At CEO (Boardroom Media) we track over 1,000,000 startups and over 5,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top San Francisco based CEO’ operating in the Financial Services space. If you think a CEO’ is missing from this list, feel free to contact our editor on [email protected]
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
CEO & Founder of Mercury Technologies
Immad Akhund is the CEO and Founder of Mercury.
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About Mercury Technologies: Mercury is the banking stack for startups.* FDIC-insured accounts, debit cards, currency exchange, APIs, 3rd party integrations & more.
CEO of Plaid
Zachary Perret is a Co-Founder and Chief Executive Officer at Plaid.
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About Plaid: Plaid provides companies with the tools and access needed for the development of a digitally-enabled financial system.
Founder & CEO of Affirm
Max Levchin is an investor and advisor to emerging technology companies. He was previously the chairman and chief executive officer of HVF, a startup lab focused on extracting insights from recordable information. Levchin co-founded Confinity Inc. in December 1998, and served as the Chief Technology Officer and a director. He also founded NetMeridian Software, a developer of early Internet applications Levchin also serves as chairman of the boards of directors of Yelp Inc. and Kaggle Inc., and as a director of Evernote Corporation.
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About Affirm, Glow, HVF Labs, SciFi VC: Affirm is a financial technology services company that offers installment loans to consumers at the point of sale.
Co-Founder and CEO of SmartContract
Sergey Nazarov began his career building peer-to-peer marketplaces, going on to the investment team at FirstMark Capital. He joined the cryptocurrency revolution in 2011, and believes it has the ability to change the way societies distribute wealth, enforce contracts, and share critical information with their citizens.
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About Bring Me That, Chainlink, SmartContract: Smart Contracts verify an execute themselves by monitoring external data sources.
Founder & CEO of Long-Term Stock Exchange
Eric is the author of New York Times bestseller The Lean Startup, The Startup Way, and The Leaders Guide (funded by one of the top Kickstarter book campaigns of all time). He’s also the creator of the Lean Startup methodology, practiced by individuals and companies around the world and the inspiration behind the LTSE. He has founded a number of startups, including IMVU, where he served as CTO, and has advised on business and product strategy for startups, venture capital firms, and large companies across many industries.
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About IDEO, Long-Term Stock Exchange, Pivotal: The Long-Term Stock Exchange designs an SEC-regulated national securities exchange that aligns great companies and long-term investors.
George R Roberts
Co-Chairman and Co-CEO of Kohlberg Kravis Roberts
George R. Roberts (Menlo Park) co-founded KKR in 1976 and is Co-Chairman and Co-Chief Executive Officer. He is actively involved in managing the Firm and serves on regional Private Equity Investment and Portfolio Management Committees. Mr. Roberts has served as a director or trustee of several cultural and educational institutions, including Claremont McKenna College. He is also founder and Chairman of the board of directors of REDF, a San Francisco nonprofit organization. He earned a B.A. from Claremont McKenna College in 1966 and a J.D. from the University of California (Hastings) Law School in 1969. Mr. Roberts has more than four decades of experience financing, analyzing, and investing in public and private companies, as well as serving on the boards of a number of KKR portfolio companies.
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About Kohlberg Kravis Roberts, REDF: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Founder , Co-Chief Investment Officer & CEO of Pantera Capital
Dan Morehead founded Pantera Capital Management LP in 2003. He also co-founded and was CEO of Atriax, an electronic foreign exchange platform. Prior to that, he was head of macro trading and CEO at Tiger Management, global head of FX options at Deutsche Bank in London, and managed a global macro fund and derivatives trading units in North America and Japan at Bankers Trust. Dan began his career at Goldman Sachs as a mortgagebacked securities trader. Dan graduated magna cum laude from Princeton University with a B.S. in Civil Engineering and received the Carmichael Prize for an outstanding thesis. Pantera Capital is an institutional investment firm focused exclusively on Bitcoin, other digital currencies and companies in the space. As CEO of Pantera Capital, Dan is actively involved in providing investors exposure to Bitcoin in addition to digital currency startups. Bitcoin represents a quantum shift in the global financial landscape and will fundamentally transform the way finance and commerce is conducted around the world.
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About Pantera Capital: Pantera Capital is an investment firm focused exclusively on ventures, tokens, and projects related to blockchain tech, digital currency.
Chief Executive Officer of Personal Capital
Jay Shah, as founding executive member and current CEO of Personal Capital, shaped the pioneering digital wealth management company into what it is today.With more than 20 years of experience scaling businesses with technology and data, he has grown Personal Capital from a Silicon Valley startup to a tech-enabled advisory business managing more than $7 billion in assets. Prior to joining Personal Capital, Jay served as CIO of E-LOAN, Inc., a multi-billion dollar consumer lending platform, where he facilitated the company’s acquisition by Banco Popular and led the build-out of the consumer-direct banking platform. Earlier in his career, he served as CTO and CIO at Myers Internet, a B2B SaaS enterprise platform for mortgage and real estate companies, and as Director of Technology, National Risk Management Services at PwC, where he created a strategic software practice for the firm’s emerging consulting businesses. Shah currently serves as a director on the board of Personal Capital Corporation, and was Chairman of the Technical Advisory Board at Ellie Mae from 2014 to 2018. Shah earned his B.A. in Business Economics from UC Santa Barbara with a concentration in accounting.
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About Personal Capital: Personal Capital combines online financial tools with registered financial advisor expertise to enable people and grow their net worth.
Co-Founder and CEO of Abra
William (Bill) Barhydt (born in New York City) is a serial entrepreneur and the Co-Founder and CEO of Abra, a new type of digital cash payments app and network enabling the transfer of cash between any two smartphones. Barhydt attended The Stevens Institute of Technology (BS, Computer Science, 1990) and has done graduate work (non-degree) at Stanford (Mathematics) and NYU (Finance.) After working for the CIA, NASA and Goldman Sachs, Barhydt decided to join Netscape working on telecom and Internet banking deals, mostly in Europe. After the AOL acquisition of Netscape Barhydt founded WebSentric. The technology for WebSentric exists today in SAP’s online portal service. Barhydt was CEO of KnowNow, VP Market Development for Plaxo and has been a Director or adviser to numerous start-ups including Meeting Maker, Ignite Racing, Particle Code, Sennari, Plaxo, Kopo Kopo and others. Barhydt co-founded m-Via, a mobile banking start-up in 2008, now part of Digicel. As a recognized expert in Internet and Mobile technologies Barhydt has presented at The World Economic Forum, The US State Department, The Mobile World Congress, TED, and many Internet and mobile technology conferences.
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About Abra: Abra is a digital wallet that makes it easy to access, manage, and earn interest on cryptocurrencies.
Founder and CEO of Coins.ph
Ron Hose CEO of Coins.ph, a company that delivers financial services over mobile to people in Southeast Asia. Prior to coins.ph, Ron was the CTO of the video communication service [TokBox](/organization/tokbox). He co-founded the company with Serge Faguet in 2007. Most recently, Ron was a founding partner at Innovation Endeavors, an early stage venture capital fund backed by [Eric Schmidt](/person/eric-schmidt). Ron graduated from Cornell University with a Masters degree in Computer Science.
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About Coins.ph: Coins.ph delivers financial services over mobile to people who are currently unserved by traditional banks.
Co-Founder & CEO of LendingHome
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About LendingHome, Quiet Capital: LendingHome offers fix-and-flip bridge loans and rental loans for real estate investors.
Founder and CEO of NerdWallet
Tim Chen is the founder and CEO of NerdWallet. A former hedge fund equity analyst specializing in payment processing companies, credit card networks, and technology companies, Tim also worked as an equity research analyst at Credit Suisse First Boston. He is a graduate of Stanford University with a degree in economics. In addition to writing for NerdWallet, Tim regularly contributes to several major personal finance publications.
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About NerdWallet: NerdWallet develops a financial platform to help people find the right credit cards and mortgage rates.
Chief Executive Officer of Fundbox
A seasoned internet technology executive, Prashant was most recently SVP of Advertising Products at Yahoo, joining the Yahoo team through their acquisition of Flurry, where he was the Chief Product Officer. Prior to Yahoo, Prashant was Senior Director of Product Management at Facebook and Product Director at Google. Prashant received a B.Tech. in Chemical Engineering from the Indian Institute of Technology Delhi. He also holds an MA in Business research; an MS in Statistics; a PhD minor in Engineering Economic Systems & Operations Research; and a PhD in Business, all from Stanford University.
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About Fundbox: Fundbox is an AI-powered financial platform for small businesses.
CEO & Managing Partner of GV
David is the CEO & Managing Partner at GV and oversees the fund’s global activities. He invests in a wide range of technology companies including Uber, Nest, Blue Bottle Coffee, and Urban Engines. David’s Google career began more than 17 years ago, as director of Global Communications and Public Affairs. In this role, David oversaw the company’s strategic communications programs worldwide, and worked as a member of the senior leadership team to grow Google from a small startup to a multi-billion dollar global enterprise. David’s prior professional experience spanned both startup and public companies, including Apple Computer, QUALCOMM, Four11 (now Yahoo! Mail), and two computer security software developers. David is also on the board of Metro-Goldwyn-Mayer Inc. (MGM), a member of Young President’s Organization (YPO), a trustee of San Francisco’s Contemporary Jewish Museum of Art, and a Menlo/Atherton Little League baseball coach. David received his Bachelor of Arts in journalism from Indiana University Bloomington. As a proud Hoosier alumnus, he serves on the Dean’s advisory board for the IU School of Informatics, Computing, and Engineering. David resides in the Bay Area with his wife, three children, and their labradoodle.
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About Google, GV: GV provides venture capital funding to bold new companies.
Co-founder & CEO of Divvy
Adena is the Cofounder & COO, of Divvy Homes, a fractional homeownership platform with the mission of giving access to homeownership to everyone. Prior to founding Divvy Homes, Adena invested in early stage companies at DFJ, where she led their fintech investing practice. Adena started her career as an operator, being one of the early Product Managers at Square, where she helped build and grow Square Capital, a merchant cash advance platform with over $2.5B in loans outstanding. Before becoming a Product Manager, she was part of the Strategy & Finance team at Square which focused on corporate planning. Prior to joining Square, Adena was part of the large-cap buyout team at TPG, a private equity firm, where she helped diligence and purchase companies in the real estate sector. Adena started her career as an investment banker in the Technology, Media, and Telecom group at Bank of America Merrill Lynch. Adena holds a BS in policy analysis and management from Cornell University and an MBA from the Stanford Graduate School of Business.
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About Divvy: Divvy Homes is a tech-enabled real estate platform that facilitates rent-to-own home purchases.
Founder and CEO of Levro
Cathy Han is Founder & CEO of 42 Technologies. She also the founder and CEO at Levro.
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About Levro: Levro is a financial technology company.
Founder & CEO of Pilot
Waseem Daher is a Founder and CEO at Pilot.
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About Pilot: Pilot is a platform that offers bookkeeping, tax, and CFO services for growing businesses.
Founder & CEO of Stronghold
Tammy is the CEO of Stronghold, an API platform that creates virtual payment networks that enable instant settlement and interoperability between legacy and new payment networks. Tammy served as the first Head of Growth at Stellar, helping the network grow to 4 million users in its first two months. A former partner at accelerator 500 Startups, she invested in portfolio companies and ran the growth and marketing curriculum for its flagship Silicon Valley location. She is a graduate of Singularity University’s GSP11 in Exponential Technologies at NASA Ames where she first learned about Bitcoin from legendary cryptographer Ralph Merkle.
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About Action Factory, Stronghold: Stronghold creates virtual payment networks that give developers access legacy and next-generation payment networks through a simple API.
Co-Founder and CEO of X1 Card
Deepak Rao is a Co-Founder and CEO at X1 Card. He was the Group Product Manager at Twitter before that.
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About ThriveCash, X1 Card: The smartest credit card ever made.
Founder and CEO of Credit Karma
Kenneth started Credit Karma in 2007 to offer free credit scores and bring transparency and simplicity to the credit industry – an industry that was built around and had long prioritized banks above consumers. He has guided the company from a small team of three to a team of several hundred employees who are disrupting consumer finance, serving millions of people. Kenneth spent his early career working with mission-driven businesses like Upromise and Eloan, and he was inspired to build Credit Karma – a platform where consumers can manage their full financial lives with more certainty, supported by a unique business model that creates genuine, organic value by reducing marketing inefficiency for banks and empowering consumers with information. Like LinkedIn has done for professional identity and Facebook for social lives, Kenneth’s vision is that one day Credit Karma can create a simple way for Americans to manage their financial identities. Kenneth also founded Multilytics Marketing in 2006 and has a B.A. in mathematics and economics from Boston University.
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About Credit Karma: Credit Karma offers a range of tools and personalized recommendations designed to help customers make the most of their money.
Co-founder and CEO of Cathay Innovation
Denis is co-founder and CEO of Cathay Innovation. He is also a Managing Partner of Cathay Capital Private Equity. Prior to Cathay, he was at Iris Capital where he managed the international activities of the Orange/Publicis fund. He has also been the Head of Corporate Venture at Orange Telecom, and a Managing Director at Innovacom. He has also worked as an Officer at the French Treasury Department, in charge of all the Sovereign holdings in Aerospace, Defense, and Media companies. Denis has a deep technical background and started as a Researcher in the laboratories of Orange Telecom, working mainly on semiconductor quantum dots. He holds a Ph.D. in solid state Physics, is a graduate of Ecole Normale Supérieure, and is an engineer of Ecole Nationale Supérieure des Télécommunications. He has also been a Member of the French Council for Entrepreneurship and of Corps des Mines.
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About Cathay Innovation: Cathay Innovation is a global multi-stage venture capital firm investing in startups impacting the world.
Co-Founder and CEO of CoinTracker
Co-Founder and CEO of CoinTracker.
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About CoinTracker: CoinTracker is a portfolio and tax manager for cryptocurrency that enables seamless cryptocurrency portfolio tracking and tax compliance.
CEO of Human Interest
Jeff Schneble is a Partner at Wing. He has worked with multiple entrepreneurs and teams to build successful technology companies. These companies include GoDaddy, Mercury Payment Systems, Vantage Data Centers, and Fathom. Jeff was an operating executive at Silver Lake Partners from 2011-2015. Prior to joining Silver Lake Partners, Jeff founded multiple seed-stage companies. Jeff also worked as a technology consultant, focused on mobile and semiconductors. Jeff holds a BS in Physics from the University of Washington, a PhD in Semiconductor Physics from the University of Cambridge, and an MBA from Harvard University. Jeff’s PhD thesis was on quantum computation using electrons as quantum bits. Jeff has published nine academic papers, and has contributed to four books.
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About Human Interest: Human Interest helps employees of small and medium-sized businesses save for retirement.
Co-Founder & CEO of Amino
David Vivero is co-founder and CEO at Amino, guiding the vision and direction of the company and its personalized, consumer-centric, and data-driven approach to health care. Previously, David was VP of Rentals at Zillow, responsible for the world’s largest online rental marketplace. He arrived at Zillow after the company acquired RentJuice, which he cofounded in 2008. David is also a General Partner at Red Swan Ventures, a seed investment fund that has supported Warby Parker, Birchbox, AltSchool, and dozens of other high growth companies. A Forbes “30 under 30” entrepreneur, David has a BA and MBA from Harvard University.
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About Amino, Red Swan Ventures: Amino is an all-in-one healthcare financial wellness platform for employees.
David J. La Placa
Chief Executive Officer & Founder of Intellectus Partners, LLC
David J. La Placa is the Chief Executive Officer | Founder at Intellectus Partners, LLC.
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About Forbes San Francisco Business Council, HintBox.ai, Intellectus Partners, LLC, Orbital Insight: Intellectus is an exclusive, private MFO for Entrepreneurs offering Wealth Creation&Preservation,Investment Mgmt, Venture & startup Advisory
Co-Founder & CEO of Figure
As the CEO, Chairman and co-founder of SoFi, Mike Cagney leads corporate strategy and development at SoFi—bringing decades of experience in the financial industry to his leadership of the company. He’s held a Senior Vice President role at Wells Fargo, where he was head trader for the proprietary trading and financial products group. Mike is also co-founder and a managing member of Cabezon Investment Group, a global macro hedge fund, in addition to serving as a non-executive Chairman of ReFlow. Before Cabezon, Mike founded, was CEO and then Vice Chairman and Chief Architect, of Finaplex, a leader in wealth management software that was sold to Broadridge (NYSE: BR). While overseeing SoFi’s overall direction, Mike makes a daily point to interact with SoFi’s member base, now more than 260,000 members. In addition to reading and responding to member feedback, he hosts SoFi member dinners at his San Francisco home to better know our customers and understand their financial goals. Mike holds an M.S., Management degree from the Stanford Graduate School of Business, where he was a Sloan Fellow. He also holds a MS in applied economics from UC Santa Cruz.
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About Figure, Provenance Blockchain: Figure is a financial services company leveraging blockchain technology.
CEO of Synapse
Fujimoto Shigeo is the CEO at Synapse.
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About Synapse: Synapse is a banking platform that enables companies to provide financial products to their customers.
Founder and CEO of Snowball Money
Parul Gujral is the founder and CEO of Snowball Money.
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About Snowball Money: Snowball Money operates as a crypto investment automation platform that provides access to professionally curated portfolios.
Co-Founder & CEO of Human Capital
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About Human Capital: Human Capital is a venture firm for engineers.
CEO & Partner of Sapphire
Nino Marakovic serves as an CEO & Partner at Sapphire Ventures.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Chief Executive Officer of Finix
Richie Serna serves as the CEO and co-founder at Finix.
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About Finix: From startups to publicly traded companies, Finix offers everything software platforms need to build world-class payments experiences.
Co-Founder & CEO of Vise
Samir Vasavada is the Co-Founder & CEO of Vise. Vise is a venture-backed startup using Artificial Intelligence to revolutionize Portfolio Construction and Management for RIAs and Family Offices. Vise allows investment advisors the ability to provide tailored financial advice to each of their clients powered by proprietary Portfolio Intelligence making them smarter and more efficient. Vise AI is backed by Peter Thiel’s Founder’s Fund, Bling Capital, Great Oaks Ventures, and the Wharton School of Business amongst other investors. In his respective position, Samir is responsible for Operations, Business Development and managing a team of Engineers and Ph.D. AI and Quantitative Finance Researchers. Prior to Vise AI, Samir founded NYX Group, a technologies firm specializing in Marketing and Software Development. He oversaw an international team of developers and projects. Samir sits on advisory boards for several SaaS startups as well as a fellow at Lightspeed Venture Partners. He is also a consultant with GLG and Coleman Research amongst his own personal portfolio. He has consulted with firms such as UBS, BCG, Mass Mutual, Deutsche Bank and others on Artificial Intelligence in Portfolio Management and Infrastructure in the AI space. Alongside consulting, Samir actively speaks on AI & Fintech at conferences around the globe such as Money20/20, InVest, Raymond James Institutional Investors, AI World and more.
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About Vise: Vise is an AI-driven portfolio management platform for financial advisors.
Founder & CEO of Step
CJ is a serial entrepreneur and has over 15 years experience launching early stage startups across multiple industries. He has demonstrated an exceptional ability throughout his career to bring innovative products to market, attract large clients and deliver rapid sales expansion in emerging technology verticals. Currently CJ is the Founder and CEO Step, a next generation banking platform. Prior to Step, CJ was the co-founder of Gyft (Acquired by First Data), led Sales and Business Development initiatives at Luminate (Acquired by Yahoo) and was an early executive at Liveops. CJ is a graduate from Wesleyan University and lives in the Bay Area.
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About Step: Step is a financial services company that builds mobile-based banking for teenagers.
CEO and Co-Founder of Varo Money
Colin Walsh is the brainchild behind Varo and its mission to revolutionize banking. Colin and his team founded Varo to create a better way of banking that empowers consumers to be more in control of their financial lives. He believes too many people are not well served by the big banks, which have created a significant opportunity for innovators. Varo is building a seamless retail banking solution that addresses big pain points for the ~20 million millennial Americans (ages 22-36) who are creditworthy yet still manage their money on a month-to-month basis. These Americans are often one unexpected event away from running into financial trouble, which can prevent them from building savings and investing their money around longer-term goals. Varo has designed a product that allows its customers to see their full financial picture, understand how they’re spending, and access lending and savings products to smooth cash flow and build wealth over time. Varo’s frictionless, mobile-first banking solution does not charge overdraft fees or punitive interest rates, thereby eliminating the harmful fees traditional banks rely on to make money from this large segment of consumers. As proven in other industries, innovators who introduce products people love at lower cost often create massive disruption. We believe the time for such a change in retail banking has arrived. Understanding banking and how people manage their money is a vital part of developing such a new mobile banking platform. Walsh is perfectly positioned to do this with more than 25 years of retail financial services industry experience. His knowledge and expertise is guiding the Varo team to deliver a platform that allows users to effortlessly cover their expenses and build their wealth, so they can get on with their lives.
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About Varo Money: Varo is a digital bank that offers innovative, premium banking services wrapped in inclusive design.
Cofounder & CEO of Lively
Alex Cyriacis the co-founder and CEO of Lively – a modern HSA platform for individuals and employers.Previously, Alex was the Head of Operations at JustworksInc., a payroll, benefits, and compliance tech company in New York City (who over $50M raised in venture capital). Alex led all of Justworks’ operations from day 1including state licensing, regulatory compliance, benefits infrastructure, workers compensation management and underwriting, accounting & finance, and legal. Alex holds a degree in Computer Science from the University of California, Santa Barbara. Alex Lives in San Mateo, CA with his wife Jenita.
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About Lively: Lively is a modern Health Savings Account (HSA) platform for employers and individuals.
Co-founder & Co-CEO of Karat Financial
Will Kim is a co-founder and co-CEO at Karat.
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About Karat Financial: Karat Financial offers business credit cards tailored to the needs of digital creators and influencers.
co-Chief Executive Officer of China Rapid Finance
Russell Krauss has served as co-Chief Executive Officer and Vice Chairman since September 2018. Prior to taking on the current co-CEO position, Mr. Krauss has served on the XRF Board since 2016 as an independent non-executive director. Mr. Krauss was Senior Vice President and Managing Director at Hewlett-Packard (“HP”, then “Hewlett Packard Enterprise”), where he oversaw business operations for one of HP’s largest businesses and drove significant value for both clients and shareholders through major transformation initiatives. He also served as Senior Vice President, overseeing Accounts and Business Operations for DXC Technology, where he led the enterprise-wide client operations, and oversaw top accounts for the $20 billion business. Previously, Mr. Krauss was the Chief Information Officer and Vice President for the New York Power Authority, the largest non-federal utility in the U.S., where he was a leader of one of the nation’s “Top 10 Critical Infrastructure” entities and led the $1.4 billion divestiture of the Nuclear Generation business—the largest transaction of its kind in U.S. history. Mr. Krauss also served as a CIO both at Westinghouse Electric Corporation and United Technologies Corporation divisions. He received his MBA from University of New Haven and his Bachelor’s degree in Computer Science from the State University of New York (SUNY).
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About China Rapid Finance: China Rapid Finance is an online consumer lending marketplace serving online users and China’s emerging middle class.
Chairman & Chief Executive Officer of Visa
Alfred F. Kelly, Jr. was the President and Chief Executive Officer of the 2014 NY/NJ Super Bowl Host Company, the entity created to raise funds for and host Super Bowl XLVIII, from April 2011 to August 2014. Previously, Alfred Kelly held senior positions at the American Express Company, a global financial services company, for 23 years, including serving as President from July 2007 to April 2010, Group President, Consumer, Small Business and Merchant Services from June 2005 to July 2007, and Group President, U.S. Consumer and Small Business Services from June 2000 to June 2005. Prior to joining American Express, Alfred Kelly was the head of information systems at the White House from 1985 to 1987. Mr. Kelly also held various positions in information systems and financial planning at PepsiCo Inc. from 1981 to 1985. Alfred Kelly currently serves on the board of directors of MetLife Inc, and previously was a director of Affinion Group.
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About NY / NJ Super Bowl, Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Co-Founder & CEO of Ladder
Jamie is Ladder’s CEO and chief evangelist. He believes life insurance is a fundamentally great product for families and communities and so built Ladder to be the smart, modern way to insure your life. Prior to cofounding Ladder, Jamie was Partner at Aldenwood Capital and at Oak Hill Investment Management, a premier family office with over $12 billion in assets. Jamie also worked at NextCard, pioneering instant credit and the first ‘internet enabled’ Visa card. Jamie is a graduate of Bowdoin College and Harvard Business School.
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About Ladder: Ladder is a digital life insurance company that offers flexible term coverage in minutes saving policyholders up to 40%.
CEO of CRED Investments
Jon is a leading innovator in technology. As the founder of Swish Labs he’s built the largest distributed ecosystem spanning 30+ countries. Jon’s consulted with many of the top fortune 500 on innovative product opportunities and strategy. Jon has advised top startups including Airbnb, Kik and Khan Academy. Jon studied at McGill & Stanford university and has a deep background in product, economics and psychology.
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About CRED Investments, Swish: CRED uses artificial intelligence to invest in the future of talent. Helping realize the commercial & financial potential of talent.
Founder, Chief Executive Officer & Board Member of CommonStock
David McDonough is the Founder, Chief Executive Officer, and Board Member at CommonStock.
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About CommonStock: CommonStock is a developer of a group chat platform that is designed to share investment knowledge and decisions.
Co-Founder and CEO of HoneyBook
Oz Alon is Co-Founder & CEO at HoneyBook.
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About HoneyBook: HoneyBook is a business management platform creating tools to help creative entrepreneurs run their business on their own terms.
Chief Executive Officer of Dividend Finance
Seasoned distributed energy resources / energy transition and fintech entrepreneur with a passion for conceptualizing and designing innovative financial structures, products and business strategies that breakdown capital barriers and empower underserved markets.
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About Dividend Finance: Dividend Finance is a Technology-enabled finance platform supporting the energy transition with lending and other financial solutions.
James H. Herbert
Chairman and CEO of First Republic Bank
Herbert founded First Republic Bank as CEO in 1985. Previously, he was the Founder, President, Chief Executive Officer and a director of San Francisco Bancorp from 1980-1985. Mr. Herbert currently serves as the Federal Reserve Bank of San Francisco’s Twelfth District member for the Federal Advisory Council and holds board/trustee positions with Babson College; the San Francisco Ballet Association (Chair and Co-Chair, 2002-2008); Lincoln Center for the Performing Arts, New York; and The BASIC Fund. B.S., 1966, Babson College; M.B.A., 1969, New York University; Harvard Business School CEO Presidents’ Seminar Graduate.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Chief Executive Officer of PayCertify
Integrity, honesty, and longevity. Those are the qualities that have shaped Chase Harmer, a successful entrepreneur, leader, speaker, and innovator. For 15 years, Chase has built businesses, led companies, created products, and helped bring the best out of his employees. As a merchant services professional, Chase has launched several companies and products—such as MLS Hotel, Power Payments, Payment Reservations, and Pay Certify—that focus on hotel and e-commerce verticals. His companies process transactions and create software products that help increase cash flow and longevity of merchant accounts in those industries.
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About PayCertify: The PayCertify Companies Inc. is an All-In-One payments co and digital wallet with a family of brands and services in the US, EU and CA.
Co-Founder & CEO of FundersClub
Co-Founder and CEO at FundersClub. He is also the Co-Founder of Crederity Info Services.
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About Crederity Info Services, FundersClub: FundersClub is an online venture capital firm that focuses on Seed and early stage investments.
CEO of TrustedCoin
After earning a Bachelors in Computer Science from Harvard, Joshua worked with Industrial Light and Magic and Seven. He then founded Hitplay, a platform for large-scale video distribution. He lives in San Francisco, with his wife and two daughters.
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About MetaStable Capital, TrustedCoin: TrustedCoin provides foundational APIs that make it easy to build higher-level services on top of the Bitcoin protocol.
CEO of Intuit
Sasan Goodarzi is the CEO of Intuit. Prior to becoming the CEO, he served as the executive vice president and general manager of Intuit’s Small Business Group. Goodarzi has held multiple general management positions during two separate stints at Intuit. From 2013-2016 he led Intuit’s Consumer Tax Group, which offers the company’s flagship TurboTax products. Under his leadership, TurboTax reinvented itself and delivered breakthrough innovations which resulted in double-digit customer growth for three consecutive years. From 2011 to 2013, he served as the company’s chief information officer, successfully leading Intuit’s transition to the cloud. During his previous time at Intuit, from 2004-2010, he was senior vice president and general manager for the company’s professional tax division and Intuit Financial Services. He has also led several acquired software companies in addition to Intuit’s operations in Canada and the United Kingdom. Before coming to Intuit, Goodarzi worked for Invensys, a global provider of industrial automation, transportation and controls technology, serving as global president of the products group. He also held a number of senior leadership roles in the automation control division at Honeywell and served as the chief executive officer and co-founder of a technology startup, Lazer Cables Inc. Goodarzi earned his bachelor’s degree in electrical engineering at the University of Central Florida and a master’s in business administration from the Kellogg School of Management at Northwestern University.
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About Intuit: Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals.
Partner, Venture & CEO of SignalFire
Chris is the Founder & CEO of SignalFire, an early stage venture capital fund. He focuses on investments in consumer Internet, software and mobile with particular emphasis on seed stage investments and working with Entrepreneurs-In-Residence to launch new businesses. Previously, Chris was a Partner with General Catalyst Partners where he led the firm’s successful seed investment activities and served as a Venture Partner on the firm’s main fund. Previously, Chris was a Vice President with Bessemer Venture Partners where he led investments in digital media & mobile companies. Prior to BVP, he was a consultant with Bain & Co where he advised on large scale technology buyouts. Prior to Bain, Chris spearheaded the successful turnaround of Skybitz, a wireless enabled SaaS company, where he led Product Management, Finance & Business Development. Earlier in his career, Chris founded an investment advisory firm for angel investors & private equity funds and served as a Venture Advisor to an early stage venture capital fund where he led investments in SkyBitz and Applied Semantics (acquired by Google). He started his career on Wall Street in the private equity group of Cowen & Company. Chris received a BA in International Relations & Business from Tufts University & the Fletcher School of Diplomacy. He has been published in Harvard Business Review, Institutional Investor, The Journal of Private Equity and other leading publications.
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About SignalFire: SignalFire is a venture capital firm that invests in seed stage companies and breakout companies.
Manuel A. Henriquez
Founder, and Former Chairman, President & CEO of Hercules Capital
Manuel A. Henriquez is the co-founder, chairman and chief executive officer of Hercules Technology Growth Capital. Henriquez is a 25-year veteran of the venture capital and financing community. Under his leadership, the firm has completed investments of more than $3.6 billion to over 230 companies. Prior to co-founding the Company, Henriquez was a Managing Director at VantagePoint Venture Partners from August 2000 through July 2003 where he focused on technology investments. He is also the former president and chief investment officer of Comdisco Ventures, a division of Comdisco, Inc., a leading technology and financial services company, from November 1999 to March 2000. Prior to that, from March 1997 to November 1999, Henriquez was a Managing Director of Comdisco Ventures and a senior member of the investment team that originated over $2.0 billion of equipment lease, debt and equity transactions from 1997 to 2000. Henriquez received a B.S. in Business Administration from Northeastern University and is a member of the University’s Board of Directors. He also serves on the Board of Directors for the Lucile Packard Foundation as well as the Children’s Health Council and is a long time advocate for children’s health and education. He also previously served on the Board of Directors for Charles Armstrong School, an independent elementary and middle school that serves students with language-based learning differences.
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About Hercules Capital: Hercules Capital is a capital market company that lends to technology, life sciences, and sustainable technology companies.
Co-Founder & CEO of Chipper Cash
Ham Serunjogi is a co-founder and CEO at Chipper Cash.
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About Chipper Cash: Chipper Cash is a fintech platform that offers mobile, cross-border money transfer services.
Co-Founder & CEO of Hearth
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About Hearth: Financial Technology for built for the Home Improvement industry
CEO & Founder of Daydream
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About Daydream: Democratizing the financial model. Stealth.
Co-Founder & CEO of HoneyBee
Empathy is underrated in today’s demanding world. We’re often too busy with our Instagram accounts to reflect the lives we *wish* we led to be present in the one we’re living now, one where compassion for the people around us is in short supply. My life after divorce wasn’t a pretty picture. I struggled mightily — my self esteem took a big hit, as did my finances and credit. But going through all that made me see how important it is to feel in control of your financial life, and it made me want to help others take control of theirs. HoneyBee empowers hundreds of HR leaders to provide their employees with the tools to help cover their bills, expenses and financial emergencies without relying on high interest credit cards, payday loans or raiding their retirement savings. It’s a compassionate solution offered by caring employers who want to see their employees thrive without the distraction of financial distress. I wish a solution like this had been available when I was in the depths of financial distress, and it’s a source of great pride to me now to be part of a solution that so many have come to rely on to improve their financial health. Because I’ve been there, too.
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About HoneyBee: B2B Fintech, Insurtech
CEO of HamsaPay
Adam Zbar works as a Chief Executive Officer at HamsaPay from June 2020.
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About HamsaPay, SunBasket: HamsaPay is the world’s first Smart, X-Border Trade DeFi Network
Founder and CEO of Valencia Ventures
A nationally-recognized technology executive with an exceptional track record in driving strategic innovation and rapid growth in Fortune 500 and start-up environments. Ms. Wells is a former software company CEO and led US marketing for two Fortune 500 companies. She holds degrees from Wharton and Stanford and teaches entrepreneurship at the Stanford Graduate School of Business. Ms. Wells is an Audit Committee Financial Expert and has served on public, private and SPAC boards since 2010. She was named Board Director of the Year by the Women in Information Technology organization in 2021.
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About Stanford Graduate School of Business, Valencia Ventures: Valencia Ventures offers strategic board, investment and advisory aervices for companies seeking to define and hold the leading edge.
Co-Founder and CEO of Paystack
Shola Akinlade is the Co-founder and CEO at Paystack.
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About Paystack: Paystack lets businesses accept payments via credit card, debit card, money transfer and mobile money on their websites or mobile apps.
CEO of BitBull Capital
Joe DiPasquale is the founder and CEO of Regroup, recognized through industry awards as the leading mass notifications company. He completed his MBA at Stanford University and his BA at Harvard University. Previous experience includes Deutsche Bank’s Technology Investment Banking Group, General Motors’ Strategic Initiatives Group, venture capital at HighBAR Partners, and strategy consulting at Bain and McKinsey.
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About BitBull Capital, Regroup Mass Notification, StartOut: BitBull Capital is the first cryptocurrency fund of hedge funds.
CEO of Pngme
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About Pngme: Pngme, they believe everyone deserves equal access to finance.
CEO – Managing Partner of XFO Partners
Michael is the CEO – Managing Partner at XFO Partners, a strategic financial services company focused on assisting Venture Capital, Private Equity & Real Estate Funds with CFO|COO|Controller service including: formation, fundraising advice, comprehensive accounting services, and online accounting and financial reporting tools. Prior to founding XFO, Michael was a partner with Aduro Advisors, a leading micro venture fund administrator located in the Bay Area. In addition; Michael formerly was the founding CFO for Social Capital in Palo Alto. Michael brings 20+ years of industry and technical experience and has held several senior financial positions with various Silicon Valley companies such as the Mayfield Fund, Synopsys and Arthur Andersen. He is a California CPA, a Chartered Global Management Accountant (CGMA), a California Licensed Real Estate Broker and graduated cum laude from California Polytechnic at San Luis Obispo with a B.S. in Business Administration.
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About XFO Partners: Strategic financial services company providing Venture Capital, PE,, Real Estate and Family Office Funds with CFO|COO|Controller operations.
CEO of Upstock
Fenton is currently the founder and CEO of Upstock, Inc., a worker equity management as a service online platform. Fenton created the online social hospitality network, the Couchsurfing Project which he began working on in 1999. Couchsurfing currently has over 15 million members worldwide. Fenton served as executive director of Couchsurfing until 2012 and the founding chairman of the board. Since exiting his position as CEO of Couchsurfing, he has also been a part of multiple startups including Sovolve (Wonder App) and Upstock. Fenton has spoken on the subject of trust at TEDxBologna, and on human ego.
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About Couchsurfing, Sovolve, Upstock: Worker equity management as a service, Founder Equity, Performance Based Equity, Saas, Legal Services, Membership
CEO, Co-Founder of WePay
Bill drives the company’s vision, strategy, and growth. Before joining WePay, Bill worked in technology investment banking at Jefferies & Company, where he advised enterprise software, digital media, and financial technology companies on M&A and capital market transactions. Previously, he worked for the U.S. Army’s Communications Engineering Research Command and in electronic trading at Goldman Sachs.
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About WePay: WePay is an online payment service company that provides secure and comprehensive APIs designed for ISVs and SaaS providers.
CEO of SmartBiz Loans
Evan Singer is President and CEO of SmartBiz Loans and leads the strategic, operational and tactical activities of the company. He has broad experience in both financial services and consumer industries. Evan has held leadership positions as Chief Revenue Officer at Milton’s Baking, President at Purity Organic, and General Manager at Align Technology. He started his career at Procter & Gamble and holds a B.A. in Public Policy, graduating with honors from Stanford University.
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About SmartBiz Loans: SmartBiz Loans is a unique combination of an online SBA loan marketplace and a bank enabling technology platform.
CEO & Co-Founder of Recurly
Dan co-founded Recurly with a deep appreciation for the combination of commerce, marketing, business analytics and good user experience design. Dan brings extensive experience from his background of 14 years in roles spanning internet marketing, product marketing, strategic partnerships, business development and corporate development for eBay (Nasdaq: EBAY), and NBC Internet. While at eBay, Dan led the Global Buyer Engagement team, the eBay Global Affiliate Program and the eBay Portal and Partner organization. Prior to eBay, Dan was a Sr. Director of Business Development for NBC Internet, where he played a key role in building the company from $20MM in revenue to $120MM. Dan attended the University of Pennsylvania’s, Wharton School for his undergraduate degree in economics and received his MBA from the Anderson School at UCLA. He currently lives in San Francisco with his wife and two children. Outside of the office, Dan enjoys being a dad, and taking full advantage of the many benefits of living in the San Francisco Bay Area.
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About Recurly: Subscription billing management SaaS platform powering 2,000+ brands including Sling TV, BarkBox, Asana, FabFitFun, Cinemark & Twitch
Founder/CEO of inDinero
Jessica started her first internet company at the age of 13, finished high school at the age of 15, and studied computer science at the University of California, Berkeley. As Product Architect and CEO of Indinero.com, Jessica drives the development of Indineroâ€™s product strategy, product development and design efforts. She designed Indinero for the typical small business owner, knowing that its usefulness and simplicity would change the way business owners look at money. Founders Jessica Mah and Andy Su built the core product over the Summer of 2009, and the company has since won grant awards from Lightspeed Venture Partners in the Summer of 2009, and from U.C. Berkeleyâ€™s CET Venture Lab in the Fall of 2009. Prior to founding Indinero, Jessica was the founder and technical lead at internshipIN.com, which has since helped thousands of college students find their first internships. Jessica studied computer science at the University of California, Berkeley, where she and co-founder Andy Su built Indineroâ€™s first prototype. Jessica has been mentioned in publications ranging from Inc. magazine to the Wall Street Journal, and has been featured on PBS to encourage students to pursue science and entrepreneurship.
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About inDinero, XFactor Ventures: inDinero develops software that assists its users in tracking and managing their finance.
CEO & Co-founder of Windfall
Arup is the CEO and Co-founder of Windfall Data. Arup is a product enthusiast. Prior to Windfall he defined and implemented product strategy at companies like Radius, GoodData and Box. Arup holds degrees in Computer Science and Economics from Duke University and an MBA from the Haas School of Business, UC Berkeley.
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About Windfall: Windfall Data is on a mission to help organizations make better informed data-driven decisions.
President & Co-Founder (Founding CEO) of Brightside
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About Brightside: Brightside is an employer-based financial health solution that combines personal assistants and an innovative partner platform.
Co-founder and CEO of Rain
Joseph Dallago is the Co-founder and CEO at Rain.
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About Rain: Rain is an operator and custodian of digital currency exchange intended to make digital transactions.
Founder and CEO of PayNearMe
Danny Shader is the founder and CEO of PayNearMe, the world’s only real-time electronic cash transaction network. PayNearMe is used by financial institutions, utilities companies, property managers and other businesses to digitize cash collections and eliminate the hassle of manual collection methods such as money orders. The service allows consumers who need to use or prefer cash, to easily make payments at over 17,000 retail locations including 7-Eleven and Family Dollar stores using cash. Danny has a long history of building innovative, high-growth companies. In 2000, he was tapped by Eric Hahn to lead Good Technology, a struggling company that made MP3 players that attached to PDAs. He scrapped the hardware plan, built a corporate messaging service to run on devices competing with BlackBerry, and by 2004, had Good’s software running on Palm Treo, RIM’s main competitor. Three years later, Motorola bought Good for $500 million. Before Good Technology, Danny co-founded Accept.com, the first consumer-to-consumer payment services company, which he sold to Amazon in 1999 for $175 million. Danny holds an engineering degree from University of California Berkeley and an MBA from Stanford University. Follow him on Twitter at @dshader.
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About Handle Financial, PayNearMe: PayNearMe is a provider of web and mobile-based cash payments platform designed to facilitate online purchases and bill payments.
Founder and CEO of Sentieo
Alap Shah is a Co-Founder and Chief Executive Officer at Sentieo. He is currently Managing Partner at Digital Investments and Co-Founder of Thistle. Mr. Shah is a former Analyst at Citadel LLC, Viking Global Investors, and Castanea Partners. Alap received a bachelor of arts in Economics at Harvard University.
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About Sentieo: Sentieo provides the first financial intelligence platform specifically designed for the research needs of investors.
Founder & CEO of True North Cos.
True North Cos. is a private investment and advisory firm building valuable, enduring businesses in technology, financial services and consumer products. Founded in 2012 by Mike Shim, a corporate/M&A lawyer-turned tech executive, entrepreneur and venture investor based in Silicon Valley, True North Cos. works with world-beating leaders at startups and Fortune 500 companies alike to build more purposeful companies. Purposeful companies share a common mission of improving the world through business, while delivering superior long-term returns to their employees, investors and the communities they serve.
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About DigiSure, Nextury Ventures, True North Cos.: Building companies with purpose.
Co-Founder & Chairman & Chief Executive Officer of Tradeshift
Christian Lanng is founder of Tradeshift.com. Previously he was Head of the Center for Service oriented Infrastructure in the Danish National IT and Telecom Agency. Christian has 10 years of experience working with mobile-services, e-business, SOA and large scale payment systems. He managed the roll-out of service oriented infrastructure in the Danish public sector and supervised the next generation of SOA e-business infrastructure for all Danish companies and the public sector. He is an active member of a number of European e-business and infrastructure initiatives. He holds a bachelor degree in Sociology and is currently writing his master on emergent social systems.
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About The World Economic Forum, Tradeshift: Tradeshift is a cloud-based business network connecting buyers and suppliers.
CEO & Founder of Proper
Mark Rojas is an American technology entrepreneur and product designer.
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About Proper: Proper provides AI-powered accounting and bookkeeping services to property managers and asset managers.
CEO of Bitwise
CEO & Cofounder at Bitwise, leading provider of crypto index funds. Previously product manager on branded content and creator monetization at Facebook, and monetization at Instagram. Prior to that studied at UPenn.
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About Bitwise: Bitwise is a crypto index fund manager for individuals, investment managers, and institutions navigating cryptocurrency.
Albert E Sisto
Chief Executive Officer of Tern
Al Sisto is the Director of Investments and North America at Tern Plc. since March 2014. Al’s experience includes senior executive in general management including as Chief Operating Officer of RSA Data Security Inc, the leading software company specialising in security where he was responsible for changing it from a passive patent licensing operation to an aggressive, sales oriented software company and negotiated partnership agreements with IBM, Intel, Compaq, Cisco and Nortel. Al was Chairman, President and Chief Executive Officer of Phoenix Technologies Ltd, a leading BIOS software company operating globally, where he revitalised that business, acquiring the internet appliance business Ravisent Technologies, investment in semiconductor and microprocessor designer Transmeta and spinning off in Silicon Corporation. As Chairman and Chief Executive Officer of HIFN, Al repositioned the company through acquisitions and repurposing technology leading to its merger with EXAR. As a corporate, private and venture Investor, Al has and serves as a Board Member at over twelve companies were he led or advised on growth strategies, complex financing transactions, compensation issues and profitable exits, including three public offerings. Al holds a B.S. in Engineering from the Stevens Institute of Technology.
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About Tern: Tern Plc. is an AIM-quoted investment company focussed on the fast changing IoT sector.
Co-Founder & CEO of Stride Health
Noah Lang launched Stride Health to make health insurance human. Stride translates coverage into a language everybody can understand because we believe healthcare decisions don’t have to be difficult. Stride is the first health insurance recommendation engine tuned and tailored to the life of an individual, providing Seamless, intuitive and transparent answers to consumers’ toughest coverage questions. Noah Lang was previously the founding VP of Business Development at Reputation.com where he spent 5 years building consumer products and distribution channels. Noah currently sits on the DMAs Data Governance Advisory Board and was selected as a “Privacy by Design Ambassador” in 2011. Noah is a graduate of Stanford University as a President’s Scholar with a degree in Product Design. Noah is an avid triathlete, skier and endurance sports junkie.
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About Stride Health: Stride Health is a provider of an insurance recommendation platform designed to offer health insurance services.
Chief Executive Officer of Flux Financial
Ryan Singer is the Chief Executive Officer at Flux Financial .
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About Flux Financial: Flux Financial is building a product that allows Bitcoin HODLers to Save Bitcoin and Spend Dollars
CEO of LendUp
Anu is a consumer-focused payments leader with a passion for bringing innovative financial products to market. She has spent over 20 years in financial services industry, building products, bringing them to the masses through omni channel marketing,and growing businesses to scale. Anu loves building high performing teams and really cool products.
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About LendUp, Swych: LendUp is a socially responsible lender for the 56% of Americans shut out of mainstream banking due to low credit or volatile income.
Founder & CEO of Altimeter Capital
A securities lawyer, Brad Gerstner graduated from HBS in 2000 and joined General Catalyst. He left GC and became co-CEO of NLG, an early online travel start-up purchased in part by IAC.He co-founded Openlist.com, a local search start up that was self-funded and sold to Marchex (Nasdaq: MCHX);He was a partner at PAR Capital, a multi-billion hedge fund in Boston before launching his own fund – Altimeter Capital – on November 1, 2008.He is on the board of Orbitz, (Nasdaq: OWW) and is an angel investor in private deals including Farecast (sold to Microsoft), Zillow, Real Self, Nor 1, and Silver Rail Technologies. He is also incubating a new start up in the hotel search space called Room 77.
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About Altimeter Capital: Altimeter is a technology-focused investment firm managing a public equity fund and growth-stage private equity funds.
Chairman, CEO & Founder of Parkside
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About Parkside: Parkside is simplifying global access to US stocks through regulatory innovation and modern technology.
CEO & co-founder of Lance
Oona Rokyta is a CEO and Co-Founder at Lance. She is also currently the Principal of Oonity Inc and Advisor, Fmr. Head of MarComms + Branding at HoneyBook. Ms. Rokyta is a former Chief Purpose Ignitor at Aleph VC and Vice President at Waggener Edstrom Communications. Oona graduated from Carleton College with a bachelor of arts in Psychology.
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About Lance: Lance is a smart business banking account for the self-employed built by and for freelancers to proactively manage their backend finances.
CEO and Co-Founder of Oyster
Vilash Poovala has over 19 years of product management and business development experience (mobile, e-commerce, financial services and payments). He has joined Allegro as Chief Product & Technology Officer of Allegro EMEA in January 2017. As a member of the leadership team he focus on the successful execution of Allegro’s strategic Objectives by Establishing the company’s tech and product vision, steering the product roadmap and leading all aspects of the company’s technology development. Vilash has served as an adviser and / or developer for several payments / commerce startups; most notably, they Of These startups, PlayerScale, was acquired by Yahoo in May 2013. His fascination and passion for payments was first sparked while building cutting edge products to ease wallet online checkout payments at his first startup, Globeset which was acqui-hired to Visa in 2000. Most recently, Vilash was the co-founder and CTO of Clip, and mobile POS provider in LATAM. In addition this being the CTO, he helped raise $ 40M in multiple rounds of funding. Prior joining this clip, Vilash was the Sr. Director of Products for Consumer and Merchant Acceptance at V.me by Visa. He successfully launched V.me wallet and checkout across the top 33 of the US e-tailers. Vilash also worked at PayPal where he focused on rolling out new markets and products like PayPal debit card and Transactional Credit.
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About Infinitec Solutions GmbH, Oyster: Oyster is a provider of digital financial services intended for freelancers, startups, and SME’s.
CEO, US of Salary Finance
Mr. Daniel Macklin, also known as Dan, co-founded Social Finance, Inc. and serves as its Vice President of Community & Member Success. Mr. Macklin led medium enterprise sales and product development for Standard Chartered Bank in China and North-East Asia. He held senior roles at Standard Chartered Bank within corporate banking and the CEO’s Office in London and Singapore. Mr. Macklin holds a B.A. in Business Economics from University of Durham in England. He also holds an M.S. in Management degree from Stanford Graduate School of Business.
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About Salary Finance: Salary Finance partners with employers to improve employee wellbeing by helping get people out of debt and into saving.
Co-Founder and CEO of River Financial
Alexander Leishman is a Chief Executive Officer and Co-Founder of River Financial. Prior to that, he was the Engineer and Investor at Polychain Capital and the Security Software Engineer at Airbnb.
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About River Financial: River Financial is a Bitcoin financial institution allowing long-term investors to buy, sell, and manage Bitcoin.
Founder & CEO of Finalis
I am the Founder and CEO of Finalis, a modern broker-dealer and deal technology platform delivering compliance and technology solutions to investment bankers, placement agents, and fintechs. I have an extensive background in M&A and private placements. As an attorney at Kirkland & Ellis LLP, I managed M&A deals for blue-chip private equity firms and strategics from term sheet negotiations and auction bids to closings. Previously, as an associate at a London-based private equity firm, I supported cross-border deals in Europe and Australia. In addition to building Finalis, I support the World Identity Network, a startup launched in collaboration with Sir Richard Branson that leverages blockchain technology to give digital identities to refugees, migrants, and other vulnerable persons. I’ve also launched refugee and migrant initiatives with Human Rights Watch, Chobani’s Tent Foundation, and the National Immigration Forum. I am a Professor of Law & Business at Hult International Business School, where I teach courses on U.S. corporate law, regulations, and disruptive technology trends. As an Argentinean-American, I’m committed to helping entrepreneurs in Latin America scale and raise capital in the United States. I’m a Limited Partner with Alaya Capital Partners, among Argentina’s premier venture capital firms. I have also advised multiple Argentinean companies, including VATES, Winclap, and BairesDev.
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About Finalis: Finalis is the leading platform enabling private securities brokerages to operate legally and compliantly.
Co-Founder & CEO of Chime
Chris Britt is a Co-Founder and serves as the Chief Executive Officer at Chime.
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About Chime: Chime helps everyday people achieve financial peace of mind, together.
CEO, Co-Founder of Metal Pay
Marshall Hayner is CEO and Co-Founder of Metal, a payments processing platform that pays people cryptocurrency for making transactions on the blockchain. Marshall believes that Metal can change the way the world views money. Not only has Marshall started the first Facebook integrated bitcoin wallet QuickCoin in 2014, but he has worked on numerous digital currency projects including Dogecoin, Stellar, Block.io, ChangeTip, and the Bitcoin Fair. Marshall is an advocate for social good and has started the Metal Foundation to promote social causes through cryptocurrency.
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About Metal Pay: Metal Pay develops a blockchain based payments and rewards wallet for digital assets.
Founder and CEO of Foresite Capital
Dr. Tananbaum is the founding CEO of Foresite Capital Management. He has led investments in 21 successful healthcare companies, including Amira Pharmaceuticals (acquired by Bristol-Myers Squibb), Amerigroup and Jazz Pharmaceuticals. Previously, Dr. Tananbaum founded and held management positions at GelTex Pharmaceuticals (acquired by Genzyme for $1.6B) and Theravance. He holds an M.D. from Harvard Medical School and an M.B.A from Harvard Business School, and a B.S. and B.S.E.E. from Yale University. Dr. Tananbaum has served on the advisory boards and/or visiting committees to the Harvard-MIT HST program and Yale School of Engineering.
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About Foresite Capital: Foresite Capital provides catalytic capital to transformative healthcare companies at all stages.
Global CEO of Monzo
TS is a highly respected financial services and payments leader with over 25 years of retail banking experience, the last 10 being global. As Monzo’s new CEO, he brings his expertise from Visa, Standard Chartered, Citigroup and Capital One in roles that have spanned the world, including the US, Singapore, Canada, Japan and India. He has a wealth of experience launching new products, developing innovative payment technologies, transitioning existing business towards new growth opportunities and much more.
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About Monzo: Monzo is a digital-only bank platform and marketplace that allows customers to access a range of products and services.
Founder – CEO of AgentRisk – Superhuman Wealth Management
Senior Executive with a 17+ year track record of successfully managing complex, high-risk, high-value projects through conceptualization, development, launch and product maintenance. Founded a company with just $100K, drove it to profitability and made it the biggest in the Mobile BigData space. In only two years, sold it to a public company (SPLK), giving a double digit return to the investors. Has tons of patents for distributed realtime databases. When not giving tech presentations around the world, Jon uses C and Erlang to design and build a database for BigData visualizations called LDB – that powers BugSense and handles data from more thousands of millions of mobile devices. In his spare time, he writes on his algotrading blog at http://Jon.io about Machine Learning, Forex algorithms and Cryptocurrencies like Ethereum. Jon started programming at the age of eight. He has worked for and with leading companies and agencies in the public and private sectors including P&G and NATO. His contributions range from photorealism algorithms to digital signage to cloud computing. Deep in his heart, though, he is an opensource geek and inventor. He won the “New Scientist” award for his next generation virtual machine (gNVM) at the 1rst eRA conference, gained 3rd place in a national web innovation contest held in Greece with his non-profit KarmaEffect.org, received a medal and distinction from NATO on electronic warfare and had the first advertising platform for opensource projects running on Google AppEngine. Jon can also be found teaching Python to the United Nations in order to identify nuclear explosions, guest lecturing at the Stanford or organizing Instagram exhibitions across Europe. He is the founder of ZeroFund and he likes building autonomous planes that (might) go to the stratosphere. Strong Competencies: • New Business Development • Client Relationships • Competitive Positioning • Big Data Analysis and Visualization
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About AgentRisk – Superhuman Wealth Management: Automated portfolio management & option strategies, all managed by A.I.
Founder & CEO of Flowcast
Ken So is the founder and CEO of Flowcast / Tillful, a Silicon Valley-based fintech focused on modernizing SMB credit. Flowcast is backed by ING Ventures, Katalyst Ventures, StartX and BitRock Capital, among others. He is a serial fintech startup founder with 20+ years in strategic partnerships, M&A & investment, investment banking, research, and engineering MBA from Haas, Berkeley; MSEE from University of Illinois – UC. So has a proven track record of originating and executing corporate development initiatives including acquisitions, venture investments, and alliance partnerships. Holds 11 patents with 2 pending. 2021 Speaking Engagements include the 2021 BAFT Virtual Supply Chain Finance Forum (“Supply Chain Resiliency: ESG, Inclusion and MBE”) and the 2021 Forbes Small Business Summit (“Capital Evaluation: Current Challenges & Solutions”).
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About Flowcast, Tillful: Flowcast provides an AI platform that automates and powers lender credit decisions.
CEO of StartX (Stanford-StartX Fund)
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About StartX (Stanford-StartX Fund): StartX is an educational non-profit that helps Stanford’s top entrepreneurs.
Chief Executive Officer of Nav
Greg Ott is a veteran business leader and marketing expert. He is currently President of Nav.com, a start up helping small businesses make informed financial decisions and access capital. Previously, he was the Vice President of Global Marketing for QuickBooks Online at Intuit. Prior roles include, CMO and Head of Strategy for Demandbase, an Account Based Marketing platform, General Manager of Classmates.com, VP of Global Marketing at Ask.com, and he began his career building brands such as, Bounty, Pampers, and Ivory soap at Proctor & Gamble. Greg earned his B.S. in Mechanical Engineering from Stanford University
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About Nav: Nav bridges the gap between SMB and financial institutions by bringing transparency, certainty, and efficiency to B2B credit and financing.
Founder & CEO of Photon Commerce
Michael Young is a Silicon Valley entrepreneur and the founder & CEO of Photon Commerce. Photon’s payments AI accelerates customer experiences for fintech leaders using document AI. After leaving a Stanford PhD, Michael was an engineer at IBM, led advanced R&D programs funded by the Department of Defense, created hundreds of jobs, raised $50M across his venture-backed startups, and took some to acquisitions.
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About Photon Commerce: Photon Commerce’s AI digitizes and captures any document with nearly 100% accuracy. It is optimized for bills, invoices, bills of lading, statements, contracts, and other PDFs in the fintech industry. Photon powers Fortune 500, businesses around the world, and fintech unicorns with instant experiences, document AI, OCR, and instant payments. Having processed $23B volumes, Photon is supported by the Nasdaq Center and Village Global, a venture firm funded by Jeff Bezos and Bill Gates.
Founder, CEO & Managing Partner of Financial Technology Partners
Steve McLaughlin is the Founder and CEO of FT Partners and former senior banker at Goldman Sachs covering FinTech and Financial Services for over 20 years. Steve was recently named “Investment Banker of the Year”, ranked #2 Investment Banker in Silicon Valley by The Information and ranked Top 5 on Institutional Investor’s “Online Finance 35” list of most influential people in FinTech.
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About Financial Technology Partners: Financial Technology Partners is an investment banking firm focusing on financial technology.
Co-CEO of JLL Spark
Mihir Shah is the CEO and co-founder of [Mobly](/organization/mob-ly), formerly GoodRec. Prior to co-founding Mob.ly, Mihir served in key product leadership roles at [Yahoo!](/organization/yahoo) for over four years, most recently as Senior Director of Product Management for Yahoo! Search. Mihir was responsible for the US Web Search product and also helped launch Yahooâ€™s first mobile search products. Before joining Yahoo!, Mihir was Director of Product Marketing at Grand Central, where he helped launch one of the first Web Services networks for businesses. He also served as Director of Product Management at Respond.com, a lead generation service for small and local businesses. Mihir started his career as a management consultant at R. B. Webber & Company. At Webber he worked with a number of startups and Fortune 500 technology companies- including Hewlett Packard and AT&T Wireless- to develop go-to-market strategies across a wide range of high-tech product segments. Mihir holds a B.S. in Computer Science and Electrical Engineering from the Massachusetts Institute of Technology.
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About JLL Spark, Jones Lang LaSalle: JLL Spark is a division of JLL Technologies committed to transforming commercial real estate by investing in proptech innovation.
CEO & Founder of Honeydue
Eugene Park is the CEO and co-founder of Honeydue. He used to be the VP engineering – applications at Flixster. Eugene earned his bachelor’s degree at University of California at Berkeley.
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About Honeydue: Honeydue is a mobile app for couples that offers tools to share information on respective account balances and spending.
CEO and Founder of Veem
Marwan Forzley is the Co-Founder and Chief Executive Officer of Veem, a next-generation global payment provider that enables businesses to quickly and securely send and receive payments in local currency. Veem uses the blockchain as a new settlement rail to enable frictionless and inexpensive payments. Prior to Align Commerce, Forzley founded and served as CEO of eBillme, an online payment solution that extended online banking to the merchant’s checkout process. After selling eBillme to Western Union, Forzley joined the Western Union’s digital team as General Manager, eCommerce, and Strategic Partnerships. With extensive experience and expertise in eCommerce infrastructure, mobile payments, content delivery, and alternative payments, Forzley is one of the top entrepreneurs working to pioneer better payment systems.
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About Veem: Veem is a payment service provider that helps simplify the way businesses send and receive funds.
Co-Founder and CEO of Apto Payments
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About Apto Payments, Hard Yaka: Apto Payments is a card issuance platform that helps companies issue new kinds of cards in new ways.
CEO & Co-Founder of Zeni
Swapnil Shinde is the CEO and Co-founder at Mezi, an AI-powered personal travel assistant. He previously co-founded Dhingana, a music startup that was acquired by Rdio. At Rdio, he served as the VP of Product for international markets. Prior to working at Rdio and Dhingana, he worked at Yahoo as a Senior Product Manager, leading the overall vision for Yahoo’s web performance optimization products. He received a Bachelor’s of Engineering from the College of Engineering Pune and a Master’s Degree in Computer Science from the University of Southern California.
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About Twin Ventures, Zeni: Zeni is an AI-powered finance concierge for startups and small businesses.
Founder & CEO of Level
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About Level: Level is a neobank and mobile banking app that provides next-level banking for modern consumers.