IFA Leading, an independent financial advisory (IFA) firm dedicated to transforming financial services in Japan, has announced that the assets it manages have surpassed 100 billion yen as of April 2026.

Since beginning its financial brokerage operations in June 2022 with the vision of "realizing a prosperous world through a new circulation of money," IFA Leading has expanded its partnerships with financial institutions and diversified its services to meet the broad asset management needs of its clients. With the support of clients and partners, the firm reached the 100 billion yen milestone in just three years and ten months.

Growth in Assets, Clients, and Support Structure Over this period, assets under advice grew from 6.2 billion yen to 100 billion yen, while the client base expanded by 465%, from 230 to 1,300. To support this growth, the firm moved beyond its initial advisor-and-partner-based structure to "in-house specialization," establishing a Chief Investment Office (CIO) and integrating experts in real estate, insurance, and estate planning to build a more comprehensive support system.

Three Drivers of Growth CEO Manabu Hasegawa attributes this expansion to three key factors: 1. External Environment: Favorable market conditions and the societal shift from "savings to investments." 2. Client Base: A high ratio of Exit owners and corporate clients (approx. 45% of total assets) who take a long-term, holistic view of their finances. 3. Founding Philosophy: A steadfast commitment to a "goal-based approach" and transparent communication. This consistency has built deep trust, resulting in approximately 58% of new clients coming via referrals.

The firm emphasizes that its goal is not mere scale but providing meaningful support for client decisions. It intends to maintain its focus on individual goals and transparent, long-term relationships.

About IFA Leading Founded in June 2022, IFA Leading is an independent financial advisory firm. It emphasizes transparency in asset management, utilizes an AUM-linked fee model, and practices a goal-based approach, providing holistic financial advice—from securities to insurance and real estate—and lifelong support.

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  • Source: PR TIMES
  • Category: Survey