DriveWealth

DriveWealth is a fintech company based in Chatham, New Jersey, founded in 2012. It operates a mobile investing platform designed for individual investors, offering a range of exchange-traded funds, U.S.-listed stocks, and educational content to help users understand financial basics. DriveWealth's technology enables partners worldwide to provide branded investing experiences, facilitating customer acquisition, loyalty, retention, and revenue growth. The company specializes in fractional equities trading and offers cloud-based, API-driven brokerage infrastructure, allowing global partners to access the U.S. equities market through real-time fractional share investments.

Yukiko Roberts

Board Member

3 past transactions

Crypto-Systems

Acquisition in 2022
Crypto-Systems LLC specializes in providing algorithmic solutions for trading digital assets, focusing on enhancing access to these assets for institutional clients. The company offers a comprehensive suite of services that includes intelligent trading and pricing algorithms, execution services, and consulting on risk factors related to trading. By tailoring its solutions to meet the specific needs of its clients, Crypto-Systems aims to optimize trading strategies and improve overall market performance in the rapidly evolving cryptocurrency landscape.

Zero Hash

Series C in 2021
Zero Hash is a B2B embedded infrastructure platform that enables businesses to integrate digital assets into their customer experience via API endpoints. It offers secure custody for both fiat and digital assets, handles regulatory compliance, and provides turnkey solutions for digital asset trading, crypto-backed rewards, and round-ups programs.

Cuttone & Company

Acquisition in 2021
Cuttone & Company is a New York-based full-service institutional broker founded in 1984. The firm specializes in providing a comprehensive range of execution and prime brokerage solutions, leveraging advanced technology alongside a team of seasoned professionals. Cuttone & Company caters to a diverse clientele, including small hedge funds, large multinational asset managers, mutual fund complexes, and various broker-dealer clients. The firm has established a reputation for its expertise in execution consulting and commission management. In recent developments, Cuttone & Company was acquired by DriveWealth, further expanding its capabilities in the financial services sector.
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