About Axio Financial
Axio Financial is a Financial Services company based in New York (United States) founded in 2013, and was acquired by iCapital in September 2021. It operates as a stock brokerage firm. Its chief executive is Marc Paley. Its focus areas include Brokers and Dealers. Its legal entity is Institutional Capital Network, Inc.
Company details
Axio Financial stock brokerage firm through offering financial products and advice, and brokers and dealers. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters New York, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website axiofinancial.com
- Social LinkedIn X YouTube
- Acquired by iCapital (Sep 2021)
- Legal Name Institutional Capital Network, Inc
Apps and channels of Axio Financial
its YouTube channel iCapital has 1.59K subscribers and 30 videos.
Videos from Axio Financial
The most watched videos on Axio Financial's YouTube channel, iCapital (1.59K subscribers). Click a video to play it here.
More on iCapital.
Investors in Axio Financial
Axio Financial has secured backing from 1 investor. Prominent investors backing the company include iCapital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Software solutions are provided for managing private investments. | 2013 | icapital.com | New York, United States |
Investor details for Axio Financial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Axio Financial
3 people are tracked at Axio Financial (3 in leadership).
| Name | Role | Group |
|---|---|---|
Marc Paley | CEO | Leadership |
Stephen Czick | Head Of Product, Strategy & Issuer Relations | Leadership |
Ian Shainbrown | Executive Vice President & Chief Legal Officer | Leadership |
Complete people profiles for Axio Financial
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Axio Financial
2 dated milestones of Axio Financial across 8 years, from founding to its latest funding, stage changes and deals.
- Founded Axio Financial is founded.
- Exit Acquired by iCapital.
Top companies in Brokers and Dealers
10 companies that operate in the same segment as Axio Financial (Brokers and Dealers), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Trading in stocks, mutual funds, and commodities is facilitated. | 1995 | Mumbai, Maharashtra, India | – | USD 263.15 M | 1,580 | |
Trading and investment services are provided through an online platform. | 2000 | Mumbai, Maharashtra, India | – | USD 310.83 M | 3,228 | |
Insurance brokerage and consulting services are provided to clients. | 2007 | San Francisco, California, United States | – | – | – | |
Stock brokerage and financial advisory services are provided to investors. | 1989 | San Diego, California, United States | – | USD 16.99 B | 9,000 | |
Discount brokerage services for stock trading are provided. | 1982 | Plantation, Florida, United States | – | – | – | |
Insurance brokerage services are provided globally by Howden Group Holdings. | 1994 | London, England, United Kingdom | USD 680.2 M | – | – | |
Financial services encompassing wealth management and stock brokerage are offered. | 1994 | Mumbai, Maharashtra, India | – | USD 127.79 M | 1,160 | |
Stock brokerage and financial services are provided in India. | 1944 | Mumbai, Maharashtra, India | – | – | – | |
Online share trading and brokerage services for Indian stocks and mutual funds. | 1994 | Mumbai, Maharashtra, India | – | USD 30.16 M | 383 | |
Stock brokerage services are offered by Finam in Russia. | 1994 | Moscow, Russia | – | USD 956.56 K | – |
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Frequently Asked Questions about Axio Financial
Axio Financial was founded in 2013.
Axio Financial is headquartered in New York, United States. It is registered at New York, New York, United States.
Marc Paley is the current CEO of Axio Financial.
Axio Financial stock brokerage firm through offering financial products and advice, and brokers and dealers. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
Axio Financial has 1 investor. Key investors include iCapital.
Axio Financial operates through Institutional Capital Network, Inc.
Yes. Axio Financial was acquired by iCapital in September 2021.