AeroLeads people directory · profile
Barnaby Grist Email & Phone Number
Board Member
at
Wealth.com
1 work email found
@includecapital.com
1 phone found area 301
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Who is Barnaby Grist? Overview
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Quick answer
Barnaby Grist is listed as Board Member at Wealth.com, based in San Francisco, California, United States. AeroLeads shows a work email signal at includecapital.com, phone signal with area code 301, and a matched LinkedIn profile for Barnaby Grist.
Barnaby Grist previously worked as Board Member at Sageview Advisory Group and Board Advisor at Pontera. Barnaby Grist holds Mba from Stanford University Graduate School Of Business.
Company email context
Email format at Wealth.com
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{first}@includecapital.com
86% confidence
AeroLeads found 1 current-domain work email signal for Barnaby Grist. Compare company email patterns before reaching out.
Profile bio
About Barnaby Grist
Seed investor, advisor and board member of mission-driven businesses transforming the livelihood of the global poor. Principal focus on promoting financial inclusion and gender equity in developing countries.Advisor and board member at game-changing financial technology, wealth advisory and asset management companies.25+ years strategy, leadership and sales experience in mainstream financial services. Primary focus on technology, platforms and investment products for financial advisors alongside experience in small business and retail lending.
Listed skills include Business Development, Investment Management, Financial Services, Financial Advisory, and 21 others.
Current workplace
Barnaby Grist's current company
Company context helps verify the profile and gives searchers a useful next step.
12 roles · 34 years
Barnaby Grist work experience
A career timeline built from the work history available for this profile.
Board Member
CurrentSageview delivers unbiased retirement plan and wealth management consulting for over $100B of client assets
Jan 2021 - Present
Board Advisor
CurrentPontera positions advisors to serve as their clients’ financial quarterback by enabling them to manage client assets (such as 401Ks) that are not held on traditional brokerage platforms
Nov 2018 - Present
Board Member
CurrentBridgeway Capital Management is a women- and minority-led quantitative asset manager. Its mission is to eradicate genocide.
Oct 2020 - Present
Board Member
Three Wheels United provides tuk tuk drivers in India with credit to purchase an electric vehicle, improving drivers’ financial security, India’s air quality, and carbon emissions.
Nov 2017 - Dec 2022
Executive Chairman
RIA-in-a-Box delivers compliance and cybersecurity SaaS to over 2,000 registered investment advisory firms
Jul 2018 - Dec 2021
Co Founder
Pimes (formerly Include Capital) is a mission-driven small business digital lender focused on accelerating success for women entrepreneurs in Colombia. Operations suspended due to Covid-19
Dec 2016 - Dec 2021
Executive Chairman
ETF.com is the world's leading authority on Exchange Traded Funds. As Executive Chairman, I designed and led commercial realignment, appointment of new CEO, and successful sale of the business units to Factset, BATS, and Informa
Jan 2014 - Jul 2016
President, Cetera Investment Management
President, Cetera Investment Management and Executive Vice President, Wealth Management and Marketing at Cetera Financial Group. Chair of Investment Committee; responsible for Platform, Product, Partners and Marketing.
2010 - 2013
~3 yrs
Senior Managing Director, Strategic Business Development
Responsible for sales and strategic account management at the leading provider of custodial services to Registered Investment Advisors
Jul 2003 - Feb 2010
Principal
Primary focus on providing strategic advice to financial services organizations
1998 - 2003
~5 yrs
Consultant
Worked with financial institutions in US and Europe to develop and apply quantitative risk analytics for small business and commercial loan books. Designed credit evaluation and grading mechanisms, risk-adjusted capital calculations and overall portfolio evaluation and analytics
1992 - 1996
~4 yrs
2 education records
Barnaby Grist education
Mba
Stanford University Graduate School Of Business
Ba, Classics And A Modern Language
University Of Oxford
FAQ
Frequently asked questions about Barnaby Grist
Quick answers generated from the profile data available on this page.
What company does Barnaby Grist work for?
Barnaby Grist works for Wealth.com.
What is Barnaby Grist's role at Wealth.com?
Barnaby Grist is listed as Board Member at Wealth.com.
What is Barnaby Grist's email address?
AeroLeads has found 1 work email signal at @includecapital.com for Barnaby Grist at Wealth.com.
What is Barnaby Grist's phone number?
AeroLeads has found 1 phone signal(s) with area code 301 for Barnaby Grist at Wealth.com.
Where is Barnaby Grist based?
Barnaby Grist is based in San Francisco, California, United States while working with Wealth.com.
What companies has Barnaby Grist worked for?
Barnaby Grist has worked for Wealth.Com, Sageview Advisory Group, Pontera, Bridgeway Capital Management, and Three Wheels United.
How can I contact Barnaby Grist?
You can use AeroLeads to view verified contact signals for Barnaby Grist at Wealth.com, including work email, phone, and LinkedIn data when available.
What schools did Barnaby Grist attend?
Barnaby Grist holds Mba from Stanford University Graduate School Of Business.
What skills is Barnaby Grist known for?
Barnaby Grist is listed with skills including Business Development, Investment Management, Financial Services, Financial Advisory, Corporate Development, Investment Advisory, Business Strategy, and Investments.
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