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The world of fintech is likely to witness fresh momentum as a strategic move has been adopted by Invest Inc. The AI-driven leading investment research platform has recently announced the appointment of a new Chief Marketing Officer (CMO) – Jas Mathur. He holds unparalleled experience in the realm of digital marketing and brand development that Invest Inc. can leverage to fuel growth. With this appointment, Invest Inc. intends to level up its marketing strategies to cement itself as a giant in the fintech space.
Jas Mathur, who is from New Delhi, India, is a serial entrepreneur, webmaster, and internet marketer. He is a recognized name in the field of innovation in the digital world for a few decades now. With an impressive track record in brand awareness and digital marketing arena, Mathur is also known for his in-depth understanding of business and portfolio management. This makes him the perfect choice for the position of CMO where he can actively contribute to the growth of Invest Inc., helping the company achieve its mission of empowering investors by democratizing financial information.
President and Chairman of Invest Inc. Jacob Fernane and CMO Mathur will spearhead all the operations of the company from now on. Fernane is a seasoned entrepreneur with a rich experience in finance, technology, and venture capital industries. Fernane has always advocated for the need for alternative growth capital channels that can run parallel with traditional venture-funded routes.
Jas Mathur is the present CEO and Chairman of Limitless X, a new-age digital marketing agency known for its proven marketing strategies and performance-driven brand marketing campaigns. Equipped with additional skills in IT and creative direction, Mathur brings a matchless blend of experience and talent across the industry that can transform Invest Inc. dynamically.

Besides being an internationally recognized entrepreneur, Mathur stands out for his unique concepts and understanding of businesses. Starting his journey into the digital world in 1996 with a high-traffic news website on wrestling to the foundation of a full-service interactive agency- Emblaze One Inc. in 2012, Mathur has proved his prowess in every area of business. Now a new chapter opens in his career as a CMO of a leading fintech company.
Invest Inc. has emerged as a game-changer in providing customized high-quality insights to retail investors. Thanks to its machine-learning-first approach, the company is setting the bar higher in fintech. The company was founded in 2020 and is presently headquartered in Salt Lake City. Since its inception, Invest Inc. has been leading the way in blending fintech with ad tech to create a unique ecosystem of incredible applications that retail investors can benefit from.
The company not only empowers investors with research-based data but also offers AI-driven ad recommendations to advertisers and public companies. It has a self-service ad portal designed to simplify campaign management with pre-designed ad formats for varied marketing purposes. With these cutting-edge features, Invest Inc. is already disrupting the ad tech market becoming a go-to name among businesses and marketing looking to generate result-oriented marketing campaigns.
With Jas Mathur as the Chief Marketing Officer, Invest Inc. is all set to fortify its position in the fintech and ad tech industries. Mathur’s matchless experience in digital marketing and brand development, combined with his innovative skills can help the company achieve many milestones in the coming years.
Disclaimer: GeekWire newsroom and editorial staff were not involved in the creation of this content. Learn more about partner content on Geekwire.
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WALTHAM, Mass., April 26, 2023 /PRNewswire/ — Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, is pleased to announce that Kelly Lora Ewart has joined the company as Head of Marketing. In this newly formed role, Kelly will lead the firm’s marketing department and create strategies to enhance the firm’s brand and position it for continued success.
Kelly Lora Ewart joins Ballentine Partners as Head of Marketing
Prior to joining Ballentine Partners, Kelly served as VP of Strategic Relationships at PURE Insurance and as an AVP of Sales and Marketing at W.R. Berkley Companies. She began her career at Chubb, where she spent 14 years growing from an Insurance Underwriter to AVP and Strategic Partnership Manager. Kelly is an inclusive leader with 20+ years of experience implementing creative marketing strategies, championing business development efforts, perfecting brand standards, and executing exceptional client experiences.
“We are excited to welcome Kelly to our team,” said Drew McMorrow, President and CEO of Ballentine Partners. “Her extensive marketing experience and expertise will enable us to further strengthen our brand and build on our organic growth.”
“I am thrilled to be part of the Ballentine Partners team and look forward to collaborating with colleagues who share my values,” said Kelly. “This team is passionate about understanding its clients’ aspirations and helping them secure their legacy through smart, sophisticated advice.”
Kelly holds a BBA in Marketing from the Isenberg School of Management at the University of Massachusetts Amherst, where she graduated with distinction. She also completed an executive certificate program at the Latino Leadership Institute of the UCLA Anderson School of Management.
About Ballentine Partners
Ballentine Partners is committed to providing tailored investment and wealth management solutions to high-net-worth families and families across the country. With a team of experienced professionals and a client-focused approach, the firm strives to deliver exceptional service and meaningful results. Ballentine Partners serves clients across the country through its offices in Massachusetts, New Hampshire, and Florida. For further info about services available from Ballentine Partners, please visit www.BallentinePartners.com.
Contact:
Carly Augeri
caugeri@ballentinepartners.com
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SOURCE Ballentine Partners, LLC
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