Dallas Finance Exec Named President of Swiss-Based ORCA AG

Charmaine Tang, who most recently was a senior client strategist at BNY Mellon, is the first "boots on the ground" in the U.S. for Zurich-based ORCA AG. Founded in 2017, the Swiss software and services firm offers a SaaS platform with solutions from wealth structuring to tax, compliance, succession planning, and more.

"My #1 focus is on growing the U.S. market," Tang told Dallas Innovates, noting that ORCA views North Texas "as a super high-growth metro market" for her company's software and services.

Charmaine Tang—a Dallas-based finance executive with over 25 years of experience serving clients at top global financial firms—has been named president of ORCA AG, a software and services company based in Zurich, Switzerland.

ORCA AG offers expertise in aggregating, organizing, and sharing key information about wealth for family offices, private equity firms, venture capitalists, foundations, corporations, professional services firms, and other complex clients.

The company’s intelligent SaaS platform, ORCA, “combines the key functionalities of Powerpoint, Excel, and Dropbox in a single tool, saving wealth and assets administrators hours on vital tasks” from wealth structuring to tax, compliance, legal operations, investment reporting, succession planning, and more, ORCA AG says.

Founded in 2017, ORCA AG has clients and team members in over 16 countries, including the U.S. The company says it is 100% funded by nine “founding families” and is “well on its way to changing how wealth owners and advisors store, analyze, and discuss” the wide range of issues noted above.

Tang represents ORCA AG’s first ‘boots on the ground’ in U.S.

“It is with great pleasure that we announce that Charmaine Tang has joined ORCA AG as our first ‘boots on the ground’ in America,” ORCA AG Co-Founder Gregor Feichtinger said in a statement.

Co-Founder and CEO Tomas Hurcik added that Tang’s “financial acumen and love for technology are unmatched.”

“Charmaine’s strategic mind, enviable background in finance, and technical skills, along with her strong work ethic, make her a major win for our growing team,” Hurcik said.

Tang: ‘My #1 focus is on growing the U.S. market’

Tang told Dallas Innovates that while ORCA already has clients in the U.S., her role is centered on kicking that up—and by more than a notch.

“My #1 focus is on growing the U.S. market,” Tang told us. “In the short and long term, the U.S. is projected to be ORCA’s largest market globally.”

As yet, ORCA AG has no physical office in the U.S. Tang said she works “100% virtually from Preston Hollow and Highland Park,” adding that the region is definitely on ORCA’s radar.

“ORCA views North Texas—especially DFW—as a super high-growth metro market” for its software and services, Tang noted.

Tang said her connection with ORCA AG began “through the deep, global network I’ve built over my 25-plus year career in investment banking, private banking, and equity capital markets.” She believes that growing ORCA’s U.S. market “will consequently expand our global footprint and growth, as families are increasingly global in nature.”

Noting macro trends that could impact ORCA’s U.S. growth

Tang noted six macro trends that could come into play as she steers ORCA AG toward U.S. and global growth.

“Complexity is the reality,” Tang said. “The world will be increasingly complex with globalization and the growth of the private markets.”

“Compliance and governance abound for companies, individuals, investments, etc.” she added, while also highlighting “succession and the largest transition of wealth in history”; the exponential growth of global private markets and deals; digitization; and the expectations of the next generation, vis-a-vis their parents.

Tang is media savvy, was most recently at BNY Mellon

If Tang seems familiar, you may have seen her on TV. Her extensive media experiences include appearances on CNBC, Fox News, Bloomberg, MSNBC, NPR, and other media channels, ORCA noted.

She has a history of building businesses and driving growth for companies and founders. Most recently, Tang was a senior client strategist at BNY Mellon. She serves on the board of directors of the Texas Women’s Foundation and on the board of governors of the Dallas Symphony Association, among other organizations. Her expertise as a community leader encompasses ESG investing, endowments, foundations, and philanthropy.

Tang is an active member of the National Association of Corporate Directors (NACD-North Texas Chapter) and 50/50 Women on Boards. She also serves on private company and venture capital boards.

Recognized by D CEO as among The Dallas 500 for Banking & Finance: Investments and Wealth Management, Tang was named to The Dallas Assembly as a top business and civic leader. She was also a senior member of No. 1 and No. 2-ranked All-America Equity Research teams by Institutional Investor magazine for retail and media.

A graduate of New York University’s Stern School of Business, Tang is an alumna of Stuyvesant High School, an elite math and science school in Manhattan. She has a Certificate in Sustainable Business Strategy from Harvard Business School and is a guest lecturer at New York’s Fashion Institute of Technology.