BrokerageAudit
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Founder & CEO

Javier Sanz

Fintech Executive | Operations & International Expansion

Dubai, United Arab Emirates

5M+

Users scaled

$5B

Annual volume built

10+

Regulatory jurisdictions

$145M+

M&A deals executed

About Javier

I scale regulated financial platforms. In the past decade I built a digital broker-dealer from zero to 5 million users, culminating in an acquisition by a tier-one US investment bank. I have closed over $145M in cross-border M&A, and secured capital-markets and payment licences across 10 jurisdictions on 4 continents.

I pair deep infrastructure knowledge — licensing, payments, trading, clearing, custody, compliance — with the commercial instinct to convert that infrastructure into revenue. At BrokerageAudit, I'm applying everything I learned building regulated fintech infrastructure to the insurance industry: automating the backoffice operations that cost agencies thousands of hours and create E&O exposure.

Insurance agencies deserve the same operational technology that banks and broker-dealers have built in-house. BrokerageAudit is that technology — purpose-built, AI-powered, and designed for the independent agency channel.

Experience

Founder & CEO

BrokerageAudit

2025 – Present · Dubai

Building the AI-powered backoffice operating system for insurance agencies. Automating policy checking, COI verification, submission intake, and commission reconciliation for independent brokerages.

VP, Operations & Market Expansion

Alpaca ($1.2B valuation)

2024 – 2025 · Silicon Valley / Dubai

Led operations and international expansion for a Silicon Valley-based, SEC-regulated, self-clearing broker-dealer providing API-driven trading infrastructure. Executed two cross-border acquisitions totaling $45M+. Secured capital markets, crypto, and payment licences across 6 jurisdictions.

President & CEO

Ninety Nine (acquired by tier-one US investment bank)

2017 – 2024 · Madrid / London / Mexico City

Built an ESMA-regulated digital broker-dealer from zero to 5M+ users and $5B annual volume — Southern Europe's fastest-growing investment platform. Executed the B2C-to-B2B pivot into white-label infrastructure, signing contracts with 4 of the world's 20 largest banks by AUM. Negotiated 2 landmark exits. Built a 200-person multi-office organization.

Head of Operations & Business Development

Emoji Company (Universal Studios)

2014 – 2017 · New York / Dubai

Launched a global IP-licensing operation spanning 30+ countries from a standing start, building it to $300M+ in annual revenue. Closed multi-million-dollar brand deals with Universal Studios, Sony Pictures, and major consumer brands.

Education

Harvard University

Advanced Finance Program (A+) — Private Equity, M&A & Restructurings, Corporate Finance

CUNEF Universidad

Bachelor in Finance, Business & Auditing — Valedictorian, Excellence Scholarship (Spanish Banking Association)

Professional Development

AI & Business Strategy (MIT Sloan) · AI for Business (Wharton) · Investment Performance Measurement (CFA Institute) · Strategic Management (Wharton) · Advanced Negotiation (Harvard) · Digital Transformation (Yale SOM) · Disruptive Strategy (HBS Online)

Regulatory Jurisdictions

Direct experience securing and maintaining licences across:

SEC (USA)
ESMA (EU)
FCA (UK)
CIRO (Canada)
MAS (Singapore)
VARA (UAE)
ADGM (UAE)
GIFT (India)
CNBV (Mexico)
CVM (Brazil)
AIFC (Kazakhstan)

What I'm building at BrokerageAudit

AI Policy Comparison

Automated binder-to-policy and renewal comparison with a 47-point E&O checklist.

COI Verification

Validates certificates of insurance against policies and contractual requirements.

Submission Intake

Pre-fills ACORD applications from AMS data, matches carrier appetite, distributes to markets.

Commission Reconciliation

Matches carrier statements to policy records, catching short payments at scale.

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