Built around human intelligence, not in place of it.
Principles that will guide every decision, partnership, and line of code.
About the company
INVEXOS brings together industry-leading professionals from top-tier private equity firms, trading institutions, Fortune 50 companies, and leading financial services organizations. Our team spans critical expertise areas including investments, operations, technology, and regulatory compliance.
Our advisors and employees have held senior positions at leading institutional firms, bringing decades of combined experience in financial markets, enterprise technology, and scaling high-growth companies.
With deep domain expertise in private equity operations and workflows, we understand the unique challenges PE firms face and this insider perspective allows us to build holistic solutions that address interconnected operational needs rather than point solutions or generic financial technology.
Security and data privacy are fundamental to everything we build. Our leadership includes technology expertise with deep experience managing IT infrastructure and security at top-tier financial institutions, ensuring that protecting client data and maintaining institutional-grade security standards are embedded in our technology from the ground up.
Meet Stephen Lee
The founder of INVEXOS is a four-time Chief Operating Officer with deep domain expertise across private equity, hedge funds, Fortune 500 strategy, and consulting. He has built and scaled institutional infrastructure from the ground up, spanning strategy, operations, and technology.
He began his career implementing ERP systems, accounting platforms, and analytics tools for Fortune 500 clients, including roles in Big 4 consulting and at a leading accounting software company. He later led M&A, strategic planning, and business development for a Fortune 500 new technologies division before serving as COO of multiple asset management firms, including an AI- and machine learning–driven trading firm. Most recently, he was a founding partner of a private equity firm, where he architected the operational foundation that enabled its growth to $2B in AUM.
He holds an MBA from Duke University and a BBA from Emory University, where he double-majored in Accounting and Information Systems; a combination of financial and technical training that continues to shape his systems-based approach to scaling investment firms.
Drawing on deep domain expertise, technical fluency, operational rigor, and strategic insight, he is creating INVEXOS to bridge how firms invest with how they scale, designed to power everything from investment to exit, the full arc behind its name, delivered through a purpose-built OS for private equity and venture capital.
