3.2 AlgoAgent Development History

AlgoAgent is a leading global investment management firm specializing in alternative investments. Its origins can be traced back to 2013 when co-founder Rosie Rockefeller filed the company's first patent for an artificial intelligence learning system. Today, AlgoAgent boasts over 30,000 clients, more than 200 employees, and an annual transaction growth rate of over 23%. AlgoAgent's mission is to deliver outstanding investment results with risks kept within a manageable range, ensuring the highest level of security in all its business operations.

AlgoAgent was established in March 2022. An ETF, or Exchange-Traded Fund, is an open-ended investment fund. Currently, AlgoAgent has achieved remarkable performance in the field of cryptocurrency investment, including record-breaking returns from its initial cryptocurrency fund offerings. In addition to actively managing investment portfolios, the firm also provides investment consulting and risk management services for institutional clients. It is also committed to using innovative AI Agent automated trading strategies to uncover more profit opportunities while supporting the regulation and compliance of the crypto industry.

The AI Agent Learning and Research Department is one of the core components of AlgoAgent, focusing on machine learning and self-evolution. This department enables the artificial intelligence brain in the database center to achieve breakthrough growth each year through continuous learning. Meanwhile, the Quantitative Research and Development Department, composed of quantitative experts from MIT, specializes in digital assets and blockchain technology. Since 2017, they have officially launched their research outcomes, including the multi-factor AI Agent quantitative strategy. The core API technology, which can be perfectly integrated with AI Agent to form a robust AI Agent quantitative technology, is currently mastered by only a handful of technical teams globally. The specific timeline is as follows:

2017-2018: AlgoAgent integrated open-source and database center procurement.

2019: AlgoAgent expanded its comprehensive ecosystem to include a machine learning strategy platform, strategy research platform, multi-factor investment research platform, high-efficiency backtesting engine, simulation demonstration strategies, compliance and risk control system, and a quantitative factor library.

2020: The company achieved an Annual Recurring Revenue (ARR) of $100 million.

2021: The intelligent module platform was officially launched into testing and use.

2022: The company achieved an ARR of $500 million.

2023: AlgoAgent had over 28,000 users and managed assets totaling $86 billion.

2024: AlgoAgent introduced the AI Agent quantitative trading system.