Former HSBC executive launches wealth platform powered by team of AI agents
Por Xinmei Shen — South China Morning Post – News feed
Advertisement Wealth management Money Wealth Former HSBC executive launches wealth platform powered by team of AI agents
Veteran banker says start-up aims to help ‘mass affluent’ investors manage portfolios, monitor risks and spot opportunities proactively
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Xinmei Shen Published: 5:00pm, 12 Oct 2026 A former top executive at HSBC has launched an artificial intelligence-driven wealth management start-up, setting her sights on a billion-dollar valuation and betting that AI can transform how individuals manage their investments and finances. Trista Sun, formerly a managing director in the international wealth and premier banking division at HSBC, said in an interview last week that her venture Equora aimed to help investors manage their finances “proactively” with AI agents , addressing large-scale needs that existing AI tools fail to meet.
She said the company’s platform, a2b2.ai, featured 10 AI agents specialising in different tasks, such as tracking product maturity dates, detecting fraudulent transactions and flagging market movements that impacted their portfolios.
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