Beillion Financial Group is a wealth management and advisory firm founded by Phoebe Zhang, David He, and Yang Xu, serving high-net-worth individuals, family offices, and corporate clients primarily between Asia and the US. The firm offers a range of services including private equity, venture capital, tax planning, estate planning, DSTs, and 1031 exchanges. Beillion operates a venture investment practice led by Co-Founder and Chief Investment Officer David He, who focuses on venture fund-of-funds with emerging managers, direct venture investments, and corporate venture across fintech (lending, credit, B2B, blockchain), TMT, consumer electronics, digital health, and core technologies. The firm's wealth management team, led by founder Phoebe Zhang (formerly Executive Director at Noah US and over a decade at Morgan Stanley Private Wealth Management), provides cross-border wealth planning and bespoke solutions to ultra-high-net-worth clients.
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Phoebe Zhang
Founder & Chief Executive Officer
David He
Co-Founder & Chief Investment Officer
Yang Xu
Co-Founder & Chief Business Officer
Stella Su
Chief Operating Officer & Private Wealth Mgmt Advisor
Cece Wan
Chief Technical Officer & Private Wealth Mgmt Advisor
Shannon Wang
Venture Partner