InvestX is the private equity marketplace for registered dealers to provide access to retail accredited investors.

Finance

FinTech

Marketplace

Venture Capital

InvestX Capital

InvestX Capital's headquarters in Vancouver, Canada

Marcus New

Patricia Corcoran

Dan Sanders

Danielle Hill

Breanne Lehodey

National Accounts Director

Head Of Business Development - Western Canada

John Gort

Nicole Liddell

Doug Cifu

Pamela Springer

Mike Hagerman

Arkadi Kuhlmann

Cully Davis

The Leadership Team at InvestX Capital is responsible for shaping the strategic direction of the company, ensuring alignment with its mission to enhance access to private equity for retail accredited investors. This team, comprising executives from various domains, collaborates to drive growth, foster a positive organizational culture, and oversee operational efficiency within the firm. They also play a crucial role in stakeholder engagement and maintaining investor relations.

Leadership Team

This department focuses on strategic oversight and decision-making at the highest organizational levels.

Executive Leadership

The Operations and Client Solutions team at InvestX Capital is responsible for ensuring seamless operational processes and delivering exceptional support to clients. This team coordinates between various departments to enhance efficiency, facilitates investment operations, and develops solutions that enhance the client experience throughout their investment journey.

Operations and Client Solutions

The Business Development and Investment team at InvestX Capital focuses on forging strategic partnerships and nurturing relationships with potential investors, particularly in the private equity space. They identify and assess investment opportunities, develop tailored strategies to engage family offices, and drive the growth of venture equity initiatives, all aimed at expanding investor access to exclusive private equity offerings.

Business Development and Investment

The Finance and Administration team at InvestX Capital is responsible for managing the company's financial health and regulatory compliance. Led by the Director of Finance, the team oversees budgeting, financial reporting, and auditing processes while ensuring adherence to legal standards with guidance from the Canadian Counsel. The Controller manages day-to-day accounting operations, ensuring accurate financial records and efficient administrative functions.

Finance and Administration

The Marketing and Content Creation team at InvestX Capital is responsible for developing and executing marketing strategies that effectively highlight the company's private equity marketplace offerings. This team creates engaging content that educates and informs retail accredited investors, while also enhancing the brand's visibility and reach through various digital channels. Their collaborative efforts aim to drive lead generation and foster strong relationships with registered dealers and investors alike.

InvestX Capital

Org chart

Board & advisors

Teams

Leadership Team

Executive Leadership

Operations and Client Solutions

Business Development and Investment

Finance and Administration

Marketing and Content Creation

Offices

InvestX Capital

Org chart

Board & advisors

Teams

Leadership Team

Executive Leadership

Operations and Client Solutions

Business Development and Investment

Finance and Administration

Marketing and Content Creation

Offices

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