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Ksenia Yudina, CFA

Founder & CEO at UNest

Ksenia Yudina, CFA, is a prominent entrepreneur and financial professional based in the Los Angeles Metropolitan Area. She is currently the Co-Founder of Mostt, a family-centric investment advisor.1 However, it's important to note that her profile also lists her as the Founder and CEO of UNest, a mobile app that helps parents build a better financial future for their children.1

Professional Background

Yudina has an extensive background in finance and investment:

  • UNest: Founded in March 2018, UNest provides guidance and access to cost-effective financial solutions for families.1
  • Capital Group | American Funds: Served as Vice President (April 2017 - March 2018) and Assistant Vice President (June 2014 - April 2017), managing significant client relationships and executing various firm-level projects.1
  • J.P. Morgan: Worked as a Private Banking Summer Associate in 2013.1
  • Exodus Real Estate: Operated as a Broker from 2009 to 2013.1

Education and Certifications

Yudina holds several professional certifications:

  • Chartered Financial Analyst (CFA) from the CFA Institute1
  • FINRA Series 6, 63, and 65 licenses1
  • Real Estate Broker license1

Entrepreneurial Journey

Yudina's path to entrepreneurship was not initially planned. She originally aimed for a corporate career but found her calling after identifying a significant problem in the financial industry while working at Capital Group. This realization led her to found UNest, a platform designed to help parents save and invest for their children.2

Achievements and Recognition

  • Received the First Place in the National Wealth Strategy Analysis Competition from Capital Group1
  • Awarded the J. Fred Weston Award for Excellence in Finance by the UCLA Department of Finance1

Personal Insights

Yudina emphasizes the importance of prioritization in running a business. She typically starts her workday at 8 am and balances internal meetings with external engagements. She finds weekends particularly productive for focused work.2 Yudina also acknowledges the challenges faced by women entrepreneurs, noting that they often need to work twice as hard as their male counterparts to achieve similar results.2

Query: Who is Ksenia Yudina, CFA, Co-Founder at Mostt? Their LinkedIn username is kyudina

Highlights

Aug 21 · linkedin

I’m super excited to announce that Mostt, our new fintech venture has raised its pre-seed funding! 🚀 We are not revealing too much about our product, but I can tell you it’s a breakthrough financial solution that brings together AI and investing. Most important of all, I couldn’t be prouder to be a Mostt co-founder alongside Dmitry Kalichkin and Peter Mansfield, and to have fintech’s finest development team as my colleagues as they create something really special! A big thank you to our  exceptional group of investors – VCs, angels, and family offices – that helped this funding round come together in record time.

The last 18 months have been challenging for everyone in Fintech, but I've never been more excited about what’s ahead. Stay tuned for more updates as we move forward! #startup #fintech #founder

Aug 14 · linkedin

UNest is on Good Morning America today! Thanks to Real Simple for the Smart Money Award in the Investing category. We're honored to help thousands of Americans save for their children's future every day.

Related Questions

What inspired Ksenia Yudina to start Mostt?
How does Mostt differ from other investment advisors?
What challenges did Ksenia face when founding UNest?
How does Ksenia balance her work and personal life?
What are some key achievements of Ksenia Yudina in her career?
Ksenia Yudina, CFA
Ksenia Yudina, CFA, photo 1
Ksenia Yudina, CFA, photo 2
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Experience

Founder and CEO at UNest since March 2018
Vice President at Capital Group | American Funds, April 2017 - March 2018

Location

Los Angeles Metropolitan Area