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About Zinvest

Investing shouldn’t be a challenge for anyone.

For those learning how to invest, they should be given the right tools and resources to do so. For those experienced in managing their investments, an all-in-one solution is coveted and convenient for growth.

Introducing Zinvest, a Fintech advisory company that optimizes its business by maximizing the use of market research, quantitative investment strategies, and advanced technology. Our investment platform provides a frictionless experience for investors.

To better serve you, we’ve constructed a one-stop-shop investment platform that provides a self-directed investment tool and robo advisory service to you.

With our next-generation, intelligent technology solutions, we give you the instruments to build your portfolio and become successful with your financial growth.

  • Our Vision

    Since 2009, Zinvest Financial has operated asset management businesses in a technology-driven and data-oriented environment. However, the tremendous commission costs became a major factor that dragged us behind and impeded our business expansion. From there, we decided to spring forward into the modern world. In 2015, we created a free trading and investment platform that aimed to benefit investors, seeking to accelerate the transformation of our industry from the old-fashioned commission system.
  • Our Reach

    With over 200 employees in our technical and operations team alone, our research center (Beijing) and operations center (Hong Kong, Los Angeles) work closely and efficiently to provide localized support to stock markets in the United States, Hong Kong and China’s A shares, thus delivering quality services to global users in a swift fashion.
  • Our Team

    Equipped with a solid knowledge of technology in the financial space, our technical teams are specialized in data mining and artificial intelligence for the modern industry. Our management and operational team members alone have over 20 years of industry experience. With an admired financial background and innovative capabilities in the FinTech space, Zinvest has managed to stand out from the crowd and aims to deliver superior services and experiences to our audiences.


Bingshan Song

About Bingshan
Mr. Song entered China’s mutual fund industry in 1998, where he commenced his financial career as Bosera Funds’s Fund Manager and General Manager of Trading Department. Later, he has served Fullgoal Fund as Fund Manager and Deputy Director of Investment, and then Vice President of Investment and Fund Manager of Orient Fund. After all that, he took the position as Investment Director and Vice President in Changsheng Fund. In 2009, Mr. Song founded his own company Zinvest Financial that runs asset management business by optimizing the use of big data and technology, making it the forerunner of quantitative investment field in China.

Tao Hu

About Tao
Tao Hu was one of the earliest red-vest floor traders in Shanghai Stock Exchange. Before setting up Zinvest Financial with Mr. Song, he had served Guodu Securities and Great Wall Securities as General Manager. More than 20 years’ experience in securities brokerage industry has made him an expert in both investment consulting and business management.

Panxun Li
Managing Director

About Panxun
Mr. Li has worked in BYD Communications and Dalian Futures Information Technology (a subsidiary of Dalian Commodity Exchange). Pan has long been directing researches and developments in securities and futures trading system. Pan has gained rich practical experiences in data processing, trade executing, clearing and settlement of Hong Kong, US and A shares stocks from his decades-long career life.

Patrick Kelly
Chief Operating Officer

About Patrick
Pat has led bright talent in the clearing industry. Most recently at Electronic Transaction Clearing, Inc. (“ETC”) he oversaw firm operations, trade reconciliation and settlements, risk management, client margin and trading systems. Prior to ETC, he managed operations divisions at First Trade Union Trust.
Pat holds a bachelor’s degree from Colgate University. When he is not leading the team at Velox, you might find Pat cutting some waves in the surf of Southern California.

Irene Shen
Chief Financial Officer

About Irene
Irene has held regulatory reporting, risk management and operations management roles with various clearing firms and broker-dealers; this includes Apex Clearing, where she was involved in the firm’s merger of Penson Financial Services with Ridge Clearing.
Irene earned her bachelor’s degree from Central University of Finance and Economics in Beijing, China; and an MBA from Oklahoma City University.

David Herron
Board of Directors

About David
David has over forty years of experience in the securities industry with such firms as Fidelity Investments and Charles Schwab.
He was the former CEO of the Chicago Stock Exchange and has served as a board director of the Cincinnati and Boston Stock Exchanges and other industry affiliations.



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