We appointed the Chief Customer Officer, a customer leadership hire, to make retention and expansion a discipline. One of several senior appointments we delivered for Sharesight.
Sharesight — Sharesight grew from a New Zealand father and son wanting a better way to follow their own investments into a platform used by more than 400,000 investors across 150 countries. Built for self-directed investors, accountants and advisers, it tracks trades, dividends and corporate actions automatically and turns them into complete performance and tax reporting, retiring the spreadsheet. A Wellington founding story, now global.
The market for this leadership
Live MitchelLake intelligence across Fintech and Oceania.
More leadership we placed at Sharesight
Adjacent signals across Fintech
Product Launch · Oceania
Beforepay →Beforepay (ASX:B4P) is expanding its lending platform while developing a new product/service called Carrington Labs
Capital Raising · Oceania
Firmus Technologies →Firmus Technologies raised $2.85 billion in a blockbuster funding round, part of four Australian startups collectively raising $2.86 billion
Partnership · Oceania
FIS →FIS joins Anthropic's Project Glasswing to deploy Mythos 5 AI model for defensive cybersecurity across its foundational financial infrastructure systems
Product Launch · Oceania
SumUp →SumUp launched a consumer account product that pays users to shop at small businesses, combining financial services with merchant incentivization.
Product Launch · Oceania
Grey →Grey (Nigerian fintech) launched stablecoin payment channel that has become its largest cross-border payment volume channel, processing $61.4M in 4 months
Partnership · Oceania
Finastra →Finastra convened banking leaders in Sydney for AI and platform modernization summit, emphasizing ecosystem collaboration, AI integration, cloud-native technologies, and open APIs across payments and lending