Lex Sokolin

Partner & Global Director of Fintech Strategy, Autonomous Research

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Lex Sokolin Biography

Lex Sokolin is a futurist and entrepreneur focused on the next generation of financial services. He directs Fintech Strategy at Autonomous Research, a leading research firm for the financial sector, helping clients understand and leverage innovation.

Lex is on the Board of Directors and previously was the Chief Operating Officer at AdvisorEngine (formerly Vanare), a digital wealth management technology platform that received a $25m investment from Wisdom Tree. He was also founder and CEO of NestEgg Wealth, a roboadvisor that pioneered online wealth management in partnership with financial advisors, acquired by AdvisorEngine.

Lex is a contributor of thought leadership to the WSJ, CNBC, Reuters, Investopedia, American Banker, ThinkAdvisor, and Investment News, among others. He has spoken on the future of technology and achieving extraordinary growth at conferences for Techonomy, General Assembly, In|Vest, T3 Enterprise Edition, and the FPA.

Prior to NestEgg, Lex held a variety of roles in investment management and banking at Barclays, Lehman Brothers and Deutsche Bank. He holds a JD/MBA from Columbia University and a B.A. in Economics and Law from Amherst College.

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Speaker profile last updated by AAE Talent Team on 05/25/2024.

Lex Sokolin Videos

  • Lex Sokolin, Partner – Global Director – Fintech Strategy ...
    Lex Sokolin, Partner – Global Director – Fintech Strategy, Autonomous Research. Digital Asset Strategy Summit - DASS. Loading.
  • Lex Sokolin on technological disruption in financial services ...
    Speaking at AFME's Global Innovation Institute Conference, Lex Sokolin, Global Director of Fintech Strategy at research consultancy, ...
  • Lex Sokolin on AI's Trillion-Dollar Disruption of Finance - YouTube
    May 9 – FS Insider interviews Lex Sokolin at Autonomous Research to discuss their recent 84-page report titled Augmented Finance on how AI ...

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  • What topics does Lex Sokolin speak about?

    Lex Sokolin is a keynote speaker and industry expert whose speaking topics include Economy, Finance, FinTech, Innovation, Technology.
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Lex Sokolin is a keynote speaker and industry expert who speaks on a wide range of topics . The estimated speaking fee range to book Lex Sokolin for your event is available upon request. Lex Sokolin generally travels from and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Tonya M. Evans, Jonathan Herman, Ben Armstrong, Michael Rosenblat and Thomas Bertani. Contact All American Speakers for ratings, reviews, videos and information on scheduling Lex Sokolin for an upcoming live or virtual event.

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