Thinking about a liquidity event? Click here to book your FREE strategy call.

Kristian Marquez

Kristian Marquez Profile Photo

Founder, President & CEO

Kristian is the Founder, President, and CEO of FinStrat Management. FinStrat is an outsourced financial department services firm that provides accounting, finance, and reporting services for B2B SaaS companies, investors, RIAs, and VCs.

Before founding FinStrat, Kristian held a variety of executive and management positions, including a pivotal role in taking Inovalon from an early stage to a multi-billion IPO. Inovalon is a leading provider of cloud-based solutions that empower data-driven healthcare.

Earlier in his career, he held a number of senior roles in accounting and investment management services and also served as an officer in the United States Marine Corps. Kristian graduated with a Bachelor of Science in General Engineering from the United States Naval Academy and has been a Chartered Financial Analyst (“CFA”) charter holder since 2004.

Jan. 8, 2025

Navigating Growth and Exits: A Conversation With Post-Exit Entreprene…

Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About G...

Episode page