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Aris Investing Appoints Monisha Jayakumar as Chief Investment Officer

PRIVATENov 07, 2025

Company

Aris Investing

ChicagoFinancial ServicesFinanceFintechLending

Description

Aris Investing has announced the appointment of Monisha Jayakumar as Chief Investment Officer to enhance its tax-aware investment services. She will lead the firm's investment research and portfolio management efforts.

Quick answer

Aris Investing Appoints Monisha Jayakumar as Chief Investment Officer (November 7, 2025). Aris Investing is based in Chicago, Illinois, United States.

What did Aris Investing announce on November 7, 2025?
Aris Investing has announced the appointment of Monisha Jayakumar as Chief Investment Officer to enhance its tax-aware investment services. She will lead the firm's investment research and portfolio management efforts.
What does Aris Investing do?
Aris Investing delivers personalized, tax-aware portfolio and tax overlay solutions for financial advisors, RIAs, and family offices seeking customized, after-tax outcomes for their clients.
Where is Aris Investing based?
Aris Investing is based in Chicago, Illinois, United States.
Which similar companies made leadership changes around the same time?
Barings (November 8, 2025), Valley National Bancorp (November 6, 2025), Q2 (November 5, 2025) and Regional Management (November 5, 2025) also announced leadership changes within 45 days of Aris Investing.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Aris Investing, and when

A new leader at Aris Investing brings new priorities and often new vendors. The first weeks are when they listen.

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Company Information

Company

Aris Investing

Location

Chicago, Illinois, United States

About

Aris Investing delivers personalized, tax-aware portfolio and tax overlay solutions for financial advisors, RIAs, and family offices seeking customized, after-tax outcomes for their clients. Founded in 2022, Aris manages more than 4.7 billion dollars in assets across direct indexing, SMA, UMA, and long/short tax-aware strategies, combining technology, tax management, and risk optimization to help advisors create portfolios aligned with client intent and long-term efficiency.

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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 Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.