Identifying high-net-worth individuals in need of financial guidance is central to growth in the wealth management industry.
While advisors and sales teams use many signals to guide outreach, one of the strongest and most time-sensitive is often overlooked, the sale of a private business. A liquidity event instantly transforms business owners into high-net-worth individuals, creating a narrow window where the need for financial planning is at its peak.
We track more than 2,000 private company transactions each month in Dakota Marketplace and map those deals directly to key executives. This allows firms to gain a clear, actionable view into who has recently gone through a buyout and is likely navigating newfound liquidity, all in one place where you can view and act on every transaction.
Book a demo of Dakota Marketplace to source key executives and CEOs!
Top 10 CEOs in NYC
1. Kalshi – Tarek Mansour
Kalshi is a federally regulated exchange that allows individuals to trade on the outcome of future events through event contracts. Founded in 2018 by Tarek Mansour and Luana Lopes Lara, the platform enables users to buy and sell contracts predicting specific events, such as election results or economic indicators, with each contract worth $1 if the event occurs as predicted.
Tarek Mansour is the Co-founder and Chief Executive Officer of Kalshi, based in New York City. As a founder-led CEO, he drives the company’s vision and innovation, positioning Kalshi at the forefront of regulated event-based financial markets.
View the full profile in Dakota Marketplace.
2. Joseph Ucuzogl – Deloitte Legal
Deloitte Legal is a global law firm offering a comprehensive range of legal services, including corporate, intellectual property, commercial, employment law, mergers and acquisitions, and dispute resolution. It serves clients across various sectors such as consumer, energy, banking and finance, technology, mining, media, and telecommunications.
Joseph Ucuzoglu is the Global Chief Executive Officer of Deloitte, based in New York City, where he leads the world’s largest professional services organization with more than 460,000 professionals and over $67B in annual revenue. With prior roles as CEO of Deloitte US and leader of the US Audit & Assurance practice, he brings deep industry expertise and a strategic, client-focused approach to Deloitte’s global operations.
View the full profile in Dakota Marketplace.
3. Gadi Cohen – PNY
PNY Technologies Inc. is a privately held company specializing in the design and manufacturing of computer hardware products, including graphics cards, USB flash drives, solid-state drives, and memory modules. Founded in 1985, the company serves both consumer and business markets, providing high-quality products to enhance computing experiences.
Gadi Cohen is the Founder, Chief Executive Officer, and President of PNY, based in New York City. As a longtime leader of the company, he provides strategic direction and oversight that have supported PNY’s growth and sustained presence in the global technology hardware market.
View the full profile in Dakota Marketplace.
4. Hebbia – George Sivulka
Hebbia is an AI platform that enables businesses to transform vast amounts of unstructured data into actionable insights. Founded in 2020, the company specializes in retrieval-augmented generation (RAG) and has developed the Matrix platform, which leverages proprietary ISD architecture to tackle complex tasks across various industries, including finance, law, and consulting.
George Sivulka is the Founder and Chief Executive Officer of Hebbia, an AI startup that builds advanced search tools to help organizations analyze and extract insights from massive datasets. Founded in 2020, Hebbia serves leading financial, legal, consulting, and enterprise clients, and Sivulka has been recognized for his innovation with a spot on Forbes’ 30 Under 30 list in 2024.
View the full profile in Dakota Marketplace.
5. Benjamin Pajak – HealthPlanOne
HealthPlanOne, now operating as HPOne, is a leading digital health distribution platform specializing in Medicare and health insurance markets. Founded in 2006, the company offers end-to-end, direct-to-consumer enrollment solutions, utilizing proprietary technology and data analytics to assist consumers in comparing and purchasing Medicare plans. HPOne serves both individual consumers and health insurance carriers, providing marketing, sales, and contact center solutions tailored to the healthcare industry.
Benjamin Pajak is the Chief Executive Officer of HealthPlanOne, based in New York City, where he oversees the company’s leadership and strategic direction. He brings broad executive experience and operational focus to the organization, supporting its mission in the health insurance and benefits marketplace.
View the full profile in Dakota Marketplace.
6. Sherry Phillips – Forbes
Forbes is an American business magazine and media company that provides articles on finance, industry, investing, and marketing topics. Founded in 1917 by B.C. Forbes and Walter Drey, it is renowned for its lists and rankings, including the world's richest individuals and top companies. Forbes operates a contributor model, allowing a wide network of contributors to publish articles directly on its website.
Sherry Phillips is the Chief Executive Officer of Forbes, becoming the company’s first female CEO in January 2025 after nearly 30 years with the organization. A veteran media executive, she previously served as Chief Revenue Officer and has driven strong growth across digital audiences and live events through a strategic focus on innovation and transformation.
View the full profile in Dakota Marketplace.
7. David Gandler – Fubo Corporate
FuboTV, Inc. is a publicly traded American over-the-top sports streaming television service that offers live sports, news, and entertainment content across the U.S., Canada, France, and Spain. Founded in 2015, FuboTV has evolved from a soccer-centric streaming service to a comprehensive virtual multichannel video programming distributor (vMVPD), providing subscribers with access to a wide array of live television channels.
David Gandler is the Chief Executive Officer of Fubo, based in New York City, where he leads the company’s strategic vision and executive operations. As a co-founder and longtime leader of the business, he has played a central role in shaping Fubo’s growth in the live TV streaming and sports entertainment market.
View the full profile in Dakota Marketplace.
8. Kay Krill – LOFT
Loft is a Brazilian digital real estate platform founded in 2018 that simplifies the buying and selling of apartments through technology-driven transparency and efficiency. The company uses real transaction data and proprietary machine learning to price units accurately and offers end-to-end services, including renovation, to improve liquidity for buyers and sellers.
Katherine “Kay” Krill is a highly respected retail executive who served as President and Chief Executive Officer of ANN INC., the parent company of Ann Taylor and LOFT, from 2005 to 2015. During her tenure, she oversaw significant growth to $2.4 billion in annual sales and led key brand innovations, including the launch of Lou & Grey, cementing her influence in the women’s specialty retail industry.
View the full profile in Dakota Marketplace.
9. Asaf Peled – Minute Media
Asaf Peled is the Founder and Chief Executive Officer of Minute Media, a global digital media and technology company focused on sports and culture content. Under his leadership, Minute Media has scaled through strategic acquisitions and technology-driven innovation, building a portfolio of leading brands that reach hundreds of millions of users worldwide.
Minute Media is a global digital media company specializing in sports and entertainment content. It operates a network of owned and operated platforms, including Sports Illustrated, The Players' Tribune, 90min, Mental Floss, The Big Lead, DBLTAP, and FanSided, delivering diverse content to a global audience.
View the full profile in Dakota Marketplace.
10. Andrew Sullivan – Prudential Financial
Prudential Financial, Inc. is a diversified financial services company offering a wide range of insurance, investment management, and other financial products and services. Founded in 1874 and headquartered in Newark, New Jersey, the company serves individual and institutional customers globally, with a significant presence in the United States and Japan.
Andrew Sullivan is the Chief Executive Officer of Prudential Financial, Inc., leading one of the world’s largest global financial services firms. A long-tenured Prudential executive, he brings deep experience across international insurance and global investment management, having previously overseen PGIM and the company’s international businesses.
View the full profile in Dakota Marketplace.
Where Liquidity Events Become Prospecting Signals
Finding prospects may not be the challenge, it’s knowing when to reach them.
Private company transactions are one of the clearest signals of imminent need. They turn operating executives into newly liquid decision-makers almost overnight. Firms that align outreach to these moments gain a real advantage in timing, relevance, and conversion.
Dakota Marketplace delivers that edge.
Our combination of real-time private company transaction data and “likely to transact” signals allows RIAs and advisors to engage in timely, highly relevant outreach to individuals with newly acquired, or soon-to-be-acquired, wealth.
You’ll see all private company transactions in one place, updated continuously, so your team can prioritize outreach, engage with confidence, and convert at the right moment.
Book a demo of Dakota Marketplace to source key executives and CEOs!
