Harvey Golub
Angel Investor
New York, United States
Harvey Golub is a Series D investor in New York focused on Financial Services and FinTech. Harvey Golub is Former Chairman and Chief Executive Officer at American Express.
- Total investments:
- 10
- Last investment:
- Lead investor:
- 30%
Last updated:
For AI agents: llms.txt
Industries Harvey Golub invests in
Financial ServicesFinTechFinanceB2BB2C
Stages Harvey Golub invests in
Series DSeries CPre-SeedSeries ASeries B
Countries Harvey Golub invests in
United StatesIsrael
Contacts
| Type | Contact | Validation |
|---|---|---|
| Work email | ||
| Personal email | ||
| Work phone | ||
| Personal phone | ||
| Socials |
Investment Focus
Industry
- Financial Services 4 (40%)
- FinTech 3 (30%)
- Finance 3 (30%)
- B2B 1 (10%)
- B2C 1 (10%)
Stage
- Series D 3 (30%)
- Series C 2 (20%)
- Pre-Seed 1 (10%)
- Series A 1 (10%)
- Series B 1 (10%)
Country
- United States 6 (60%)
- Israel 1 (10%)
Investments
| Company | Description | Round | Links |
|---|---|---|---|
| Dynasty Financial Partners is an integrated platform service provider that makes it possible for you to build the business you’ve always envisioned. A business that reflects your passions and beliefs, and gives you the freedom to pursue your goals and those of your clients the best way you know how. They help top advisors, whether they are alreadyindependent or those leaving the wirehouses, to build their businesses the same way they built ours: from the ground up, taking the long view, not short cuts. Then, they provide every possible measure of support.At Dynasty, independence is more than just a transition. It’s a transformation, an opportunity to truly own what you’ve created, a legacy that you can pass on. Being independent and owning your own business is not for everyone. But with their resources and expertise behind you, there’s no better way to define success on your own terms. | Private Equity / Feb 05, 2026 | ||
| Our mission is to use technology and design to level the playing field for small businesses and the common person in a world where typically on the wealthiest people and large corporations can afford expensive counsel. | $2.3M / Pre-Seed / Mar 31, 2021 | ||
| Pagaya Investments (Pagaya) is a financial technology company reshaping the asset management space using machine learning and big data analytics to manage institutional money. With a focus on fixed income and alternative credit, Pagaya offers a variety of discretionary funds to institutional investors including pension funds, insurance companies,and banks. Pagaya’s unique technology platform — Pagaya Pulse — runs on a suite of artificial intelligence technologies and state-of-the-art algorithms to deliver a consistently high and scalable performance edge. The company was founded in 2016 by seasoned finance and technology professionals with offices in New York and Tel Aviv. | $102M / Series D / Jun 17, 2020 | ||
| TradAir offers an end-to-end front office trading technology solutions for banks and brokers that optimize trading and client engagement.The company’s suite of products enables its users to create new revenue layers and reduce costs while improving and creating new client relationships. It develops Forex trading software for foreign exchangetrading by banks and brokers. The HTML5-based trading platform also offers an end-to-end trading infrastructure from price creation and dynamic distribution to trading optimization solutions.The company was founded in 2015 with offices in London, New York, and Singapore. | $11M / Series D / Jul 22, 2019 | ||
| Pagaya Investments (Pagaya) is a financial technology company reshaping the asset management space using machine learning and big data analytics to manage institutional money. With a focus on fixed income and alternative credit, Pagaya offers a variety of discretionary funds to institutional investors including pension funds, insurance companies,and banks. Pagaya’s unique technology platform — Pagaya Pulse — runs on a suite of artificial intelligence technologies and state-of-the-art algorithms to deliver a consistently high and scalable performance edge. The company was founded in 2016 by seasoned finance and technology professionals with offices in New York and Tel Aviv. | $25M / Series C / Apr 03, 2019 | ||
| Pagaya Investments (Pagaya) is a financial technology company reshaping the asset management space using machine learning and big data analytics to manage institutional money. With a focus on fixed income and alternative credit, Pagaya offers a variety of discretionary funds to institutional investors including pension funds, insurance companies,and banks. Pagaya’s unique technology platform — Pagaya Pulse — runs on a suite of artificial intelligence technologies and state-of-the-art algorithms to deliver a consistently high and scalable performance edge. The company was founded in 2016 by seasoned finance and technology professionals with offices in New York and Tel Aviv. | $14M / Series B / Aug 30, 2018 | ||
| As a trusted adviser, we offer complete transparency as we solve problems and create opportunities for our clients. Our clients are oil & gas producers, midstream operators, end-users of oil & gas, and financial services companies. HudsonField is uniquely positioned to solve problems in the ever-changing mosaic of energy markets, bank andcommodity regulations, and geopolitics. | Venture - Series Unknown / Jul 25, 2016 | ||
| Relationship Science (RelSci) is a technology solutions company that helps individuals and organizations leverage their relationships for a competitive business advantage. The RelSci platform provides deep information about over 6 million influential decision makers - who they are and who they know, what you have in common with them, and how youcan gain access to them and their organizations. Our relationship mapping tool empowers you to discover new relationships, advance existing ones, and maximize every opportunity. | $31M / Series D / Apr 16, 2015 | ||
| Relationship Science (RelSci) is a technology solutions company that helps individuals and organizations leverage their relationships for a competitive business advantage. The RelSci platform provides deep information about over 6 million influential decision makers - who they are and who they know, what you have in common with them, and how youcan gain access to them and their organizations. Our relationship mapping tool empowers you to discover new relationships, advance existing ones, and maximize every opportunity. | $30M / Series C / Jun 03, 2013 | ||
| Plastiq provides convenient, flexible, and secure payment options. Plastiq makes it possible for business owners and savvy consumers to use a credit card for practically any expense, even ones like rent that normally require a check. The service makes it easier for cardholders to earn credit card rewards, tap early-payment discounts, and use cashin the ways that make the most sense for their lives.Plastiq is advancing innovative payment solutions to more than 150 countries around the world.Plastiq was founded in 2012 and is based in San Francisco, California. | $6M / Series A / Feb 28, 2013 |
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FAQ
What does Harvey Golub invest in?
Harvey Golub invests primarily in Financial Services, FinTech and Finance startups, most often at Series D and Series C stage. Most of the 10 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.
How do I contact Harvey Golub?
For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.
When did Harvey Golub last invest?
The most recent investment recorded for Harvey Golub closed in Feb 2026. Shizune tracks 10 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Oct 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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