Zhongtai Securities

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Zhongtai Securities - overview

Established

2001

Location

Jinan, Shandong, China

Primary Industry

Financial Services

About

Founded in 2001 and based in Jinan, China, Zhongtai Securities Co. , Ltd. , trading as Zhongtai Securities, focuses on brokerage, credit, investment banking, asset management, and financial innovation, providing investors with diversified securities investment and financing services such as securities brokerage, securities issuance and underwriting, financial product distribution, and mutual fund distribution. In November 2025, the company raised approximately CNY 6 billion through a PIPE transaction.


Zhongtai Securities offers a wide array of financial services that include brokerage for individual and institutional investors, asset management, and tailored wealth management solutions. The company facilitates transactions across various financial instruments, ensuring clients can effectively manage investment diversification and risk within the Asian markets, particularly in China and Southeast Asia. Zhongtai Securities generates revenue primarily through transaction fees from its brokerage services and asset management fees for its investment products. The firm's revenue model is rooted in commission-based earnings from the volume and value of trades, encompassing both B2B and direct-to-consumer transactions.


The company plans to utilize the recent PIPE funding to optimize its business structure, enhance its market competitiveness and risk resistance capabilities.


Current Investors

Huatai Securities, Shandong Lucion Investment Holdings Group, Huatai Asset Management

Primary Industry

Financial Services

Sub Industries

Brokerages, Commercial Banks, Credit Collections & Services, Financial Services, Hedge Funds, Investment Banking

Website

www.zts.com.cn

Company Stage

Mature - Growth Capital

Total Amount Raised

Subscriber access only

Zhongtai Securities - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
PIPECompletedZhongtai Securities-

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