Naaz Scheik

Chief Executive Officer at SoftPak Financial Systems

Speaker

Naaz Scheik is the CEO of SoftPak Financial Systems, a leading quantitative financial software development firm empowering Registered Investment Advisors (RIAs) with next-generation financial technologies. With over 30 years of experience in fintech, Naaz has built SoftPak into a trusted innovation partner for wealth managers seeking portfolio management and rebalancing solutions.

Under Naaz’s leadership, SoftPak was named to the prestigious Inc. 500 list, recognizing the company’s rapid growth and impact in the financial technology space. A recognized thought leader, Naaz was also named one of the Top 50 Financial Technology CEOs of 2024 by The Financial Technology Report. He is known for his strategic foresight in seamlessly integrating AI and automation into wealth management operations, most notably through URebal Hub, SoftPak’s premium, end-to-end rebalancing platform that’s setting new benchmarks in portfolio optimization.

Naaz’s leadership philosophy centers on long-term collaboration, client-first engineering, and scalable transformation. As SoftPak expands across global financial markets, he remains deeply focused on advancing intelligent, AI-powered solutions that drive measurable value for advisors and clients alike. At RIA Edge 2025, Naaz will offer C-suite-level insight on how firms can unlock AI’s full potential, not just as a tool, but as a core competitive advantage in modern investment management.