Who We Are

About Datagoda

Our Mission

The Trusted Bridge: Connecting China's Enterprises with US Capital

We provide "Consulting + Technology + Operations" lifecycle services, navigating US iSSUERS' complexities so you can focus on growth.

Datagoda was founded by Morningstar veterans with over 20 years of experience. Our core team includes CFA charterholders and contributors to the Financial Analysts Journal.

We are a lifecycle service platform for Chinese enterprises. Powered by ADAM 3.0, we utilize behavioral finance to solve information asymmetry and bridge cultural gaps.

Dramatic view of modern skyscrapers shrouded in fog in an urban cityscape.

Leadership Team

jayfong
Jay Fong

SENIOR paRTNER

Former Morningstar China Sales Director with 20+ years in financial data. Leads operations across mainland China.

jonathanchan
Jonathan Chan

CeO

Former Morningstar Asia Sales Director. Oversees major FI business operations in Hong Kong since 2005.

leoliu
Leo Liu

Chief AI Officer

Expert in AI strategy implementation, driving efficiency and new opportunities through ADAM 3.0.

Research Team

zhangzhiyang
Dr. Zhang Zhiyong

Chief Health Tech Officer

Cell and gene therapy 

Stanford World’s Top 2% Scientists list in 2023

rachelwang
Rachel Wang

Head of Fund Research

Ex Morningstar China

Head of Fund Research

sophiexu
Sophie Xu

Head of ESG Research

Ex Morningstar Sustainalytics

Head of Northeast Asia

Advisor Team

hugochen
mR. Hugo Chen

Senior member of CCPAA

广州卓诚会计师事务所有限公司

CCG CPA & CO.

wanghao
Mr. Wang Hao

Industrial Transformation lEADER

世纪证券有限责任公司

Our Expertise

Built by Industry Veterans, Powered by AI Innovation.

We are a group of financial data veterans from Morningstar with over 20 years of experience in fund research and asset allocation. Our core R&D team consists of CFA charterholders and active contributors to the Financial Analysts Journal, ensuring world-class professional standards.

Deep Financial Heritage

Rooted in Morningstar’s rigorous standards, we specialize in global financial analysis. Our team includes experts ranked in Stanford’s World’s Top 2% Scientists list.

ADAM 3.0 Technology

ADAM 3.0 integrates behavioral finance with AI to analyze investor psychology. It predicts sentiment fluctuations, helping you optimize IR strategies and valuation.

Our Professional Roots

cfa
standf
financial
世纪 6
Start Your Journey

Schedule a Feasibility Assessment

Ready to access the US OTC market? We provide a comprehensive feasibility assessment and a customized 6-12 month listing roadmap.

Contact Us Now