Headquarters:
100 King St. West, Suite 5310, Toronto, ON M5X 1E1
Year founded:
2004
Number of employees:
60
Phone:
416 861 0911
Email:
info@inf-systems.com
Website:
inf-systems.com
LinkedIn:
linkedin.com/company/infinite-investment-systems
“We target wealth managers and RIAs that are looking for ways to differentiate in their offering and cater to a growing number of high-net-worth individuals looking for alternative investment vehicles such as private equity investment”
Kevin Collins
CEO and Founder
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SHIELDED INSURANCE BROKERS
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INFINITE INVESTMENT SYSTEMS
Ali Zahedi
Chief Executive Officer
Ahmad Joulaie
Managing Director, Chief Software Architect
Leila Ouji
Executive Vice President
Leadership
Ali Zahedi is the CEO and co-founder of Infinite. He started his career in the financial industry in 1998 as a developer for a firm providing financial systems in the Canadian market. He co-founded Infinite Investment Systems with Ahmad Joulaie in 2004. As a software engineer, Ali initially focused on system development and the marketing of Harmony. At present, he is primarily focused on the growth of the business and its overall direction. Given his experience and background, he remains hands-on with certain aspects of the system implementation and product development.
Chief Executive Officer
Ali Zahedi
Ahmad Joulaie is co-founder and chief software architect of Infinite Investment Systems. He started his career in the financial industry in 1995 as a developer for Footprint software, which was later acquired by IBM. Additionally, he acted as a dedicated resource in the mutual fund services division of Fortune Financial. He went on to become co-founder of a portfolio management system provider company in Toronto in 1997 and stayed as chief software architect until his departure in 2002. In 2004, he co-founded Infinite Investment Systems with Ali Zahedi. Ahmad holds a Civil Engineering degree.
Managing Director, Chief Software Architect
Ahmad Joulaie
Leila Ouji oversees the collaboration of all internal Infinite teams including support, development, and implementation, to ensure that the firm is collectively providing best-in-class services to all clients. She regularly engages with clients to discuss their needs with the aim of introducing efficiencies to their daily operations and maximizing their effective use of IIS’s services and software solutions. Joining the team in 2009, she has worked in marketing, client services and project management, giving her insight into many aspects of the business. Leila received her Honours BA, MA, and PhD degrees from the University of Toronto.
Executive Vice President
Leila Ouji
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“We target wealth managers and RIAs that are looking for ways to differentiate in their offering and cater to a growing number of high-net-worth individuals looking for alternative investment vehicles such as private equity investment”
Kevin Collins
CEO and Founder
“[Automation] has resulted in productivity gains far greater than 80 percent and allowed our customers to grow their business by handling a greater number of clients, client portfolios, and assets under management”
Kevin Collins
CEO and Founder
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“[Automation] has resulted in productivity gains far greater than 80 percent and allowed our customers to grow their business by handling a greater number of clients, client portfolios, and assets under management”
Kevin Collins
CEO and Founder
“We target wealth managers and RIAs that are looking for ways to differentiate in their offering and cater to a growing number of high-net-worth individuals looking for alternative investment vehicles such as private equity investment”
Kevin Collins
CEO and Founder
Read on
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Paul Gambell
Executive Vice President, Business Strategy
As the executive vice president of business strategy, Paul Gambell is responsible for identifying and developing business strategies and revenue opportunities for Infinite Investment Systems. He has 30 years of experience as a leader in the financial services industry. Before joining Infinite, Paul spent 15 years as the founder and managing director of a consulting firm that provided operational and IT subject matter expertise to the industry, with a focus on book of record, portfolio management, regulatory and trading solutions.
Executive Vice President, Business Strategy
Paul Gambell
Mike Zegers
Vice President, Strategy and Business Development
Mike Zegers leads business development efforts at Infinite and is responsible for identifying new partners for the firm. With a background in sales, marketing, product strategy and investment services, he leverages his experience in driving forward solutions for firms as part of a collaborative approach. Having more than a decade of experience with a large financial institution, coupled with more than 10 years at Infinite, Mike focuses on what clients need based on his knowledge of the product and the industry. He is passionate about exceeding client expectations from day one.
Vice President, Strategy and Business Development
Mike Zegers
Since it launched nearly two decades ago, Infinite Investment Systems has been providing technology to Canadian investment managers with its flagship application, Harmony. At the time, its founders sought to elevate a crucial piece of wealth managers’ value proposition: portfolio management rooted in data that could be relied upon.
“We started this company in 2004,” says Ali Zahedi, the firm’s co-founder and chief executive officer. “Both myself and my partner had experience in the industry, so we knew that there was a need to build a portfolio management system that was not only comprehensive but fully integrated as well.”
Zahedi says the portfolio management systems available back then were modular, providing solutions to portfolio management in a fragmented, piecemeal way. He and co-founder Ahmad Joulaie realized that by building an integrated solution with all the different modules required for portfolio management, they could bring a great, viable product to the market. That led to the development of Harmony, a comprehensive portfolio management system that until now, serves as the firm’s flagship product.
From its infancy to its current state, the platform continues to earn praise from users across the country, as it has evolved to keep up with wealth firms’ growing needs. Harmony has enabled more than 85 firms across Canada to successfully grow and scale their businesses by offering a comprehensive suite of functionality, which helps to streamline operations and administration.
“When we first started, the concern around integration was just for the different modules within the portfolio management system,” Zahedi says. “Now, the challenge of integration applies to all the different systems involved in managing wealth.”
“[Automation] has resulted in productivity gains far greater than 80 percent and allowed our customers to grow their business by handling a greater number of clients, client portfolios, and assets under management”
Kevin Collins
CEO and Founder
Alex Ventura
Head of Marketing
Dave Longbottom
Chief Technology Officer
Karen Bannister, CM
Vice President, Marketing
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Alex Ventura has a wealth of experience and passion for martech across the financial services sector – including B2B and B2C – with a focus on delivering exemplary omnichannel experiences. Alex is responsible for driving brands in the digital age with strategies that evoke a brand’s personality and corresponding values. Mapping customer journeys encompassing systematic and programmatic technologies has been key to his successful strategies.
Head of Marketing
Alex Ventura
With a superior understanding of web design and architecture, Dave Longbottom has been pivotal in orchestrating the development of new technologies, which are aligned with business objectives, and pioneering industry-leading solutions. Dave’s tenacity to push the status quo has led to the development of innovative solutions encompassing the latest emerging technological trends and cyber security frameworks.
Chief Technology Officer
Dave Longbottom
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and Call Centre Operations
Sarah M Stewart
Alex Ventura
Head of Marketing
Sarah M Stewart
Associate Vice President, Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Dave Longbottom
Chief Technology Officer
Alex Ventura has a wealth of experience and passion for martech across the financial services sector – including B2B and B2C – with a focus on delivering exemplary omnichannel experiences. Alex is responsible for driving brands in the digital age with strategies that evoke a brand’s personality and corresponding values. Mapping customer journeys encompassing systematic and programmatic technologies has been key to his successful strategies.
Head of Marketing
Alex Ventura
With a superior understanding of web design and architecture, Dave Longbottom has been pivotal in orchestrating the development of new technologies, which are aligned with business objectives, and pioneering industry-leading solutions. Dave’s tenacity to push the status quo has led to the development of innovative solutions encompassing the latest emerging technological trends and cyber security frameworks.
Chief Technology Officer
Dave Longbottom
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich
School of Business, and most recently completed the Communications and Leadership Program at
The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and
Call Centre Operations
Sarah M Stewart
Sonia Ahuja
Chief Operating Officer
Sanjay Mehta
EVP and Chief Market Officer
John Laurie
Chief Partnership Officer
Anthony Dippolito
Chief Wellness Officer
Alex Ventura has a wealth of experience and passion for martech across the financial services sector – including B2B and B2C – with a focus on delivering exemplary omnichannel experiences. Alex is responsible for driving brands in the digital age with strategies that evoke a brand’s personality and corresponding values. Mapping customer journeys encompassing systematic and programmatic technologies has been key to his successful strategies.
Head of Marketing
Alex Ventura
With a superior understanding of web design and architecture, Dave Longbottom has been pivotal in orchestrating the development of new technologies, which are aligned with business objectives, and pioneering industry-leading solutions. Dave’s tenacity to push the status quo has led to the development of innovative solutions encompassing the latest emerging technological trends and cyber security frameworks.
Chief Technology Officer
Dave Longbottom
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the
Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years
of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation
of the company’s internal customer
service department.
Associate Vice President,
Leasing and Call Centre Operations
Sarah M Stewart
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Dave Longbottom
Chief Technology Officer
Alex Ventura
Head of Marketing
Damian Palovick
Senior Vice President of Underwriting
AXA XL – Delegated Authority Programs, North America
Dr. Mary Lavoie
Head of Risk Management and Senior Vice President
AXA XL – Delegated Authority Programs, North America
Mark Bernacki
Chief Underwriting Officer
Ryan Armijo
Chief Operating Officer, Underwriting Division
Bob Petrilli
President, Underwriting Division
building the AI core based on a network of specialized models suitable for the finance industry as opposed to a large language model (LLM), allowing for an optimized inference performance, making the solution much more cost and resource effective compared to traditional LLM-based solutions
establishment of strong partnerships with data providers to ensure quality and trusted data was available to be analyzed by the AI
recognition of the importance of data curation, including the need for a sophisticated integration framework to provide full flexibility in financial data connectivity
“We target wealth managers and Registered Investment Advisors (RIAs) that are looking for ways to differentiate in their offering and cater to a growing number of high-net-worth individuals who are looking for alternative investment vehicles, such as private equity investment,” says Collins.
Charli Capital’s leadership team has worked together in prior successful AI startups and understand what it takes to build a high-tech business. Collins also has experience of prior successful exits allowing for clear guidance on product strategy and go-to-market, as well as anticipation and navigation of challenges as the business scales.
An outstanding element of Charli Capital’s tech is that it enables customers to access insights otherwise inaccessible to most investors for both private and public companies.
“There has also been a determined approach to leverage automation as much as possible to significantly reduce overhead and eliminate ‘burnout’ for our customers and their employees,” explains Collins. “This has resulted in productivity gains far greater than 80 percent and allowed our customers to grow their business by handling a greater number of clients, client portfolios, and assets under management.”
Naturally for a dynamic firm, Charli Capital is focused on the future. There are plans to launch a next generation AI platform that can facilitate the intelligent matchmaking of private investors and promising private companies.
Collins adds, “The team moves fast – extraordinarily fast – and is disciplined to ensure that it doesn’t drop the ball, is prepared for future advancements, and embraces an eyes-wide-open fail-fast mentality for learning.”
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