Kendrick Wakeman, CFA

Co-Founder and CEO, WealthTech Strategy Partners
Boston, Massachusetts,United States
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Who Is Kendrick Wakeman, CFA?

Total Experience51 years
CompanyWealthTech Strategy Partners
CountryUnited States

Kendrick Wakeman is a seasoned financial technology entrepreneur and the CEO and Founder of FinMason. With over two decades of experience spanning investment analytics, risk management, and financial data platforms, Kendrick has established himself as a prominent figure in the FinTech industry. As a CFA charterholder, he brings deep financial acumen to his technological innovations. At FinMason, he leads the company's mission to provide accessible, institutional-grade investment analytics through its robust API, aiming to democratize sophisticated financial tools for developers, institutions, and advisors. His work focuses on simplifying complex financial calculations and making high-quality data readily available to power the next generation of financial applications.

Kendrick Wakeman, CFA LinkedIn pageCompany Website

How Did Kendrick Wakeman, CFA's Career Path Shape Their Journey?

Kendrick Wakeman, CFA's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:

WealthTech Strategy Partners - Co-Founder and CEO(2023 to Present)
Sora Finance - Board Advisor(2023 to Present)
The Founders Arena - Mentor(2023 to Present)
First Rate Ventures - Strategic Advisor(2022 to Present)
Cmind Inc - Board of Advisors(2021 to 2023)
qSpur - Managing Partner(2021 to 2023)
FinMason, Inc. - Sole Founder & CEO(2013 to 2021)
Badon Hill Asset Management - Managing Partner(2009 to 2013)
Lazard Asset Management - Portfolio Manager/Analyst(2007 to 2009)
Badon Hill Asset Management - Chief Investment Officer(2004 to 2007)
Wachovia Securities, LLC - MD/Co-Head of Convertible Securities(1994 to 2004)
Forum Capital Markets - Director of Research(1994 to 2000)
Parallax Group - Vice President(1992 to 1994)
Management Asset Corp/Heine Management - Portfolio Manager/Analyst(1990 to 1992)
Janney Montgomery Scott LLC - Broker's Assistant(1989 to 1989)

What Are Kendrick Wakeman, CFA's Key Achievements?

Founder & CEO of FinMason

Successfully founded FinMason in 2013, building it into a leading provider of investment analytics APIs and solutions for the financial services industry, democratizing access to complex financial calculations.

CFA Charterholder

Earned the prestigious Chartered Financial Analyst (CFA) designation, a globally recognized standard for competence and ethics in the investment management profession.

Development of FinCALC Analytics Engine

Spearheaded the vision and development of FinCALC, FinMason's proprietary analytics engine, capable of performing thousands of complex financial calculations on large portfolios in milliseconds.

FinTech Innovator and Thought Leader

Recognized as an innovator in financial technology, frequently speaking on topics related to investment analytics, big data in finance, and the evolution of financial services through technology.

Successful Fundraising and Strategic Partnerships

Led FinMason through multiple successful funding rounds and established key strategic partnerships, significantly expanding the company's reach and impact in the financial technology sector.

What's Kendrick Wakeman, CFA's Educational Background?

Degree Program

Dartmouth College - Year 1986

Chartered Financial Analyst

CFA Institute - Year 1990

Degree Program

The Lawrenceville School - Year 1983

Buying Intent Signals for Kendrick Wakeman, CFA

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Notable news
Hiring actively
Corporate Finance
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Corporate Finance

Company Overview

WealthTech Strategy Partners
Total employees12
HeadquartersLondon
Founded2018

WealthTech Strategy Partners is a specialist management consulting firm dedicated to the wealth management and private banking industry. They assist financial institutions with developing and implementing strategies, selecting and integrating technology solutions, and optimizing operational processes to enhance client service, improve efficiency, and navigate the evolving digital landscape in wealth management. Their focus is on delivering tangible results and strategic advice to help clients succeed in a competitive market.

Company Website
WealthTech Strategy Partners Funding Information
Unknown - Total Funding Raised
Not applicable - Most recent funding amount
Not applicable - Number of funding rounds
Not applicable - Latest funding round
Lead Investors:
Privately Held / Partner Funded

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