Katie Neilson


Katie Neilson, Upnotch Mentor, is the Co-founder and Chief Revenue Officer of Assure, the leading provider of outsourced administrative and transaction services for the private investment marketplace. She and her husband started the company in 2021 with one basic principle: ‘Say yes.’


Assure has grown from a small, back-office transaction services company to an industry-leading platform with more than $8 billion in assets under management.


Katie is an experienced CRO with a history of working in venture capital and private equity, specializing in strategic leadership, entrepreneurship, operations, fintech, private equity and executive management.

She’s a true believer in mentorship and any founder ready to fundraise would benefit from Katie's mentorship as they fine-tune their pitch.


Download Upnotch on iPhone or Android to connect with Katie or contact us. *All mentorships are free.*


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