United States · Accounting startup

XA Investments

XA Investments is a financial consultancy that offers marketing, fund accounting, sales and distribution solutions to various industries.

Funding reportedLast round: Post-IPO Equity

AccountingChicago, United States

What company datasets say XA Investments raised

Funding, as reported

Reported in all$73Min dollars
Last roundPost-IPO Equity

Founders and team

From XA Investments's own website: 12 on the team.

  • Kimberly Ann FlynnPresident
  • Ted BrombachCo-CEO
  • Beth KirkpatrickExecutive Assistant and Business Operations Coordinator
  • Jacob FlynnSenior Associate
  • Joanna SowaMarketing Associate
  • Lauren HeringAnalyst
  • Lisa WooDirector of Fund Finance and Operations
  • Luke GaskillAssociate
  • Nandil PatelAnalyst
  • Sara Jane HollandOffice Manager
  • Tetyana BabiiAnalyst
  • Tom McCabeDirector of Regional Sales

AdvisersPaul C. Williams

Accounting in United States

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