Arin Epstein is the Co-CEO at 4U Platform. Prior to that, they were the Managing Partner at Independent Channel Advisors, LLC from August 2011 to September 2018. Arin also served as the VP of Products at Finomial from June 2013 to August 2018.
Arin Epstein has over 20 years of experience in spearheading and delivering investment products and client solutions. Arin is an expert in developing and executing growth strategies for small to mid-sized investment management firms. Arin is a seasoned veteran of both the independent RIA and major wirehouse businesses.
Under Arin’s leadership, Finomial has seen great success. The company has automated investor on-boarding, ensured comprehensive due diligence, and automated global regulatory reporting in a rapidly changing regulatory compliance environment. Finomial has $540 B in assets on the platform, with nearly 500 funds using its platform for investor services.
Arin’s experience and expertise has helped many investment firms grow and thrive. Arin is a trusted advisor and leader in the industry.
Arin Epstein's educational career includes a BS in Chemical Engineering from Columbia University in the City of New York and a BA in Physics from Reed College.
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