Headquartered in Hong Kong. Flywheel is a third-party wealth management company with services covering Hong Kong, Mainland China, Australia and the US. Since 2018, Flywheel has focused on three core services: insurance, investment and IPO, as well as expanding into financial services platforms, fintech and online financial media. We believe that knowledge is the key to successful investing – in addition to comprehensive wealth management services, we also aim to educate our clients about investing so that you can achieve your financial goals during each stage of your life.
Company Timeline
Thanks to its commitment to core services, Flywheel Financial Strategy has achieved rapid growth and hopes to become a key driving force in the market for wealth management services.
2021
Flywheel lists on the US stock market and expands its office space at Star House in Tsim Sha Tsui, moving to a 3000 square foot unit with harbour views. A new office was also opened at Lippo Sun Plaza, and a limited partnership fund was established in order to facilitate the company’s continued expansion in the wake of rapid growth since its formation in 2018.
2020
Flywheel moves to a new office space at Star House, Tsim Sha Tsui and launches a number of online platforms, including an official WeChat account, a YouTube channel, a livestream finance channel and a TikTok channel. In addition to expanding its online presence, the company sent core team members to Australia to investigate the market for IPO consulting services and lay the groundwork for the establishment of an Australia-based team. Flywheel also established the China Flywheel Strategist Association, expanded its financial training services, and recruited leading industry professionals.
2019
Flywheel expands its presence, moving into other markets outside of Hong Kong. It also established partnerships with numerous insurance providers. In June, the company expanded its team by recruiting hundreds of insurance professionals. In December, the Beijing team held a strategic conference with the company’s core team.
2018
Flywheel Financial Strategy is officially founded, and members of the core team visit the US to research the IPO market.