Fundpath
Sophia Spantios is an experienced professional in customer success and client strategy, currently serving as the Head of Customer Success - Client Strategy at Fundpath since January 2025. Prior to this role, Sophia held several positions at Preqin, including Director of Client Success EMEA for Global Accounts and Client Success Manager for Global Accounts, from October 2021 to January 2025. Additional experience includes a Client Success Manager position at ROLLER Software from November 2020 to October 2021, and similar roles at CI Direct Investing and WealthBar. Sophia's educational background includes a Graduate Diploma in Law from The University of Law and a Bachelor's degree from the University of Southampton.
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Fundpath
Developed in conjunction with wealth managers, Fundpath harnesses the power of collective data, AI and technology to modernise the fund buying process. More insightful, relevant engagement improves efficiency, reduces wastage and promotes a low carbon future.