CEO/Co-founder

20+ years scaling startups and Financial Technology companies. Co-founded InvestiFi, an award-winning digital investing platform. Profitably grew InvestiFi, leading finance, operations and funding. Executive roles at Nuveen, Discover Financial and Morgan Stanley.

COO/Co-founder

With 20+ years of operations experience and more than 15 years in venture capital, John is a seasoned COO driving strategic growth and operational excellence. John has a deep expertise in scaling innovative tech startups and managing high-performance teams.   

CTO/Co-founder

10+ years in technology leadership. Expertise in financial technology, prop-tech and blockchain trading systems. Spearheaded private equity technology strategy and software development. Processed $500M+ in transactions and $4B+ in assets under analytics.

Chief Revenue Officer

Ted is a commercial strategist who excels at the intersection of strategy and execution, bringing clarity to organizations during periods of messy growth. He has a proven track record of building commercial organizations from the ground up across the fintech and financial services sectors, partnering with CEOs and PE sponsors to transform fragmented GTM motions into scalable engines that drive predictable revenue.

Head of Business Development

30+ years founding and growing TradFi/fintech products and enterprise payment infrastructure. Co-Founded InvestiFi, an award winning digital investing platform.  US Ambassador for Women in Blockchain Talks fueling a grassroots education journey for female founders and small business owners.

Head of Capital Markets

Rob is an accomplished leader with a comprehensive background unifying capital markets strategy, sales, product and operations. At asset managers including Nuveen, Allianz and Perpetual, he has a proven record driving AUM growth and improving margins at both early-stage and mature organizations. He serves on the Board at Sandbox Wealth, Opalvest and Glint.

Head of Finance

With over 30 years of experience in Finance, Skip founded the Roundtable Group to advise Family Offices and Corporations on financial and tax strategies. His distinguished career includes serving as a Principal at Morgan Stanley, jump-starting the Retirement Solutions Division at Wells Fargo, and co-founding a boutique multi-family office. Prior to his finance career, Skip served as Deputy Chief of Staff for a U.S. Senator and worked for the U.S. Ambassador to Saudi Arabia.

Director EMEA

A seasoned financial executive and a Independent Member of the Board of Directors for Cosmos Health. John provides crucial strategic guidance and financial oversight, drawing on over three decades of experience in capital markets. John has cultivated an extensive global network, with particularly strong relationships among investors and financial institutions throughout the EU and the UAE.

Director of Sustainability Solutions

A visionary social entrepreneur with 30+ years of experience driving global sustainability initiatives across diverse sectors, including energy, agriculture, water technologies, entertainment, education, life sciences, and animal welfare, cultivating transformative partnerships that shape a better future.

Director of Information Technology

Digital marketing and analytics leader with 20+ years driving growth through data, automation, and strategic storytelling. Expert in scalable systems and performance-focused innovation.

Board Advisor

Over his 38-year career, Clark has led transformative global initiatives in a range of C-suite roles spanning real estate, hospitality and technology. He is recognized for developing over 100 hotels and is the founder of The Utopian Project, focusing on international business development and funding. Clark is also a former Vice-Chair of the Atlantic Provinces Chambers of Commerce, specializing in strategic growth and finance.

Board Advisor | Digital Strategy

30+ years in large-scale technology development and implementation. Founding Member of Conduit Network, the Layer 0 DePin for Real World Asset tokenization. Served as Committee Chair of the Government Blockchain Association (GBA) for 5+ years.