DriveWealth: Detailed Company Information & Corporate Profile
Summary
DriveWealth is an independent finance technology firm headquartered in New York, NY. Founded in 2012, the company employs between 200 and 500 staff and generates annual revenue ranging from $100 million to $500 million. Its core focus lies in financial services, fintech solutions, and technology integration for institutional clients.
DriveWealth operates under SIC code 7372 and serves the New York Metropolitan area as its DMA market. The company’s product portfolio spans digital brokerage platforms, post‑trade processing, cash management tools, and mutual fund distribution services.
Key leaders include Gagan Kaur and Danni Lu (Senior Product Owners), Sal Amalfitano (Senior Product Owner, Mutual Funds), Bhavesh Khator (Head of Post Trade), Jose Ortiz Gil de Lamadrid (Senior Product Owner), Saqi Mehta (VP, HRBP for Tech and Product & Head of Talent Experience), Lauren Veisz (SVP – Head of Strategic Initiatives), Timothy Karacsony (Head of Cash Management), Neelesh Parihar (Principal Software Development Engineer), Jia Xu (Director of Product Design), Morgan Hurley (Associate Legal Specialist), William Scheer (Infrastructure Operations Manager), Santos Carpes (Product Relationship Manager), Suma (Java Developer), Dany (Product Designer), and Michael Matonte (Senior Software Engineer).
| DriveWealth Website | drivewealth.com |
| Social Links |    |
| Phone Number | 1-800-461-2680 |
| Industries | |
| DriveWealth Headquarters Address | 28 Liberty St, New York, NY, 10005 US |
| Company Size | 200-500 employees |
| Specialities & Services | Financial Services, Fintech, Technology |
| SIC Code | 7372 |
| NAICS Code | 334614 Software and Other Prerecorded Compact Disc, Tape, and Record Reproducing, 511210 Software Publishers |
| DMA Code | New York Metropolitan Area |
| Founded | 2012 |
| Estimated Annual Revenue | $100M - 500M |
| Operating Status | Independent Company |
| Updated: | 2026-09-21 |
DriveWealth Org Chart
Chief Executive Officer
Chief Executive Officer
C-Level
Chief Financial Officer
Chief Information Officer
Chief Information Officer
General Manager
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 1975 | Public Company | 5.0K - 10K | |
| 1977 | Public Company | 1.0K - 5.0K | |
| 2009 | Privately Held | 500 - 1.0K | |
| 2018 | Privately Held | 25 - 100 |
Estimated Website Traffic
The chart shows a growth in traffic to the drivewealth.com website. In August, traffic increased to 6025, compared to 5378 in the previous month. The highest traffic in 2026 was recorded in January, reaching 9632 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
DriveWealth's workforce includes employees across a wide range of tenure levels.
5% have been with the company for less than 1 year16% have been with the company for 1 to 2 years11% have been with the company for 3 to 4 years21% have been with the company for 5 to 7 years21% have been with the company for 8 to 10 years26% have been with the company for more than 11 years
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DriveWealth Corporate Information: FAQ
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