TEAM
Delivering on our passion to make separately managed accounts accessible to international investors
We have built and operated platforms serving investors in Latin America, U.S., European and Asian markets with experience launching advisory infrastructure and platform companies to meet investor demands overseas.
We are seasoned experts in investment advisory services with extensive experience delivering B2B and B2C solutions globally with senior roles at leading custody, asset management and wealth management firms.
Our founders' backgrounds are in creating and growing managed account solutions across the spectrum of product, asset allocation, manager research, advisory, business development and operating domains including former head of manager research globally for Citibank and former head of managed investments globally for BNY Mellon and Pershing LLC.
Managing Partner &
Co-Founder
Managing Partner &
Co-Founder
Client Executive,
Platform Services
Head of Strategic Partnerships
Strategic Consultant,
Platform Services
Head of Operations and Account Services
Portfolio Manager,
iH2 Advisors & Company
Consultant, Platform Services
Lead Representative, Asia Pacific and EMEA
Project Manager,
Platform Services
Representative, Asia Pacific
Finance Manager
Product Manager,
Platform Services
BOARD OF ADVISORS
Joined by advisors from top asset management, global custody, brokerage, wealth management and securities processing leaders
Our board of advisors is comprised of market leaders with backgrounds and executive experience from Amerant, Amundi, Auriel Capital Management, Bank of America, Barings, Baron Capital Group, Bci Securities (Miami), BNY Mellon Asset Management, BNY Mellon Wealth Management, Citi Private Bank, Citigroup Global Markets, Citigroup (Hong Kong), City National Bank (Florida), Deutsche Asset Management, Electa Capital Partners, Fleur de Lis Global, Euroclear SA/NV, Federated Hermes, ING, J.P. Morgan Chase, Lockwood Advisors, Merrill Lynch, Nomura Asset Management (Hong Kong), Pershing LLC, PNC Financial Services Group, Privé Technologies, RIA Channel and Smith Barney Consulting Group.
Founder & CEO,
Impact Cubed
Partner,
Corinthian Cove Advisors
Founder & CEO,
RIA Channel & RIA Database
Managing Director & CIO,
Eolas Capital
Managing and General Partner, The Synergos Fund
Managing Director,
Bank of America Private Bank
Co-Founder & Director,
Privé Technologies
Founder and Managing Partner, Capitalaxōn
Partner & Director,
Steward Partners
Fmr. Global Head of Capital Markets, Euroclear Group
Founding Partner,
Kalaw and Hofileña Law Offices
CAREERS
We are looking for innovators who want to help our partners invent new ways to deploy inCadense in international markets
Join our team in Wilmington, Singapore, New York and Miami! We are seeking seasoned professionals as well as college and university graduates to help us enable wealth managers to use inCadense to shift investors in international markets to managed accounts. Diversity of thought and experience is fundamental to building ground-breaking technology to reshape processing infrastructure to drive the investment advisory and fee-based growth curve.
We’re looking for diverse talent to achieve our mission: to make managed accounts accessible to anyone, anywhere.
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Discretionary investment managers
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Financial advisors
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Operations engineers
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Offshore product managers
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Fintech developers
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Investment wholesalers
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Investment trainers
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College and university graduates