Alex Wheldon in

Alex Wheldon

Wildcard · DISC type isc
Founder, Managing Partner at Charles Square Ventures
📍 New York, New York, United States

Alex Wheldon is the Co-Founder of Rho, a platform creating a new standard for business banking. His expertise in fintech is complemented by previous leadership roles in marketing and product at Smarkets and Lyst. He holds a Bachelors Degree from OCAD University and is also a partner at an early-stage investment firm.

Alex is deeply invested in fostering U. S. -Serbian ties, serving as an Advisory Board Member for the Pupin Initiative. He actively promotes the Balkan tech scene, personally recruiting for Rhos engineering team in Belgrade and highlighting leadership roles in the region.

He is the co-author of a popular childrens book for adults titled, "Get Your Sh*t Together. "

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Experience
20 Years
Current Role
Founder, Managing Partner
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

How Alex shows up

ROI Driven
Requires Proof
Curious But Skeptical

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Priorities

Topics Alex cares about

Fintech Innovation
As the co-founder of Rho, he is focused on replacing legacy systems with integrated solutions for business banking, corporate cards, and accounts payable.
Startup Investing
As a Partner at Wheldon Bros Limited, he provides capital for early-stage technology and regulated industry startups.
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Career

Work history

1-2025
Founder, Managing Partner
Charles Square Ventures
9-2023
Advisory Board Member
Pupin Initiative
3-2018
Co-Founder
Rho Business Banking
5-2016 - 9-2017
CPO
Lyst
6-2015
Partner
Wheldon Bros Limited
In the press

Media appearances

#155: Alex Wheldon, Co-Founder and Chief Product Officer of Rho Business Banking – Podcast Interview. Featured in JustGoGrind
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The Evolution of Business Banking – Alex Wheldon (Co‑Founder, Rho Business Banking). Featured in Snyder Showdown
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Education
Bachelor’s Degree
OCAD University
Social presence
in
Behavioral profile

DISC profile (public)

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Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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