Exceed Investments

We are a dedicated team of Wall Street veterans united by a mission of constant innovation.

Our goal is to make investing easier, more transparent, and better aligned with client needs. Our backgrounds cover a wide variety of roles in financial services including trading, risk management, sales, marketing, and strategy.

We are supported by an advisory board with deep experience in launching groundbreaking financial products, extensive networks in the financial community, high integrity, and a shared vision of offering efficient investment vehicles for the broader investment community.