Asset Manager

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Incentify

Incentify is the platform for discovering and managing tax credits and incentives across 1,200+ federal, state, and zone programs with AI-powered eligibility...

Incentify

Incentify is the platform for discovering and managing tax credits and incentives across 1,200+ federal, state, and zone programs with AI-powered eligibility matching and automated compliance tracking.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

El Segundo

Corporate office

El Segundo, CA, United States

Principals

Brett Markinson

Founder & Chairman

Laurence Sotsky

Chief Executive Officer & Director

Nick Namikas

Chief Technology Officer

Daniel Cox

Chief Financial Officer

Sector focus

Enterprise SoftwareFinTech

Frequently asked questions

How is Incentify structured — is it a family office, a fund, or a software company?

Incentify is a pure-software company that sells a tax-credit and incentives platform on a subscription basis. It does not manage outside capital, make direct investments, or structure co-investment vehicles. The firm is led by a CEO and CTO and backed by founder Brett Markinson, who has a track record of building and exiting enterprise- and consumer-tech businesses.

What makes Incentify’s platform different from a traditional tax-consulting engagement?

Incentify combines AI-driven eligibility scanning across more than 1,200 federal, state, and zone incentive programs with automated compliance tracking, payment forecasting, and multi-entity reporting. Traditional firms typically rely on manual research and spreadsheet-based workflow. Incentify’s model turns the process into a centralized, multi-tenant SaaS system that enterprise clients and their advisors can use in parallel.

Who runs investment decisions at Incentify?

There are no investment decisions in the traditional sense because Incentify does not deploy capital. CEO Laurence Sotsky runs the business and technical operations, CTO Nick Namikas leads platform architecture, and CFO Daniel Cox handles finance. Founder Brett Markinson remains Chairman and is active in the firm’s strategic direction.

Which asset classes or sectors does Incentify actually target with its platform?

Incentify’s software is sector- and asset-class-agnostic by design. It is tuned to identify credits and incentives attached to a physical address — factory sites, film shoots, renewable-energy installations, real estate projects — so it is relevant to real assets, operating businesses, and capital-expenditure-heavy industries. The firm does not publish an excluded-sector list.

Does Incentify disclose the names of clients or the amount of capital it has raised?

The firm has not publicly disclosed a client roster, the amount of external capital it has raised, or a current valuation. Its public-facing data is limited to aggregate impact metrics — $22 billion in credits and incentives realized since 2019, plus downstream job-creation and tax-revenue estimates — which it attributes to credits managed through the platform.

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