Sharesight
Director of Customer Success
We appointed the Director of Customer Success, 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
Capital Raising · Oceania
Ovanti →Ovanti (ASX: OVT) completed the shortfall placement under its rights issue, raising additional equity capital.
Capital Raising · Oceania
Firmus Technologies →Firmus Technologies' planned AI-factory/neocloud IPO (reported ~$44bn valuation, about $11 a share) was cancelled and collapsed, with knock-on sell-off at partner Maas Group, which lost about 44% of its value since October 6.
Product Launch · Oceania
FIS →FIS launched an agentic AI suite for the office of the CFO, covering collections, liquidity, risk and cash flow management.
Cybersecurity Incident · Oceania
Latitude Finance →Latitude Finance experienced a cyber attack with customer response to the company's handling of the incident described as 'unacceptable', indicating a significant breach with reputational damage.
Capital Raising · Oceania
Beforepay Group Limited →Beforepay Group Limited is proceeding with IPO listing, entering public capital markets as a fintech startup
Geographic Expansion · Oceania
Affirm →Affirm and Shopify launched Shop Pay Installments in Australia, expanding Affirm's BNPL offering beyond U.S., Canada, and U.K. This marks Affirm's return to the Australian market with service powered exclusively by Affirm.