I have dedicated my career to financial innovation. At first, my focus area involved multi asset electronic trading technologies, then it morphed to utilizing disparate data to create new financial products. Now, I am fully dedicated to working with fintech, adtech and martech companies of all sizes, shapes and colors.For early-stage companies, I work with founders on business strategy, client development and capital raising. I have also been a board member, consultant and advisor to companies focused on developing cutting-edge portfolio management tools, algorithmic trading solutions and financial data products.For larger organizations, I provide counsel on M&A and funding strategies. I have also helped to connect them to start-ups looking for capital and partnership opportunities, or buyouts.Areas of special interest include innovation in multi-asset class analytics, new trading technology for financial markets, Private Market (pre-IPO) funding alternatives and new IPO methodologies.David Mortimer is a Registered Representative of Finalis Securities LLC Member FINRA / SIPC.