Udayveer Singh Chawla

Udayveer Singh Chawla

Investment Banking Associate @ Rosenblatt Securities

About

Investment banking professional at Rosenblatt Securities covering FinTech and Crypto/Digital Asset companies across capital raises, M&A, and IPOs.Four years in, with execution credits spanning sole-advisor private capital raise and sell-side mandates in digital asset infrastructure and FinTech, ECM roles on a wave of recent Crypto and Exchange IPOs (Gemini, MIAX, Bullish, Galaxy Digital, BitGo), and a US equity market structure consulting engagement for a top-tier PE firm.Also co-author Rosenblatt's FinTech Viewpoint thought series alongside the MD, contribute to our Annual FinTech Summit (now in its 17th year).Interested in market infrastructure, digital asset rails, stablecoins, tokenisation, and the firms rebuilding the plumbing of finance. CFA Level 3 Candidate.Reach me at uchawla@rblt.com.

Country

India

City

Delhi

Industry

Capital Markets

Skill

DCF, U.S. Generally Accepted Accounting Principles (GAAP), NEST, International Financial Reporting Standards (IFRS), Stock Market Analysis, Financial Modeling, Opstra, Stock Option, Technical Analysis, Equity Trading, Stock Research, Microsoft Excel, Market Research, Stock Market, Data Analysis

Experience

Rosenblatt Securities

Investment Banking Associate

Rosenblatt Securities

LinkedIn
2026-1 - Present · 9 mos

New York, United States

1) Investment banking professional at Rosenblatt Securities covering FinTech and Crypto/Digital Asset companies across capital raises, M&A, and IPOs. Recent mandates include sole sell-side advisor to a financial data platform with on-chain capabilities , sole advisor on a Series A consortium raise for the first FCA-authorised clearing and settlement platform for digital assets, stablecoins, and fiat, and a US equity market structure consulting engagement for a top-tier PE firm evaluating a private investment in a US exchange. 2) On ECM, bookrunner on Gemini and MIAX, and co-manager on Bullish, Galaxy Digital, and BitGo. 3) Work closely with the MD and the broader team on Rosenblatt's Annual FinTech Summit, now in its 17th year — contributing across speaker sourcing, company curation, agenda structuring, and investor coordination across four consecutive editions (2022–2025). The Summit convenes leading FinTech and Crypto founders, PE/VC investors, and strategics, and anchors our banking group's coverage of the 180+ FinTech Unicorns globally and the next rung of growth-stage firms. 4) Co-author of Rosenblatt's FinTech Viewpoint series alongside the MD — institutional thought pieces on FinTech market dynamics, private market conditions, and Digital Asset adoption trends. Rosenblatt Securities' Investment Banking group helps FinTech firms raise capital (typically Series B–E), provides M&A advisory, and runs IPO/ECM mandates. Active across Blockchain, DeFi, and Crypto, alongside the full FinTech stack: Digital Lending, WealthTech, Capital Markets infrastructure, Challenger Banks, Payments, and InsurTech. We are a 42-year-old firm, the largest floor broker on the New York Stock Exchange, a boutique investment bank, and publish world-class equity market structure, TMT, and FinTech research.

Rosenblatt Securities

Investment Banking Analyst

Rosenblatt Securities

LinkedIn
2022-2 - 2025-12 · 3 yrs 11 mos

New York, United States

PlusWealth Group

Equity Trader

PlusWealth Group

LinkedIn
2019 - 2020 · 1 yr

Education

Sri Guru Tegh Bahadur Khalsa College

Sri Guru Tegh Bahadur Khalsa College

LinkedIn

Commerce

2015 - 2019 · 4 yrs

1st Division

Springdales School, India

Springdales School, India

LinkedIn

Business/Commerce, General

12 th grade - 95%

Udayveer Singh Chawla's Contact Information

Email

******@***.com

Phone

(**) *** ****

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