Former HSBC executive starts AI-driven wealth firm – report
Trista Sun, a former HSBC executive, has founded Equora, an AI-based wealth management company targeting customers in Hong Kong, the US and Singapore, reported South China Morning Post.
Sun previously worked as a managing director in HSBC’s international wealth and premier banking division.
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
She said Equora was created to help individuals oversee their investments and finances “proactively” through AI agents.
The company’s platform, a2b2.ai, uses 10 AI agents for functions including monitoring product maturity dates, identifying fraudulent transactions and notifying users about market movements affecting their portfolios.
The system uses large language models (LLMs) from Anthropic, OpenAI, Moonshot AI and Alibaba Group Holding. The models include Claude, ChatGPT, Kimi and Qwen.
Users can upload portfolio statements to the platform.
Names and account numbers are removed automatically before the information is stored, Sun said.
“I wanted to build something very, very proactive, but in the wealth and investment domain,” said Sun, who also held several senior roles at HSBC, including executive vice-president at HSBC China.
Sun said she had not identified a direct competitor to a2b2.
“[We want the platform to] try to serve you, be on your side, to not promote or sell things or have any other agenda,” Sun said.
A2b2 has four subscription plans, priced from $3 to $90 per month.
Equora will initially focus on “mass affluent” individuals and households in Hong Kong and the US, with Singapore planned as its third market.
Sun previously served as HSBC’s global head of international and cross-border business and global chief operating officer of wealth management.
The start-up aims to reach 1 million “active” and “sticky” paying users within two to three years, Sun said.
She did not give a specific valuation target for Equora but said she had managed billion-dollar businesses during her career. “I’m used to that kind of scale,” she added.
Sun is currently financing Equora herself.
The company may seek external funding next year.
