OUR MISSION
Provide public market investors early access to a high-quality FinTech company and partner with management to create significant long-term value.
OUR EXECUTIVE TEAM
ROHIT BHAGAT
CEO
- Deep FinTech experience: AssetMark, Flipkart / PhonePe, BGI, BCG, Capital Float, SoFi, FreeCharge
- Previously Chairman (Asia Pacific), BlackRock; Global COO, Barclays Global Investors (BGI)
- Senior Partner BCG (Co-Head, US Financial Services); advisory included Schwab, Intuit and Wells Fargo
- Significant transactional experience, including sale of BGI to BlackRock
MICHAEL LATHAM
COO
- 20+ years at BlackRock and predecessors; Global Head of iShares ETF business
- Part of the executive team that launched iShares in 2000; AuM grew to $1T+
- Led the $4.4B sale of iShares to a PE firm in 2009
- Independent Trustee & Director, Goldman Sachs ETFs
CHARLES GOLDMAN
NON-EXEC CHAIR & INDEPENDENT DIRECTOR
- Former CEO of AssetMark (WealthTech), led IPO in 2019
- Experience in Wealth Management & financial technology
CARY GRACE
INDEPENDENT DIRECTOR
- Former CEO of Retirement, Investment & Human Capital Solutions at Aon
- Scaled outsourced CIO business to $180B AuM
CHRIS GAERTNER
INDEPENDENT DIRECTOR
- Senior Advisor, Technology Investment Banking, Rothschild & Co.
- Leadership roles at Credit Suisse & Merrill Lynch / Bank of America
BLAKE GROSSMAN
SENIOR ADVISOR
- Managing Partner, ThirdStream Partners; former CEO of BGI & Vice Chairman, BlackRock
- Investments include Financial Engines, SoFi, Ripple, Axioma
JONATHAN HUBERMAN
SENIOR ADVISOR
- Closed combination of Software Acquisition Group Inc. (SAQN)
- Listed SAII; 25+ years of high-tech leadership
WHY FINTECH EVOLUTION?
Deep Domain Expertise
- Leadership in Financial Services & FinTech
- Advisors & investors with proven records
Strong Origination
- Extensive sourcing network
- Proprietary deal flow
Partner of Choice
- Respected by management teams
- Constructive, long-term orientation
Relevant Transactions
- Value-creating M&A
- Public company transitions & governance
Deep Operating Capabilities
- Scaling businesses & distribution
- Proven operating playbook
Contact Us
Our address
535 Mission St, 14th FloorSan Francisco, CA 94105