Michael Batnick
Director of Research @ Ritholtz Wealth Management
New York, United States
Michael Batnick is a seed investor at Ritholtz Wealth Management in New York focused on Financial Services and Finance. Michael Batnick is the Director of Research and Managing Partner at Ritholtz Wealth Management, the author of The Irrelevant Investor Blog. His new book, Big Mistakes: The Best Investors and Their Worst Investments, is coming out in June 2018. Michael is co-hosts the podcast Animal Spirits with Ben Carlson.
- Total investments:
- 4
- Last investment:
- Lead investor:
- 0%
Last updated:
For AI agents: llms.txt
Industries Michael Batnick invests in
Stages Michael Batnick invests in
Countries Michael Batnick invests in
Round sizes
Contacts
| Type | Contact | Validation |
|---|---|---|
| Work email | ||
| Personal email | ||
| Work phone | ||
| Personal phone | ||
| Socials |
Round size
- Seed
- $2.6M–$8M
Investment Focus
Industry
- Financial Services 2 (50%)
- Finance 1 (25%)
- Data Integration 1 (25%)
- Artificial Intelligence 1 (25%)
Country
- United States 2 (50%)
- Sweden 1 (25%)
Investments
| Company | Description | Round | Links |
|---|---|---|---|
| Focal saves financial advisors 8+ hours per week by automating time-consuming tasks before, during, and after meetings. Focal is the only AI meeting management solution purpose-built for financial advisors that offers enterprise-grade security and data controls on Microsoft's most secure infrastructure. | $5M / Seed / Oct 09, 2025 | ||
| Dispatch helps independent financial advisors to build ideal firms through strategic investments and advanced technology. | $8M / Seed / Jan 11, 2024 | ||
| Quartr is a software company serving the world of finance. Its product suite includes a variety of services, including a free mobile application, and a web application built for professionals, all having the same purpose - to bring the financial community closer together.With more than half a million people worldwide having experienced Quartr,ranging from private investors, journalists, and corporate professionals, it has become a key digital source of first-party company information. The Quartr mobile app is available for free on iOS, and Android and covers over 6500 public companies in 19 markets. Users can access company information - such as earnings calls, investor presentations, searchable transcripts with seamless text-to-audio transitions, earnings reports, and specific financial data. | $2.6M / Seed / Jul 13, 2022 | ||
| Quartr is a software company serving the world of finance. Its product suite includes a variety of services, including a free mobile application, and a web application built for professionals, all having the same purpose - to bring the financial community closer together.With more than half a million people worldwide having experienced Quartr,ranging from private investors, journalists, and corporate professionals, it has become a key digital source of first-party company information. The Quartr mobile app is available for free on iOS, and Android and covers over 6500 public companies in 19 markets. Users can access company information - such as earnings calls, investor presentations, searchable transcripts with seamless text-to-audio transitions, earnings reports, and specific financial data. | $4.5M / Seed / Nov 04, 2021 |
Co-Investors
Financial Planning Asset Allocation
Ritholtz Wealth Management Contacts
| Name | Phone | Socials | |
|---|---|---|---|
Barry Ritholtz
Co-Founder and Chief Investment Officer
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Joshua Brown
CEO and Co-Founder
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Tadas Viskanta
Director of Investor Education
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FAQ
What does Michael Batnick invest in?
Michael Batnick invests primarily in Financial Services, Finance and Data Integration startups, most often at Seed stage. Most of the 4 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.
What is Michael Batnick's check size?
Michael Batnick typically joins rounds of $2.6M–$8M at Seed. These ranges are 10th–90th percentile round sizes calculated from confirmed public funding rounds, so they are a realistic guide to the rounds Michael Batnick participates in.
How do I contact Michael Batnick?
Public channels for Michael Batnick include LinkedIn. 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 Michael Batnick last invest?
The most recent investment recorded for Michael Batnick closed in Oct 2025. Shizune tracks 4 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 Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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