Finance & Investment · Shanghai, China

Finance & Investment Experts in Shanghai, China

Browse 69 verified Finance & Investment professionals based in Shanghai, China on Prezlo.

Finance & Investment📍 Shanghai, China
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If you're looking for a verified and licensed Finance & Investment expert in Shanghai, China, these trusted professionals are a strong starting point. Their specialties include Pre-IPO Fundraising, Industry Analysis Reports, Private Equity and Asset Management. Every profile on Prezlo is reviewed and confirmed, with credentials, licenses, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
An Yu

An Yu

Strategic IPO Consultant Driving Growth for Pre-IPO Companies

Finance & Investment 📍 Shanghai, China
Pre-IPO FundraisingIndustry Analysis ReportsProject Feasibility Studies
Yingnuo Wang

Yingnuo Wang

Private Equity practitioner | Asset Management

Finance & Investment 📍 Shanghai, China
Private EquityAsset ManagementInvestment Strategy
Zhixiu Zhang

Zhixiu Zhang

Finance & Investment | Retirement Planning

Finance & Investment 📍 Shanghai, China
Retirement PlanningInvestment StrategiesInsurance Solutions
YiHe Luo, CFA

YiHe Luo, CFA

Guiding Chinese Families to Financial Prosperity with Cultural Insight

Finance & Investment 📍 Shanghai, China
Wealth ManagementInvestment StrategiesRetirement Planning
Ming Zheng

Ming Zheng

Tailored Wealth Strategies for Shanghai's Dynamic Investors

Finance & Investment 📍 Shanghai, China
Investment Portfolio ManagementTax Optimization StrategiesRetirement Planning
Phil Cheong, CFA

Phil Cheong, CFA

Crafting Tailored Investment Strategies for Financial Success in Shanghai

Finance & Investment 📍 Shanghai, China
Wealth ManagementPortfolio OptimizationRisk Assessment
Xin Xu

Xin Xu

Private Equity: Venture Capital

Finance & Investment 📍 Shanghai, China
Private EquityVenture CapitalMergers and Acquisitions
Nana Ma

Nana Ma

Connecting Talent with Opportunity in Private Equity and Venture Capital

Finance & Investment 📍 Shanghai, China
Executive SearchFinancial AdvisoryPrivate Equity
Shan Sundaram

Shan Sundaram

Private Equity | Shanghai

Finance & Investment 📍 Shanghai, China
Private EquityHedge FundsReal Estate Investments
Jason Ma

Jason Ma

Investment Strategies | Shanghai

Finance & Investment 📍 Shanghai, China
Investment StrategiesPortfolio ManagementRisk Assessment
Han Shen Lin

Han Shen Lin

Financial Education | Shanghai

Finance & Investment 📍 Shanghai, China
Financial EducationInvestment Strategy DevelopmentCross-Cultural Financial Consulting
Zhijing Liu

Zhijing Liu

Equity Research | Portfolio Management

Finance & Investment 📍 Shanghai, China
Equity ResearchPortfolio ManagementMarket Trend Analysis
Billy Siqing

Billy Siqing

Finance & Investment specializing in Equity Research

Finance & Investment 📍 Shanghai, China
Equity ResearchPortfolio ManagementRisk Assessment
Jingyu Yu

Jingyu Yu

Wealth Management specialist in Shanghai

Finance & Investment 📍 Shanghai, China
Wealth ManagementInvestment PlanningRetirement Solutions
Qiang Zhang

Qiang Zhang

Wealth Management — Investment Strategy

Finance & Investment 📍 Shanghai, China
Wealth ManagementInvestment StrategyPortfolio Diversification
Yihui Wu

Yihui Wu

Finance & Investment leader in High-Net-Worth Individual Wealth Management and Investment Portfolio Optimization

Finance & Investment 📍 Shanghai, China
High-net-worth individual wealth managementInvestment portfolio optimizationRetirement planning
Yijia Li

Yijia Li

Strategic Investment Solutions Tailored for Shanghai's Dynamic Market

Finance & Investment 📍 Shanghai, China
Wealth ManagementPortfolio DiversificationRisk Assessment
Chen Huang

Chen Huang

Investment Strategy Development professional in Shanghai

Finance & Investment 📍 Shanghai, China
Investment Strategy DevelopmentMarket Analysis and ResearchFinancial Risk Management
Leif Antonio Johansen

Leif Antonio Johansen

Finance & Investment professional in Wealth Management

Finance & Investment 📍 Shanghai, China
Wealth ManagementInvestment StrategyRisk Assessment
Chris C.

Chris C.

Wealth Management specialist in Shanghai

Finance & Investment 📍 Shanghai, China
Wealth ManagementInvestment StrategyPortfolio Diversification
Lincoln W.

Lincoln W.

Infrastructure Finance and Investment Analysis expert

Finance & Investment 📍 Shanghai, China
Infrastructure FinanceInvestment AnalysisRisk Management
Keke Ding

Keke Ding

Innovative Financial Strategist at Guangzhou Futures Co., Ltd.

Finance & Investment 📍 Shanghai, China
Investment AnalysisRisk ManagementPortfolio Optimization
Foong Foong

Foong Foong

Finance & Investment professional in Investment Portfolio Management

Finance & Investment 📍 Shanghai, China
Investment Portfolio ManagementRetirement PlanningTax Optimization
Bing HAN

Bing HAN

Finance & Investment focused on Utility Investment Analysis and Asset Management Strategies

Finance & Investment 📍 Shanghai, China
Utility Investment AnalysisAsset Management StrategiesFinancial Risk Assessment
Luyi Xiong

Luyi Xiong

Private Equity: Venture Capital

Finance & Investment 📍 Shanghai, China
Private EquityVenture CapitalPortfolio Management
Annu Yadav

Annu Yadav

Investment Strategy Development, Financial Planning, and Market Analysis

Finance & Investment 📍 Shanghai, China
Investment Strategy DevelopmentFinancial PlanningMarket Analysis
Lian Liu

Lian Liu

Innovative Financial Analyst Driving Insights at SWS Research Shanghai

Finance & Investment 📍 Shanghai, China
Financial AnalysisInvestment StrategyMarket Research
Yuening Wang

Yuening Wang

Saas Fundraising Strategies specialist in Shanghai

Finance & Investment 📍 Shanghai, China
SaaS Fundraising StrategiesMarket Analysis in FinanceHuman Development in Investment
Zheng Kong

Zheng Kong

Asset Management | Equity Research

Finance & Investment 📍 Shanghai, China
Asset ManagementEquity ResearchPortfolio Optimization
Yunhong Mao

Yunhong Mao

Research in Private Banking and Wealth Management

Finance & Investment 📍 Shanghai, China
Private BankingWealth ManagementInvestment Strategy
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