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Brian Kofoed, CFP®, Joins Alpha Cubed Investments As Regional Director and Senior Vice President

RECENTLY ACQUIREDJun 28, 2024•almost 2 years ago

Position

Senior Vice President

Company

Alpha Cubed Investments

Brian Kofoed
IrvineVenture CapitalAngel Investment

Description

Alpha Cubed Investments welcomes Brian Kofoed, CFP®, as the new Regional Director and Senior Vice President. With over 14 years of experience in the financial services industry, Brian Kofoed brings a strong capability of meeting clients where they are at and helping them understand complicated investment concepts.

Company Information

Company

Alpha Cubed Investments

Location

Irvine, California, United States

About

Alpha Cubed Investments is a registered investment adviser serving clients throughout the U.S. We manage assets for high-net-worth individuals and institutions. Our objective at Alpha Cubed Investments is to protect investor capital using our 3-step investment process with the goal of managing risk and generating long-term investment returns, including income and capital gains. We offer personalized services to meet each client's financial goals.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.