Back

Lex Sokolin

Global Director Fintech Strategy, Partner, Autonomous Research

Lex is a futurist and entrepreneur focused on the next generation of financial services. He directs Fintech Strategy at Autonomous Research, a global research firm for the financial sector, helping clients understand and leverage innovation. Covered themes include roboadvice, blockchain and the cryptoeconomy, artificial intelligence, chatbots, neobanks and banks-as-a-platform, insurtech, and regtech.

Lex is on the Board of Directors and previously was the Chief Operating Officer at AdvisorEngine (formerly Vanare), a digital wealth management technology platform. He was also founder and CEO of NestEgg Wealth, a roboadvisor that pioneered online wealth management in partnership with financial advisors, acquired by AdvisorEngine. Lex is a contributor of thought leadership to the WSJ, the Economist, CNBC, Reuters, Investopedia, American Banker, ThinkAdvisor, and Investment News, among others. He has spoken on the future of technology and achieving extraordinary growth at conferences for Money2020, LendIt, Schwab Impact, In|Vest, T3 Enterprise Edition, and the Financial Planning Association. Prior to NestEgg, Lex held a variety of roles in investment management and banking at Barclays, Lehman Brothers and Deutsche Bank. He holds a JD/MBA from Columbia University and a B.A. in Economics and Law from Amherst College.