AI2 INCUBATOR

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SEATTLE, Washington
CRD number
324195

Firm profile

FINTRX

Overview

AI2 Incubator is organized as a corporation with ownership tied to a domestic entity and an individual. Publicly available descriptors classify the firm as "unclassified" and indicate it is not positioned as a capital allocator. The firm does not identify as an active ESG investor, is not registered as a multistate adviser, and is not described as a newly formed adviser or pension consultant. Details on the firm’s day-to-day advisory activities, fee schedule, client segments, and broader business activities have not been disclosed in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Oren Etzioni

    CEOCRD 7664561

Contacts

3 of 3
  • Yifan Zhang

    Managing DirectorCRD 7894453

  • Vu Ha

    Technical DirectorCRD 7664560

  • Jacob Colker

    Managing DirectorCRD 7664559

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
2801 Alaskan Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth