Nicholas is a successful serial entrepreneur and marketing expert who thrives on building partnerships and driving growth in technology-enabled products within the financial services landscape. He was a partner and CMO at factorE, a fintech platform providing risk analytics and proposal generation to Financial Advisors and Asset Managers. factorE was acquired by iCapital Network in 2020.
Prior to factorE. Nicholas was a co-founder and CRO of Succession Link, the industry’s leading marketplace for connecting financial professionals with opportunities to buy, sell, or merge – and access to a unique compatibility score technology. Succession Link surpassed 44,000 users before being acquired in 2018.