15
Total investments
1
Early stage
2
Mid stage
2
Late stage
2y
Years active
Portfolio
10 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Private Investor
Dec 2024
Yieldstreet is the leading private market investment platform helping people dive into alternative investing with confidence and ease. From real estate, venture capital, private equity, art, short term notes and more, Yieldstreet investors gain exclusive access to a wide range of opportunities. All Yieldstreet offerings are curated and vetted by top-tier investment managers.
Looking to join a global team with colleagues in over 8 countries who speak over 17 different languages? Do you have an entrepreneurial spirit and a passion for FinTech? Join our growing family and take part in a hybrid work model with a diverse and inclusive work culture. Together, we can help make alternative investments a fundamental part of the modern-day portfolio. For more information, check out our job listings.
Investor
Oct 2024
Marex (Nasdaq:MRX) is a diversified financial services platform.
We provide essential liquidity, market access and infrastructure services to clients in energy, commodities and financial markets.
With more than 35 offices across the world, access to all major exchanges, and technology-powered data and advisory services, Marex is your essential partner.
marex.com/social-media-disclaimer
Fund Investor
Oct 2024
Who We Are: Catalyst Funds is the premier alternative manager. Since our founding in 2006, we understood that the market did not need another traditional family of mutual funds. We strive to provide innovative strategies to support investors in meeting the challenges of an ever-changing global market environment.
What We Do: Catalyst offers a broad range of distinct, “intelligent alternative” funds. Our specialized strategies seek to address the needs of investors, including generating alpha, reducing volatility, limiting tail risk, mitigating interest rate risk and generating income.
Why Catalyst: We believe that traditional buy-and-hold equity and income strategies do not adequately address investor concerns in the current market environment. Our solutions are designed around characteristics that we believe investors need to pursue in their portfolios, such as seeking alpha-focused income-oriented and equity-oriented returns with lower correlation to the common indexes.
We offer these exclusive, specialized strategies through a team of in-house portfolio managers and boutique investment management partners. Our seasoned investment professionals offer modern thinking, looking beyond conventional wisdom to bring fresh ideas and innovative strategies to our clients. We strive to be “ahead of the curve” in exploiting emerging areas of opportunity to assist our clients in achieving their long-term investment goals.
Investor
Oct 2024
FranShares is the passive franchise investing platform for the people.
We give everyone the opportunity to diversify their portfolio while potentially earning passive income through franchise investing.
Investor
Oct 2024
Marex Solutions, a division of Marex (Nasdaq:MRX), is a manufacturer and distributor of bespoke financial derivative products with two business cases: Hedging Solutions and Financial Products.
Marex Hedging Solutions helps corporates manage market risk and volatility of commodity and currency prices by designing bespoke over-the-counter (OTC) hedging solutions.
Marex Financial Products helps professional investors diversify their investment strategies by issuing bespoke cross-asset structured products under our own issuance programs and pricing platform.
Securities are issued by Marex Financial, Marex Group Limited, primary operating company, which has a BBB- rating from S&P Global (December 2024).
Marex Financial is an FCA regulated entity.
#DerivativesDoneDifferently
Disclaimer: https://www.marex.com/social-media-disclaimer
Investor
Sep 2024
We are investors with an operator mindset, backing dynamic founders building the future of digital infrastructure.
Retail Investor
Sep 2024
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good.
Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us.
Social Media Disclosures: https://www.aboutschwab.com/social-media
(#0424-TM8W)
Investor
Sep 2024
Public is the investing platform built for those who take it seriously—with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.
Members can invest in stocks, options, bonds, crypto, and contribute to retirement accounts—in the same place. Alongside the robust suite of investing tools, Public offers Alpha, a proprietary AI layer, that provides fundamental data and custom analysis to support informed investment decisions.
Since 2019, Public has raised over $300 million. Investors include Accel, Tiger Global, Will Smiths Dreamers VC, The Chainsmokers Mantis VC, and Shari Redstones Advancit Capital, as well as renowned figures in business and culture, like Maria Sharapova, Tony Hawk, and NYU Stern professor Scott Galloway.
Member questions: support@public.com
Disclosures: http://public.com/disclosures
Retail Investor
Sep 2024
Moomoo is an investment and trading platform that empowers global investors with pro-grade, easy-to-use tools, data, and insights.
We believe investing is a transformative and long-term journey. Thats why moomoo empowers investors with the tools and data they need to help unlock their financial potential today and in the future.
Whether youre a beginner or a pro, moomoo is here to power your investment journey. With access to a wide range of both user-friendly and advanced features, including real-time market data, technical analysis tools, and in-depth order book data, you can potentially enhance your trading strategies to pursue your goals.
Our mission is built on three core values: transparency, innovation, and community. By using these values to guide us, we strive to deliver a comprehensive investment experience for individuals across all trading levels.
*Access to products requires separate accounts with affiliated entities.
Securities (stocks, options, ETFs) offered through Moomoo Financial Inc. Member FINRA/SIPC
Crypto services are offered by Moomoo Crypto Inc. (NMLS ID 2287314), a money services business registered with FinCEN (MSB Registration Number: 31000288349013.) Crypto services are not available in all states. See our full licensing and risk disclosures at https://www.moomoo.com/us/support/topic4_600. Cryptocurrencies are not legal tender not backed by any government, and not FDIC insured or SIPC protected.
Moomoo AI is an AI tool brought to you by Moomoo Technologies Inc., and the output should not be considered investment advice to buy or sell a security. It is powered by widely used, publicly available AI solutions.
Investor
Sep 2024
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. As a leading U.S. commercial bank, Truist has leading market share in many of the high-growth markets across the country. Truist offers a wide range of products and services through our wholesale and consumer businesses, including consumer and small business banking, commercial banking, corporate and investment banking, wealth management, payments, and specialized lending businesses. Headquartered in Charlotte, North Carolina, Truist is a top-10 commercial bank with total assets of $535 billion as of March 31, 2024. Truist Bank, Member FDIC. Learn more at Truist.com.
Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
Experience · 31 entries
All (31)
Investments (15)
2026
Experior Business Associate
Jul 2026
At Experior Financial Group Inc., we work together, share common values and encourage growth and achievement. Join our talented, diverse workforce and launch a rewarding career.
Whether you become an associate, sales manager, or have an entrepreneurial spirit and would like to learn about running your own branch office, a partnership with Experior Financial Group Inc. will help you succeed.
100% Canadian owned and operated company whose founders have a combined 30+ years in the financial services industry. Recently expanded in to the USA with our head office in Cheektowaga, New York.
Our 18,000+ team of well-trained and licensed Financial Associates are available across North America to assist you with all of your insurance and investment needs.
We offer training and mentorship to assist you in attaining your goals. If you are looking to lead an agency, manage a team or simply work at your pace we will give you all the tools you need to succeed and reach those goals.
Certified a Great Place to Work® in Canada, May 2024 and May 2025.
Business Loan Broker , Partner
Jul 2026
The team at ROK Financial is committed to establishing ROK solid relationships with our clients, lenders, and partners. By providing the best financing solutions available to business owners while creating a positive association with business financing. Through our streamlined process, revolutionary technology and educated team of experts, we support business owners ability to create new opportunities. ROK Financial is proud to empower the heartbeat of our country, our small businesses.
We stand by our vision of helping business owners generate perpetual opportunities through simple business financing.
2025
Partner
Jan 2025
Medici Internet is a premier performance marketing network headquartered in Berlin, Germany. Established in 2004, our company brings together a collective of specialized agencies dedicated to addressing the core digital marketing needs of businesses globally.
Our comprehensive suite of services includes market research, branding, lead generation, search engine advertising (SEA), search engine optimization (SEO), customer feedback and testimonial management, telesales, and advanced analytics.
At Medici Internet, we are driven by ambition, creativity, and innovation. Our commitment to efficiency, flexibility, and delivering measurable results has made us a trusted partner for numerous Fortune 500 companies and other leading enterprises worldwide.
2024
Partner Trader
Dec 2024
Multi-asset Regulated Broker | 60+ Industry Awards | Free Account Opening | Security of Funds | 27+ Supported Languages | $0 Fees on Deposits Widely known by the trading names HF Markets and HFM, HF Markets Group is a conglomerate which encompasses global and regulated entities operating as
multi-asset brokers. Famed for a global brand name that crosses our regional borders, we provide trading services and facilities to both retail and professional clients around the world. HF Markets is a market-leading broker of choice offering various account options, trading software and trading tools to deliver optimum trading conditions to its 1,500,000 live account holders worldwide. It has won over 60 international awards recognizing its top fund security measures, excellent customer service in over 27 languages and other global achievements.
Our Mission is To Provide the Best Customer Service to our Clients by maintaining a Superb Client Centric Culture. In this way we will achieve our Vision of maintaining our position as a Market Leader known for our Superior Customer Services Risk Warning: CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 70% of retail investor accounts lose money when trading CFDs with HF Markets (Europe) Ltd. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
Private Investor
Dec 2024
Yieldstreet is the leading private market investment platform helping people dive into alternative investing with confidence and ease. From real estate, venture capital, private equity, art, short term notes and more, Yieldstreet investors gain exclusive access to a wide range of opportunities. All Yieldstreet offerings are curated and vetted by top-tier investment managers.
Looking to join a global team with colleagues in over 8 countries who speak over 17 different languages? Do you have an entrepreneurial spirit and a passion for FinTech? Join our growing family and take part in a hybrid work model with a diverse and inclusive work culture. Together, we can help make alternative investments a fundamental part of the modern-day portfolio. For more information, check out our job listings.
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