Robert Hoffman

Over 20 years of experience scaling startups and leading innovation across the financial technology industry. Co-founded InvestiFi, an award-winning digital investing platform that transformed how financial institutions offer investing solutions to their customers. Successfully led the company’s finance, operations, and capital-raising efforts while driving profitable growth and strategic expansion. Brings extensive executive leadership experience from roles at Nuveen, Discover Financial Services, and Morgan Stanley, with a proven track record of building high-performing teams, optimizing operations, and delivering long-term business value.

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