
Atlases
Vendor Atlas
Who actually sells what in wealth and asset tech, who owns them, and what they bought.
Ventures
Outside client work I build free tools for the industry, and I've invested in early-stage companies since 2007.
Free tools for wealth and asset management

Atlases
Who actually sells what in wealth and asset tech, who owns them, and what they bought.

Atlases
The firms buying the tech: channels, service models and the platforms they run.

Atlases
Bloomberg, State Street, BlackRock and other groups: business mix, products, acquisitions and peers.

Capability maps
Where each system sits from front to back office, and how crowded each space is.

Capability maps
Capability by capability: how much AI changes the work, and how fast.

Signals
Reviewed market moves, deals and launches, mapped by country and sent to Telegram.

Games
Learn the job by doing it: pick vendors, spot tech debt, fix NIGO tickets, rebalance accounts.

Games
Short quizzes on every capability, from articulating a workflow to spotting the vendor.

Studies & methods
12,000+ postings from 200+ employers: what the industry is really hiring for.
13 angel and seed investments since 2007
Seed · 2024–today · Active
Startup growth-hacking studio.
Case study: doubled sales with AI images ↗Angel · 2022–today · Active
India-based mental health company.
Angel · 2019–today · Active
BLE-based IoT solutions, India.
Angel · 2011–2018 · Exited
Snack maker in Indore, sold in India and Canada. Sold in 2018.
Pre-Series A · 2015–2016 · Ended
Angel investment in a pre-Series A round.
Angel · 2011–2016 · Ended
Food trading, listed in 70+ GTA stores. Advised on sales.
Angel · 2014–2016 · Ended
Finance training in Toronto. Advised on bootstrapping and sales.
Angel · 2011–2015 · Ended
Clothing brand, Bangalore. Advised on BD, product and sales.
Angel · 2014–2015 · Exited
Educational software. Exit in March 2015.
Seed · 2009–2011 · Ended
Alumni management software.
Angel · 2007–2008 · Ended
Travel company.
Pitch me