Lead Founder and CEO of Investbanq, CAMS FORBES 30 Under 30, Presidential Award (Business & Leadership), and Best Wealth Tech Solution AI, Oz is a serial entrepreneur, financial professional and angel investor with over 15 years of experience in asset and wealth management, brokerage, financial technology, PE/VC, insurance and compliance. He is a graduate of the Bayes Business School at City University London. He is the Co-founder and CEO of Investbanq, an award-winning AI-powered wealth operating system for family offices, asset managers and banks. It is empowering traditional financial institutions to rapidly transform into AI-driven WealthTech players, enabling them to effectively capitalize on the growing wealth transfer to affluent millennials and other digital natives. In 2025, the platform was awarded Best WealthTech Solution – Artificial Intelligence by Global Private Banker and was a Finalist at the Global Finale of Meet the Drapers, Season 7.

As an active angel investor, Oz has supported over 10 early-stage startups focused on transforming the societies they serve. His portfolio includes Copper (now a unicorn), Tigerhall (backed by Monk’s Hill and Sequoia), Makini (backed by Indicator Ventures), and Clockster (backed by 500 Global). Oz is also a sought-after public speaker, with experience presenting at high-profile conferences including TechXLR8 Asia, AIWM Singapore, Central Eurasia Venture Forum, and TEDx. He is an active supporter and co-organizer of several philanthropic initiatives, including events for AWWA and the Kidz Horizon Appeal.