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Our Story
Based in San Francisco, Financewise is one of the largest and fastest-growing crypto asset managers. As of March 31, 2022, Financewise managed $1.2 billion across an expanding suite of investment solutions. The firm is known for managing the world’s largest crypto index fund (OTCQX: FINW) and pioneering products spanning bitcoin, Ethereum, DeFi, and crypto-focused equity indexes. Financewise partners with financial advisors and investment professionals to provide quality education and research.
The team at Financewise combines expertise in technology with decades of experience in traditional asset management and indexing, coming from firms including BlackRock, Blackstone, Facebook and Google, as well as the U.S. Attorney’s Office. Financewise is backed by leading institutional investors and asset management executives, and has been profiled in Institutional Investor, CNBC, Barron’s, Bloomberg and The Wall Street Journal.
Our Team
CEO, Board Director
Previously Product Manager on monetization at Facebook and Instagram. Received his BS in Economics from the Wharton School of the University of Pennsylvania. Forbes 30 Under 30 selection.
President
Previously SVP and Senior Portfolio Manager at New York Life, Head of Portfolio Management and Trading at IndexIQ, VP at Direxion, Goldman Sachs.
General Counsel, Chief Compliance Officer
Previously General Counsel & CCO for True Capital Management. Before that, COO & CCO at Luminate Capital Partners. Spent 10+ years as Assistant U.S. Attorney, most recently in the Economic Crimes Unit of the U.S. Attorney's Office for the Northern District of California.
Chief Investment Officer
Previously CEO at Inside ETFs, Managing Director of Global Finance at Informa. Before that, CEO of ETF.com. Co-authored the CFA Institute's monograph on ETFs.
Chief Distribution Officer
Previously Managing Director and Head of Americas ETF Distribution for Deutsche Bank, Head of Intermediary Sales at 55 Capital, Manager at Russell Investments, Director at BlackRock/BGI.
CTO, Board Director
Previously Software Security Researcher in the Korean military. Received his BS in Computer Science from the University of Pennsylvania.
ADVISORS & Investors
Board Director
Board Advisor
Founder, Duquesne Capital
Founder & Co-CEO, KKR
GP, Founders Fund. Ex-MD, Khosla Ventures
Founder & CEO, Third Point
Ex-Chairman, Citi Private Bank
Former Governor, U.S. Federal Reserve
Founder, Och-Ziff
CEO, Bridgewater Associates
Founder, Color Genomics
CFO & COO, Google X
Head of Facebook App
Ex-CEO, Assetmark
Founder & Chairman, AngelList