Joe Maxwell is the Managing Partner of the FinTech Growth Fund at Cultivation Capital. Joe was previously the EVP and MD of IPreo Inc. where he led the Private Capital Markets, acquiring Clear Momentum Inc. in December 2015 and ILevel Inc. in August 2015. Prior to its 2014 acquisition by Ipreo, Joe was Chairman and CEO of Shareholder InSite. He was also the founder and CEO of CapControls, Inc., and founder, CEO and Chairman of Investment Scorecard, Inc. Investment Scorecard was the first online performance reporting and analytics technology provider, monitoring over 1100 investment advisory firms, $4 trillion in assets and over 1.8 million investment accounts. Investment Scorecard sold to Informa PLC in April 2007.
Joe is also an active FinTech investor, Advisor and Board Member: Independence Trust Company (‘09–’13), Interactive Advisory Software (‘09–’12), Mobular Technologies (‘01–’13), Wealth Access (’13–Present), Plaid (’14- Present), GuardVest (’15 – Present) & LogicFi (’15 – Present).
Joe holds a BA from Denison University and an MBA from Vanderbilt University.