About us

A culture of innovation focused on meeting the needs of advisors and their clients.

Built for Advisors

The RIA landscape is changing. As money management becomes commoditized, advisors are adapting by offering services that address other aspects of their clients' financial lives. At iconik, we're committed to helping our advisors forge enduring client relationships built on values, personalization, and trust. We work tirelessly to deliver a best-in-class experience backed by white-glove support.

Meet our key people

Alex D. Thaler

CEO

Alex is a startup founder, software engineer, and former corporate attorney. Prior to founding iconik, Alex served as Head of Security, Privacy, and Compliance at AnyRoad, an Andreessen Horowitz-backed startup redefining data-driven insights in the experience economy. Alex received a BA from UC Berkeley and a JD from University of Pennsylvania Law School, and has been named as one of Inicio Ventures’ rising Latinx founders to watch.

J. Alan Reid, CIMA

President

Alan brings over three decades of core financial services experience to the team, including as CEO of Forward, manager of the Forward Funds and the Sierra Club Funds. At Forward he also incubated emerging manager expert Legato Capital, whose board he also served on. Reid also sat on the board of FolioFN, the Investment Company Institute (ICI) among others. Earlier he had multiple roles at Morgan Stanley, including SVP of Morgan Stanley Online and prior a regional director of their Investment Consulting Service (ICS).

Samson Sprouse

CTO

Samson heads up Technology at iconik, where he leads development of key voting and trading platforms. He was formerly Head of Platform at AnyRoad and prior to that, Principal Engineer at Greatschools. Samson brings over 17 years of experience building software and managing technical teams. He is passionate about using technology to build innovative financial services solutions.

Let's talk

© 2022 by Iconik Securities, Inc. ("iconik")

iconik is not a registered broker-dealer. The information provided by iconik does not constitute advice or a recommendation to buy, sell, or hold securities. All investments involve risk; the past performance of a security or financial product does not guarantee future results or returns. With any investment in securities or financial products, there is always a risk of losing money. Investors should be aware that system response, execution price, speed, liquidity, market data, and account access times are affected by many factors, including market volatility, size and type of order, market conditions, system performance, and other factors. These risks are to be assumed by the customer.

Iconik Securities, Inc. and Alpaca Securities LLC ("Alpaca") are not affiliated and neither are responsible for the liabilities of the other.

Technology is offered by Iconik Securities, Inc.

Brokerage services are provided by Alpaca Securities LLC ("Alpaca"), member FINRA, a wholly-owned subsidiary of AlpacaDB, Inc. Clearing services are provided by Velox Clearing LLC (Velox) and Vision Financial Markets LLC (Vision). All three are members of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash) per customer. Explanatory brochure available upon request or at www.sipc.org.

This is not an offer, solicitation of an offer, or advice to buy or sell securities, or open a brokerage account in any jurisdiction where Alpaca is not registered (Alpaca is registered only in the United States).


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