Aurelion Inc. provides wealth management services and AI-driven technology solutions in the financial services sector. The company offers wealth management products through referrals to licensed brokers and develops artificial intelligence tools for personalized financial planning and data analysis. Its operations are based in Hong Kong and Singapore, serving high-net-worth individuals and institutional clients in Asia.

Aurelion Inc. generates revenue primarily through referral fees from insurance brokers for wealth management product sales and from AI solutions services provided to financial service providers. The company earns fees when clients purchase wealth management products via its broker network and receives payments for data processing, model development, and AI system integration under commercial contracts. Revenue also stems from its treasury strategy involving Tether Gold holdings, though this activity is investment-based rather than operational revenue.

Aurelion Inc. operates through the following segments: Wealth Management Business, AI-driven wealth management and AI Solutions services, and XAUt Treasury Strategy.

• The Wealth Management Business segment assists high net worth and ultra-high net worth individuals in identifying and purchasing wealth management products from third-party providers, working with licensed insurance brokers in Hong Kong to customize investment portfolios and earning referral fees based on product value.

• The AI-driven wealth management and AI Solutions services segment includes Wealth AI, which provides intelligent recommendations for personalized wealth management solutions via its MyWealthAI.com platform, and InnoSphere Tech, which leverages web scraping technology to collect finance and wealth management data, develops large language models for the financial sector, and delivers AI systems such as the WealthAI 360 System to clients under commercial contracts.

• The XAUt Treasury Strategy segment focuses on accumulating Tether Gold (XAUt) as a treasury reserve asset, using proceeds from financing activities to purchase the digital asset backed by physical gold, with intentions to generate returns through collateralized lending and technology-related fees while safeguarding holdings via multi-party computation infrastructure.

Aurelion Inc. operates in a competitive landscape marked by traditional wealth management providers such as private banks, insurance companies, brokers, and multi-family offices, as well as emerging blockchain-native platforms offering gold-backed tokens and decentralized finance products. The company differentiates itself through its client-centric approach, operational independence, customized services for high-net-worth clients, and integration of AI technology to enhance efficiency and personalization in wealth planning and family legacy services.

Aurelion Inc. serves high net worth and ultra-high net worth individuals in Hong Kong and Asia, as well as financial service providers in the region seeking AI-driven solutions for data analysis, model development, and system integration. The company has previously provided services to a limited number of clients, with wealth management revenue derived from a small base of individual investors and AI solutions revenue generated from commercial contracts with Asian financial service providers.