Core Insights - Airwallex made its debut as a "venture ecosystem partner" at the 2025 World Artificial Intelligence Conference (WAIC) in Shanghai, emphasizing its transformation into an AI-native leader in the financial services sector [1] - The company is leveraging AI to enhance operational efficiency, customer experience, and product innovation, with significant improvements in dispute resolution and customer service data analysis [1][2] - Airwallex has implemented a fully AI-driven internal development process, including an AI code review system that achieves 86% accuracy, significantly improving product quality and launch efficiency [2] - AI technology is driving new customer acquisition paradigms, enhancing sales team efficiency through AI simulations and automated research, ultimately creating a scalable global customer acquisition system [2] - The company is committed to data security and compliance, ensuring that every AI model undergoes rigorous privacy and security testing before deployment [3] - Airwallex has introduced a one-stop global payment solution to address the complexities of global transactions and compliance challenges faced by AI enterprises [3] - The company aims to build a truly "AI-native" fintech enterprise, focusing on seamless experiences and intelligent financial services for businesses of all sizes [3]

Core Insights - Airwallex successfully completed a $300 million Series F funding round, achieving a valuation of $6.2 billion, with participation from various venture capital firms and strategic investors like Visa Ventures [1][2] - The company reported a significant growth trajectory, with annualized revenue exceeding $720 million and a 90% year-over-year increase, alongside a rise in annual transaction payment volume from $50 billion in 2022 to over $130 billion [2][4] Funding and Valuation - The recent funding round included $150 million from secondary share transfers, indicating a slight increase in valuation from $5.6 billion in the previous round [1] - Airwallex's valuation is considered credible and reflects the company's solid position in the global financial market despite challenges faced by fintech companies [2] Business Model and Market Position - Airwallex has evolved its business model from primarily serving Chinese enterprises to catering to local businesses globally, with 30% of its operations in Europe and the Americas and 70% in the Asia-Pacific region [4] - The company aims to redefine global fund flows and has expanded its product offerings, including multi-currency accounts and card products, with the cloud-based Visa card contributing nearly 30% to total revenue [4] Competitive Advantage and AI Integration - Airwallex leverages AI technology to enhance its competitive edge over traditional banks, focusing on data integration and processing capabilities [5] - The company is developing "AI agent finance" to automate traditional financial functions, significantly improving efficiency and accuracy in financial services [5]

Core Insights - Airwallex has successfully completed a $300 million Series F funding round, achieving a post-money valuation of $6.2 billion, up from $5.6 billion in the previous round [1][2] - The company has demonstrated significant growth, with annualized revenue exceeding $720 million, a 90% year-on-year increase, and annual transaction payment volume surpassing $130 billion [2] - Airwallex is positioning itself as a global financial operating system for businesses, aiming to facilitate seamless and real-time financial transactions [8] Funding and Valuation - The recent funding round included $150 million from secondary share sales, with participation from various venture capital firms and strategic investors like Visa Ventures [1] - The valuation increase reflects a strategic choice by the company to maintain its value amidst a challenging investment climate for fintech companies [1][2] Business Model and Market Expansion - Airwallex has shifted its focus from primarily serving Chinese enterprises to catering to global local businesses, enhancing its global market presence [4][5] - The company has diversified its revenue sources, with a significant increase in revenue from regions outside of Greater China, now accounting for 30% from Europe and the Americas [5][6] Product Development and Innovation - Airwallex has expanded its product offerings beyond basic payment solutions to include a comprehensive suite of financial services, such as multi-currency accounts and expense management tools [6][7] - The company is leveraging AI to enhance its services, improving customer onboarding and compliance processes, and aims to develop AI-driven financial agents to automate traditional finance roles [9][10][11] Competitive Landscape - Airwallex views its primary competition as traditional banks rather than other fintech companies, capitalizing on its agility and understanding of the Asia-Pacific market [9] - The company differentiates itself by addressing the unique needs of Asian businesses, which have been underserved by Western payment giants [7]

独角兽观察 | JBSERVATION �il �ir �s 作者丨 马文佩、刘恒涛 编辑丨 关雎 图源丨 空中云汇 5月2 1 日，全球支付和金融平台空中云汇（ Airwallex ），披露了 F轮融资 ，本轮融资 3 亿美元， 投资方为 SquarePeg、DST Global 、 Lone Pine Capital、Blackbird、Airtree 、 Salesforce Ventures以及多家历史悠久的养老基金。Visa Ventures作为战略投资者也参与了此次 投资 。 迄今为止，空中云汇已完天使轮、 PreA、A、A+、B、C、D、D+、E、E2、F共计1 1 轮融资，投 资者包括红杉中国、腾讯投资、阿里巴巴和高瓴资本等。 | | | 空中云汇（深圳）网络科技有限公司-融资历程 | | | --- | --- | --- | --- | | 融资轮次 | 事件时间 | 融资金额 | 投资方 | | E++轮 | 2022/10/11 | 1亿美元 | Square Peg Capital | | | | | Salesforce | | | | | 红杉中国 | | | | | Lone ...

「 一家全球化fintech公司的十年。 」 文 ｜ 任倩 编辑 ｜ 陈之琰 「暗涌 Waves 」独家获悉，全球跨境支付与金融平台 Airwallex （空中云汇）近日完成 3 亿美元 F 轮融资。投资方包括 Square Peg 、 DST Global 、 Blackbird 、 Airtree 、 Salesforce Ventures 等风投机构，还有 多 家养老基金， Visa Ventures 作为战略投资者参与。 据了解，本轮融资中 1.5 亿美元为 二次股份转让 ，投后估值 6 2 亿 美元。 Airwallex 的上一轮融资还停留在 2022 年 —— 包括 Square Peg 、 红杉中国、 Lone Pine Capital 等在内的投资人共注资 1 亿美元，当时的估值是 56 亿美元。这意味着， 本次的 估值 略有上涨 。 在近年全球一级市场估值大幅回调、 fintech 类公司被国内机构 " 边缘化 " 的客观现实下， Airwallex 首席营收官吴恺告诉「暗涌 Waves 」，公司维持当下的估值 水平是一种 " 主动选择 " 。 相较于 2021 年融资的巅峰时期，今年的投资 ...