About You
Knowledge. Experience. Trust.
An accomplished executive in the fintech space. He brings decades of diverse experience, insight and innovation to Assetfort.
John Partridge
Board of Directors,
Assetfort Holdings
John Partridge joins Assetfort as an accomplished executive in the fintech space. He brings decades of diverse experience, insight and innovation to the company's global transactional infrastructure. Currently, he serves as Chairman of the Finance Committee and a member of the board of directors of CIGNA Corporation. He also serves on the advisory board of Corsair Capital. Prior to these roles, John was president of Visa Inc.
*CEO, Velo Payments. President, Visa Inc.
*Board of Directors, Cigna and Global Payments, Inc.
*President and CEO, Inovant
*Senior Vice President and CIO, Unum Provident Corp.
*EVP, Credicorp, Inc.
*B.S. in Economics, University of California, Berkeley
“What we offer clients is PERFECT: Preserving wealth and Encouraging growth through Real-time Financial advice Enabled by Cross-border Teamwork.”
Sophie Lo
Co-Founder,
Chief Executieve Officer,
Assetfort Holdings
Sophie Lo’s background in venture capital, M & A, biotech, fintech, and international marketing guides her success as an angel investor and entrepreneur. With diverse insights formed on both sides of the ocean, and an extensive global financial network at her discretion, she is uniquely positioned to redefine today's Asian wealth-management industry with a stable bridge to the west for high-net-worth investors.
* Dual BAs in Marketing and International Business from San Francisco State University
* 20-years of entrepreneurial and institutional investing experience
* Accomplished Fintech angel investor, real-estate financier and wealth-management advisor
* Founder and President, Sound Perfection Inc
* Chief Business Development Officer, Pacoma International Ltd
“I’m proud to be part of a team that is so relentlessly focused on providing solid, long-term financial advice to clients. We are really reinventing the way things are done in wealth management in Asia.”
Daniel Kufeld
Co-Founder,
Chief Financial Officer
Co-founder Daniel Kufeld, CPA/PFS, has over 25 years of expertise in wealth and investment management, personal financial planning and venture capital. As CFO, he operates a vast transactional network on both sides of the globe while prospecting for new investment opportunities. Before Assetfort, Daniel was a Tax Partner/Wealth Advisor at a large CPA firm, investing on behalf of HNW individuals and families. Prior, he worked as a Tax Partner/Director at firms including Deloitte, KPMG and Ernst &Young.
*Licensed CPA in California
*Member, American Institute of Certified Public Accountants (AICPA) and the California Society of CPAs
*AICPA’s Personal Financial Specialist (PFS™) Credential
*Series 65 Investment Advisor License
*Bachelor of Science, Accounting, High Honors, University of Montana
“Effective and open communication with clients is the lifeblood of good business.”
Yiping Zhu
SVP, Business Development
Yiping Zhu utilizes a diverse set of skills in his role as Assetfort’s SVP of Business Development. Though he is primarily tasked with defining and refining the company’s unique voice in the competitive arena of fintech, he is also an expert in finding emerging-market opportunities in the real-time world of international finance. His polished 20-year track record includes experience in software and systems, key account sales, venture capital and E-commerce.
* COO, Woniu, a mobile platform for home design
* Founder, Capri Fashion Group, an online startup
* Partner, DragonBridge Capital
* Sales and Consulting, Siebel
* Sales and Consulting, PeopleSoft
* Consulting, KPMG
* BA, Economics and Physics, Illinois Wesleyan University
An accomplished executive in the fintech space, John brings decades of diverse experience, insight and invention to Assetfort.
John Partridge
Board of Directors,
Assetfort Holdings
John Partridge joins Assetfort as an accomplished executive in the fintech space. He brings decades of diverse experience, insight and invention to the company's global transactional infrastructure. Currently, he serves as Chairman of the Finance Committee and a member of the board of directors of CIGNA Corporation. He also serves on the advisory board of Corsair Capital. Prior to these roles, John was president of Visa Inc.
*CEO, Velo Payments. President, Visa Inc.
*Board of Directors, Cigna and Global Payments, Inc.
*President and CEO, Inovant
*Senior Vice President and CIO, Unum Provident Corp.
*EVP, Credicorp, Inc.
*B.S. in Economics, University of California, Berkeley
“What we offer clients is PERFECT: Preserving wealth and Encouraging growth through Real-time Financial advice Enabled by Cross-border Teamwork.”
Sophie Lo
Co-Founder,
Chief Executieve Officer,
Assetfort Holdings
Sophie Lo’s background in venture capital, M & A, biotech, fintech, and international marketing guides her success as an angel investor and entrepreneur. With diverse insights formed on both sides of the ocean, and an extensive global financial network at her discretion, she is uniquely positioned to redefine today's Asian wealth-management industry with a stable bridge to the west for high-net-worth investors.
* Dual BAs in Marketing and International Business from San Francisco State University
* 20-years of entrepreneurial and institutional investing experience
* Accomplished Fintech angel investor, real-estate financier and wealth-management advisor
* Founder and President, Sound Perfection Inc
* Chief Business Development Officer, Pacoma International Ltd
“I’m proud to be part of a team that is so relentlessly focused on providing solid, long-term financial advice to clients. We are really reinventing the way things are done in wealth management in Asia.”
Daniel Kufeld
Co-Founder,
Chief Financial Officer
Co-founder Daniel Kufeld, CPA/PFS, has over 25 years of expertise in wealth and investment management, personal financial planning and venture capital. As CFO, he operates a vast transactional network on both sides of the globe while prospecting for new investment opportunities. Before Assetfort, Daniel was a Tax Partner/Wealth Advisor at a large CPA firm, investing on behalf of HNW individuals and families. Prior, he worked as a Tax Partner/Director at firms including Deloitte, KPMG and Ernst &Young.
*Licensed CPA in California
*Member, American Institute of Certified Public Accountants (AICPA) and the California Society of CPAs
*AICPA’s Personal Financial Specialist (PFS™) Credential
*Series 65 Investment Advisor License
*Bachelor of Science, Accounting, High Honors, University of Montana
“Effective and open communication with clients is the lifeblood of good business.”
Yiping Zhu
SVP, Business Development
Yiping Zhu utilizes a diverse set of skills in his role as Assetfort’s SVP of Business Development. Though he is primarily tasked with defining and refining the company’s unique voice in the competitive arena of fintech, he is also an expert in finding emerging-market opportunities in the real-time world of international finance. His polished 20-year track record includes experience in software and systems, key account sales, venture capital and E-commerce.
* COO, Woniu, a mobile platform for home design
* Founder, Capri Fashion Group, an online startup
* Partner, DragonBridge Capital
* Sales and Consulting, Siebel
* Sales and Consulting, PeopleSoft
* Consulting, KPMG
* BA, Economics and Physics, Illinois Wesleyan University