Sachin Maheshwari
Head of Institutional Business @Webull Financial
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WORK HISTORY
Head of Institutional Business @Webull Financial
St. Petersburg, FL, US
Leading Webull’s Institutional Business across B2B and B2B2C verticals, building a scalable, API-first global brokerage platform for institutions, fintechs, and professional market participants.What I’m BuildingInstitutional Platform & Infrastructure • Standing up the full institutional operating model — product, sales, onboarding, support, and API ecosystem • Architecting scalable, institutional-grade brokerage infrastructure Introducing Broker Ecosystem • Full Disclosed (FD), Omni & Omni-Sub Buy-Side & Professional Clients • Prop Trading Firms, Hedge Funds, RIAs, Asset Managers / Mutual Funds Embedded Brokerage for NeoBanks & Fintechs • White-label / embed solutions enabling NeoBanks and fintech platforms to offer U.S. equities, options, futures & digital assets • API-driven integration for seamless investing experiences Distribution & Partnerships • Referrer / Finder framework • Strategic fintech and platform integrations API-Driven Brokerage Stack • Broker API, OpenAPI, Connect API Focused on building a vertically integrated, institutional-grade brokerage platform combining regulatory strength, technology scale, and global reach.
EDUCATION
Cornell Johnson Graduate School of Management
MBA
Chaudhary Charan Singh University
BS, Mathematics
Himachal Pradesh University
MS, Computer Science
Harvard Business School
Executive Education Program, Organizational Leadership
SKILLS
ABOUT SACHIN MAHESHWARI
Global financial services and fintech executive with 24+ years of experience building and scaling broker-dealer platforms, leading international expansion, and architecting institutional-grade financial infrastructure.Currently Head of Institutional Business at Webull, building and scaling the firm’s global B2B and B2B2C platform — spanning Introducing Brokers, buy-side institutions, and embedded brokerage solutions for neobanks and fintechs. Leading end-to-end strategy across product, API architecture, commercial model, onboarding, and institutional operations.Former Managing Director at Interactive Brokers. Co-founder & COO at Instient.MBA – Cornell University | MS – Computer Science (Valedictorian)Career Highlights • Head of Institutional Business, WebullArchitecting and scaling a full-suite, institutional-grade brokerage platform and service ecosystem supporting- Introducing Brokers (Full Disclosed, Omni, Omni-Sub)- Prop Trading Firms, Hedge Funds, RIAs, Asset Managers- Embedded / white-label brokerage for neobanks & fintechsBuilding the full institutional stack — product, sales, onboarding, and support ecosystem. • Managing Director, Interactive BrokersScaled India operations from 0 to 670+ professionals; delivered $100M+ in enterprise value.Led strategic offshoring, regulatory alignment, cost optimization (~90% efficiency in transitioned functions), and global operating model transformation. • P&L & Enterprise LeadershipOwned $100M+ operating budgets with full accountability across business development, operations, compliance, technology, risk, and talent. • Global Expansion StrategistDrove cross-border growth initiatives across India, Hungary, Estonia, and emerging markets; conducted global location search across 20+ countries. • Institutional & Infrastructure ExpertiseBroker-dealer operations | Embedded finance | API-driven brokerage | Market entry | Regulatory strategy | Large-scale transformation.Focus: Building vertically integrated, institution-grade financial platforms designed for scale, resilience, and global reach.
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