Exos Financial Company Report



Company Overview



Name: Exos Financial

Mission: Exos offers technology-driven financial solutions and services characterized by quality, trust, and differentiation, aiming to deliver innovative solutions and services.

Founded: 2018

Founders: Team of experienced financial experts and technologists

Key People:
  • Brady Dougan: Founder & CEO

  • Sean Brady: Head of Strategy

  • Neil Radey: General Counsel

  • Rob Basso: Chief Administrative Officer

  • Adel Afiouni: Business Development

  • Michael Forstl: Chief Compliance Officer


Headquarters: 31 E 32nd Street, 3rd Floor, New York, NY, 10016

Number of Employees: 64+ employees

Revenue: No information is available

Known For: Exos is known for revolutionizing institutional finance through technology, automation, and data-driven solutions.

Products



Investment Banking


Exos Investment Banking drives transparency and efficiency through automation and digitization.

Focus Areas:


  • Equity SPAC Banking & Capital Markets

  • Securitized Products

  • Macro Trading

  • Treasury & Trade Solutions


Securities


No high-level description or key features are provided for this category.

SBA Lending


Exos offers SBA 7(a) loans that combine innovation, technology, and industry expertise to provide a customer-focused experience.

Key Features:


  • Lower down payments

  • Longer repayment terms

  • Flexible eligibility requirements

  • Simplified loan process with advanced technology


Asset Management


Exos combines deep fundamental research with leading-edge technology to identify and capture market-leading investment opportunities.

Focus Areas:


  • Equity SPAC Asset Funds

  • Alternative Asset Funds


Alternative Investments


Exos trades and invests in alternative assets and structures that offer attractive risk-reward.

Focus Areas:


  • Origination

  • Trading & Investing

  • Asset Management


Technology Ventures


Exos applies its expertise in automation, data science, and finance to solve industry pain points through innovation.

Focus Areas:


  • Creating

  • Investing

  • Partnering


Recent Developments



December 5, 2022


Product Launched: Exos brings its "Loan Hunter" portfolio optimizer product to market in partnership with Allvue Systems.

June 3, 2022


Acquisition: Exos announces the acquisition of Pluribus Labs, a thematic global equity manager based in San Francisco that uses advanced data science techniques.

May 4, 2022


Event: Brady Dougan discusses how Exos is leading the development of disruptive technologies across institutional finance at the 2022 Global Milken Institute Conference.

Contact Information



Headquarters:
31 E 32nd Street, 3rd Floor, New York, NY, 10016

Clients Inquiries: clients@exosfinancial.com

Investors: investors@exosfinancial.com

Media/Communications: communications@exosfinancial.com