有限公司 lscf.com.cn A Shanghai-based company specializing in diverse asset management, focusing on private equity, debt, and financial consulting services for both primary and secondary markets	Financial Services	🇨🇳 Shanghai	36	2011
39	Ivy Capital ivycapital.com Asia based asset management firm with over $17 billion in assets under management, offering private equity, equity investment, and financial advisory services to clients	Financial Services	🇨🇳 Shanghai	33	2007
40	泓信资本 confiance-capital.com A Shanghai-based asset management firm offering multiple high-quality investment solutions to clients, aiming to become a top hedge fund in China	Financial Services	🇨🇳 Shanghai	32	2014
41	太平基金管理有限公司 The company engages in fund raising, sales, asset management, and risk control with a focus on value investing and efficient services	Financial Services	🇨🇳 Shanghai	29	n/a
42	Ginkgo Global ginkgo-capital.com An asset management firm focused on long-term value investing, managing funds for global institutions, investing in domestic, Hong Kong, and US capital markets	Investment Management	🇨🇳 Shanghai	29	2012
43	Liuhe Capital liuhecapital.com Private asset management firm in China investing in financial markets for clients, including institutions and individuals, with equity advisory partnerships	Investment Management	🇨🇳 Shanghai	27	2004
44	Wanjia Asset Management Co., Ltd.wjasset.com A leading fund management company in China, focused on providing high-quality financial services to the public with transparent and professional investment strategies	Financial Services	🇨🇳 Shanghai	26	2002
45	上海五牛投资控股有限公司 bullsfund.com.cn A leading Chinese investment management company offering financial services in real estate, equity, PE FOF, securities, and special opportunities to domestic and international investors	Investment Management	🇨🇳 Shanghai	26	2004
46	BFC Group Ltd bfcgroup.biz A leading Chinese healthcare investment bank specializing in cross-border financing, M&A, and licensing with a global presence in multiple countries	Investment Banking	🇨🇳 Shanghai	25	n/a
47	Yaozhi Asset Management Co., LLP yzamc.com A leading professional private asset management institution specializing in China's fixed-income market, recognized by US Russell Investments and Chinese associations	Investment Management	🇨🇳 Shanghai	22	2011
48	GROW Investment Group The company provides comprehensive asset management solutions including traditioinal and alternative investments to clients at the highest level of quality and risk management	Financial Services	🇨🇳 Shanghai	21	n/a
49	上海银来资产管理有限公司 yinland.com.cn A financial services company based in Shanghai, China specializing in asset management	Financial Services	🇨🇳 Shanghai	20	n/a
50	Xingyin Fund Management Co., Ltd hffunds.cn A prominent asset management institution in China, offering fundraising, fund sales, and asset management services while overseeing $170 billion in assets	Financial Services	🇨🇳 Shanghai	19	2013
51	上海艾方资产管理有限公司 ifundasset.com A management consulting company based in Shanghai, China, specializing in asset management services	Business Consulting and Services	🇨🇳 Shanghai	18	n/a
52	Shanghai Dehui Group(PE)dehuigroup.com An asset management firm based in Shanghai, specializing in ventures, growth capital, industry investment, securities, and investment banking	Investment Management	🇨🇳 Shanghai	17	n/a
53	上海威田资产管理有限公司 An investment management company based in Shanghai, China, specializing in asset management services	Investment Management	🇨🇳 Shanghai	16	n/a
54	阳光金服 yangoholdings.com A leading financial services group providing wealth management, asset management, consumer finance, and financial technology solutions to benefit the real economy and people's livelihood	Investment Management	🇨🇳 Shanghai	16	2017
55	Parametrica Asset Management parametricafund.com Institutional asset management group specializing in quantitative model-driven investment strategies for global equity markets	Investment Management	🇨🇳 Shanghai	15	2009
56	AIC okaic.com A boutique investment bank in Shanghai, China, specializing in various industries, offering M&A services, with an online deal platform	Financial Services	🇨🇳 Shanghai	13	2017
57	Morgen Evan Specializing in cross-border middle-market mergers, acquisitions, and capital raising, our firm provides investment banking advisory services to clients	Investment Banking	🇨🇳 Shanghai	13	n/a
58	软杉控股 Softfir Holdings softfir.com A diverse asset management group investing in real estate, private equity, mergers, acquisitions and technology companies with offices in Shanghai, Hong Kong, and Singapore	Financial Services	🇨🇳 Shanghai	13	2009
59	Apex Group Ltd (China Branch)apexgroup.com A global financial services provider offering a wide range of services such as fund services, digital onboarding, custody, HR, and ESG ratings	Financial Services	🇨🇳 Shanghai	11	2003
60	上海必佑投资管理有限公司 buwealth.com An investment management firm focused on providing top-tier wealth services to high-net-worth individuals through comprehensive asset allocation solutions and elite services	Financial Services	🇨🇳 Shanghai	10	2017
61	我的菜理财 wdclc.cn A professional customized asset allocation platform, offering personalized financial products for high returns and easy wealth management through an innovative financial internet approach	Financial Services	🇨🇳 Shanghai	9	2015

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Every company on this list has a Tamtam company profile. The industry is the one the company gives on LinkedIn; categories such as SaaS or fintech are classified by Tamtam's AI from the company's website and LinkedIn page; and the headquarters city must match the company's own address. Companies are ranked by the number of employees on LinkedIn, and the list is refreshed every night. Classifications can be wrong, so treat the list as a starting point rather than an official ranking. Last updated Oct 24, 2026.

List of financial services firms in Shanghai

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