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Dream Exchange is a company currently in the process of preparing its formal application to operate a national market system stock exchange. It will be the first majority black-owned and operated company to operate a stock exchange in the history of the United States. In addition, Dream Exchange is championing the creation of a new type of stock exchange called a venture exchange, to list and trade small-to-mid-sized, early-stage company stock. Dream Exchange`s mission is to create equality of opportunity through a marketplace that instills ethics, integrity, humanity, and access into our financial markets. In 2015, Joe Cecala, Founder and CEO of Dream Exchange, began to research the capital marketplace and found that the small IPO market had been in decline since the late 1990`s. The development of high-frequency electronic trading made small IPOs less profitable for large investment banks and stock exchanges and the result was a steep decline in the number of IPOs in the $50 million and under range. Cecala understood that this problem affected people from every sector of our society because, 92% of all jobs created within a company are created after the company goes public. Cecala`s solution was to create legislation to alter the market structure and to invent a new type of stock exchange designed for small-to-medium-sized businesses. In late 2019, Cecala partnered with Dwain Kyles, Managing Member of DX Capital Partners to allow for Dream Exchange`s scope to expand and not only help small businesses, but also to address the lack of Minority representation in finance by becoming the first Minority-owned exchange.
We are a company of reliable stewards who seek to provide innovative solutions and the highest level of investment and wealth management services to serve the best interests of our clients: individuals, families, endowments, foundations, institutional investors and consultants throughout the United States.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client`s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
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