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Root Intelligent Tech Co. Ltd.
About the Organisation
Based in the Kaohsiung FinTech Hub, Root Intelligent Tech Co., Ltd. specializes in digital service innovation integrating Artificial Intelligence, Financial Technology, and Sustainable Development . Over the past three years, the company has actively developed its proprietary Intelligent Financial System and Greendot Carbon, advancing financial data visualization, carbon management, and intelligent financial decision-making services. Demonstrating high-level capabilities in cybersecurity and system engineering, Root Intelligent Tech holds ISO/IEC 27001 international certification. The company has secured Central and Kaohsiung Municipal SBIR innovation grants and earned multiple prestigious honors, including Runner-Up in the FinTech Rising Star Competition, Second Place in the National Entrepreneurship Competition , and the Digital Transformation Excellence Award. Widely recognized by prominent financial media including the Commercial Times and Liberty Times, Root Intelligent Tech stands as a benchmark AI and green FinTech startup in Southern Taiwan.
Products and Services
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1) AI Copilot for Family Wealth Succession
AI Copilot for Family Wealth Succession is an AI-driven family succession and wealth-tax decision platform purpose-built for private bankers, CPAs, land administration agents, and family offices. Anchored in the core principles of being actionable, replicable, and deliverable, the platform seamlessly integrates cross-asset inventory aggregation with kinship trees and statutory inheritance hierarchy modeling, fully clarifying the legal rights framework. Its built-in estate and gift tax calculation engine, dynamically synchronized with real-time regulatory standards, paired with spousal surplus property division simulations effectively eliminates human calculation oversights and compliance blind spots. Through multi-scenario path comparisons and succession liquidity gap analyses, the system conducts side-by-side simulations of tax liabilities and funding shortfalls across lifetime gifting, post-mortem inheritance, trusts, and insurance configurations, preventing the forced fire-sale of illiquid assets. Powered by a cutting-edge AI Succession Copilot, the platform proactively identifies structural risks, recommends optimized strategies, and generates advisor-grade visual deliverables with a single click, transforming tedious, time-consuming wealth-tax advisory into an efficient, compliant, and commercially persuasive standardized workflow.
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2)Greendot Carbon: Gamified Expense Tracker with Carbon Emissions Tracking
Greendot Carbon is a gamified personal finance app that seamlessly integrates daily expense tracking with real-time carbon emission monitoring. By blending financial management with interactive island-building gameplay, it transforms routine expense logging into an engaging, eco-conscious journey by quantifying the carbon impact of every transaction. Key Highlights: - Seamless Tracking and Instant Calculation: Log daily expenses effortlessly while the system automatically computes associated carbon emissions, delivering clear visibility into both your financial health and environmental footprint. - Gamified Island Development: Sustainable spending and low-carbon habits generate vital resources to nurture your virtual island. The more mindful your purchases and the lower your emissions, the more vibrant your island becomes. - Actionable Insights and Habit Building: Milestone achievements, intuitive data visualizations, and daily sustainability challenges inspire users to minimize emissions and make informed, climate-positive consumer choices. Greendot Carbon turns climate action from an abstract concept into measurable daily habits - empowering everyone to reduce emissions and shape a greener future, right from their fingertips.
