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About
Dave O’Brien is an advisory partner at IA Capital Group. He previously served as CEO of Agreement Express, a digital onboarding and process automation platform for wealth management firms and payment service providers, and was a founding member of Zywave, an insurance software provider, where he became CEO in 2013 and led its shift to a SaaS platform, along with several acquisitions and exits. He holds a BBA in Marketing from the University of Iowa.
Colleagues at IA Capital Group
Frequently asked questions
- Who is Dave O’Brien?
- Dave O’Brien is an advisory partner at IA Capital Group. He previously served as CEO of Agreement Express, a digital onboarding and process automation platform for wealth management firms and payment service providers, and was a founding member of Zywave, an insurance software provider, where he became CEO in 2013 and led its shift to a SaaS platform, along with several acquisitions and exits. He holds a BBA in Marketing from the University of Iowa.
- Where does Dave O’Brien work?
- Dave O’Brien is Advisory Partner at IA Capital Group.
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