entity_id: emad-mostaque--founded--stability-ai

excerpt: Founder and former CEO, departed March 2024


display_note: Not displayed as primary-source evidence.

entity_type: edge

excerpt: Interim Co-CEO (former COO)

source_type: url


excerpt: Interim Co-CEO (former VP Research, CTO)


entity_id: snowflake--partnership--palantir

excerpt: Strategic partnership for AI and analytics integration 2026


entity_id: xai--partnership--hugging-face

excerpt: Grok models hosted on Hugging Face, 43.2k downloads by May 2026


entity_id: hebbia

entity_type: node

excerpt: Founded 2020, backed by Peter Thiel and Andreessen Horowitz, $700MM valuation. Acquired FlashDocs (2025) for artifact generation (memos, diligence reports, board presentations). Specializes in institutional AI for knowledge work.


entity_id: george-sivulka

excerpt: Former Stanford PhD student. Published 'Productive Individuals Don't Make Productive Firms' (March 2026). Surveyed 150+ executives on AI in finance. Thesis: 2026 is the year of AI in finance.


entity_id: rogo-ai

excerpt: Founded by junior bankers frustrated with grunt work. Series D (April 2026): $160M raise. Valuation: $750M-$2B. Clients: Lazard, JP Morgan, Bank of America, Wells Fargo, GIC, Jefferies. 30 Under 30 (Forbes 2026).


entity_id: gabriel-stengel

excerpt: Former investment banking analyst at Lazard. Founded Rogo with co-founders (not named in search results). Forbes 30 Under 30 Finance 2026.


entity_id: robin-ai

excerpt: Founded 2019. Reviewed contracts 80% faster. Served 13 Fortune 500 companies (UBS, PwC, PepsiCo) and PE firms. Collapsed late 2025 after $50M funding failure. Managed services arm acquired by Scissero (Dec 2025). Engineering team acquired by Microsoft (Jan 2026).


entity_id: richard-robinson

excerpt: Former Clifford Chance disputes lawyer. Co-founded with James Clough (ML researcher). Company collapsed late 2025. Status post-collapse uncertain (possible Microsoft role or other venture).


entity_id: james-clough

excerpt: Machine learning researcher. Co-founded Robin AI with Richard Robinson.


entity_id: bretton-ai

excerpt: Rebranded from Greenlite AI (Feb 2026). Series B (Feb 2026): $75M. Headquarters: San Francisco. Clients: Robinhood, Mercury, Gusto, Lead Bank, Coastal Community Bank. Name honors Bretton Woods.


entity_id: will-lawrence

excerpt: Previously led AML and compliance product teams at Paxos and Meta. Founded Bretton AI (2023) to automate financial crime operations.


entity_id: norm-ai

excerpt: Raised $147M+ across 4+ rounds. Series A: $27M. Additional rounds: $48M (Vanguard, Blackstone, Bain, Citi, TIAA, Coatue), $50M (Blackstone). Launched Norm Law (AI-native law firm for institutions).


entity_id: john-nay

excerpt: PhD in AI & Law from Stanford (decade of research). Founding CEO of Brooklyn Artificial Intelligence, Inc. (investment software). Mission: make legal & compliance advice abundant via AI agents on regulations.


entity_id: brico

excerpt: Founded 2023. Series A (Oct 2025): $13.5M led by Flourish Ventures. 600% growth. Forbes Top 50 FinTechs 2025. Automates licensing 5x faster. Clients: payments, digital asset, lending, mortgage firms.


entity_id: snigdha-kumar

excerpt: Former product lead at Digit and Opportun (senior product roles). Experience in licensing, compliance, financial services operations.


entity_id: edward-swiac

excerpt: Built sophisticated B2B solutions at Marqeta. Technical lead on Brico's licensing automation platform.


entity_id: glean

excerpt: ARR milestone: $300M+ (May 2026). $100M to $200M in 9 months. Gartner Market Shaper (No-Code Agent Builders, June 2026). Acts as abstraction layer between LLMs and enterprise systems.


entity_id: arvind-jain

excerpt: Distinguished engineer at Google (10+ years); led Google Search, Maps, YouTube teams. Co-founded and led R&D at Rubrik (publicly traded data security). MBA class project at MIT, cross-registered with Harvard Business School.


entity_id: mosaic

excerpt: Founded by former PE analyst at Onex Partners (6 years). Series A (April 2026): $18M led by Radical Ventures. 16 employees; expanding to 40+ by end 2026. Clients: Warburg Pincus, Bridgepoint, CVC, New Mountain, Evercore.


entity_id: ian-gutwinski

excerpt: 6 years in PE at Onex Partners (New York). Built Mosaic as MIT class project while at Harvard Business School MBA. Automates manual Excel deal modeling with deterministic and agentic workflows.


entity_id: harvey-ai

excerpt: Founded 2022. Series: $200M+ at $11B valuation (March 2026). Total funding: $1B+. Customers: 100,000+ lawyers across 1,300+ organizations in 60+ countries. AmLaw 100: majority. In-house legal: 500+. Asset managers: 50+.


entity_id: winston-weinberg

excerpt: Age 30. Former associate at O'Melveny & Myers (securities, antitrust litigation). Co-founded Harvey (2022) with Gabriel Pereyra. Backed by Sequoia, Kleiner Perkins, GV, OpenAI Startup Fund, Coatue, Andreessen Horowitz, GIC, EQT.


entity_id: gabriel-pereyra

excerpt: Former Meta and Google DeepMind AI research scientist. Co-founded Harvey (2022) with Winston Weinberg.


entity_id: legora-ai

excerpt: Founded 2023 by esports player + 2 technical co-founders. Series D (March 2026): $550M raise. Valuation: $5.55B-$5.6B. ARR: $100M+. Competes directly with Harvey.


entity_id: max-junestrand

excerpt: Former esports player, business school graduate. Age ~25 when founded (2023). Co-founded with August Erseus and Sigge Labor (technical co-founders). Built to make GPT-3.5 legal work accessible.


entity_id: august-erseus

excerpt: Technical co-founder of Legora (2023).


entity_id: sigge-labor


entity_id: pry-financials

excerpt: Founded by Alex Sailer, Tiffany Wong, Hayden Jensen, Andy Su. Acquired by Brex (March 2022). Shut down February 2026. Andy Su started Prune (prune.com) for financial planning post-closure.


entity_id: andy-su

excerpt: Former co-founder of InDinero (YC alum, pivot from Mint-for-SMBs to full-service accounting). Post-Pry: building Prune for startup financial planning.


entity_id: alex-sailer

excerpt: Co-founded Pry with Tiffany Wong, Hayden Jensen, and Andy Su.


entity_id: tiffany-wong

excerpt: Co-founded Pry with Alex Sailer, Hayden Jensen, and Andy Su.


entity_id: hayden-jensen

excerpt: Co-founded Pry with Alex Sailer, Tiffany Wong, and Andy Su.


excerpt: Founded Hebbia in 2020; currently leads company strategy and vision for institutional AI.


excerpt: Led founding of Rogo to automate investment banking workflows after experience at Lazard.


excerpt: Founded Robin AI (2019) with James Clough. Left after company collapse in late 2025.


excerpt: Co-founded Robin AI (2019) with Richard Robinson. Left after company collapse in late 2025.


excerpt: Founded Bretton AI (formerly Greenlite) in 2023 to automate financial crime compliance.


excerpt: Founded Norm AI to build AI agents for regulatory compliance and legal advice.


excerpt: Founded Brico (2023) with Edward Swiac to automate financial licensing.


excerpt: Co-founded Brico (2023) with Snigdha Kumar; leads technical architecture.


excerpt: Founded Glean to build enterprise AI platform as abstraction layer for knowledge work.


excerpt: Founded Mosaic (2023) to automate deal modeling and private markets workflows.


excerpt: Co-founded Harvey (2022) with Gabriel Pereyra to build agentic legal AI platform.


excerpt: Co-founded Harvey (2022) with Winston Weinberg; leads AI research direction.


excerpt: Co-founded Legora (2023) with August Erseus and Sigge Labor.


excerpt: Co-founded Legora (2023) with Max Junestrand and Sigge Labor.


excerpt: Co-founded Legora (2023) with Max Junestrand and August Erseus.


excerpt: Co-founded Pry with Alex Sailer, Tiffany Wong, Hayden Jensen. Company acquired by Brex (2022), shut down February 2026.


excerpt: Co-founded Pry with Tiffany Wong, Hayden Jensen, Andy Su.


excerpt: Co-founded Pry with Alex Sailer, Hayden Jensen, Andy Su.


excerpt: Co-founded Pry with Alex Sailer, Tiffany Wong, Andy Su.


entity_id: goldman-sachs-sigma-x

excerpt: Off-exchange trading venue for institutional clients, operates through Nasdaq partnership since 2016


entity_id: morgan-stanley-ms-pool

excerpt: Real-time continuous match dark liquidity pool, midpoint execution prioritizes size over speed


excerpt: Quantitative strategies and optimization for institutional execution


entity_id: morgan-stanley-ms-trajectory

excerpt: Trajectory crossing algorithm matching scheduled flow at target VWAP/auction prices


entity_id: jpmorgan-chase-aqua

excerpt: Global equities algorithmic execution, navigates liquidity landscape with configurable urgency levels


entity_id: jpmorgan-chase-loxm

excerpt: Deep reinforcement learning platform for trade optimization across global equity markets


entity_id: virtu-financial-posit

excerpt: Electronic execution platform for institutional block trading and algorithmic execution


entity_id: virtu-financial-posit-alert

excerpt: Liquidity alert and smart order routing platform, serves institutional traders


excerpt: Trajectory crossing algorithm for block trading and portfolio execution


entity_id: liquidnet

excerpt: Leading institutional block trading platform, acquired by Nasdaq in 2017


entity_id: instinet

excerpt: Execution services arm of Nomura Group, provides crossing and workflow solutions


entity_id: bids-trading

excerpt: Largest independent block trading ATS by volume, acquired by Cboe in 2021


entity_id: cboe-bids-europe

excerpt: European block trading service operated by Cboe subsidiary


entity_id: tradeweb-markets

excerpt: Fixed income, ETF, and derivative electronic trading platform with 3,000+ customers


entity_id: marketaxess

excerpt: Leading fixed income e-trading platform, competes with Tradeweb and Trumid


entity_id: bloomberg-aim

excerpt: Multi-asset OMS with portfolio trading, algorithmic execution, and analytics across equities, FX, fixed income


entity_id: bloomberg-ibval

excerpt: Intraday BVAL Front Office tool using AI for real-time fixed income pricing and decision support


entity_id: trumid

excerpt: Electronic credit trading platform with record US$8.5B ADV, rapidly gaining market share


entity_id: citi-match

excerpt: Citi's primary dark pool for institutional equity execution


entity_id: citi-cross

excerpt: Citi's electronic dark pool, complements Citi Match with smart algos and swap internalization


entity_id: lava-trading

excerpt: Electronic trading technology provider acquired by Citigroup in 2004, provides SOR and execution tools


entity_id: aaron-simons

excerpt: Appointed August 1, 2025; former CTO and postdoc theoretical physics; joined Virtu 2008


entity_id: douglas-cifu

excerpt: Retired August 2025 after 20+ years as CEO; remains advisor to Virtu


entity_id: stephen-cavoli

excerpt: Joined Virtu 2015 from Morgan Stanley; previously Instinet; West Point 1992; leads unified platform execution


entity_id: alan-polo

excerpt: Senior leadership role managing Liquidnet's equities business in Americas region


entity_id: jeffrey-crane

excerpt: Joined July 2024 from SageTrader (Managing Director, Head of Sales); 20+ years institutional equity trading


entity_id: mark-turner

excerpt: Joined from Instinet (Managing Director, 1993-2024); focuses on cross-border trading


excerpt: Cavoli leads global execution services overseeing POSIT platform


excerpt: Simons appointed CEO August 2025, former CTO


excerpt: Cavoli EVP Global Head Execution Services


excerpt: Polo heads equity sales and trading in Americas


excerpt: Crane reports to Polo as Head of International, Americas


excerpt: Turner co-heads sales and trading Americas


excerpt: Cavoli worked at Morgan Stanley 2004-2015 before joining Virtu


excerpt: Cavoli worked at Instinet before Morgan Stanley


excerpt: Crane was Managing Director at Instinet 1993-2024


excerpt: Turner was Managing Director at Instinet until 2024


excerpt: Nasdaq has run Sigma X operations since 2016 outsourcing deal


excerpt: Lava Trading acquired by Citi in 2004, now subsidiary


entity_id: morgan-stanley

excerpt: Global wealth management platform with $2.4T+ in assets


entity_id: andy-saperstein

excerpt: Morgan Stanley executive leading all wealth and investment management channels; co-oversees U.S. Banks, Firmwide AI, Integrated Firm Management; 2025 compensation $34M


entity_id: merrill-wealth-management

excerpt: Largest wealth management business with $3.8T in client balances as of Q1 2026; 25,000+ employees


entity_id: lindsay-hans

excerpt: Co-leads Merrill Wealth Management with Eric Schimpf; appointed 2023; manages Investment Solutions Group


entity_id: eric-schimpf

excerpt: Co-leads Merrill Wealth Management with Lindsay Hans; appointed 2023; began as financial advisor in 1994


entity_id: jpmorgan-private-bank

excerpt: Global Private Bank serving UHNW clients with $1T+ in total client positions


entity_id: david-frame

excerpt: Appointed Global CEO July 3, 2025; leads largest UHNW wealth management platform; career spanning 20+ years at JPMorgan


entity_id: goldman-sachs-wealth-management

excerpt: Global private wealth platform; expanded lending business in US 2025, EMEA 2025-2026, Asia plans for 2026


entity_id: tucker-york

excerpt: Joined Goldman Sachs 1986; leads wealth management operating group; focused on AUM-based advisory model shift


entity_id: ubs-wealth-management-americas

excerpt: Global wealth management platform with significant UHNW presence in Americas region


entity_id: jason-chandler

excerpt: Previously Head of Global Wealth Management Americas; transitioned to chairman role; oversees Pinnacle Advisors program


excerpt: Wirehouse wealth platform with $2.2T in client assets; half in advisory products; approximately $100B in loans


entity_id: barry-sommers

excerpt: Joined Wells Fargo 2020 from JPMorgan Chase; serves on Operating Committee; driving independence model growth (25% of advisors)


entity_id: lpl-financial

excerpt: Largest independent broker-dealer with $2.4T+ in advisory and brokerage assets; acquired Mariner Advisor Network ($31B AUM) April 2026


entity_id: rich-steinmeier

excerpt: Appointed permanent CEO 2024 after Dan Arnold termination; formerly Chief Growth Officer; recruited 7,700+ advisors; 2025 compensation $14.6M


entity_id: edward-jones

excerpt: Major independent wealth advisor platform; partnership/competitor with other RIA aggregators


entity_id: penny-pennington

excerpt: Leads Edward Jones since 2019; age 62; 2025 compensation $28.04M (down 3.5% from 2024)


entity_id: raymond-james-financial

excerpt: Major wealth management and advisory platform; active in advisor recruiting from competitors 2026


entity_id: paul-shoukry

excerpt: Leads Raymond James Financial as of 2026; overseeing platform expansion and advisor recruiting


entity_id: ameriprise-financial

excerpt: Major wealth management and advisory platform; active in advisor recruiting battles 2026


entity_id: james-m-cracchiolo

excerpt: CEO since 2005; leads Ameriprise with 20+ year tenure; received pay raise after record revenue year 2025


entity_id: mariner-wealth-advisors

excerpt: $500B+ in client assets with 1,800+ advisors in 120+ offices; Mariner Advisor Network acquired by LPL April 2026


entity_id: marty-bicknell

excerpt: Founded Mariner 2006 with seven co-founders; leads $500B+ AUM platform; flipped Mariner Advisor Network to LPL April 2026 for $31B


entity_id: hightower-advisors

excerpt: Major RIA aggregator platform empowering independent advisory businesses; national wealth management platform


entity_id: larry-restieri

excerpt: Former Goldman Sachs AYCO CEO; succeeded Bob Oros as Hightower CEO effective Spring 2025


entity_id: private-advisor-group

excerpt: Acquired hybrid advisor portion of Mariner Advisor Network April 2026 alongside LPL's larger platform acquisition


entity_id: frank-smith

excerpt: Leads Private Advisor Group; oversaw acquisition of hybrid portion of Mariner Advisor Network


entity_id: cetera-financial-group

excerpt: Advisory platform that hired former eMoney CEO as COO May 2026


entity_id: bank-of-america

excerpt: Parent holding company; oversees Merrill Wealth Management with $3.8T+ assets


entity_id: jpmorgan-chase

excerpt: Parent holding company; oversees JPMorgan Private Bank with $1T+ client positions


entity_id: goldman-sachs-group

excerpt: Parent holding company; expanded private wealth division with new lending capabilities


entity_id: ubs

excerpt: Parent holding company; operates Global Wealth Management across multiple regions


excerpt: Co-President and Head of Wealth and Investment Management; leads all wealth channels


excerpt: President and Co-Head of Merrill Wealth Management since 2023


excerpt: Merrill Wealth Management is a division of Bank of America


excerpt: Chief Executive Officer, Global Private Bank; appointed July 3, 2025


excerpt: JPMorgan Private Bank is division of JPMorgan Chase


excerpt: Chair of Global Wealth Management; member of Management Committee


excerpt: Wealth Management is division of Goldman Sachs Group


excerpt: Chairman, Global Wealth Management Americas


excerpt: Wealth Management Americas is regional division of UBS


excerpt: CEO, Wealth & Investment Management; joined 2020 from JPMorgan


excerpt: Chief Executive Officer; appointed permanent CEO 2024


excerpt: CEO and Managing Partner; leads Edward Jones since 2019


excerpt: CEO, Raymond James Financial; leading platform 2026


excerpt: Chairman and CEO; tenure since 2005


excerpt: Founder and CEO; founded 2006; led transition of Mariner Advisor Network to LPL


excerpt: CEO, Private Advisor Group; oversaw Mariner acquisition


excerpt: CEO; succeeded Bob Oros Spring 2025; formerly Goldman Sachs AYCO CEO


excerpt: Previously CEO of Wealth Management at JPMorgan Chase before joining Wells Fargo 2020


entity_id: centerview-partners

excerpt: Founded 2006, one of the premier American boutique investment banks. 2024 revenue: $1.9B. Advises on major corporate M&A transactions.


entity_id: blair-w-effron

excerpt: Former Vice Chairman of UBS AG. Co-founded Centerview Partners in July 2006.


entity_id: robert-a-pruzan

excerpt: Former CEO of Dresdner Kleinwort Wasserstein North America. Co-founded Centerview Partners in July 2006.


entity_id: evercore

excerpt: Fourth-largest investment banking advisory firm globally. Q1 2026 record revenues: $1.4B. Public company (NYSE: EVR).


entity_id: roger-altman

excerpt: Founded Evercore in 1995. Senior Chairman as of 2026.


entity_id: john-s-weinberg

excerpt: Chairman and CEO of Evercore since February 25, 2022.


entity_id: eduardo-mestre

excerpt: Senior leader at Evercore responsible for Investment Banking division.


entity_id: moelis-company

excerpt: Independent investment bank founded 2007. 137 Managing Directors, 56 of whom are former sector/product heads. Public company (NYSE: MC).


entity_id: ken-moelis

excerpt: Co-founder of Moelis & Company in 2007. Stepped down as CEO in June 2025 but remains Executive Chairman.


entity_id: navid-mahmoodzadegan

excerpt: Co-founder of Moelis & Company. Named CEO in June 2025 following Ken Moelis's transition.


entity_id: jeff-raich

excerpt: Co-founder of Moelis & Company. Serves as Executive Vice Chairman and leads key business areas.


entity_id: lazard

excerpt: Global financial advisory and asset management firm. CEO Peter Orszag. Public company (NYSE: LAZ).


entity_id: peter-r-orszag

excerpt: Became CEO and Board member Oct 1, 2023. Expanded to CEO and Chairman effective Jan 1, 2025.


entity_id: mark-mcmaster

excerpt: Leads newly formed senior banker group focused on public company coverage at Lazard.


entity_id: mary-ann-deignan

excerpt: Chief Financial Officer at Lazard. Also leads capital markets advisory division.


entity_id: pjt-partners

excerpt: Founded 2014 by Paul Taubman. Advisory-focused investment bank. Global operations.


entity_id: paul-j-taubman

excerpt: Founded PJT Partners in 2014. Serves as Chairman and CEO.


entity_id: helen-t-meates

excerpt: Chief Financial Officer at PJT Partners. Partner at the firm.


entity_id: david-travin

excerpt: General Counsel at PJT Partners. Partner at the firm.


entity_id: perella-weinberg-partners

excerpt: Founded 2006. Public company (NASDAQ: PWP). Leadership transition June 30, 2026.


entity_id: andrew-bednar

excerpt: Partner since firm's founding in 2006. Named CEO Jan 2023. Becomes Chairman June 30, 2026.


entity_id: peter-a-weinberg

excerpt: Co-founder 2006. Resigned as Chairman effective June 30, 2026. Remains on Board and as working partner.


entity_id: dietrich-becker

excerpt: Partner since firm's founding in 2006. Serves as President of PWP.


entity_id: robert-k-steel

excerpt: Joined PWP in 2014. Served as CEO. Now Vice Chairman.


entity_id: houlihan-lokey

excerpt: Public company (NYSE: HLI). Scott Beiser served as CEO for 20+ years, now Co-Chairman. Scott Adelson current CEO.


entity_id: scott-beiser

excerpt: Nearly 40 years at Houlihan Lokey. Former CEO for 20+ years. Now Co-Chairman. Board member since 1991.


entity_id: greenhill-co

excerpt: Acquired by Mizuho Financial Group in May 2023 for $550M. Remains boutique advisory division of Mizuho.


entity_id: scott-bok

excerpt: CEO since April 2010. Chairman since 2019 at Greenhill & Co.


entity_id: david-a-wyles

excerpt: President of Greenhill & Co. since 2015.


entity_id: kevin-costantino

excerpt: President and Co-Head of U.S. M&A at Greenhill since 2015.


entity_id: liontree-advisors

excerpt: Independent investment bank. 94 team members including 21 Partners, 5 Venture Partners, 7 Principals. Offices: New York, San Francisco, London.


entity_id: aryeh-bourkoff

excerpt: Founded LionTree Advisors. Focuses on global entertainment, sports, and digital media conglomerates.


entity_id: jon-koen

excerpt: Managing Director at LionTree Advisors.


entity_id: guggenheim-securities

excerpt: Full-service investment bank. Part of Guggenheim Partners diversified financial services.


entity_id: qatalyst-partners

excerpt: Founded March 2008. Global independent investment bank serving technology leaders. 66 team members, 17 partners.


entity_id: frank-quattrone

excerpt: Founded Qatalyst in 2008. Former Global Head of Technology at Morgan Stanley, Deutsche Bank, Credit Suisse. 40+ years in tech banking.


entity_id: adrian-dollard

excerpt: Co-founder of Qatalyst Partners in March 2008.


entity_id: jonathan-turner


entity_id: allen-company

excerpt: Founded 1922. Boutique investment bank. ~180 professionals. Private firm. Selective high-value deals.


entity_id: herbert-anthony-allen-iii

excerpt: Third generation to lead firm. President since 2002. Chairman since 1993. Joined firm early 1990s.


entity_id: raine-group

excerpt: Founded September 2009. Focuses on global entertainment, sports, and digital media. Diversified financial services.


entity_id: joseph-ravitch

excerpt: Co-founded Raine Group in September 2009. Partner focusing on entertainment, sports, digital media.


entity_id: jeffrey-sine

excerpt: Co-founded Raine Group in September 2009.


entity_id: roth-capital-partners

excerpt: Acquired MKM Partners in Feb 2023. Combined entity: ROTH MKM with 235+ employees.


entity_id: mkm-partners

excerpt: Founded 2002. Acquired by Roth Capital Partners Feb 2023. 60+ investment bankers, 45+ research analysts, 75+ distribution, 500+ stocks coverage.


entity_id: jegi-clarity

excerpt: Founded 1987. Merged with Leonis Partners March 2025 to form JEGI CLARITY LEONIS. ~60 employees across 5 continents.


entity_id: jegi-leonis

excerpt: Merged entity formed March 2025 from JEGI CLARITY + Leonis Partners. Advises in media, marketing, information, tech sectors.


entity_id: robey-warshaw

excerpt: Founded 2013 in London. Acquired by Evercore in 2025. Maintains boutique identity under Evercore ownership.


entity_id: simon-robey

excerpt: Co-founder of Robey Warshaw in 2013. Senior boutique investment banking veteran.


entity_id: philip-apostolides

excerpt: Co-founder of Robey Warshaw in 2013.


entity_id: simon-warshaw


entity_id: george-osborne

excerpt: Former UK Chancellor. Joined Robey Warshaw as working partner.


excerpt: Co-founded Centerview Partners in July 2006


entity_id: roger-altman--founded--evercore

excerpt: Founded Evercore in 1995


excerpt: Chairman and CEO of Evercore since Feb 2022


excerpt: Chairman of Investment Banking at Evercore


entity_id: ken-moelis--founded--moelis-company

excerpt: Co-founded Moelis & Company in 2007


excerpt: Co-founder and CEO of Moelis & Company since June 2025


entity_id: jeff-raich--founded--moelis-company

excerpt: Co-founder of Moelis & Company in 2007


excerpt: CEO and Chairman of Lazard since Jan 2025


excerpt: Global Head of M&A at Lazard


excerpt: CFO and Co-Head of Capital Markets Advisory at Lazard


entity_id: paul-j-taubman--founded--pjt-partners

excerpt: Founded PJT Partners in 2014


excerpt: CFO and Partner at PJT Partners


excerpt: General Counsel and Partner at PJT Partners


excerpt: CEO and Chairman (effective June 30, 2026) at PWP


excerpt: Co-founded PWP in 2006


excerpt: Partner since firm's founding in 2006


excerpt: Vice Chairman at PWP, joined 2014


excerpt: Co-Chairman at Houlihan Lokey, 40-year veteran


excerpt: Chairman and CEO of Greenhill since 2010


excerpt: President of Greenhill since 2015


excerpt: President and Co-Head of U.S. M&A at Greenhill since 2015


excerpt: Acquired by Mizuho in May 2023 for $550M


excerpt: Founded LionTree Advisors


excerpt: Managing Director at LionTree Advisors


excerpt: Founded Qatalyst Partners in March 2008


excerpt: Co-founded Qatalyst Partners in March 2008


excerpt: President and CEO of Allen & Company since 2002


entity_id: joseph-ravitch--founded--raine-group

excerpt: Co-founded Raine Group in September 2009


entity_id: jeffrey-sine--founded--raine-group


excerpt: Acquired by Roth Capital Partners in February 2023


excerpt: Merged with Leonis Partners to form JEGI LEONIS in March 2025


entity_id: simon-robey--founded--robey-warshaw

excerpt: Co-founded Robey Warshaw in 2013


entity_id: simon-warshaw--founded--robey-warshaw


excerpt: Joined Robey Warshaw as working partner


excerpt: Acquired by Evercore in 2025


entity_id: securities-and-exchange-commission

excerpt: Oversees securities markets and investment services


entity_id: paul-atkins

excerpt: SEC Chairman in 2026 - https://www.sec.gov/newsroom/podcasts/material-matters-sec-chairman-paul-atkins/


entity_id: commodity-futures-trading-commission

excerpt: Regulates commodity futures and options markets


entity_id: michael-selig

excerpt: CFTC Chairman confirmed December 18, 2025, sworn in early 2026 - https://www.wilmerhale.com/en/insights/client-alerts/20251218-michael-selig-confirmed-as-cftc-chairman---six-issues-to-watch-in-2026


entity_id: financial-industry-regulatory-authority

excerpt: FINRA - regulates broker-dealer firms and securities professionals


entity_id: robert-w-cook

excerpt: FINRA President and CEO since 2016, active in 2026 - https://www.finra.org/about/governance/finra-board-governors/robert-cook


entity_id: financial-conduct-authority

excerpt: FCA - regulates financial markets, insurers, and consumer credit in the UK


entity_id: nikhil-rathi

excerpt: FCA CEO reappointed through September 2030 - https://www.coindesk.com/policy/2025/04/10/uk-s-financial-regulator-fca-re-appoints-nikhil-rathi-as-ceo-for-another-5-years


excerpt: BaFin - oversees banking, insurance, and securities markets in Germany


entity_id: mark-branson

excerpt: Mark Branson former head of FINMA, appointed new chair of BaFin - https://www.starcompliance.com/leadership-changes-afoot-at-the-fca-and-bafin/


entity_id: autorit-des-march-s-financiers

excerpt: AMF - regulates capital markets and investment services in France


entity_id: marie-anne-barbat-layani

excerpt: AMF Chair appointed October 26, 2022 - https://www.amf-france.org/en/amf/our-organisation/our-governance


excerpt: FINMA - oversees banking, insurance, and securities markets in Switzerland


entity_id: stefan-walter

excerpt: FINMA CEO since April 1, 2024 - https://goldblum.ch/news-and-media/stefan-walter-appointed-as-finmas-new-ceo


entity_id: marlene-amstad

excerpt: FINMA Board Chair - https://www.finma.ch/en/finma/organisation/board-of-directors/


entity_id: monetary-authority-of-singapore

excerpt: MAS - manages monetary policy and financial stability in Singapore


entity_id: chia-der-jiun

excerpt: MAS Managing Director, speech at UBS Asian Investment Conference May 25, 2026 - https://www.mas.gov.sg/news/speeches/2026/opening-remarks-by-mr-chia-der-jiun-md-mas-at-ubs-asian-investment-conference


entity_id: hong-kong-monetary-authority

excerpt: HKMA - manages Hong Kong's currency and financial stability


entity_id: eddie-yue

excerpt: HKMA Chief Executive reappointed October 1, 2024 through 2029 - https://www.info.gov.hk/gia/general/202407/26/P2024072600198.htm


entity_id: securities-and-futures-commission

excerpt: SFC - regulates securities and futures markets in Hong Kong


entity_id: julia-leung

excerpt: SFC CEO reappointed January 1, 2026 through December 31, 2027 - https://www.info.gov.hk/gia/general/202511/14/P2025111400588.htm


entity_id: japan-financial-services-agency

excerpt: JFSA (formerly FSA) - regulates banking, securities, and insurance in Japan


entity_id: financial-services-commission

excerpt: FSC Korea - oversees financial services including banking and securities


entity_id: lee-eog-weon

excerpt: FSC Korea Chairman in 2026 - https://www.sedaily.com/finance/2026/05/21/koreas-three-tier-finance-system-broken-will-overhaul-fsc


excerpt: ASIC - regulates financial services and companies in Australia


entity_id: sarah-court

excerpt: ASIC Chair starting June 1, 2026 for five-year term - https://www.insurancebusinessmag.com/au/news/breaking-news/sarah-court-the-exceptional-regulator-is-asics-new-chair-563968.aspx


entity_id: ontario-securities-commission

excerpt: OSC - regulates securities markets in Ontario, Canada


entity_id: d-grant-vingoe

excerpt: OSC CEO - https://www.osc.ca/en/about-us/governance/board-directors


excerpt: CIRO - regulates investment dealers and conducts market oversight in Canada


entity_id: securities-and-exchange-board-of-india

excerpt: SEBI - regulates securities markets and investment services in India


entity_id: tuhin-kanta-pandey

excerpt: SEBI Chairperson appointed February 27, 2025 - https://testbook.com/question-answer/who-is-the-chairperson-of-the-securities-and-excha--63a2dbef1444fc5687d3c615


entity_id: china-securities-regulatory-commission

excerpt: CSRC - regulates securities and futures markets in mainland China


entity_id: wu-qing

excerpt: CSRC Chairman in 2026, spoke at Lujiazui Forum June 17, 2026 - https://www.cnbc.com/amp/2026/06/17/china-securities-regulator-csrc-artificial-intelligence-investing-stocks-.html


entity_id: european-banking-authority

excerpt: EBA - contributes to consistent prudential regulation and supervision of banks across EU


entity_id: fran-ois-louis-michaud

excerpt: EBA Chair starting April 16, 2026 for five-year term - https://www.eba.europa.eu/publications-and-media/press-releases/francois-louis-michaud-take-his-role-chair-european-banking-authority


excerpt: EIOPA - ensures effective regulation of insurance and occupational pensions in EU


entity_id: petra-hielkema

excerpt: EIOPA Chairperson, second term starting September 1, 2026 - https://www.eiopa.europa.eu/council-eu-extends-term-office-eiopa-chairperson-petra-hielkema-2026-04-10_en


excerpt: ESMA - contributes to consistent regulation of securities markets across EU


entity_id: verena-ross

excerpt: ESMA Chair - delivered keynote on 'A New Era for EU Capital Markets' in 2026 - https://www.esma.europa.eu/press-news/esma-news/verena-ross-delivers-closing-remarks-launch-eu-digital-finance-platform


excerpt: PCAOB - oversees auditors of public companies and enforces auditing standards


entity_id: demetrios-logothetis

excerpt: PCAOB Chairman appointed January 2026, sworn in February 10, 2026 - https://pcaobus.org/about/the-board


entity_id: financial-accounting-standards-board

excerpt: FASB - sets US accounting standards (GAAP)


entity_id: richard-r-jones

excerpt: FASB Chair, term ending June 30, 2027 - https://www.fasb.org/about-us/board-members/richard-r-jones


excerpt: IASB - develops International Financial Reporting Standards (IFRS) used globally


entity_id: sarah-pritchard

excerpt: FCA Deputy Chief Executive - https://www.fca.org.uk/news


entity_id: lucy-castledine

excerpt: FCA Executive Committee member - https://www.fca.org.uk/news


entity_id: jessica-rusu


entity_id: david-geale


entity_id: emad-aladhal


entity_id: katia-villard

excerpt: FINMA Board of Directors member since January 1, 2026 - https://www.finma.ch/en/finma/organisation/board-of-directors/


entity_id: martin-suter

excerpt: FINMA Board Vice-Chair since January 1, 2021 - https://www.finma.ch/en/finma/organisation/board-of-directors/


entity_id: mark-calabria

excerpt: PCAOB Board Member appointed February 2026, term ending Oct 24, 2027 - https://pcaobus.org/about/the-board


entity_id: kyle-hauptman

excerpt: PCAOB Board Member appointed February 2026, also NCUA Chairman, term ending Oct 24, 2029 - https://pcaobus.org/about/the-board


entity_id: steven-laughton

excerpt: PCAOB Board Member appointed February 2026, term ending Oct 24, 2026 - https://pcaobus.org/about/the-board


entity_id: george-botic

excerpt: PCAOB Board Member, returns to previous role - https://pcaobus.org/about/the-board


excerpt: SEC Chairman - https://www.sec.gov/newsroom/podcasts/material-matters-sec-chairman-paul-atkins/


excerpt: CFTC Chairman confirmed December 2025 - https://www.wilmerhale.com/en/insights/client-alerts/20251218-michael-selig-confirmed-as-cftc-chairman---six-issues-to-watch-in-2026


excerpt: FINRA President and CEO since 2016 - https://www.finra.org/about/governance/finra-board-governors/robert-cook


excerpt: FCA CEO reappointed through September 2030 - https://www.coindesk.com/policy/2025/04/10/uk-s-financial-regulator-fca-re-appoints-nikhil-rathi-as-ceo-for-another-5-years


excerpt: BaFin Chair, former FINMA head - https://www.starcompliance.com/leadership-changes-afoot-at-the-fca-and-bafin/


excerpt: AMF Chair appointed October 26, 2022 - https://www.amf-france.org/en/amf/our-organisation/our-governance


excerpt: FINMA CEO since April 1, 2024 - https://goldblum.ch/news-and-media/stefan-walter-appointed-as-finmas-new-ceo


excerpt: FINMA Board Chair - https://www.finma.ch/en/finma/organisation/board-of-directors/


excerpt: MAS Managing Director - https://www.mas.gov.sg/news/speeches/2026/opening-remarks-by-mr-chia-der-jiun-md-mas-at-ubs-asian-investment-conference


excerpt: HKMA Chief Executive reappointed through 2029 - https://www.info.gov.hk/gia/general/202407/26/P2024072600198.htm


excerpt: SFC CEO reappointed January 2026 through December 2027 - https://www.info.gov.hk/gia/general/202511/14/P2025111400588.htm


excerpt: FSC Korea Chairman in 2026 - https://www.sedaily.com/finance/2026/05/21/koreas-three-tier-finance-system-broken-will-overhaul-fsc


excerpt: ASIC Chair starting June 1, 2026 - https://www.insurancebusinessmag.com/au/news/breaking-news/sarah-court-the-exceptional-regulator-is-asics-new-chair-563968.aspx


excerpt: OSC CEO - https://www.osc.ca/en/about-us/governance/board-directors


excerpt: SEBI Chairperson appointed February 27, 2025 - https://testbook.com/question-answer/who-is-the-chairperson-of-the-securities-and-excha--63a2dbef1444fc5687d3c615


excerpt: CSRC Chairman in 2026 - https://www.cnbc.com/amp/2026/06/17/china-securities-regulator-csrc-artificial-intelligence-investing-stocks-.html


excerpt: EBA Chair starting April 16, 2026 - https://www.eba.europa.eu/publications-and-media/press-releases/francois-louis-michaud-take-his-role-chair-european-banking-authority


excerpt: EIOPA Chairperson second term starting September 1, 2026 - https://www.eiopa.europa.eu/council-eu-extends-term-office-eiopa-chairperson-petra-hielkema-2026-04-10_en


excerpt: ESMA Chair in 2026 - https://www.esma.europa.eu/press-news/esma-news/verena-ross-delivers-closing-remarks-launch-eu-digital-finance-platform


excerpt: PCAOB Chairman appointed January 2026, sworn in February 10, 2026 - https://pcaobus.org/about/the-board


excerpt: FASB Chair, term ending June 30, 2027 - https://www.fasb.org/about-us/board-members/richard-r-jones


excerpt: FCA Deputy Chief Executive - https://www.fca.org.uk/news


excerpt: FCA Executive Committee Member - https://www.fca.org.uk/news


excerpt: FINMA Board Member since January 1, 2026 - https://www.finma.ch/en/finma/organisation/board-of-directors/


excerpt: FINMA Board Vice-Chair since January 1, 2021 - https://www.finma.ch/en/finma/organisation/board-of-directors/


excerpt: PCAOB Board Member appointed February 2026, also OMB Associate Director - https://pcaobus.org/about/the-board


excerpt: PCAOB Board Member appointed February 2026, also NCUA Chairman - https://pcaobus.org/about/the-board


excerpt: PCAOB Board Member appointed February 2026 - https://pcaobus.org/about/the-board


excerpt: PCAOB Board Member - https://pcaobus.org/about/the-board


excerpt: SEC and CFTC signed MOU on March 11, 2026 for regulatory harmonization - https://www.sec.gov/newsroom/speeches-statements/atkins-fostering-regulatory-harmony-between-sec-cftc-031026


excerpt: HKMA and MAS signed MOU on September 17, 2025 to enhance banking supervision cooperation - https://www.hkma.gov.hk/eng/news-and-media/press-releases/2025/09/20250917-3/


entity_id: kenneth-e-bentsen-jr


entity_id: ronald-j-kruszewski


entity_id: david-lefkowitz


entity_id: lawrence-martinez


entity_id: laura-chepucavage


entity_id: lisa-kidd-hunt


entity_id: managed-funds-association


entity_id: bryan-corbett


entity_id: jody-gunderson


entity_id: mark-sullivan


entity_id: des-anderson


entity_id: mark-bailey


entity_id: philip-berlinski


entity_id: whitney-chatterjee


entity_id: shawn-fagan


entity_id: andrew-fishman


entity_id: brian-gavin


entity_id: jack-inglis


entity_id: ji-kr-l


entity_id: kirk-taylor


entity_id: michelle-noyes


entity_id: investment-company-institute


entity_id: eric-j-pan


entity_id: andrew-r-schlossberg


entity_id: george-h-walker


entity_id: shelly-antoniewicz


entity_id: donald-c-auerbach


entity_id: paul-cellupica


entity_id: institute-of-international-finance


entity_id: tim-adams


entity_id: jean-paul-servais


entity_id: basel-committee-on-banking-supervision


entity_id: erik-thed-en


entity_id: ben-gully


entity_id: tiff-macklem


entity_id: financial-stability-board


entity_id: andrew-bailey


entity_id: john-schindler


entity_id: jennifer-choi


entity_id: glen-mulready


entity_id: american-bankers-association


entity_id: rob-nichols


entity_id: mercer-investments

excerpt: Manages $415B+ in discretionary assets; US Investments and Retirement division under Marc Cordover


entity_id: marc-cordover

excerpt: 25+ years experience; formerly East Wealth Market Business Leader; reports to Pat Tomlinson


entity_id: pat-tomlinson

excerpt: Marc Cordover reports to Tomlinson


entity_id: aon

excerpt: Parent company of Pavilion (formerly Hewitt EnnisKnupp) after management buyout


entity_id: willis-towers-watson

excerpt: Advises $4.0T in institutional assets; manages $162B in OCIO delegated mandates; acquired FlowStone Partners (Apr 2026)


entity_id: cambridge-associates

excerpt: Advises $600B across advisory & discretionary; 300+ senior investment professionals (avg 18 yrs experience); 95% client retention


entity_id: nepc

excerpt: Advises $1.66T in institutional assets; manages $100B+ in OCIO; 380+ investment professionals across 7 offices


entity_id: michael-p-manning

excerpt: CFA, CAIA


entity_id: timothy-f-mccusker

excerpt: FSA, CFA, CAIA; leads operations since Jan 2026


entity_id: sarah-samuels


entity_id: kellie-kane

excerpt: Leadership team


entity_id: steven-f-charlton

excerpt: CFA; Steve Charlton - Senior consultant and manager relations expert


entity_id: samuel-m-austin-iii

excerpt: Leadership position


entity_id: timothy-bruce

excerpt: Key advisor on portfolio structuring


entity_id: wilshire-associates

excerpt: Personnel transitions to NEPC; Rose Dean moved from Wilshire (Managing Director, 8 yrs) to NEPC


entity_id: rose-dean

excerpt: 8 years at Wilshire; joined NEPC April 2023; public funds team


entity_id: rvk-inc

excerpt: Advises $330B; pure consultant model (no proprietary products); Portland HQ with offices in Boise, Chicago, NYC


entity_id: meketa-investment-group

excerpt: Advises $1.8T; founded 1978; strong in public pension advisory; no proprietary products


entity_id: verus-investments

excerpt: Advises $1.1T+; founded 1986 (as Wurts & Associates); merged with Cerity Partners (2025) for private wealth expansion; Seattle-based


entity_id: fund-evaluation-group-feg

excerpt: Founded 1988; AUA $100.4B (Sep 2025); 300+ clients; 90% nonprofit clientele


entity_id: pavilion

excerpt: Formerly Hewitt EnnisKnupp (Aon spinoff); advises $550B; Chicago HQ; employee-owned; no proprietary products


entity_id: aksia

excerpt: AUA $338B (Mar 2026); AUM $36B; 8 offices globally; 420+ employees; 100% employee-owned


entity_id: jim-vos

excerpt: Leadership


entity_id: michelle-davidson

excerpt: CAIA; portfolio advisory leadership


entity_id: patrick-adelsbach

excerpt: Senior leadership team


entity_id: maya-fishman

excerpt: Legal & compliance leadership


entity_id: brian-goldberg

excerpt: CFA; alternatives expertise


entity_id: joshua-hemley

excerpt: Credit investment leadership


entity_id: tim-nest

excerpt: CFA; co-leads private credit strategy


entity_id: oliver-newton

excerpt: Hedge fund advisory leadership


entity_id: daniel-burdett

excerpt: CAIA; ODD expertise


entity_id: rebecca-heun

excerpt: CFE, CAIA; ODD expertise


entity_id: ben-parks

excerpt: CPA; financial operations


entity_id: albourne-partners

excerpt: Advises $800B in hedge funds, PE, private credit, real assets; global platform


entity_id: james-walsh

excerpt: Senior leadership 2026


entity_id: david-harmston


entity_id: marquette-associates

excerpt: Founded 1986; pure-play consultant model; expanding employee ownership


entity_id: brian-wrubel

excerpt: CEO


entity_id: nat-kellogg

excerpt: CFA; operational leadership


entity_id: linsey-schoemehl-payne

excerpt: Compliance & regulatory leadership


entity_id: greg-leonberger

excerpt: FSA, EA, MAAA, FCA; research & methodology leadership


entity_id: stepstone-group

excerpt: Manages $885B total capital; $233B AUM (Mar 2026); PE, infrastructure, debt, real estate focus


entity_id: scott-hart

excerpt: Leadership; presenting Morgan Stanley conference Jun 2026


entity_id: mike-mccabe

excerpt: Strategic leadership; presenting Morgan Stanley conference Jun 2026


entity_id: russell-investments

excerpt: Strategic financing of $1.225B from Apollo (2026)


entity_id: mariner-wealth-advisors

excerpt: Multiple brands: Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, Mariner Workplace


excerpt: US Investments and Retirement Leader


excerpt: President, US & Canada


excerpt: Formerly Hewitt EnnisKnupp; Aon spinoff via management buyout


excerpt: Chief Executive Officer


excerpt: President (since Jan 2026)


excerpt: Partner, Chief Investment Officer


excerpt: Partner, Chief Operating Officer


excerpt: Partner, Head of Client Solutions


excerpt: Partner, Head of Private Equity Investments; Chair of Governing Board


excerpt: Partner, Head of Portfolio Construction


excerpt: Partner; joined April 2023 from Wilshire


excerpt: Managing Director, senior consultant (8 years)


excerpt: Partner, CEO


excerpt: Partner, Co-Head Private Equity


excerpt: Partner


excerpt: Partner, General Counsel


excerpt: Partner, Co-Head Hedge Funds


excerpt: Partner, Co-Head Private Credit


excerpt: Managing Director, Co-Head ODD


excerpt: CFO


excerpt: Head of Portfolio Advisory


excerpt: Head of Client Group


excerpt: Chief Executive Officer


excerpt: President


excerpt: Partner, Chief Compliance Officer


excerpt: Partner, Director of Research


excerpt: CEO


excerpt: Head of Strategy


entity_id: charles-schwab

excerpt: SEC filings and CNBC interviews 2026; Headquartered in Westlake, Texas; $11.90 trillion total client assets (2025)


entity_id: rick-wurster

excerpt: President and CEO of Charles Schwab since January 1, 2025; Previously President for 3+ years overseeing client enterprises, wealth management, technology, and operations with ~33,500 employees


entity_id: walt-bettinger

excerpt: Retired CEO of Charles Schwab, succeeded by Rick Wurster in January 2025


entity_id: fidelity-investments

excerpt: Privately held; ~$23 trillion in assets under management (2025); $1.06 trillion in fund assets as of March 31, 2026


entity_id: abigail-johnson

excerpt: Abigail Pierrepont Johnson; CEO of Fidelity Investments since 2014; Chairman since 2016; Granddaughter of Edward C. Johnson II (founder); Born December 19, 1961


entity_id: edward-c-johnson-ii

excerpt: Founder of Fidelity Investments; Grandfather of Abigail Johnson


entity_id: edward-c-johnson-iii

excerpt: Father of Abigail Johnson; Previously led Fidelity through transformative periods


entity_id: robinhood-markets

excerpt: IPO July 2021 at $32 billion valuation; Q1 2026: $638 billion equity notional volume (+54% YoY), margin book $17 billion, event contracts 8.8 billion


entity_id: vlad-tenev

excerpt: Co-founder and CEO of Robinhood Markets; Born February 13, 1987 in Varna, Bulgaria; Stanford (B.S. Mathematics), UCLA (M.S. Mathematics 2008); Sole CEO since November 2020; Also founded Harmonic AI (2023, $1.45B valuation as of Nov 2025)


entity_id: baiju-bhatt

excerpt: Co-founded Robinhood Markets with Vlad Tenev in 2013; Inspired by 2008 financial crisis and Occupy Wall Street


entity_id: harmonic

excerpt: Co-founded by Vlad Tenev in 2023; AI company focused on reducing hallucinations and mathematical reasoning; $295 million raised, $1.45 billion valuation (as of Nov 2025)


entity_id: webull

excerpt: Q1 2026: $160 million revenue (+36% YoY), $261 billion equity notional volume (+104% YoY), 1.3 million daily average revenue trades (all-time high)


entity_id: etoro

excerpt: Social trading platform with AI-enabled ecosystem; Launched eToro App Store (April 2026) for AI-enabled trading and analytics applications


entity_id: yoni-assia

excerpt: Co-founder and CEO of eToro; Bullish on crypto and equities recovery in 2026; Predicts Bitcoin to reach $250,000 by 2030; Expanding social trading to China and Russia


entity_id: sofi-technologies

excerpt: Q1 2026: $1.1 billion adjusted net revenue (+41% YoY), $340 million adjusted EBITDA (+62% YoY); Ticker: NASDAQ:SOFI


entity_id: anthony-noto

excerpt: CEO of SoFi Technologies; Heavy insider buyer in 2026 ($2.25M across 5 transactions); Most recent: 13,888 shares at $18.06 weighted average (June 2026)


excerpt: As of May 2026: $3/month platform fee (waived with $10k+ AUM or active M1 personal loan); Offers robo-advisory and commission-free trading


entity_id: stash

excerpt: 2026 comparison: Appeals to hands-on DIY investors; Offers micro-investing and managed portfolio options


entity_id: acorns

excerpt: 2026 comparison: Emphasizes outsourced portfolio management; Round-up investment automation


entity_id: wealthfront

excerpt: $95B+ AUM for 1.4M+ clients; Robo-advisory platform with tax-loss harvesting features


entity_id: betterment

excerpt: Largest independent digital investment advisor; $55B+ AUM for 900k+ customers (2026); Acquired Rowboat Advisors; Recently acquired Wealthsimple US customer base ($190M)


entity_id: sarah-kirshbaum-levy

excerpt: CEO of Betterment since December 8, 2020; Former COO of Viacom Media Networks and Nickelodeon; 25+ years in brand building, strategy, operations


entity_id: wealthsimple

excerpt: Canadian fintech; US customer base acquired by Betterment for $190 million (2026)


entity_id: trade-republic

excerpt: Europe's largest neobroker (5M+ customers, €40B+ assets as of early 2026); Founded 2015; €1.3B raised; BaFin multilateral trading facility license (Jan 2026)


entity_id: christian-hecker

excerpt: Co-founder and CEO of Trade Republic (founded 2015 with Thomas Pischke and Marco Cancellieri); Raised $1.3B from Sequoia, Founders Fund, Accel


entity_id: thomas-pischke

excerpt: Co-founded Trade Republic with Christian Hecker and Marco Cancellieri (2015)


entity_id: marco-cancellieri

excerpt: Co-founded Trade Republic with Christian Hecker and Thomas Pischke (2015)


entity_id: ig-group

excerpt: Founded 1974 (as IG Index); FY25 revenue £1.12B; 2,428 employees; Operates DailyFX, tastytrade, Freetrade, Independent Reserve subsidiaries; 18 global offices


entity_id: stuart-wheeler

excerpt: Founded IG Group in 1974 with £30,000 from six friends; Held 23.68% stake until 2003 sale for £90 million


entity_id: breon-corcoran

excerpt: CEO of IG Group since December 2023; Former Betfair executive; Succeeded June Felix


entity_id: june-felix

excerpt: First female CEO of IG Group (October 2018–December 2023); Resigned due to health issues; Earned £3.05M ($4.05M) in final full year


entity_id: mike-mctighe

excerpt: IG Group Chairman (stepping down by end of 2025 after 5 years); Andrew Barron appointed successor pending regulatory approval


entity_id: andrew-barron

excerpt: Appointed to succeed Mike McTighe as IG Group Chairman; Awaiting regulatory approval (2026)


entity_id: peter-cruddas

excerpt: Founded CMC Markets in 1989 with £10,000; Baron Cruddas of Shoreditch (life peerage Jan 27, 2021); 59.02% stake in CMC Markets as of Jan 2026; Wealth ~$1.3B (2012 estimate)


entity_id: cmc-markets

excerpt: Founded 1989 by Peter Cruddas; LSE IPO February 2016 (~£691M valuation); Specializes in online trading and FX; Lord Cruddas 59% stake (Jan 2026)


excerpt: CFD trading platform; Competing with IG Group in US non-OTC segment growth (2026)


entity_id: bux

excerpt: European neobroker; Peer of Trade Republic, Scalable Capital, eToro, Freetrade in competitive landscape


entity_id: scalable-capital

excerpt: German neobroker; Peer competitor in European retail trading market


entity_id: freetrade

excerpt: UK neobroker; Owned by IG Group subsidiary


entity_id: revolut

excerpt: Multi-product fintech platform; Peer in European neobroker competitive set


entity_id: public

excerpt: Social investing platform; Leif Abraham's involvement in guided portfolios and AI integrations strategy


entity_id: leif-abraham

excerpt: Connected to Public's strategy for guided portfolios and AI integrations; Role in investment flow development


entity_id: tastytrade

excerpt: Options trading platform; Owned by IG Group subsidiary


entity_id: dailyfx

excerpt: FX education and analysis; Owned by IG Group subsidiary


entity_id: independent-reserve

excerpt: Cryptocurrency exchange; Owned by IG Group subsidiary


excerpt: President and CEO since January 1, 2025; SEC filings and CNBC interview Feb 2026


excerpt: Retired CEO; Preceded Rick Wurster


excerpt: CEO since 2014, Chairman since 2016; Bloomberg and Britannica profiles 2026


excerpt: Father of Abigail Johnson; Previous leadership


excerpt: Founder of Fidelity Investments; Grandfather of Abigail Johnson


excerpt: Granddaughter; Inherited family business


entity_id: vlad-tenev--founded--robinhood-markets

excerpt: Co-founded with Baiju Bhatt in 2013; CEO since November 2020; Wikipedia and Yahoo Finance 2026


excerpt: CEO; Leading platform with $638B Q1 2026 equity notional volume


entity_id: baiju-bhatt--founded--robinhood-markets

excerpt: Co-founder with Vlad Tenev in 2013


entity_id: vlad-tenev--founded--harmonic

excerpt: Co-founded AI startup in 2023; $1.45B valuation (Nov 2025)


entity_id: yoni-assia--founded--etoro

excerpt: Co-founder and CEO; LinkedIn and Yahoo Finance interviews 2026


excerpt: CEO; Leading social trading platform with App Store launch (April 2026)


excerpt: CEO; Heavy insider buyer 2026 ($2.25M across 5 transactions)


excerpt: CEO since December 8, 2020; Leading largest independent robo-advisor with $55B+ AUM


entity_id: betterment--acquired--wealthsimple

excerpt: Acquired US customer base for $190 million (2026); Business Insider article


excerpt: Co-founded Trade Republic in 2015 with Pischke and Cancellieri; CEO; Accel interview


excerpt: Co-founder and CEO; $1.3B raised from Sequoia, Founders Fund, Accel


entity_id: thomas-pischke--founded--trade-republic

excerpt: Co-founder with Hecker and Cancellieri (2015)


excerpt: Co-founder with Hecker and Pischke (2015)


entity_id: stuart-wheeler--founded--ig-group

excerpt: Founded IG Group in 1974 as IG Index with £30,000


excerpt: CEO since December 2023; Former Betfair executive; Bloomberg profile 2026


excerpt: First female CEO (October 2018–December 2023); Resigned due to health issues


excerpt: Chairman (stepping down by end 2025); 5-year tenure


excerpt: Incoming Chairman pending regulatory approval (2026)


entity_id: peter-cruddas--founded--cmc-markets

excerpt: Founded CMC Markets in 1989 with £10,000; Wikipedia profile 2026


entity_id: peter-cruddas--owns--cmc-markets

excerpt: 59.02% stake as of January 2026; Baron Cruddas of Shoreditch


entity_id: ig-group--owns--freetrade

excerpt: Freetrade is IG Group subsidiary


entity_id: ig-group--owns--tastytrade

excerpt: tastytrade is IG Group subsidiary


entity_id: ig-group--owns--dailyfx

excerpt: DailyFX is IG Group subsidiary


entity_id: ig-group--owns--independent-reserve

excerpt: Independent Reserve is IG Group subsidiary


excerpt: Involved in guided portfolios and AI integrations strategy (2026)


entity_id: li-ka-shing

excerpt: Hong Kong billionaire; retired 2018; established institutionalized family office in Hong Kong with Victor Li as successor


entity_id: victor-li-tzar-kuoi

excerpt: Manages $100 billion empire; announced establishment of institutionalized family office in Hong Kong (2024-2026)


entity_id: horizons-ventures

excerpt: Li Ka-Shing family office; invests in disruptive, technology-driven companies across Asia-Pacific; 330+ investments since 1999


entity_id: ck-hutchison-holdings

excerpt: Main operating company of Li family; diversified global conglomerate


entity_id: ck-asset-holdings

excerpt: Real estate and asset holdings vehicle of Li family


entity_id: suliman-saleh-olayan

excerpt: Saudi billionaire; founded Olayan Group in 1947; patriarch of one of Middle East's largest family business conglomerates


entity_id: nadim-tabbara

excerpt: Leadership of Olayan Group charitable operations


entity_id: musa-zaghloul

excerpt: Replaced Nadim Tabbara as CFO; effective January 2026


entity_id: the-olayan-group

excerpt: Saudi Arabia's largest private business conglomerate; $10B diversified global investments; 75+ years history


entity_id: olayan-financing-company-ofc

excerpt: Parent company for Middle East operations of Olayan Group; established 1969


entity_id: khhl-legacy-establishment

excerpt: Manages international business and investments for Olayan Group


entity_id: the-olayan-charitable-foundation

excerpt: Charitable arm of Olayan Group


entity_id: mansour-group

excerpt: Egypt's largest family business conglomerate; only non-GCC conglomerate in Forbes Middle East Top 100 Arab Family Businesses 2026; multi-generational enterprise


entity_id: majid-al-futtaim

excerpt: Emirati billionaire businessman; founded major retail and property development group; deceased December 2021


entity_id: fadel-abdulbaqi-al-ali

excerpt: Appointed by Dubai government to address familial succession conflicts; board lead as of June 2025


entity_id: majid-al-futtaim-group

excerpt: Family-controlled property development and retail conglomerate; owns Mall of the Emirates; Carrefour franchisee in MENA and Central Asia; 23% profit increase H1 2025 despite retail underperformance


entity_id: abdulla-al-futtaim

excerpt: Split from broader Al-Futtaim Group in 2000; controls automotive and retail businesses


entity_id: al-futtaim-group

excerpt: Broader Emirati family conglomerate founded 1930; split into business units in 2000


entity_id: mukesh-ambani

excerpt: India's richest person; chairman of Reliance Industries; managing $92B+ personal fortune; establishing family office in Singapore


entity_id: nita-ambani

excerpt: Spouse of Mukesh Ambani; involved in family wealth management


entity_id: akash-ambani

excerpt: Son of Mukesh Ambani; actively involved in family business and office


entity_id: isha-ambani

excerpt: Daughter of Mukesh Ambani; actively involved in family business and office


entity_id: anant-ambani


entity_id: ambani-family-office

excerpt: Operates in near-total secrecy; integrated with Reliance ecosystem; manages Reliance Foundation, art collection, early-stage startup investments, global real estate; establishing Singapore branch 2026


entity_id: reliance-industries-limited

excerpt: Primary wealth source for Ambani family; operated by Mukesh Ambani


entity_id: reliance-foundation

excerpt: Charitable and impact investing arm administered by Ambani family office


entity_id: henry-cheng-kar-shun

excerpt: Eldest son of Cheng Yu-tung; inherited and leads one of Hong Kong's 'big four' property dynasties; estimated $14.6B net worth


entity_id: cheng-yu-tung

excerpt: Hong Kong billionaire businessman; self-made real estate and retail empire founder; deceased 2016


entity_id: cheng-family-holdings

excerpt: One of Hong Kong's 'big four' property dynasties; expanding in mainland China; succession conflicts emerging mid-2026


entity_id: susanne-klatten

excerpt: Daughter of Herbert Quandt; owns ~48.5% of BMW; operates personal investment vehicle SKion focusing on industrial companies, renewable energy, medical technology


entity_id: stefan-quandt

excerpt: Co-owner of ~48.5% BMW stake; operates AQTON SE focusing on digital security, renewable energy, smart grids, credit rating


entity_id: herbert-quandt

excerpt: Historic builder of BMW and Quandt wealth; deceased 1982


entity_id: hq-trust

excerpt: Founded 1981 by Harald Quandt Holding; transitioned to multi-family office 1988; manages Quandt/Klatten family wealth alongside external clients


entity_id: skion-gmbh

excerpt: Susanne Klatten's personal investment vehicle for strategic industrial and technology holdings


entity_id: aqton-se

excerpt: Stefan Quandt's personal investment company; manages BMW stake alongside specialty investments in tech and renewables


entity_id: bmw-group

excerpt: World-leading automotive manufacturer; primary wealth source for Quandt family; generates €1B+ annual dividends to shareholders


entity_id: theodor-albrecht-jr

excerpt: Manages ALDI Nord operations and Albrecht family wealth; controls northern Germany, rest of Europe operations


entity_id: karl-albrecht-jr

excerpt: Managed ALDI Süd; operated UK, Australia, US rights; estate managed by Markus Foundation


entity_id: karl-albrecht

excerpt: Co-founder of ALDI with brother Karl Albrecht Sr.; split empire in 1961


entity_id: theodor-albrecht

excerpt: Co-founder of ALDI; took ALDI Nord operations in 1961 split


entity_id: albrecht-family-office

excerpt: Manages ~$48B for Albrecht family descendants; operates through Markus Foundation and other structures


entity_id: the-markus-foundation

excerpt: Operated by Albrecht family; owns 61% of ALDI North; primary vehicle for wealth management and charitable activities


entity_id: aldi-group-aldi-nord-aldi-s-d

excerpt: Global grocery retail empire; split into North and South divisions in 1961; primary wealth source for Albrecht family


entity_id: j-b-pritzker

excerpt: Leading member of Pritzker family; governor of Illinois; founded Pritzker Group Venture Capital (formerly New World Ventures)


entity_id: pritzker-group

excerpt: Family-backed investment firm with permanent capital; partners with companies for long-term value creation; operates direct and fund management operations


entity_id: pritzker-private-capital

excerpt: Direct investment vehicle deploying Pritzker Group capital


entity_id: pritzker-group-venture-capital

excerpt: Venture capital arm of Pritzker Group; formerly known as New World Ventures


entity_id: walton-family

excerpt: Family of Sam Walton; beneficiaries of Walmart wealth


entity_id: sam-walton

excerpt: Founder of Walmart in 1962; transformed single discount store into world's largest retailer; deceased 1992


entity_id: walton-enterprises

excerpt: Family office vehicle managing Walton family wealth from Walmart and diversified investments


entity_id: walton-family-foundation

excerpt: Philanthropic arm of Walton family; focus on education, environmental, and community initiatives


entity_id: walmart-inc

excerpt: World's largest retailer; founded 1962 by Sam Walton; primary wealth source for Walton family


entity_id: heritas-capital-management-pte-ltd

excerpt: Singapore-based family office; invests in fast-growing companies across healthcare, education, environment, technology sectors; focus on impact investing


entity_id: lei-capital

excerpt: Singapore-based family office; limited public information; regional wealth management player


entity_id: rockefeller-family

excerpt: Historic American dynasty; beneficiaries of Standard Oil and diversified investments


entity_id: john-d-rockefeller

excerpt: Founded Standard Oil in 1870; revolutionary oil industry innovations; established Rockefeller Foundation


entity_id: rockefeller-foundation

excerpt: Historic foundation established by John D. Rockefeller; major contributor to public health, medical research, education globally


entity_id: standard-oil-company

excerpt: Historic oil monopoly founded by John D. Rockefeller; dominant oil industry player; broken up by antitrust action


entity_id: li-ka-shing--founded--horizons-ventures

excerpt: Li Ka-Shing founded and controlled Horizons Ventures family office in 1999


excerpt: Li Ka-Shing is father of Victor Li; passed control to son in 2018


entity_id: victor-li--leads--horizons-ventures

excerpt: Victor Li announced establishment of new institutionalized family office in Hong Kong; manages Horizons Ventures operations


entity_id: victor-li--manages--ck-asset-holdings

excerpt: Victor Li is Chairman and Managing Director of CK Asset Holdings


excerpt: Majid Al Futtaim founded the Majid Al Futtaim Group; deceased December 2021


excerpt: Fadel Abdulbaqi Al Ali appointed as Board Chairman of Majid Al Futtaim Group June 2025 by Dubai government


excerpt: Abdulla Al Futtaim controls automotive/retail division of broader Al-Futtaim Group following 2000 split


excerpt: Mukesh Ambani established and oversees Ambani Family Office managing $92B+ wealth


excerpt: Nita Ambani involved in managing Ambani family office wealth


excerpt: Akash Ambani actively involved in family business and office management


excerpt: Isha Ambani actively involved in family business and office management


excerpt: Anant Ambani actively involved in family business and office management


entity_id: susanne-klatten--founded--skion-gmbh

excerpt: Susanne Klatten founded and operates SKion GmbH as personal investment vehicle


excerpt: Susanne Klatten is beneficiary of HQ Trust multi-family office


entity_id: stefan-quandt--founded--aqton-se

excerpt: Stefan Quandt founded and operates AQTON SE as personal investment vehicle


excerpt: Stefan Quandt is beneficiary of HQ Trust multi-family office


excerpt: Karl Albrecht Jr. managed ALDI Süd and family wealth; estate now managed by foundation


excerpt: Pritzker Private Capital is direct investment vehicle of Pritzker Group


excerpt: Pritzker Group Venture Capital is venture capital arm of Pritzker Group


excerpt: Walton family beneficiaries of Walton Enterprises family office managing Walmart wealth


excerpt: Walton Family Foundation is philanthropic arm of Walton wealth


excerpt: John D. Rockefeller established the Rockefeller Foundation


excerpt: Rockefeller family manages historic foundation established by John D. Rockefeller


entity_id: mckay-brothers

excerpt: Global microwave connectivity and market data distribution for financial markets; operates wireless networks across North America, Europe, Asia-Pacific


entity_id: st-phane-ty

excerpt: Founding engineer, controls majority equity; listed among 50 most influential fintech founders (2019)


entity_id: bob-meade

excerpt: PhD Theoretical Physics from Harvard; former HFT group lead at Ronin Capital (2004-2010); pioneered microwave low-latency transition; controls majority equity


entity_id: fran-ois-ty

excerpt: Leads international operations for McKay Brothers


entity_id: quincy-data

excerpt: Sister company to McKay Brothers; provides Quincy Extreme Data service; expanded transpacific links to Sydney, Australia (March 2026); Ontario-US cross-border links (February 2026)


entity_id: equinix

excerpt: World's largest data center operator; 280 data centers in 77 markets; NY4 (Secaucus NJ), LD4 (Slough, UK), TY3 (Tokyo) are primary trading hubs


entity_id: adaire-fox-martin

excerpt: Appointed 2024; leads 13,700 employees; former President of Go-to-Market for Google Cloud; Head of Google Ireland


excerpt: Equinix Secaucus, NJ (755 Secaucus Road); serves North American trading hubs; interconnects Goldman Sachs, Morgan Stanley, UBS, Barclays, LMAX, IEX; 65+ cross-connect partners


excerpt: Equinix Slough, England; serves London financial ecosystem; primary trading hub for FX and equities


excerpt: Equinix Tokyo, Japan; serves regional FX and derivative trading venues


entity_id: pico-quantitative-trading

excerpt: Founded 2009; 18 global offices; operates in 55+ tier-1 financial data centers; provides colocation, connectivity, market data, Corvil analytics, Redline software


entity_id: gus-taleb

excerpt: Involved in infrastructure and connectivity solutions at Pico


entity_id: beeks-group

excerpt: Provides bare-metal servers, virtualized options, global colocation; offers connectivity to Equinix NY4, LD4, TY3; serves HFT and quantitative trading firms


entity_id: avelacom

excerpt: Specializes in low-latency connectivity for global derivatives, FX, and crypto trading


entity_id: ipc-systems

excerpt: Recognized leader in financial markets trading communications; competes with BT and Symphony in trader voice market


entity_id: bt-radianz

excerpt: Acquired by Transaction Network Services (TNS) in H1 2026; provides financial services connectivity and trading infrastructure


entity_id: transaction-network-services

excerpt: Completed acquisition of BT Radianz in 2026; manages financial markets connectivity infrastructure


entity_id: options-technology

excerpt: Mentioned as infrastructure provider in global trading connectivity ecosystem


entity_id: ntt-global-data-centers

excerpt: World's third-largest data center provider; plans to double capacity to 4 gigawatts; 34 projects underway; opened Keihanna OSK11 Data Center Kyoto Japan (April 2026)


entity_id: ntt-data

excerpt: Being bought out by NTT for $16.4B; expanding data center footprint across Gainesville VA, Chicago IL, Sacramento CA


entity_id: refinitiv

excerpt: Provides Elektron platform for cross-asset data (FX, equities, commodities, derivatives); ultra-low latency order routing; connectivity to 900+ liquidity providers


entity_id: bloomberg

excerpt: Bloomberg Terminal provides market data; Tradebook offers agency brokerage with DMA to 110+ markets across 44 countries


entity_id: bloomberg-tradebook

excerpt: Provides access to global trading venues; proprietary trading algorithms; pre/post-trade analytics; DMA to 44 countries


entity_id: alphapoint

excerpt: White-label software for crypto/digital asset exchanges; launched Treasury platform (March 2026) for stablecoin and fiat management


entity_id: interactive-brokers

excerpt: Provides brokerage and trading infrastructure; founder pioneered computerized option pricing models; expanding prediction markets (2026)


entity_id: thomas-peterffy

excerpt: Net worth ~$57.3B (Nov 2025); 27th richest globally; emigrated Hungary 1965; pioneered computerized option pricing (1977); leading prediction markets expansion


entity_id: citadel-securities

excerpt: Operates microsecond-latency trading systems; FPGA engineering teams; collocated infrastructure at major exchanges; minority investor in McKay Brothers


entity_id: spread-networks

excerpt: Acquired by Zayo for $127M; provided coast-to-coast low-latency dark fiber routes; Seattle-to-New York wavelength service


entity_id: zayo-group

excerpt: Acquired Spread Networks; operates Hibernia Express transatlantic 100G links; acquired Crown Castle Fiber Solutions (2026); provides lit/dark fiber solutions


entity_id: hibernia-networks

excerpt: Hibernia Express provides 100G transatlantic network augmentation for Zayo; subsea cable infrastructure


entity_id: go-west-consortium

excerpt: Consortium of leading global trading firms; partnered with McKay Brothers to develop Chicago-Tokyo microwave network (live January 2026)


entity_id: optiver

excerpt: Minority investor in McKay Brothers; global proprietary trading firm


entity_id: jane-street-group

excerpt: Minority investor in McKay Brothers; specializes in market making and algorithmic trading


entity_id: susquehanna-international-group

excerpt: Minority investor in McKay Brothers; diversified proprietary trading firm


entity_id: qube-research-technologies

excerpt: Minority investor in McKay Brothers; focus on quant research infrastructure


entity_id: xr-trading

excerpt: Minority investor in McKay Brothers


entity_id: imc

excerpt: Invested in McKay Brothers; global proprietary trading firm


excerpt: Co-founder and controlling shareholder; founded 2011


excerpt: Managing Director, McKay Brothers International


excerpt: CEO and President since 2024


excerpt: Secaucus, NJ location; part of Equinix global footprint


excerpt: Slough, England location; part of Equinix global footprint


excerpt: Tokyo, Japan location; part of Equinix global footprint


entity_id: mckay-brothers--operates--quincy-data

excerpt: Quincy Data is sister company providing ultra-low latency market data distribution


excerpt: Leadership role in infrastructure and connectivity


excerpt: Provides managed infrastructure and colocation connectivity services at Equinix NY4


excerpt: Provides managed infrastructure and colocation connectivity services at Equinix LD4


excerpt: Provides managed infrastructure and colocation connectivity services at Equinix TY3


excerpt: Completed acquisition H1 2026; deal announced September 2025


excerpt: NTT Global Data Centers is business unit of NTT DATA


excerpt: Minority investor; strategic partnership for ultra-low latency infrastructure


excerpt: Minority investor; quant trading firm


excerpt: Minority investor; market making firm


excerpt: Minority investor; proprietary trading firm


excerpt: Minority investor; quant research firm


entity_id: zayo-group--acquired--spread-networks

excerpt: Acquired for $127M; provides low-latency coast-to-coast fiber infrastructure


excerpt: Hibernia Express provides 100G transatlantic augmentation


excerpt: Partnership for Chicago-Tokyo ultra-low latency microwave network (live January 2026)


excerpt: Founder and Chairman; pioneered computerized option pricing; leading prediction markets expansion


entity_id: temenos

excerpt: Global core banking software provider, publishes via https://www.temenos.com


entity_id: jean-pierre-brulard

excerpt: Appointed Temenos CEO effective May 1, 2024; from VMware (14 years, EVP Worldwide Sales)


entity_id: andreas-andreades

excerpt: Retired from Temenos after 25 years (11 years as Executive Chairman); served as interim CEO Jan 2023-May 2024


entity_id: thibault-de-tersant

excerpt: Board chair at Temenos as of 2024


excerpt: Global payments and fintech infrastructure, publishes via https://www.fisglobal.com


entity_id: stephanie-ferris

excerpt: Appointed FIS CEO effective January 1, 2023; 28-year fintech veteran


entity_id: kelly-beatty

excerpt: FIS executive leadership


entity_id: james-kehoe


entity_id: fiserv

excerpt: Financial services software and infrastructure, separate from FIS


entity_id: takis-georgakopoulos

excerpt: Appointed Fiserv CEO effective June 2026; succeeded Mike Lyons


entity_id: mike-lyons

excerpt: Fiserv President and CEO-elect January 27, 2025; became CEO until June 30, 2025; moved to Truist Financial


entity_id: frank-bisignano

excerpt: Fiserv CEO until June 30, 2025; nominated by Trump to lead Social Security Administration


entity_id: jack-henry-associates

excerpt: Major US-based core banking processor and service provider


entity_id: greg-adelson

excerpt: CEO of Jack Henry & Associates, confirmed at Morgan Stanley US Financials Conference June 10, 2026


entity_id: david-foss

excerpt: Retired effective July 15, 2026; joined Jack Henry 1999; President 2014-2022; CEO 2016-2024


entity_id: matt-flanigan

excerpt: Became Board Chair July 15, 2026; Vice Chair and Lead Independent Director; former CFO Leggett & Platt


entity_id: mambu

excerpt: SaaS-based core banking platform for modern banks and fintechs


entity_id: eugene-danilkis

excerpt: Stepped down as CEO after 13 years for personal reasons; remains as Board member


entity_id: fernando-zandona

excerpt: Former CTO; interim CEO following Danilkis departure; from AWS (GM AWS Fargate); 20+ years in tech


entity_id: thought-machine

excerpt: Cloud-native core banking, Vault Core platform; London-based, 500+ employees


entity_id: paul-taylor

excerpt: Founded Thought Machine 2014; ex-Google; solving legacy banking infrastructure via cloud


entity_id: andy-maguire

excerpt: Joined Thought Machine as Chair in 2020; former HSBC Group COO


entity_id: finastra

excerpt: Global financial software platform serving capital markets, banking, treasury


entity_id: chris-walters

excerpt: CEO as of 2025-2026; from Pluralsight and Avantax; ex-McKinsey; ex-Bloomberg


entity_id: simon-paris

excerpt: CEO of Finastra for ~10 years; left to become CEO of Unit4 (Feb 3, 2025); 25+ years tech


excerpt: UK-based; founded 2016; serves Westpac, Old Mutual, The Co-operative Bank


entity_id: antony-jenkins

excerpt: Founded 10x Banking 2016 after 30 years in banking; sees 10x better banking via tech; PRA Committee member since April 2021


entity_id: infosys

excerpt: Global IT services and consulting; Finacle is cloud-based core banking product


entity_id: salil-parekh

excerpt: Current Infosys CEO; term ending March 2027; CEO succession search underway in 2026


entity_id: finacle-edgeverve

excerpt: Infosys digital banking product; serves 100+ countries; retail, corporate, universal banking


entity_id: sajit

excerpt: Chief Executive of Infosys Finacle; 27+ years in tech-led business transformation; global banking focus


entity_id: oracle

excerpt: Global enterprise software; FLEXCUBE core banking platform used by 600+ institutions in 140 countries


entity_id: oracle-flexcube

excerpt: Real-time banking system for retail, corporate, investment banking; 600+ institutions globally; strong in Asia/Middle East


entity_id: tata-consultancy-services-tcs

excerpt: Global IT consulting and services; TCS BaNCS is cloud-ready core platform


entity_id: tcs-bancs

excerpt: SI-led global core platform; retail, corporate, universal banking; cloud-ready; strong in Asia and emerging markets


entity_id: ncino

excerpt: Digital banking workflow platform for banks and credit unions


entity_id: pierre-naud

excerpt: CEO of nCino; owns 1.1M+ shares; rated above Q2 CEO Matt Flake (83/100 vs 75/100 employee ratings)


excerpt: Digital banking and customer engagement platform for financial institutions


entity_id: matt-flake

excerpt: CEO since 2013; Chairman since June 2024; at Q2 since founding in 2005; emphasizes AI innovation


entity_id: backbase

excerpt: Leading AI-powered Banking OS; 100+ banks served; unifies frontline for customers, employees, AI agents


entity_id: jouk-pleiter

excerpt: Founded Backbase 20+ years ago in Amsterdam; building AI-native Banking OS in 2026


entity_id: solaris-solarisbank

excerpt: Berlin-based BaaS; white-label financial services; founded 2015; part of Finleap


entity_id: steffen-jentsch

excerpt: Current CEO (2026) repositioning Solaris as 'AI-native bank' from embedded finance platform


entity_id: roland-folz

excerpt: Earlier Solaris CEO; maintaining startup spirit amid expansion


entity_id: andreas-bittner

excerpt: Co-founder of Solaris SE (2015), part of Finleap


entity_id: marko-wenthin

excerpt: Co-founder of Solaris SE (2015)


entity_id: peter-grosskopf


entity_id: treezor

excerpt: European BaaS; payment processing, card issuance, KYC; founded 2016; acquired by Societe Generale 2019


entity_id: andr-gardella

excerpt: Appointed Treezor CEO January 2023; leading European BaaS platform


entity_id: eric-lassus

excerpt: Co-founder of Treezor (2016); French entrepreneur


entity_id: societe-generale

excerpt: French bank; acquired Treezor in 2019 via Societe Generale Ventures


entity_id: galileo-financial-technologies

excerpt: Payment processing and BaaS platform; acquired by SoFi for $1.2B; FedNow® infrastructure


entity_id: clay-wilkes

excerpt: Founded Galileo 19 years ago (as of 2023); started in 2004 era


entity_id: derek-white

excerpt: CEO of Galileo post-SoFi acquisition; stepped down October 2025


entity_id: bill-kennedy

excerpt: CFO and interim head of Galileo as of April 2026


entity_id: sofi

excerpt: SoFi Technologies; acquired Galileo in $1.2B deal; Galileo operates as SoFi subsidiary


entity_id: fiserv-legacy

excerpt: Takis Georgakopoulos named CEO effective June 2026


excerpt: CEO since May 1, 2024


excerpt: Executive Chairman and interim CEO; retired after 25 years


excerpt: Non-Executive Chairman as of 2024


excerpt: CEO & President since January 1, 2023


excerpt: Chief Client Officer


excerpt: Chief Financial Officer


excerpt: CEO effective June 2026


excerpt: CEO until June 30, 2025; moved to Truist Financial as CEO


excerpt: CEO until June 30, 2025; nominated to lead Social Security Administration


excerpt: President & CEO


excerpt: Board Chair effective July 15, 2026


excerpt: Retired July 15, 2026; Board Chair; President 2014-2022; CEO 2016-2024


entity_id: eugene-danilkis--founded--mambu

excerpt: Co-founder; CEO for 13 years; stepped down; remains Board member


excerpt: Interim CEO; former CTO; from AWS


entity_id: paul-taylor--founded--thought-machine

excerpt: Founder & CEO; founded 2014; ex-Google


excerpt: Chair since 2020; former HSBC Group COO


excerpt: CEO for ~10 years; left to become Unit4 CEO Feb 3, 2025


excerpt: Founder, Chair & CEO; founded 2016; PRA Committee member since April 2021


excerpt: CEO; term ending March 2027; succession search underway


excerpt: Director & CEO; 1.1M+ shares owned


excerpt: CEO & Chairman; since founding in 2005


entity_id: jouk-pleiter--founded--backbase

excerpt: Founder & CEO; founded 20+ years ago in Amsterdam


excerpt: CEO since January 2023


entity_id: eric-lassus--founded--treezor

excerpt: Co-founder; founded 2016


excerpt: Acquired by Societe Generale in 2019


excerpt: Founder; founded 19 years ago (~2004)


excerpt: CEO post-SoFi acquisition; stepped down October 2025


excerpt: CFO & interim head as of April 2026


excerpt: Acquired by SoFi Technologies for $1.2B


entity_id: bny-mellon

excerpt: World's largest custodian bank with $59.3 trillion in assets under custody


entity_id: state-street

excerpt: Safeguards and services more than $54 trillion in client assets; manages $5.6 trillion through investment management


entity_id: northern-trust

excerpt: Leading provider of wealth management, asset servicing, asset management and banking to corporations and institutions


entity_id: jpmorgan-chase

excerpt: Provides custody, accounting, administration, middle office, collateral and performance management services with $28+ trillion in client assets under custody


entity_id: citigroup

excerpt: Major global custodian with Securities Services division


entity_id: hsbc

excerpt: Global financial institution with Securities Services division


entity_id: bnp-paribas

excerpt: Major European custodian with Securities Services division


entity_id: caceis

excerpt: European asset servicing leader with €5.3 trillion in assets under custody and €3.4 trillion in assets under administration; owned by Crédit Agricole Group


entity_id: standard-chartered

excerpt: Global custodian with securities services presence in Asia and Middle East


entity_id: robin-vince

excerpt: Became CEO in September 2022, Chairman in September 2025. Led FY2025 record results: $20.1B revenue, $5.3B net income


entity_id: ronald-o-hanley

excerpt: Joined State Street in 2015; previously President and COO. Prior experience at Fidelity, BNY Mellon (13 years), and McKinsey


entity_id: michael-g-o-grady

excerpt: Leads Northern Trust's wealth management, asset servicing, asset management and banking operations


entity_id: peter-cherecwich

excerpt: Executive Vice President; assumed COO role in October 2024 in newly created position focused on operational excellence, risk management, and scalable growth


entity_id: teresa-heitsenrether

excerpt: Member of JPMorgan Chase's Operating Committee. 30+ year career at J.P. Morgan. Leads business with $28+ trillion in client assets under custody


entity_id: naveen-tv

excerpt: Custody & Fund Services division. Involved in data strategy, fintech partnerships, and asset servicing innovations


entity_id: okan-pekin

excerpt: Spent 35 years at Citi; led $5 billion global securities services business. Previously headed Equity Prime Finance, Futures & Clearing, and FX Prime Brokerage. Now President at Capitolis


entity_id: jason-henderson

excerpt: Appointed December 2025. Previously led Markets and Securities Services in the Americas


entity_id: patrick-colle

excerpt: Also Chairman of Financial Institutions Coverage (FIC) effective January 1, 2026. 35+ years industry experience; 15+ years with BNP Paribas Securities Services since 2006


entity_id: claudine-gallagher

excerpt: Appointed as new global head of BNP Paribas Securities Services, replacing Patrick Colle in operational leadership


entity_id: jean-pierre-michalowski

excerpt: Succeeded Jean-François Abadie in March 2023. Leads €5.3 trillion AUC and €3.4 trillion AUA operations


entity_id: jean-jacques-barb-ris

excerpt: In charge of coverage and digital assets; announced for appointment in May 2026


entity_id: fabien-evrard

excerpt: Key executive in CACEIS leadership structure


entity_id: arnaud-misset


entity_id: capitolis

excerpt: Fintech company; appointed Okan Pekin as President in 2026


entity_id: cr-dit-agricole

excerpt: Parent company of CACEIS


excerpt: CEO and Chairman; https://www.cnbc.com/2026/01/13/bny-profit-target-ceo-robin-vince-turnaround.html


excerpt: Chairman and CEO; https://www.statestreet.com/us/en/about/our-people/leadership/ronaldohanley


excerpt: President and CEO; https://theorg.com/org/northern-trust/org-chart/michael-g-ogrady


excerpt: Chief Operating Officer; https://www.marketsmedia.com/northern-trust-names-peter-cherecwich-as-chief-operating-officer/


excerpt: Global Head of Securities Services; https://digitaldefynd.com/IQ/meet-the-executive-csuite-team-of-jpmorgan-chase/


excerpt: Managing Director, Securities Services; https://www.linkedin.com/in/naveen-tv-8b169410/


excerpt: Former Global Head of Securities Services (retired April 2026); https://www.assetservicingtimes.com/assetservicesnews/peoplemovesarticle.php?article_id=16342


excerpt: Chief Executive Officer (U.S.); https://www.businesswire.com/news/home/20251209921086/en/HSBC-Appoints-Jason-Henderson-as-Chief-Executive-Officer-for-the-U.S.


excerpt: Global Head of Securities Services (effective 2026); https://www.asiaasset.com/post/29783-bnpssc-gte-0630


excerpt: Chief Executive Officer; https://www.assetservicingtimes.com/assetservicesnews/industryarticle.php?article_id=13905


excerpt: Chief Information Officer; https://www.caceis.com/who-we-are/governance


excerpt: Chief Digital Officer; https://www.caceis.com/who-we-are/governance


excerpt: CACEIS is a subsidiary of Crédit Agricole Group; https://www.credit-agricole.com/en/business-lines-and-brands/all-brands/caceis


entity_id: standard-chartered--partnership--caceis

excerpt: Standard Chartered and CACEIS/Fund Channel partnership for trailer fees calculation and operational management services; https://www.marketscreener.com/news/fund-channel-announces-a-partnership-with-standard-chartered


entity_id: ss-c-globeop

excerpt: SS&C Technologies hedge fund administration platform; provides monthly administration services for hedge funds; publishes Capital Movement Index and Forward Redemption Indicator. Part of SS&C Technologies public company (SSNC).


entity_id: bill-stone

excerpt: Chairman of SS&C GlobeOp; commented on Capital Movement Index trends in 2026


entity_id: bhagesh-malde

excerpt: Appointed to lead next phase of growth; aligned global fund administration and servicing under SS&C GlobeOp brand


entity_id: citco-fund-services

excerpt: Pioneer in independent fund administration for alternative investments; recognized as 2026 Technology Fund Administrator of the Year; won Overall Admin for fourth consecutive year at With Intelligence Hedge Fund Services Awards Europe 2026


entity_id: apex-group

excerpt: 8,682 employees as of May 31, 2026; 13,000 people across 50 countries; global end-to-end asset services and fund administration across all major jurisdictions


entity_id: peter-hughes

excerpt: Founded Apex Group in 2003 with vision to create end-to-end asset servicing business delivered by local experts on global scale


entity_id: andrew-jones

excerpt: Member of Apex Group Executive Committee


entity_id: andrew-macklin


entity_id: georges-archibald


entity_id: helen-wang

excerpt: Member of Apex Group Executive Committee; leads AI/data strategy


entity_id: jay-cipriano


entity_id: jeff-weiner


entity_id: john-amberg


entity_id: kimberly-detrask


entity_id: maxwell-johnston


entity_id: vikita-patel


entity_id: mauricio-cat-neo

excerpt: Regional leadership for Latin America operations


entity_id: nick-happell

excerpt: Regional leadership for Asia-Pacific and New Zealand operations


entity_id: renaud-oury

excerpt: Luxembourg operational leadership


entity_id: richard-murray

excerpt: UK regional leadership


entity_id: sanjay-vatsa

excerpt: North America regional leadership


entity_id: valerie-mantot-groene

excerpt: Asia regional leadership


entity_id: iq-eq

excerpt: Significant player in global fund services and asset servicing; operates across Mauritius, Cayman Islands, Hong Kong, and multiple jurisdictions


entity_id: alter-domus

excerpt: $3 trillion in assets under administration; alternative investment industry specialist; Luxembourg-based with global operations


entity_id: charlotte-hogg

excerpt: Appointed CEO mid-2026; formerly CEO of Visa Europe and deputy governor of Bank of England; brings 25 years financial leadership


entity_id: doug-hart

excerpt: Led Alter Domus as CEO from 2019 to May 2026; remained as Vice-Chair in advisory capacity


entity_id: mark-wiseman

excerpt: Appointed Chairman alongside Hogg's CEO appointment; formerly global head of active equities at BlackRock and president/CEO of Canada Pension Plan Investment Board


entity_id: mufg-investor-services

excerpt: Part of Mitsubishi UFJ Financial Group; AUA approximately $165 billion serving over 300 clients and 1,000 funds; provides hedge fund, private equity, real estate fund administration


entity_id: tim-calveley

excerpt: Leadership role in MUFG's fund services division


entity_id: vistra-fund-services

excerpt: 2,000 fund experts across globe; provider of fund administration services for listed, hedge, private equity, real estate, and alternative investment funds


entity_id: kim-jenkins

excerpt: Current CEO of Vistra Fund Services division


entity_id: northern-trust

excerpt: NTRS public company; comprehensive hedge fund administration and alternative asset servicing to funds of funds, private equity, real estate, and family offices


excerpt: Part of BNY Mellon; provides alternative asset management solutions and fund administration services


entity_id: brian-ruane

excerpt: CEO of AIS division; joined BNY Mellon in 1993; most recently executive vice president and head of global client management North America


entity_id: marina-lewin

excerpt: Reports to Brian Ruane; appointed in global leadership role


entity_id: steve-farlese


entity_id: maples-group

excerpt: Global fund administration and corporate services across Cayman Islands, Mauritius, Hong Kong, Canada, and major jurisdictions; received 2026 Montreal Top Employer Honours


entity_id: guy-major

excerpt: Appointed Co-CEO effective December 1, 2025; with Maples Group since 2002; Global Head of Fiduciary since 2014; instrumental in developing entity formation and management services


entity_id: tyler-kim

excerpt: Appointed Co-CEO effective December 1, 2025; with Maples Group since 2009; Global Head of Fund Services since 2015; former MaplesFS CIO; transformed technological infrastructure


entity_id: scott-somerville

excerpt: Nearly 25 years with organization; over 15 years as MaplesFS CEO; stepped down effective November 30, 2025; retired November 30, 2026


entity_id: ocorian

excerpt: Global asset servicer with fund administration, corporate services, and governance expertise across Cayman Islands, BVI, and major offshore jurisdictions


entity_id: natasha-hernandez

excerpt: Accomplished executive and qualified attorney; 25+ years financial services experience; previous senior roles at trust companies and private banking in Bermuda and Cayman; managed fund administration, fiduciary, and investment management


entity_id: nav-fund-services

excerpt: Provides fund administration across Mauritius, Cayman Islands, Hong Kong, and numerous other jurisdictions


excerpt: Chairman of SS&C GlobeOp hedge fund administration platform


excerpt: Global leader appointed to lead next phase of growth


excerpt: Founder and CEO since 2003


excerpt: Chief Risk Officer, Executive Committee member


excerpt: General Counsel, Executive Committee member


excerpt: Chief Commercial Officer, Executive Committee member


excerpt: Chief AI and Data Science Officer, Executive Committee member


excerpt: Chief Strategy Officer, Executive Committee member


excerpt: Chief Operating Officer, Executive Committee member


excerpt: Chief Compliance Officer, Executive Committee member


excerpt: Chief Financial Officer, Executive Committee member


excerpt: Chief Business Officer, Executive Committee member


excerpt: Chief Human Resources Officer, Executive Committee member


excerpt: Regional Head, Latin America


excerpt: Regional Head, ANZ (Asia-Pacific)


excerpt: Head of Apex Group Luxembourg


excerpt: Regional Head, UK


excerpt: Regional Head, USA/North America


excerpt: Regional Head, Asia


excerpt: Chief Executive Officer appointed mid-2026


excerpt: Vice-Chair, Debt Capital Markets; former CEO 2019-2026


excerpt: Chairman, appointed alongside Hogg


excerpt: Deputy CEO, Mitsubishi UFJ Fund Services


excerpt: CEO of Vistra Fund Services


excerpt: Chief Executive Officer of AIS division


excerpt: Head of Global Sales, reports to Ruane


excerpt: Head of Global Service Delivery, reports to Ruane


excerpt: Co-CEO of MaplesFS since December 1, 2025; Global Head of Fiduciary


excerpt: Co-CEO of MaplesFS since December 1, 2025; Global Head of Fund Services


excerpt: Former CEO of MaplesFS; retired November 2026


excerpt: Head of Private Client, Cayman and British Virgin Islands


entity_id: institutional-shareholder-services-iss

excerpt: Leading global provider of proxy voting analysis, corporate governance solutions, and ESG ratings. Part of MSCI Inc since acquisition. Serves institutional investors and corporations.


entity_id: glass-lewis

excerpt: Major independent proxy advisor providing voting recommendations and governance analysis. Owned by Peloton Capital Management (acquired 2021).


entity_id: egan-jones-proxy-services

excerpt: Provides proxy voting recommendations and governance analysis. Active in 2026 on conflicts of interest reforms and regulatory compliance (state statutes effective July 1, 2026).


entity_id: minerva-analytics

excerpt: Independent UK proxy advisor and ESG research firm. Founder and CEO Sarah Wilson. Focuses on governance profiles and proxy voting analysis.


entity_id: pearl-meyer

excerpt: Leading advisor to boards on executive compensation, pay design, and leadership development. Published 2026 executive pay moderation forecast (3.3-3.4% base salary increases).


entity_id: equilar

excerpt: Provides executive compensation benchmarking, board leadership analysis, and CEO pay research. CEO pay surveys and governance intelligence for boards.


entity_id: korn-ferry

excerpt: Global executive search and compensation consulting firm. Provides pay benchmarking (31M+ professional database) and compensation strategy.


entity_id: broadridge-financial-solutions

excerpt: Leading provider of proxy processing services, digital proxy materials, and shareholder communication infrastructure. 91% of proxy communications digitized in 2026.


entity_id: computershare

excerpt: Transfer agent providing proxy tabulation, voting administration, and shareholder services. Acquired BNY Mellon transfer agent business. Integrates with Broadridge for proxy data.


excerpt: Founded 1986, UK-based independent proxy advisor serving pension schemes and institutional investors. Covers UK Stewardship Code and SRD II reporting.


entity_id: sustainalytics

excerpt: ESG ratings firm acquired by Morningstar in 2020. Bob Mann served as President and COO for 15+ years, driving double-digit annual growth before acquisition.


entity_id: msci

excerpt: Parent company of ISS. Provides ESG ratings (v5.0 update March 2026), governance assessment, and sustainability analytics. Parent of both ISS and MSCI ESG Ratings products.


entity_id: diligent

excerpt: Provides governance intelligence, board collaboration software, and executive compensation research. Active in 2026 CEO pay trend analysis.


entity_id: gary-retelny

excerpt: President and CEO of Institutional Shareholder Services (ISS) / MSCI. Stanford engineering and MBA graduate. Fluent Spanish speaker. Over a decade at ISS.


entity_id: bob-mann

excerpt: CEO of Glass Lewis (appointed May 2024). Former President and COO of Sustainalytics (15+ years, led to 2020 Morningstar acquisition). Became President of Morningstar Sustainalytics post-acquisition.


entity_id: sarah-wilson

excerpt: Founder and CEO of Minerva Analytics. 30+ years in independent research industry. Developed Europe's premier governance database covering 95% of world's companies by value. FRSA designation.


entity_id: jayson-traxler

excerpt: CEO of Pearl Meyer (appointed 2026, replacing retiring Beth Florin). 25 years strategic finance and professional services executive. Previously CEO of Stax consulting firm.


entity_id: david-chun

excerpt: CEO and Founder of Equilar. Leads executive compensation intelligence and governance data platform serving boards and investors.


entity_id: tim-gokey

excerpt: CEO of Broadridge Financial Solutions (since January 2019). Compensation: $17.19M (6.3% salary, 93.7% incentives including stock/options).


entity_id: chris-perry

excerpt: President of Broadridge Financial Solutions (since 2020). Joined company 2014. Appointed to Board of Directors in 2026.


entity_id: allen-weinberg

excerpt: Appointed Chief Growth and Strategy Officer at Broadridge Financial Solutions (effective March 5, 2026, newly created role). Reports to CEO Tim Gokey.


entity_id: david-t-clary

excerpt: Pearl Meyer Managing Director (30-year industry veteran). Leads expanded Leadership Advisory practice. Brings 30+ years experience building and growing advisory firms.


entity_id: steve-charlebois

excerpt: Pearl Meyer Managing Director (appointed April 2026). Strengthens executive compensation consulting capabilities.


entity_id: sarah-holmes

excerpt: Pearl Meyer Managing Director (appointed April 2026). Expands executive compensation consulting capabilities.


entity_id: matt-turner

excerpt: Pearl Meyer President of Executive Compensation Consulting division. Leads compensation advisory practice.


entity_id: kevin-cameron

excerpt: Co-founder of Glass Lewis. Joined board to support CEO Bob Mann's leadership transition (2024).


entity_id: stephen-smith

excerpt: Co-founder of Peloton Capital Management. Co-owner of Glass Lewis (acquired 2021 for Glass Lewis).


entity_id: steve-faraone

excerpt: Managing partner at Peloton Capital Management. Serves as director on Glass Lewis board.


entity_id: debra-dobson

excerpt: Partner at Peloton Capital Management. Involved in CEO search and Glass Lewis governance matters.


entity_id: germ-n-soto-sanchez

excerpt: Broadridge executive (as of 2026). Shifted focus to Chief Product role (from other responsibilities). Leads tokenization initiatives.


excerpt: President and CEO of ISS, leading global proxy advisory operations and governance solutions


excerpt: ISS acquired and owned by MSCI Inc, operates as governance and ESG solutions division


excerpt: Chief Executive Officer of Glass Lewis, leading proxy advisory firm since May 2024


excerpt: Former President and COO for 15+ years, led ESG ratings firm to double-digit annual growth before 2020 Morningstar acquisition


excerpt: Became President of Morningstar Sustainalytics business unit post-acquisition in 2020, integrating ESG research across organization


excerpt: Founder and CEO of UK independent proxy advisory and governance research firm


excerpt: Chief Executive Officer of Pearl Meyer (appointed 2026), leads executive compensation and leadership advisory firm


excerpt: Managing Director heading expanded Leadership Advisory Practice with 30+ years industry experience


excerpt: Managing Director appointed April 2026 to strengthen executive compensation consulting


excerpt: Managing Director appointed April 2026 to expand compensation advisory capabilities


excerpt: President of Executive Compensation Consulting division at Pearl Meyer


excerpt: Chief Executive Officer and Founder of Equilar governance intelligence platform


excerpt: Chief Executive Officer of Broadridge (since January 2019), leading proxy processing and governance technology


excerpt: President of Broadridge (since 2020) and Board Member (appointed 2026)


excerpt: Chief Growth and Strategy Officer (newly created role, March 2026), reports to CEO Tim Gokey


excerpt: Chief Product and Enterprise Platform Officer, leads tokenization initiatives (as of 2026)


excerpt: Co-founder and Board Member of Glass Lewis, supporting CEO transition


excerpt: Proxy processing integration: Broadridge transmits voting data files to Computershare for tabulation and voting administration


entity_id: marsh-mclennan

excerpt: NYSE: MMC; ~$22B revenue; top 3 global broker