Andreas Ullsten

Andreas Ullsten Email and Phone Number

Chief Revenue Officer @ Sharpfin | All-in-one SaaS solution for wealth management @ Sharpfin - Wealth Management Solutions
stockholm, stockholm, sweden
Andreas Ullsten's Location
Stockholm, Stockholm County, Sweden, Sweden
Andreas Ullsten's Contact Details

Andreas Ullsten work email

Andreas Ullsten personal email

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About Andreas Ullsten

As Chief Revenue Officer (CRO) at Sharpfin, I’m at the forefront of driving our revenue strategy, ensuring sustainable growth, and fortifying our position as a market leader. My vision aligns seamlessly with our business objectives, as we navigate the evolving landscape of a fintech scale-up. I’m dedicated to optimizing customer acquisition, enhancing retention, and cultivating strategic partnerships to propel Sharpfin to new heights. My responsibilities extend to market analysis, identifying growth opportunities, and shaping the overall revenue architecture.Sharpfin is a full-service, modular SaaS solution designed for wealth and fund managers. The platform's hyper-personalised, data-driven platform offers comprehensive client insights, faster onboarding, real-time data access, and greater operational efficiency. With tools for back office, order management, performance tracking, risk management, compliance, AI-driven bookkeeping, automated reporting, and client engagement, helps wealth management firms stay ahead in a changing market.The financial industry faces high IT costs, time-consuming administrative processes, and evolving regulations, increasing the demand for flexible, high-quality systems with lower management costs. Sharpfin addresses these challenges by leveraging technology to eliminate administrative tasks while maintaining the personal connection between clients and their wealth managers.

Andreas Ullsten's Current Company Details
Sharpfin - Wealth Management Solutions

Sharpfin - Wealth Management Solutions

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Chief Revenue Officer @ Sharpfin | All-in-one SaaS solution for wealth management
stockholm, stockholm, sweden
Website:
sharpfin.com
Employees:
9
Andreas Ullsten Work Experience Details
  • Sharpfin - Wealth Management Solutions
    Chief Revenue Officer @ Sharpfin | For Sharper Wealth Management
    Sharpfin - Wealth Management Solutions Aug 2023 - Present
    Stockholm, Stockholm County, Sweden
    As the CRO of Sharpfin, I'm dedicated to reshaping the landscape of wealth management. At Sharpfin, we are on a mission to reshape this landscape, and our vision is clear: we aim to be the leading platform, entirely administration-free, operated without human intervention. Leading this transformation encompasses strengthening Sharpfin as a brand, attracting new partners and investors, and driving growth within the Nordic region. Welcoming new clients within Mutual Fund Management, Pension Funds, and Independent Asset Management, and ensuring the continued success of our existing customers, lies at the heart of our expansion strategy. Join me on this exciting odyssey as we sharpen the future of wealth management!Sharpfin is a Wealth Management Platform that rides the waves of change for sharper wealth management. More than 15 organizations and over 4,000 users in Scandinavia rely on Sharpfin to reshape the way financial services are delivered. With a strong track record of empowering financial institutions, Sharpfin continues to succeed in delivering increased customer satisfaction, simplified regulatory compliance, and granting more time for quality management and customer advisory. Sharpfin takes pride in delivering local and proactive support with weekly system updates, helping our customers stay ahead of the competition.
  • Profile Centevo
    Business Development Manager
    Profile Centevo May 2022 - May 2023
    Stockholm, Stockholm County, Sweden
  • Roaring.Io
    Team Leader - Nordic Sales
    Roaring.Io Jan 2022 - May 2022
    Stockholm, Stockholm County, Sweden
    As a team leader for the sales team I encouraged, supported and grew the sales efforts in the whole Nordic market and beyond. Despite a short stint at Roaring, I am passionate about their new standard in customer data management through API's and webhook solutions to collect, verify and monitor data about companies and people!
  • Chateau De Beauregard
    Manager
    Chateau De Beauregard Dec 2020 - Dec 2021
    Jonquières, Provence-Alpes-Côte D'Azur, France
  • Fa Solutions
    Sales Executive
    Fa Solutions Oct 2015 - Dec 2020
    Stockholm, Sweden
    Principally responsible for developing the business in Sweden & Denmark. FA Solutions is a single database Nordic portfolio management solution from Finland with connections to banks, trading platforms, and other sources.
  • Impact Invest Scandinavia - Siin Ab (Svb)
    Senior Advisor
    Impact Invest Scandinavia - Siin Ab (Svb) Dec 2015 - Dec 2017
    Stockholm, Sweden
    Impact Invest Scandinavia is the first impact investor network in the Nordics, an intermediary connecting companies with investors, funds and business angels who have social and sustainable impact at the heart of the business.
  • Change Maker
    Facilitator
    Change Maker Aug 2015 - Oct 2015
    Stockholm, Sweden
    Energising companies and ideas through my broad and extensive network and experience. Change Making in BoatWasher (www.boatwasher.se) and Mjälloms Tunnbröd (www.mjalloms.se).
  • Coeli Ab
    Investor Relations
    Coeli Ab Mar 2014 - Aug 2015
    Stockholm, Sweden
    Responsible for the adaptation and sales of a Nordic regionally focused small and mid-cap Private Equity strategy for institutional clients, and advising on the redevelopment of an existing strategy for retail clients.
  • Impact Business Advisory Ltd
    Founder
    Impact Business Advisory Ltd 2012 - Mar 2014
    London, United Kingdom
    Advised and supported investors, donors and companies in the impact business industry where social and environmental impact matters. This involved, Fund raising for sustainable impact businesses and funds; advise and search services for investors and donors; sales and marketing consultancy for impact businesses; and fund raising for philanthropic activities.Impact Business Advisory Ltd was a result of an informal Social Impact Project during 2011 that explored the possibility to establish a new impact investment vehicle targeting developing countries.
  • Nordic House Of Microfinance
    Coo
    Nordic House Of Microfinance Jan 2010 - Nov 2010
    Uppsala, Sweden
    Responsible for client relations and fund raising at the Nordic House of Microfinance (Mikrofinanshuset). Initiated the establishment of Nordic Microcap Investment, an investment company investing in banks in the sub-sahara region on the African continent, in 2006.
  • Efg Bank Ab
    Cro - Vp - Institutional Clients
    Efg Bank Ab Dec 2000 - Dec 2009
    Transformed from a small fund management firm in 2000 to a fully licensed bank in 2004. Client Relationship Officer - Vice President, built and was responsible for a portfolio of predominantly institutional clients. Introduced to Microfinance in 2005 and recognized the potential. Initiated Nordic Microcap Investment AB.
  • Mna Plc, London (Uk)
    Associate
    Mna Plc, London (Uk) 1992 - 1999
    Independent Financial Advisor advising Swedish nationals, predominantly private clients, on tax advantageous investments and repatriation strategies.

Andreas Ullsten Education Details

Frequently Asked Questions about Andreas Ullsten

What company does Andreas Ullsten work for?

Andreas Ullsten works for Sharpfin - Wealth Management Solutions

What is Andreas Ullsten's role at the current company?

Andreas Ullsten's current role is Chief Revenue Officer @ Sharpfin | All-in-one SaaS solution for wealth management.

What is Andreas Ullsten's email address?

Andreas Ullsten's email address is an****@****fin.com

What schools did Andreas Ullsten attend?

Andreas Ullsten attended London Metropolitan University.

Who are Andreas Ullsten's colleagues?

Andreas Ullsten's colleagues are Linnea Pihl Sandberg, Niklas Huhtala.

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