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Partner & Global Director of Fintech Strategy, Autonomous Research

Lex Sokolin: Biography at a Glance

  • Futurist and entrepreneur focused on the next generation of financial services
  • Directs Fintech Strategy at Autonomous Research, a leading research firm for the financial sector, helping clients understand and leverage innovation
  • On the Board of Directors and previously Chief Operating Officer at AdvisorEngine (formerly Vanare), a digital wealth management technology platform
  • Founder and CEO of NestEgg Wealth, a roboadvisor that pioneered online wealth management
  • A contributor of thought leadership to the WSJ, CNBC, Reuters, Investopedia, American Banker, ThinkAdvisor, and Investment News, among others
Partner & Global Director of Fintech Strategy, Autonomous Research

Lex 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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