The Latest

The hybrid RIA wants to reach $10 billion in assets within four years.

Outfits like Ken Griffin’s Citadel and Ray Dalio’s Bridgewater have grown so big that they’ve effectively become printing presses for their ultra-rich owners.

Michael Kaplan is chief revenue officer and senior vice president at PayNearMe.

Patrick Burke is head of the Data Technology and Cybersecurity Practice at Phillips Nizer LLP.

Bernardo Martinez is the U.S. managing director of Funding Circle, overseeing the company's strategic direction and day-to-day operation in the United States. He has more than 20 years of experience in financial services, which includes stints at the Bank of America and Banco Dominicano del Progreso. Throughout his career, he has been zeroing in on the realms of small business, payments, consumer and business lending.

Todd Matters is chief architect and co-founder at RackWare.

Sash Sunkara is chief executive officer and co-founder at RackWare.

Athina Kanioura is chief analytics officer and global lead for Accenture applied intelligence.

Michael Fitzgibbon is Vice President of Insurance Services and Chief Underwriting Officer at Slice Insurance Technologies Inc., a New York City-based InsurTech company that provides on-demand insurance and technology.