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Dipen Mehta, Aif®, Cima® Email & Phone Number
Chief Operating and Financial Officer
at
Invst
2 phones found
area 312
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Chief Operating and Financial Officer
Location
Greater Indianapolis, United States
Company size
Who is Dipen Mehta, Aif®, Cima®? Overview
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Quick answer
Dipen Mehta, Aif®, Cima® is listed as Chief Operating and Financial Officer at Invst, a with 49 employees, based in Greater Indianapolis, United States. AeroLeads shows phone signal with area code 312 and a matched LinkedIn profile for Dipen Mehta, Aif®, Cima®.
Dipen Mehta, Aif®, Cima® previously worked as Chief Operating Officer at Invst and Founder @ Super Amplify at Super Amplify. Dipen Mehta, Aif®, Cima® holds Masters In Mathematics, Financial Mathematics from University Of Chicago.
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Email format at Invst
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Invst
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Profile bio
About Dipen Mehta, Aif®, Cima®
I am a Chief Operating Officer at Invst and a Founder at Super Amplify, with over 25 years of experience in the financial industry. I have a Series 65 license, an AIF® & CIMA® designation, and a Lean Six Sigma Black Belt. I am also a keynote speaker, a mathematician, and a former member of CBOE and CME. I have master’s degree in Financial Mathematics from University of Chicago where I also took a number of MBA courses. I have certificate in Investment Management from Yale University and two undergraduate degrees with three majors in Computers Science, Economics and International Management, from Boston University.At Invst, I oversee the day-to-day business operations of the firm, which includes human resources, compliance, technology, investment operations, insurance operations, financial management, and vendor management. I work closely with the leadership team, advisors, clients, and team members to create and execute the business plan, and to support the firm's mission of helping people live the life they want by making money work for them. I am passionate about cutting-edge technology and how it can help our team members and clients. I also hold the Chief Compliance Officer, Chief Financial Officer and Chief Technology Officer positions. We pride ourselves on the growth achieved by our clients and our abundance mindset all of which have led to success for firm in accolades and AUM growth. Super Amplify is a company I started in 2023 to help people use AI better at work to help them do the things they love and automate the things they hate. At Super Amplify, I help bridge the gap between AI, data, and IP with customized technology for clients. I enable users to build collections of their files and ask questions to their data, using artificial intelligence and data science. I connect data sources, workflows, and people using to build automation via intelligent agents. I work with financial advisors, institutions, banks, and other financial organizations that want to improve performance for their clients and create efficiency.I started my career on the floor as a clerk and then a trader at the CBOE and CME, and then founded Intelligent Market Trading Company, one of the most successful firms in the pit and one of the first to trade derivatives electronically.
Current workplace
Dipen Mehta, Aif®, Cima®'s current company
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Invst
7 roles
Dipen Mehta, Aif®, Cima® work experience
A career timeline built from the work history available for this profile.
Chief Operating Officer
CurrentOversee the day to day business operations of the firm which includes human resources, compliance, technology, investment operations, insurance operations, finance and vendor management. Work closely with the leadership team, advisors, clients and team members to create and execute business plan.Also serve as Chief Compliance Officer for Invst RIA. At Invst we are driven by our core values of Abundance, Always Growing, Always Got Your Back, Whatever it Takes With Out Whining While Only Winning (WITWOWWOW), Batteries Included and Personal Integrity. Invst is proud to have won a number of Awards in 2023 including Best Financial Advisory USA Today, Inc 5000, and Best Places to Work in Indiana!
May 2021 - Present
Founder @ Super Amplify
CurrentAI systems rely on vast amounts of data to function effectively. However, the use and sharing of data between AI systems and third parties can potentially lead to inadvertent disclosure of confidential information, infringing on IP rights and breaching confidentiality agreements. Super Amplify helps bridge the gap between AI, Data & IP. Take this assessment to see if your company is ready for transformation with AI: https://quiz.superamplify.comHow Does Super Amplify WorkSuper Amplify lets you build collections of your files to ask questions to your data.You can upload word, pdf, image, sound, csv, text and excel files. The files will automatically go through Optical Character Recognition (OCR) if needed and once uploaded you now have access to the knowledge in those files work with in intuitive ways.Super Amplify also allows you to safely use existing models like the latest ChatGPT-4 and other image and video models including Google Search without ads. You can save the results into your collections or use in the future.Easy to Use - When you login there is a video showing you how to use the software one click away!Super Amplify Your KnowledgeDiscover the power of efficiency at the tip of your fingers with Super Amplify. This ingenious application is designed to streamline your daily tasks, maximize your productivity, and amplify your knowledge sharing capabilities. Unleashing the potential of Super Amplify means stepping into a world where your expertise isn't just acknowledged, but amplified. Be it a unique work process, specialized knowledge or intriguing personal insights, Super Amplify allows you to share your wisdom as publicly or as privately as you desire. Embrace the future of efficiency and knowledge sharing today with Super Amplify. Explore its limitless possibilities and experience the power at your fingertips. Ready to amplify your potential? Get started here: https://superamplify.com
Aug 2023 - Present
Consultant, Registered Investment Advisor, Investment Manager, Strategist, Ceo
CurrentThere is no cookie cutter solution that fits all. With an expertise in portfolio management, financial technology systems, investment operations, financial risk assessment and compliance we know each client has circumstances that demand unique services tailored to their needs. In a world of mass production and robos we put technology, experience and skill to work for our clients. We work as a consultant, sub-advisor or strategist with financial advisors, institutions, banks and other financial organizations that want to improve performance for their clients and create efficiency.
Mar 2017 - Present
Executive Vice President Of Technology & Operations
Accountable for day to day Investment and Insurance Operations for C2P Enterprises and leading the Technology lane. Create Strategic Solutions to improve firm process and create improved work experiences, scalability and efficiency for C2P Enterprises and it’s employees. Improve internal and external relationships with advisors, institutions and partners of C2P Enterprises. Provide strategic vision and management for enterprise technology and enterprise owned companies Prosperity Capital Advisors, Valor Capital Management and Clarity Insurance Marketing (formerly C2P Advisory Group). Member of C2P Enterprises Executive Committee that manages an Insurance Marketing Organization, Clarity Insurance Marketing (IMO/FMO) with $400M in Annual Premium, World Class Advisor Training Company, Clarity 2 Prosperity, an SEC Registered Investment Advisor with $1.3B+ in AUM, Prosperity Capital Advisors and a Turnkey Asset Management Program (TAMP) with $600M+ is managed assets, Valor Capital Management.
Jan 2019 - May 2021
Director Of Investment Operations, Technology And Compliance
Bgm Trunorth Wealth Partners / Trunorth Wealth Partners
Running Firm Trading and Investment Operations. Running Firm Compliance and Compliance related to Client Operations. Providing Compliance and Execution in Marketing and Business Development. Running Firm Information Technology Development and Operations. Providing Firm Strategy, Vision and Leadership. Member of Leadership Team, Investment Committee, Compliance Committee.-Vendor Manager-Entitlement and Software Administrator for firm applications-Data Scientist-Lean Efficient Process Designer and Implementer-Workflow Designer and Manager
Nov 2015 - Mar 2017
Chief Executive Officer
Intelligent Market Trading Company, Llc
Developed and implemented highly scalable automated and discretionary portfolio and trading strategies. -Multiasset Portfolio Management -Relative Value Arbitrage -Growth and Value Investment -Equity and Index Volatility Arbitrage -High frequency futures and options market-making-Managed diverse teams trading across multiple exchanges and products to achieve success.-Pioneer in automation and strategic portfolio management, strategy modeling, research and development. Developed and traded scalable automated strategies across multiple derivatives markets.-Heavy utilization Java, VBA, C#, R, Matlab and Python to perform research and development. Left IMTC in 2013, spent 2 years trading for other proprietary trading companies.
Jun 1995 - Oct 2015
5 education records
Dipen Mehta, Aif®, Cima® education
Masters In Mathematics, Financial Mathematics
University Of Chicago
Executive Program, Investment Management Theory & Practice
Yale School Of Management
Bachelor'S Computer Science, Computer Science
Boston University
Bachelors Economics, Economics
Boston University
Bachelor'S In Business Administration, International Business
Boston University
FAQ
Frequently asked questions about Dipen Mehta, Aif®, Cima®
Quick answers generated from the profile data available on this page.
What company does Dipen Mehta, Aif®, Cima® work for?
Dipen Mehta, Aif®, Cima® works for Invst.
What is Dipen Mehta, Aif®, Cima®'s role at Invst?
Dipen Mehta, Aif®, Cima® is listed as Chief Operating and Financial Officer at Invst.
What is Dipen Mehta, Aif®, Cima®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 312 for Dipen Mehta, Aif®, Cima® at Invst.
Where is Dipen Mehta, Aif®, Cima® based?
Dipen Mehta, Aif®, Cima® is based in Greater Indianapolis, United States while working with Invst.
What companies has Dipen Mehta, Aif®, Cima® worked for?
Dipen Mehta, Aif®, Cima® has worked for Invst, Super Amplify, Protectio Investments, C2P Enterprises, and Bgm Trunorth Wealth Partners / Trunorth Wealth Partners.
How can I contact Dipen Mehta, Aif®, Cima®?
You can use AeroLeads to view verified contact signals for Dipen Mehta, Aif®, Cima® at Invst, including work email, phone, and LinkedIn data when available.
What schools did Dipen Mehta, Aif®, Cima® attend?
Dipen Mehta, Aif®, Cima® holds Masters In Mathematics, Financial Mathematics from University Of Chicago.
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