President & Co-founder of Swarmsales, Inc. — A platform that allows B2B companies to augment sales by leveraging on-demand account based sales professionals.
y needed to make their aspirations a regulatory possibility: a broker-dealer license, an ATS license, and a registered investment advisor (RIA) license. The last piece of the puzzle was the regulators signing off on the deal, which happened sur…f on their plans. So, how did this all happen? As is so often the answer, money! In one fell swoop, Coinbase acquired three companies: Keystone Capital Corp., Venovate Marketplace, Inc., and Digital Wealth LLC. The triumvirate of acquisitions gave them the three licenses they needed to make their aspirations a regulatory possibility: a broker-dealer license, an ATS license, and a registered investment advisor (RIA) license. The last piece of the puzzle was the regulators signing off on the deal, which happened surprisingly quickly.