About Us - Roark Technology HK

Roark Technology HK

Roark Technology HK

Market Opportunity
The global WealthTech market is rapidly expanding, driven by increasing demand for transparent, explainable, and compliant AI-driven investment solutions.
In Hong Kong, regulatory pressure (SFC suitability, disclosure, record-keeping) combined with investor appetite for personalized portfolios creates a unique entry point.
The Greater Bay Area (GBA) provides cross-border scaling potential, leveraging Hong Kong’s status as a financial hub and regulatory sandbox for AI innovation.
Institutional adoption is accelerating: financial institutions seek agentic AI solutions for portfolio construction, risk assessment, and compliance alignment.
Our Expert Team
A collective of visionary thinkers and innovators.
Ruoyu Wang, PhD – Co-Founder, Chief Executive Officer
Duke U. Ph.D. in Decision Science, Columbia U. MSc in Operation Research, Nanjing U. BS.
Ex-JP Morgan S&T VP: co-built an AI platform that matched bond inventory to institutional demand, demand bonds with AI
Ex-JP Morgan S&T VP: co-built AI platform that matched bond inventory to institutional demand
Hong Kong Top Talent Pass
Yun Chen, PhD – Chief Technology Officer
Earned astrophysics PhD (U Illinois) at age 23
USTC Physics BS. Founder, QAImera
creator of KAI robo-advisor. Former PM at Goldman Sachs Global Alpha, AllianceBernstein, New York Life
ran US $9 bn quant equity strategies.
Shuai Yuan, MSc – Co-Founder, Chief Product Officer
CityU HK MSc Finance.
Eight-year track record designing quantitative–fundamental portfolios for HNW and institutions.
Co-led intelligent advisory build at a top multi-family office; bridges R&D and client UX.
The Begining of Roark Technology HK
A journey of two year incubation plan
Roadmap
September 14, 2025 · Technology Updates
First 6 Months Product MVP finalized with compliance-ready modules. Pilot programs with...
Competitive Landscape and Our Advantages
September 14, 2025 · Technology Updates
When we talk about AI in wealth management, the conversation often centers on speed and...
Kai vs. ChatGPT: Why Depth and Consistency Matter in Financial AI
September 14, 2025 · Our Story
Introduction In today’s wave of financial technology, general-purpose large language models...

Market Opportunity

Our Expert Team

A collective of visionary thinkers and innovators.

Ruoyu Wang, PhD – Co-Founder, Chief Executive Officer

Yun Chen, PhD – Chief Technology Officer

Shuai Yuan, MSc – Co-Founder, Chief Product Officer

The Begining of Roark Technology HK

A journey of two year incubation plan