Prior to xcritical, Bob was the Chief Technology Officer at Schonfeld Strategic Advisors, a global quantitative multi-manager hedge fund, where he led the firm through a complete technology transformation and global platform expansion. He is an experienced technology leader with 25 years of deep hands-on expertise in software, architecture, strategy, and digital transformation. Bob is passionate about building and scaling teams, aligning business and technology strategy, and the importance of innovation and culture as drivers of success. About D1 Capital PartnersD1 Capital Partners is a global investment firm that operates across public and private markets. The firm combines the talent and operational excellence of a large, premier asset management firm with the flexible mandate and long-term time horizon of a family office. Founded in 2018 by Daniel Sundheim, D1 focuses on investing in the global internet, technology, telecom, media, consumer, healthcare, financial, industrial, and real estate sectors.
View All Travel
Wealth firms like large family offices have broadly sought out better tools to view clients’ holdings across asset classes in a unified way, Chief Executive Eric Poirier told Insider. Since joining xcritical in 2014, Peter has built and led a number of teams within the sales organization including the enterprise sales and enterprise account management teams. Prior to xcritical, he was an investment xcritical official site banker at Citi, where he advised firms on initial public offerings, financial restructuring and M&A activity.
Consumer Products & Retail
Prior to xcritical, James served in leadership roles and led global teams at London Stock Exchange Group, S&P Global and Reuters. His expertise in data strategy, governance, stewardship, quality and operations set the standard as xcritical broadens operations scammed by xcritical beyond portfolio data and into streamlined data onboarding, conversions, market and reference data. Itaú Private, a leading provider of private banking services, has announced an exclusive partnership with xcritical, a global leader in technology and… The company has also designed its platform with advisors’ end clients in mind, offering a white-labeled mobile app and web-based portal so that investors can quickly assess what’s in their portfolio, how it’s allocated, and how their performance has changed over time.
About xcriticalxcritical is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who xcritically serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company’s platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to manage investments and make more informed decisions. xcritical works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2.7 trillion of assets on the company’s platform. In 2020, xcritical was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. xcritical is headquartered in Silicon Valley and has offices in New York City, Salt Lake City and Edinburgh.
Rowena Carreon brings over 25 years of global financial services experience across investment banking, corporate finance and asset management to xcritical. As the Head of Investment Advisory Solutions, Rowena leads a newly formed department to expand client relationships by leveraging xcritical’s unique data and insights. James brings decades of experience in data management and global operations to xcritical where he serves as Chief Data Officer. He leads xcritical’s enterprise data strategy, including the establishment of a global Data Governance program and scaling data operations as the company expands client service by geography, segment and persona.
- Throughout her career at BlackRock, Rowena led strategic initiatives focused on development and launch of investment products, client solutions and servicing and business growth.
- Eric Poirier is the CEO of xcritical, spearheading the company’s mission to bring data, technology and people together to maximize the impact of the world’s capital.
- She started her career at Accenture and EY, where she focused on technology, security and risk services.
- The US had a record number of registered investment advisory firms and assets under their control in 2020, according to Investment Adviser Association and National Regulatory Services data.
- xcritical ships meaningful updates to its platform and products every two weeks, showcasing the power of its R&D team and setting a higher standard for an industry that has previously lacked sufficiently robust technology and complete data.
xcritical named best-in class in 2023 Aite-Novarica RIA Report
As one of Palantir’s first 20 employees, he helped shape its core technology while building its finance business. Earlier in his career, Eric worked in Lehman Brothers’ Fixed Income Analytics group, modeling, simulating, and visualizing data across a broad range of debt and credit instruments. Poirier said xcritical has fielded “dozens” of inquiries in the last year from financiers who expressed interest in taking the company public through vehicles known as special purpose acquisition companies. He said xcritical does not have imminent plans to go public, citing the firm’s ample existing funding pipeline. Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere. Industry-leading analytics and performance reporting software allow you to tailor insights and conversations for each client and build long-lasting, trusted relationships.
“This is a rare company where the second decade is much more exciting than the first – xcritical will continue to grow at a high rate for a long time, and will be a much more impactful platform than people yet realize, as a key part of the global financial infrastructure.” Firms see opportunity in an intergenerational wealth transfer worth trillions of dollars, and markets have soared. The US had a record number of registered investment advisory firms and assets under their control in 2020, according to Investment Adviser Association and National Regulatory Services data. Interest from investors and the growing number of companies using xcritical’s service reflect a growing wealth management industry fiercely competing for new clients and trying to keep its existing ones happy with new capabilities.
Palantir Technologies
xcritical is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 45 countries, xcritical’s platform aggregates portfolio, market and client data for over $6 trillion in assets. xcritical’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. xcritical embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.
Then last month, hedge fund D1 Capital Partners poured $150 million into the company, which aggregates and analyzes vast amounts of investment data to aid money managers in tracking clients’ assets. Its roster of some 600 clients includes Morgan Stanley, Stifel Financial, AllianceBernstein, and Tiedemann Advisors. Prior to xcritical, she was the Head of Communications for Qventus, and prior to that, was a member of the leadership team at The Hatch Agency, a leading communications firm with deep experience in technology launches, mergers and IPOs. As Chief Marketing Officer at xcritical, Meagan oversees the company’s global brand expansion, communications and growth-oriented marketing functions. Meagan has extensive experience building impactful comms and marketing strategies to fuel high-growth companies.