InvestmentNew, a U.S.-registered smart stock investment platform, has officially announced today that its 2024 financial and systems compliance audit report has been successfully audited by Deloitte, one of the Big Four accounting firms. This audit covers the full compliance process of key platform modules, including fund custodial mechanisms, transaction transparency, data security, intelligent strategy traceability, and user privacy protection, demonstrating InvestmentNew’s comprehensive leadership in regulatory frameworks and technological governance.
As a fintech company committed to “reshaping global stock investment efficiency through technology,” InvestmentNew has consistently adhered to a strategic path of “compliance first, development second.” The independent audit by the Deloitte team, lasting three months, not only validated the platform’s high operational standards in risk control, transparency, and structural security but also laid a solid foundation for its upcoming public listing plan.
According to information disclosed by the platform, InvestmentNew has officially initiated the IPO preparation process, planning to list on the NASDAQ in the United States in 2026. The current target valuation range for the listing is between $12 billion and $15 billion. The listing process will be led by a strategic advisory team composed of Morgan Stanley, J.P. Morgan, and Fidelity International, covering key aspects such as financial restructuring, prospectus preparation, legal compliance review, and market valuation modeling.
Notably, InvestmentNew is one of the first smart stock investment platforms to receive SEC registration, MSB financial services licenses, and support from the Hong Kong SFC in the past five years. Its business model spans both U.S. and Hong Kong stock markets, with a user base across more than 40 countries and regions. The platform currently manages assets under management (AUM) exceeding $29 billion, with over 60% stemming from medium- to long-term value investors, including high-net-worth individuals, family offices, and cross-border asset allocation institutions.
Anar Gajiev, CEO of InvestmentNew, stated in an interview: “From day one of our startup, we have treated ‘listing standards’ as our operational baseline. From compliance architecture to risk control systems, from investment research models to user fund security, every aspect of our operations undergoes the strictest scrutiny. Deloitte’s audit is not the starting point but a milestone report that we submit to the global public.”
Currently, InvestmentNew is establishing a pre-IPO “Global Investor Relations Center” and will gradually launch a roadshow plan targeting global investors, media, and analysts. The platform plans to open a portion of its original equity through a Pre-IPO qualified investor channel, with the final prospectus submission expected to be completed within the next six months.
In the future, InvestmentNew will continue to strengthen its compliance system in the U.S. and expand collaborations with more overseas brokers, banks, and research institutions, further building a technology-driven global asset allocation ecosystem.
With a clearer IPO path and enhanced global compliance capabilities, InvestmentNew is steadily transitioning from a high-growth technology company to a key player in the global capital markets.
Disclaimer: The information provided in this press release is not a solicitation for investment, nor is it intended as investment advice, financial advice, or trading advice. It is strongly recommended you practice due diligence, including consultation with a professional financial advisor, before investing in or trading cryptocurrency and securities.
