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公司介绍
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公司简介
中投在线股份有限公司（简称：中投在线）注册资本2亿人民币，是国内首家互联网一站式投资平台及财富管理平台。中投在线（touzi.com）坚持“专业投资，创造财富”，旗下产品涵盖阳光私募、私募股权、信托资管、家族财富解决方案，未来还将拓展保险、公募基金、小额理财等业务。
中投在线的服务核心是“应需而变，以人为本”，制定个性化、动态化的资产配置方案，并根据方案将最优质的产品，选择最合适的时点放入客户的资产配置中。
为了向客户实现最专业化的产品筛选及推荐，中投在线网站以云平台技术、大数据分析为支撑，把最合适的金融产品推送给投资者，指导投资者决策。中投在线还成立了业内顶尖的研究中心，“智囊团”成员均来自海内外知名券商、基金、信托等金融机构。中投在线独创“3维、6度、12面”的产品评价体系，深入了解市场上主流的私募基金的投资团队、投资策略、风险偏好，建议客户从适当的投资时点进行切入，帮助客户提高投资收益。
目前，已有超过三万名高净值客户体验了中投在线的一站式尊贵服务，累计配置资产超过400亿元。
网站理念
专业投资，创造财富。
管理团队
网站管理团队均曾在国内知名的金融公司、大型互联网公司任中高层职务，平均拥有超过10年的管理经验。
企业责任
坚持以客户需求为导向，对平台所有产品进行严格筛选、尽职调查以及详细研究，只为提供最优质的金融产品和最完善的财富管理服务。
CEO寄语
“中投在线正致力于创新改造传统的财富管理，消弭优质产品和客户投资需求之间的鸿沟。我们相信，专业投资助您扩展宏图，专致一心为您创造财富。”——中投在线CEO张强
中投服务
中投在线致力于打造业内最为完善的“一站式”金融服务平台体系，为高净值客户提供丰富而优质的产品、专业的财富管理服务以及多样化的增值服务。
一站式金融服务与财富管理
根据每位客户不同的投资需求和财富目标，中投在线都会因人而异制定个性化、动态化的资产配置方案，并根据方案将最优质的产品，选择最合适的时点放入客户的资产配置中。
作为一站式服务的“起点”，当客户没有明确的投资标的时，中投在线为客户提供相对便捷的搜索引导功能，客户可根据设定产品条件进行导航，做到“心中有数”。而在专业的理财顾问介入后，中投在线将综合客户的投资偏好、财务状况、财富目标等因素进行最为合理的个性化资产配置和财务规划。对于超高净值的客户来说，还可通过中投在线实现投资移民、保险订制、家族财富管理等更深层次的投资配置。
云平台大数据提升用户体验
中投在线网站以云平台为技术支撑，集成了中投一账通，权限系统，基础金融报价平台，金融投资分析平台，金融实时理财系统（RTQ），CRM系统，理财师系统等，完整打造金融一体化平台的子系统。平台通过大数据分析，对用户实现标签认证，并对市场数据进行实时监控，最终通过最优算法，把最合适的金融产品推送给投资者，指导投资者决策，助其获取更高收益。
背靠顶尖研究 “智囊团”
如何能在海量的投资产品中优中选优？中投在线给出的答案是，花重金打造业内顶尖的研究“智囊团”。目前，研究中心团队规模已达到65人，成员均来自海内外知名券商、基金、信托等金融机构。
中投在线研究中心自创“3维、6度、12面”的产品评价体系，深入了解市场上主流的私募基金的投资团队、投资策略、风险偏好。中投研究还为客户提供深入的宏观研究和产业研究服务，帮助家族财富管理客户搜寻各种投资机会，实现多类别资产配置。
中投在线秉承对产品独立客观的态度，以完善的风控措施和严格的产品筛选流程，保证平台上的每一款产品皆来自重重筛选。成立至今，产品整体通过率仅1.5%。
财富俱乐部打造尊享体验
投资只是生活的一部分，中投在线还致力于提升客户的幸福感和生活品质。中投在线建立的财富俱乐部，是中投在线提供给尊享级VIP客户的独家增值服务平台。
财富俱乐部会员有权享受中投在线定期举办的读书会、红酒会、车友会、游艇会、舞会、慈善晚会等各类活动。中投在线还与多家高端医疗机构、教育机构以及养生机构达成深度合作，联手提供定制化服务。财富俱乐部既为客户带来丰富多彩的人生体验和广阔的人脉关系，也让客户先人一步捕捉最新市场投资热点，甚至优先获取中投在线的稀缺产品认购权，以实现物质和精神的双重增值。
工商备案信息
法人代表：卢高峰 成立日期：2014-03-13 注册资本：1000万人民币
公司全称：上海元普投资管理有限公司
经营状态：存续（在营、开业、在册）
企业类型：有限责任公司（自然人投资或控股）
注册地址：
上海市浦东新区川沙路1098号8幢
经营范围：
投资管理，资产管理，实业投资，投资咨询、商务咨询、企业管理咨询（以上咨询均除经纪），财务咨询（不得从事代理记账），证券、保险咨询（不得从事金融、证券、保险业务），市场信息咨询与调查（不得从事社会调研、社会调查、民意调查、民意测验），接受金融机构委托从事金融信息技术外包，计算机数据处理，票务代理，广告设计、制作，会展服务，市场营销策划，企业形象策划，文化艺术交流活动策划，电子商务（不得从事增值电信、金融业务）。
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