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Temi Omojola

Building Something New

Temi Omojola is the Co-founder and CEO of HeldAway, a company that provides solutions for managing held-away assets.12 He has a background in finance and investment banking, having spent 13 years at UBS' Investor Client Services group.1 In his last role at UBS, Temi was responsible for the global currency and foreign exchange derivatives portfolio, managing a $4 billion market-making portfolio that served major financial institutions, hedge funds, and pension funds.1

Temi holds a BS in Economics from the Wharton School of the University of Pennsylvania.1 Prior to founding HeldAway, he co-founded Mailform, a leading provider of print and mail web software and APIs, which he still maintains ownership of but has delegated daily operations.1

HeldAway, Temi's current venture, focuses on helping investment advisors and their clients gather comprehensive data about their entire wealth, including complex private investments.2 The company aims to provide clarity and efficient management of held-away assets.

Highlights

Mar 27 · linkedin

There are several multi billion dollar industries have been spawned around enterprise software implementations, supported be the complexity of services from the likes of Oracle and NetSuite etc.

According to McKinsey "Spending on technology has outpaced revenue and cost growth of the industry over the last five years (9 percent versus 8 percent versus 7 percent, respectively, from 2016 to 2021), with a big jump in 2022 (19 percent year-over-year growth, versus 6 percent and 5 percent, respectively)."

Customized workflows alongside the code to make life simple for wealth managers are more necessary than ever.

https://lnkd.in/euhSWJRS

Related Questions

What inspired Temi Omojola to co-found HeldAway?
How did Temi's experience at UBS influence his work at HeldAway?
What are the main goals of HeldAway according to Temi Omojola?
How does HeldAway differ from other financial management companies?
What challenges has Temi faced in his career so far?
Temi Omojola
Temi Omojola, photo 1
Temi Omojola, photo 2
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Location

New York, New York, United States