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Nick Beim

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@NickBeim

Partner @Venrock, Investor/Director @Altruist, Syllo, @_MomentHQ, @Dataminr, @GetVanilla, @FinnyAI, @PercipientAI, @InterosInc, @CFR_org @Endeavor_Global
New York City nickbeim.com Joined May 2009
751 Following 2.3K Followers 287 Posts

Latest posts 5

Nick Beim Verified account @NickBeim
Huge news: @Vanguard is acquiring @Altruist 🚀🚀🚀. Congrats to @jasonwenk & the Altruist team!! It’s been awesome working together for the past 8 years as you’ve revolutionized wealth management 🙏🙏. May you have many more “Altruist moments”!! @Venrock wsj.com/business/deals…
www.wsj.com Exclusive | Vanguard Buys Wealth Management Platform Altruist in $4 Billion Deal The world’s second-biggest investment firm is making a bigger push into financial advice.
3 replies 3 reposts 19 likes 1.5K views View on X
Nick Beim Verified account @NickBeim
Excited to invest in @FINNYAI, a "shortcut to the Holy Grail" in wealth management, which has seen explosive growth since launch. Great article by @martina__elena @Forbes. @Eden__Ovadia @victoria_toli @Venrock
forbes.com/sites/martinac…
www.forbes.com Finny Raises $17 Million As It Seeks To Upend Advisor Prospecting With Artificial Intelligence Forget cold-calling or dialing for dollars, AI may soon become a broker’s best assistant thanks to New York City fintech Finny.
0 replies 3 reposts 8 likes 9.7K views View on X
Nick Beim Verified account @NickBeim
Excited to double down on our investment in Moment, a company rewriting fixed income infrastructure that was founded by the team that built the automated credit desks at Citadel and Jane Street. Off to an exceptional start. linkedin.com/posts/dylan-pa…
www.linkedin.com Moment raises $36M, partners with LPL Financial for fixed income automation | Dylan Parker posted... Moment has raised a $36M Series B led by Index Ventures to automate the $150T fixed income market. We’re also announcing our partnership with LPL Financial, the largest broker-dealer in the U.S. At...
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