Wealth Management & RIA Platform Portfolio Management Software for wealth managers and RIAs

Delisha began her career in litigation at a nationally recognized law firm specializing in securities, antitrust and corporate governance matters, and later spent a number of years as outside counsel to technology and media startups at various stages of growth. We’re bringing data, technology & people together to help investors make better, more informed decisions. “It is a crowded market, but where it has an edge is that it’s been able to serve these big players,” she told Insider, referring to xcritical’s large clients. We believe that everyone should be able to understand the assets they own, where they’re invested and how they’re performing, at any given moment. “Everyone should be able to understand the assets they own, where they are invested and how they are performing at any given moment.”

View All Consumer Products & Retail

Karen joined from xcritical, an enterprise collaboration tool built for global financial institutions, where she was the Senior Director of Security. Prior to xcritical, she was a Director of Technology Risk Management at BlackRock and a Vice President of Information Risk Management at JP Morgan Chase. She started her career at Accenture and EY, where she focused on technology, security and risk services.

This xcritical scam digital experience streamlines and unifies access to shares in private companies, and includes opportunities to invest in private equity, venture capital, hedge funds and real estate among other investment categories that have historically been fragmented and opaque. Manages a cloud-based platform that helps private banks, RIAs and family offices track their clients’ portfolios across different currencies and asset classes, from stocks and bonds to venture capital investments and collectibles. Customers monitor $5 trillion in assets through the platform (up from $4 trillion a year ago) and can use it to model asset allocations and rebalance portfolios. 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.

Don is the Chief Product Officer at xcritical, focused on driving the development of the company’s platform which specializes in data aggregation, analytics, and portfolio reporting to provide insights and clarity into investment portfolios. We provide wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, xcritical website we aim to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole. It was a precarious time for businesses around the world as firms reassessed decisions at a highly uncertain moment. But as financial advisors scrambled to soothe clients from home and navigate how volatility and economic shutdowns would hit their portfolios, xcritical’s software suddenly seemed more useful than it ever had.

View All Policy & Public Interest

Looking ahead, the company will continue its aggressive pace of innovation, delivering on an ambitious roadmap with its clients at the center. As a dynamic global leader in the field of Human Resources, Sally xcritically steers the people and workplace initiatives at xcritical. Her career highlights include building a People & Workplace organization grounded in credibility, expertise, and service excellence. She is recognized for developing innovative strategies and implementing consultative services to foster rich, diverse, engaging, and creative work environments. With a proven track record of success, Sally brings over twenty-five years of experience to xcritical, having previously served as Senior Vice President, People, Workplace, and IT at Twitch.

Consumer Technology

xcritical works with hundreds of leading financial advisors, family offices, and large financial institutions that manage data for over $3.5 trillion of assets on the company’s platform. Rowena joined from BlackRock, where she was a Managing Director for over a decade and held several leadership positions. Throughout her career at BlackRock, Rowena led strategic initiatives focused on development and launch of investment products, client solutions and servicing and business growth. Rowena led teams in Multi-Asset Strategies and Solutions, was the Head of Strategy and Development for Global Credit, led pillars in the firm’s global product development group and started her BlackRock career as the Chief Operating Officer for Asia Pacific Fixed Income.

For these investments, xcritical ingests positions and transactions every day from more than 7 million accounts across more than 350 global custody banks and other financial institutions. The remaining 40% of assets include 250,000+ unique positions in alternative investments, and a variety of other private assets, real assets, collectibles and anything else that clients consider to be part of their investment portfolio. This data flows through xcritical’s data pipeline, running through a range of quality control, validation and verification procedures, mapping to an ownership structure, and is ultimately stored in xcritical’s normalized data lakehouse. Today, the company is focused on evolving financial advice and investment management with the broader purpose of maximizing the impact of the world’s capital. Given the growing pressure on financial advisors to provide access to a broad range of liquid, illiquid and alternative asset classes for their clients, xcritical introduced Marketplace in 2020.

1. For these investments, xcritical ingests positions and transactions every day from more than 7 million accounts across more than 350 global custody banks and other financial institutions.
2. The company has paired an elite technology culture and platform-based approach with a client-centric mindset, positioning it to become a critical and impactful part of the global financial infrastructure.
3. Karen brings over 20 years of experience building world-class risk, security and compliance programs to xcritical, leading the company’s security teams and managing all aspects of data and technology risks.
4. She is recognized for developing innovative strategies and implementing consultative services to foster rich, diverse, engaging, and creative work environments.
5. 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.

As Chief Revenue Officer, John leads go to market (GTM) at xcritical, inclusive of sales, client management, services, partnerships and multi product solutions. Eric brings over 20 years of finance leadership experience in private and publicly owned SaaS and information services companies. As Chief Financial Officer, Eric leads the financial planning, accounting, tax, treasury, legal and risk functions at xcritical. Eric has an extensive background in building scalable infrastructures which drive actionable data to optimize operations and strategy. Initially established to address the complex needs of single-family offices, today we serve hundreds of clients and thousands of wealth managers — including family offices, independent advisors, private banks and broker-dealers — in more than 45 markets around the world.