Joshua J.

Collaborator
DISC Type : is

Founder at Stealth Startup

London, England, United Kingdom

Overview

Joshua is the founder of a stealth startup dedicated to building the future of financial advice. With a background in corporate strategy at BlackRock and multiple leadership roles at Cod, he is now focused on hiring product engineers and designers. He is a graduate of Bayes Business School.

Outside of his professional life, Joshua has been recognized for his academic achievements with a Lord Mayor Scholarship for Academic Excellence. He is also a competitive athlete, having played tennis for Devon County, indicating a high level of dedication and skill in the sport.

Unique fact: Joshua has a background as a county-level tennis player.

Personality Overview

Consensus Builder

Fair-minded

Good Listener

Scenarios where both sides can come out as winners appeal to them greatly.  They are more likely to opt for solutions that are proven in the market. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care About

Wealth Tech
Currently building a company to improve financial advice, frequently posting about advisor CRMs, client data management, and opportunities to better serve high-net-worth individuals.
AI in Finance
He has shown interest in how AI can be applied to the financial advisor market, specifically mentioning the concept of an "AI-enabled roll up" of firms.
Fintech Consolidation
He analyzes private equity and VC-backed consolidation in the UK and US financial advisor markets, comparing models from firms like Savvy Wealth.

Media Appearances

Joshua has no verified media appearances

Work History

1-2025
Founder at Stealth Startup
9-2023 - 9-2024
General Manager at Codat
7-2022 - 8-2023
Chief Of Staff at Codat
9-2021 - 7-2022
Head of Marketing at Codat
1-2019 - 9-2020
Corporate Strategy and Development Associate at BlackRock

Education

2012 - 2016
Bachelor of Science (BSc) from Bayes Business School
2006 - 2012
A Levels from Exmouth Community College

More Information

Social Presence :

Prographics :

Exp : 8 Location : London, England, United Kingdom Job Level : Leadership Designation : Founder at Stealth Startup
URL has been copied!

Insights For Selling To Joshua

During A Call Or A Meeting

DO's

  • Show genuine interest in solving their problems
  • Use testimonials, case studies to show them why it is a low-risk, high-value decision
  • Use phrases like ‘trust me when’, ‘your team will love’ etc.

DONT's

  • Don’t ask too many questions that sound too dry and objective
  • Don’t sound very transactional
  • Don’t give the impression of being unproven or risky

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joshua is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from Joshua

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will Joshua move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can Joshua take some risk or not?

  • It is unlikely that they will take many risks.

You And Joshua

Personality Compatibility


Other Stealth Startup Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.