Who We Are

Founded in 2014, WhaleSights specialises in delivering expert consultations to clients in the finance industry. Additionally, we offer comprehensive market research and due diligence services to high-quality global companies, all while being committed to developing into a world-class invesment research firm.

We help clients deeply understand industry trends in a complex and ever-changing market environment, capture business trends with the greatest long-term value, identify opportunities with the greatest development potential, make the correct investment decisions, and continuously achieve success.

Our clientele comprises prominent securities firms, fund managers, private equity funds, corporates, international clients, and other investors.

consumer, healthcare, high-end manufacturing, automobiles, environmental protection, finance, energy, education, real estate, chemicals, and public services, among other industries. Headquartered in Beijing, we have branches in Shanghai, Guangzhou, Shenzhen, Shijiazhuang, and Hong Kong.

Mission
To enable high-conviction investment decisions
Vision
To be a world-class investment research firm
Values
Professionalism - We never compromise our bottom line
Pragmatism - We keep our business simple and service warm
Innovation - We are always striving to better our business

Core Leadership

Sophie
Founder
Bowen
Chief Operations Officer
Fiona
Expert Business Leader
Kang Ruiyu
Research Business Leader
Qian Luqiang
Head of Operations Center
Wang Xiaojuan
Customer Development Manager
Cherry
Product Innovation Manager
Chen Xu
Technical Center Manager

History

<

2014

51 Experts, WhaleSight's predecessor, was founded.
We began working together with major securities
broker/dealers as the pioneering expert network
in China specialising in serving financial institutions

2015

WhaleSight’s business grows to include buy-side institutions,
and we begin to collaborate with a number of well-known
publicly-offered funds

2016

Our Shanghai and
Guangzhou-Shenzhen locations are established

2017

Using Big Data,
we expand our expert network to more than 300,000 individuals,
and begin partnering with several private equity funds

2018

Our Expert Centre in
Shijiazhuang is established

2019

Our Hong Kong entity is established,
thereby launching our international business

2020

The company becomes a partnership

2021

Our expert network exceeds 500,000;
our research arm is formed to meet
growing demand for research and consulting services

2022

Our name is changed to
WhaleSights as part of a brand upgrade

2023-Present

Our compliance, risk management,
and expert management frameworks are implemented
Our expert network grows to 800,000

>