Kevin Held

Kevin Held is a veteran financial-technology executive with roughly 30+ years of finance leadership across broker-dealers, institutional trading networks, and fintech SaaS companies. He earned a bachelor's degree in accounting from Adelphi University (1987) and an MBA from Adelphi (2004), and he is a CPA. He began his career at boutique investment banking firm Adams Cohen Securities, where he rose from staff accountant to CFO within a year and served nine years, then held senior roles at Sandler O'Neill & Partners (Vice President), Foster Jefferies (CFO), and Financial Resource Group (CFO/COO).

From roughly 2002 to 2014, Held was Controller and later CFO within Liquidnet Holdings, the global institutional equity-trading network, where he helped grow the company from a startup into a global enterprise and was involved in a ~$250 million equity recapitalization described at the time as the industry's largest minority recapitalization. In 2014 he joined TradingScreen (a provider of SaaS-based OEMS trading technology) as Deputy CFO and was promoted to Chief Financial Officer within about seven months, overseeing finance, HR, and administrative functions through 2018.

Since leaving TradingScreen, Held has built a career as a serial and fractional CFO in fintech and crypto: he became the first CFO of blockchain infrastructure firm AlphaPoint (2018), and subsequently served as fractional CFO at CrossTower, CFO at Vehlo (where he participated in the acquisition and integration of seven companies across a 14-company portfolio), CFO at treasury-and-liquidity fintech Hazeltree (appointed Sept 2022), and interim CFO at LivTech. In January 2020 he founded KCK CFO Consulting, LLC to provide interim and fractional CFO services to small and mid-sized companies, and in October 2025 he took on the Head of Finance role at Versana, a capital-markets data/technology venture.

His profile as an "angel investor / seed-stage" backer is consistent with his executive track record: an operator who repeatedly joins early- and growth-stage fintech companies to build finance functions, raise capital, and execute M&A.

• Stage: Categorized as a seed-round / angel-stage backer, aligned with his pattern of joining companies at early and high-growth phases.
• Sectors: Deep specialization in fintech and financial-services technology — trading/OEMS platforms, institutional brokerage, treasury and liquidity management, SaaS, and blockchain/crypto exchange infrastructure.
• What makes him a fit: Companies needing hands-on financial leadership — capital raising, recapitalizations, M&A integration, systems and process build-out, and scaling from startup to enterprise. His experience spans "capital raising, target identification, acquisitions, and operations setup."
• Geography: New York-centric fintech ecosystem.
• *Note: No publicly documented, itemized angel-investment thesis (e.g., a personal check-size range or stated investing philosophy) could be verified from primary sources; the above is inferred from his operating history in early-stage fintech.*