Lex Sokolin

Lex Sokolin

United States; New York New York United States; New York United States; North America
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Investor info
Type
Angel Investors
Stage focus
  • Seed Round
Description
Entrepreneur and futurist passionate about financial services, new media and technology. Senior operating and board-level Fintech experience in digital advice, personal finance, and wealth management. Exploring blockchain & ICOs, artificial intelligence, neobanks and insurtech. Lex is a contributor of thought leadership to the WSJ, The Economist, Financial Times, CNBC, Reuters, American Banker, ThinkAdvisor, Financial-Planning, and Investment News, among others. He has spoken on the future of technology and achieving extraordinary growth at conferences for Money2020, LendIt, Techonomy, General Assembly, In|Vest, T3 Enterprise Edition, and the FPA. Currently, Lex directs Fintech Strategy at Autonomous Research, a global research firm for the financial sector, helping clients understand and leverage innovation. Previously, he led product design and corporate development at AdvisorEngine (Vanare), a wealth management platform built on roboadvisor DNA. He was also founder and CEO of NestEgg, a roboadvisor focused on delivering financial advice algorithmically. Earlier, he held several roles in the investment industry, including investment banking, strategy and venture capital, and received a JD/MBA from Columbia. In addition to his work in financial services, Lex is a practicing visual artist focusing on abstraction and new media. His work has been exhibited in galleries and published nationally.
Relevant investments
  • Company
    Amount
    Round
  • Example example company Inc
    $ 1,000,000
    Investor meetings
  • Company & Company
    € 11,000,000
    Series C funding
  • Example
    $ 524,000
    Seed round A
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