FinTech Advisory and Investing

Creating value for founders, clients, and investors by accelerating and scaling great FinTech businesses

About

Cambrian Associates is an investment and advisory firm based in New York City.

Since its launch in 2006, Cambrian has helped dozens of innovative companies scale successfully and achieve high returns for founders, management teams, and investors.

In 2023, Cambrian Associates was relaunched as a multi-member LLC.

A Strong Foundation in FinTech

We advise and invest only across those FinTech sectors where we have deep experience and market connectivity.

Financial Wellness

& Retirement

Wealth Management

Asset Management

Capital Markets

& Marketplaces

Consumer Finance

Risk, Governance,

& Compliance

AI & Data

Analytics

Embedded Finance

& APIs

Our Advisory Clients

A proven track record of success across sectors

Our FinTech Investments

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EXITED INVESTMENTS

Recruitment Network (2016–2021). Sold to Wynden Stark

Managed Accounts Platform

(2008–2014). Now Envestnet

Fundamental Research Platform (2018–2022). Sold to Tegus

Financial Marketing Platform

(2016–2022). Sold to FMG Suite

Financial Planning Platform

(2017–2019). Sold to Orion

CURRENT PORTFOLIO

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Financial Wellness Platform

(2016)

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Investment Research Platform

(2022)

Loan Marketplace & Analytics

(2020)

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Desktop Enterprise Productivity

(2016)

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Alternatives Issuance Platform

(2017)

Our Advisory Services

We customize solutions to match each client's specific objectives

Kicking the tires for investors, covering product engineering, technology, and team execution capabilities

Due Diligence

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Ensuring boards are set up to be effective and efficient and provide rigorous governance

Board Advisory

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Optimizing exit timing, hiring bankers (if required), developing an execution plan, building a data room, and negotiating with buyers

Exit Management

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Defining investable business, designing a credible presentation/teaser, reaching out to investors, and negotiating final-deal terms and conditions

Capital Raising

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Working with senior management teams to define a rigorous Market-Product-Fit (MPF) and an effective Go-to-Market (G2M) approach

Product Roadmap

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Ensuring senior management teams are set up to execute plans with the right skills and at the right velocity

Team Building & Scaling

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Our Advisory Services

Cambrian and its partners deliver customized advice

Managing Partner

Aron Miodownik

Aron is a senior business and technology executive with over 25 years’ experience in financial services. He held divisional COO, CAO, and CIO roles at Merrill Lynch and UBS across sales, trading, research, risk, and technology. He also spent eight years with Accenture, in their strategic services group. Aron has 15 years’ FinTech investing and advisory experience. He has held chairman, executive chairman, independent board member, and CEO advisory roles with many companies, such as: Folio Dynamix, Advizr, Canalyst, OpenFin, Community Capital, and Vestwell.

Our Partner Firms

We work with a network of specialist firms to add value for our clients

FinTech Advisory and Investing

About

A Strong Foundation in FinTech

Our Advisory Clients

Our Advisory Services

Our Advisory Services

Our Partner Firms

For more details on our advisory services, investment track record, and clients, please contact us below.