Insights

Executive Promotions DriveWealth recently promoted key executives, including a new President, Chief Financial Officer, and Chief People Officer. This change in leadership could present an opportunity to engage with decision-makers and discuss potential partnership opportunities.

Strategic Partnerships The recent partnership between DriveWealth and Papara, a financial service provider, indicates DriveWealth's openness to collaborations. This presents a potential avenue for exploring synergies and proposing joint offerings to mutual clients.

Top Talent Acquisition DriveWealth hired experienced professionals from Morgan Stanley for key positions like Head of Operations. Leveraging the expertise of these new hires could signal an opportunity for strategic discussions and product development enhancements.

Investment Activities DriveWealth's investments in companies like Ferguson Enterprises Inc. and Motorola Solutions Inc. suggest a proactive approach to diversifying its portfolio. This presents an opening to engage with DriveWealth on potential investment opportunities or financial services collaborations.

Competitive Analysis Comparative data on similar companies like Merrill Edge, Trumid, and Robinhood provides insights into DriveWealth's competitive positioning. Analyzing these competitors can help in tailoring sales strategies to highlight DriveWealth's unique value proposition in the financial services market.

DriveWealth Tech Stack

DriveWealth uses 8 technology products and services including HubSpot Analytics, CookieYes, NetSuite, and more. Explore DriveWealth's tech stack below.

  • HubSpot Analytics
    Analytics
  • CookieYes
    Cookie Compliance
  • NetSuite
    E-commerce
  • styled-components
    Javascript Frameworks
  • Salesloft
    Marketing Automation
  • IBM
    Miscellaneous
  • Linux
    Programming Languages
  • Adobe Creative Suite
    Visualisation Software

DriveWealth's Email Address Formats

DriveWealth uses at least 1 format(s):
DriveWealth Email FormatsExamplePercentage
flast@drivewealth.comJDoe@drivewealth.com
87%
first@drivewealth.comJohn@drivewealth.com
8%
first.last@drivewealth.comJohn.Doe@drivewealth.com
3%
last@drivewealth.comDoe@drivewealth.com
2%

Frequently Asked Questions

Where is DriveWealth's headquarters located?

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DriveWealth's main headquarters is located at 28 Liberty St New York, NY 10005 US. The company has employees across 5 continents, including North AmericaEuropeAsia.

What is DriveWealth's phone number?

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You can contact DriveWealth's main corporate office by phone at +1-800-461-2680. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is DriveWealth's stock symbol?

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DriveWealth is a publicly traded company; the company's stock symbol is CETF.

What is DriveWealth's official website and social media links?

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DriveWealth's official website is drivewealth.com and has social profiles on LinkedIn.

How much revenue does DriveWealth generate?

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As of June 2024, DriveWealth's annual revenue reached $75M.

What is DriveWealth's SIC code NAICS code?

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DriveWealth's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does DriveWealth have currently?

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As of June 2024, DriveWealth has approximately 303 employees across 5 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: M. B.Chief Operating Officer - Drivewealth Institutional: F. P. S.Chief Risk Officer - Trading And Brokerage: W. B.. Explore DriveWealth's employee directory with LeadIQ.

What industry does DriveWealth belong to?

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DriveWealth operates in the Financial Services industry.

What technology does DriveWealth use?

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DriveWealth's tech stack includes HubSpot AnalyticsCookieYesNetSuitestyled-componentsSalesloftIBMLinuxAdobe Creative Suite.

What is DriveWealth's email format?

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DriveWealth's email format typically follows the pattern of . Find more DriveWealth email formats with LeadIQ.

How much funding has DriveWealth raised to date?

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As of June 2024, DriveWealth has raised $450M in funding. The last funding round occurred on Aug 20, 2021.
DriveWealth

DriveWealth

Financial ServicesNew York, United States201-500 Employees

DriveWealth is a global B2B financial technology platform. Our core business is providing Brokerage-as-a-Service, powering the investing and trading experiences for banks, broker dealers, asset managers, digital wallets, and consumer brands.  DriveWealth’s APIs provide our Partners with a modern, extensible, and flexible toolkit to develop everything from traditional investment workflows to more innovative techniques such as rounding up purchases into fractional share ownership.  

Section iconCompany Overview

Headquarters
28 Liberty St New York, NY 10005 US
Phone number
+1-800-461-2680
SIC Code
7389 - Business Services, Not Elsewhere Classified
Stock Symbol
CETF
NAICS Code
52 - Finance and Insurance
Employees
201-500

Section iconFunding & Financials

  • $450M

    DriveWealth has raised a total of $450M of funding over 5 rounds. Their latest funding round was raised on Aug 20, 2021.

  • $50M$100M

    DriveWealth's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $450M

    DriveWealth has raised a total of $450M of funding over 5 rounds. Their latest funding round was raised on Aug 20, 2021.

  • $50M$100M

    DriveWealth's revenue is in the range of $50M$100M

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