Your Partner for Providing Next-Generation Client Solutions

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Experience, Expertise, Understanding

At Derivaty, we are bringing together a diverse range of backgrounds and experiences to help solve for the diverse needs of individual investors.

The technology we have built is informed by a deep understanding of the challenges faced by individual investors and the instruments required to address those challenges. Our vision is to bring transparency and simplicity to powerful investment tools, which previously may have been difficult to access or difficult to use.

Our team

Founding Team

Warun Kumar

Warun Kumar

Founder / CEO

Seasoned business leader, with experience managing start-ups, large investment managers, and investment bank divisions. Over 25 years experience in the derivatives industry.
Experienced strategy developer, focused on client-centric investment solutions and outcome-oriented strategies. BS in Mechanical Engineering from Columbia University.

Michael Davis

Michael Davis


20 years experience in the financial services industry, 15 years focused on derivatives. 10 years as a portfolio manager with an emphasis on volatility strategies, structured solutions, and quantitative investing. Focused on client and advisor support and education, prioritizing customized investment solutions. BA in Psychology from Georgetown University, MBA from Cornell University.

Joe Green

Joe Green

Business Development

15 years in the investment management industry. 8 years experience distributing mutual funds, ETFs and managed account solutions to financial advisors. 7 years as a financial advisor creating and managing investment portfolios for individual investors. BA in Finance and MBA from Quinnipiac university.


Ready to Take Back Control?

We built a powerful, digital structuring engine that condenses the knowledge and experience we've gained over 20 years in the investment industry. But we didn't build it for us - we built it for you. In seconds, you can begin building customized investment solutions.

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If you have questions or are looking for further guidance, contact us.


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The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim responsibility for information, services or products found on websites linked hereto.

Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Hypothetical illustration for presentation purposes only. Actual investment experience will vary with stock selection and changing market conditions. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy will be profitable or equal to past performance levels. A professional advisor should be consulted before implementing any of the strategies presented.

Derivaty, LLC is a Securities and Exchange Commission (“SEC”) registered investment adviser and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Derivaty, LLC’s current written disclosure statement discussing its business operations, services, and fees is available at the SEC’s investment adviser public information website – or from Derivaty, LLC upon written request. Derivaty, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Derivaty, LLC’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Options Disclosure: Options are not suitable for all investors. There are risks involved in any option transaction or strategy. Individuals should not enter into options transaction until they have read and understand the options disclosure document, “Characteristics and Risks of Standardized Options”, which outlines the purposes and risks of options transactions. You can download this document at OCC-Characteristics and Risks of Standardized Options. Copies of this document may also be obtained by contacting the Options Clearing Corporation directly at 125 S. Franklin Street, Suite 1200; Chicago, IL 60606.

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