Boardroom Media (CEO News)
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 Personal Finance 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.
Tim Chen
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.
Kenneth Lin
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.
Kristy Kim
Founder & CEO of TomoCredit
Kristy Kim serves as the CEO and co-founder of TomoCredit.
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About DearMissJ, TomoCredit: TomoCredit helps millennials get the credit cards they deserve by analyzing alternative data sets.
Alexander Leishman
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.
Meg Nakamura
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.
Aditi Shekar
Co-founder & CEO of Zeta
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About Zeta: Zeta is a fintech focused on helping families thrive. Our core products include a modern-day joint account and money manager.
Laurel Taylor
Founder and CEO of FutureFuel.io
As a former Google executive and graduate of the MIT Sloan School of Management, Laurel is the founder and CEO of FutureFuel.io, a company that exists to crush student debt, meeting and serving users where they work and where they bank (as a workplace benefit or banking reward). FutureFuel.io is backed by the world’s largest financial services, technology, and insurance companies in the world, such as UBS, Aflac, Fiserv, and Salesforce, alongside iconic institutional investors Vulcan Capital and Rethink Impact. Laurel previously served as Google’s Healthcare Head of Industry, leading a Global Business Unit within Google’s Large Customer Sales division, where she was responsible for meeting and exceeding eight-figure revenue targets. During this time, she also served as a super connector and cross-functional bridge for Google Ventures, Partnerships, X, and Enterprise. Before that, she served as the Chief Revenue Officer and Executive Vice President of TEECOM, a technology and engineering firm in the San Francisco Bay area.
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About FutureFuel.io: FutureFuel.io empowers employers and financial institutions to deploy digital solutions designed to crush student debt.
Nadim Homsany
Co-Founder & CEO of EarnUp
Nadim enjoys making things that work beautifully. He started coding when he was 9 years old when he built his first BBS off a 2400 baud modem. The son of immigrants who arrived in the US with virtually nothing, his upbringing instilled in him a passion for helping people build financial resilience.
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About EarnUp: EarnUp is an intelligent loan payment automation.
Steve Polsky
Founder & CEO of Juvo
Steve Polsky founded Juvo Mobile with the goal of providing basic financial services to people worldwide. He leveraged the ubiquity of mobile service and the rapid adoption of smartphones to enable global financial inclusion. Steve’s career has centered on founding, launching and managing early stage technology ventures, including Flixster/Rotten Tomatoes, Amber Networks, VoicePlex Corporation and Edusoft. Steve is a lecturer for the Wharton School of the University of Pennsylvania’s undergraduate course in Entrepreneurship, and he holds five patents in telecommunications network architecture. Steve is a graduate of the University of Pennsylvania’s Management and Technology Program with degrees in Computer Science from the Moore School of Engineering and Finance from the Wharton School.
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About Juvo: Juvo is a developer of mobile identity scoring software designed to establish financial identities who are creditworthy.
Rathin Shah
CEO and Co-Founder of Spenny
Rathin Shah is a Co-Founder and CEO of Spenny.
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About Spenny: Spenny offers an easy and fast way to save and invest money.
Paul Koullick
Co-Founder & CEO of Keeper Tax
Paul Koullick is the Co-Founder and CEO at Keeper Tax.
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About Keeper Tax: Discover the tax write-offs you’ve been missing
Bo Lu
Co-Founder & CEO of FutureAdvisor
Co-Founder & CEO of FutureAdvisor.
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About FutureAdvisor: FutureAdvisor is a registered investment advisory firm that manages a user’s existing IRA, 401(k), and other investment accounts.
Eric Dunn
CEO/founder of Quicken
Eric Dunn is a Partner at Cardinal Venture Capital. Previously, Dunn was a member of the senior management team of Intuit Inc., a leader in financial software with over $1 billion in annual revenue. At Intuit, Dunn served as CFO, VP/GM and SVP/CTO, while also leading the initial development efforts for Quicken, and also initiated many of Intuit’s activities in electronic financial services and its international expansion. Before working at Intuit, Eric was a management consultant at Bain & Company, and also worked at IBM for two years as a software engineer. Eric sits on the board of Corillian, PayCycle, BitPass and Environmental Software, and has served as Chairman of the Board of LiveCapital since 2001. Eric received his B.A. in Physics from Harvard College and his MBA from Harvard Business School.
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About Quicken: Quicken is provides personal money management software, committed to helping individuals and families improve their financial lives.
Tim Coltrell
CEO of AccountNow
CEO at AccountNow
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About AccountNow, CARD.com: AccountNow is a financial services company offering MasterCard and Visa prepaid accounts for people who have been turned away by banks.
Neeraj Mathur
Founder/CEO of SavingsOak
Neeraj Mathur is an experienced, mission-oriented entrepreneur. As a Product and Design leader, Neeraj has built and launched products on a global scale for over two decades. He has worked in large Enterprises (Silicon Graphics, Sun Microsystems, and Cisco Systems), and several successful startups (ForUsAll, Bluebox Security, Skyhigh Networks, Authentic8, etc.).
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About SavingsOak: Save Today. Invest in tomorrow.
Scott Sanborn
Chief Executive Officer of Lending Club
Scott Sanborn is CEO of LendingClub. Appointed in June 2016, he was charged by the Board of Directors with transforming the company and bringing a heightened degree of transparency and disciplined growth to LendingClub operations. A six year veteran of the company, Scott previously held the roles of President, Chief Marketing Officer, and Chief Operations Officer. He helped lead the company through a prolonged period of triple digit growth that led to its 2014 IPO, and has been a driving force in the management and development of the organization. Before joining LendingClub, Scott was the Chief Marketing and Revenue Officer for eHealth Insurance, a publicly traded ecommerce company, where he helped create double digit growth in revenue and new customer acquisition. His earlier roles included having been President of RedEnvelope, Inc., an e-commerce and catalogue retailer of upscale gifts, and Senior Vice President of Marketing for the Home Shopping Network, a television and internet retailer of consumer products. Scott holds a BS from Tufts University.
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About Lending Club, Lending Club, Lending Club: Lending Club is an online financial community that brings together creditworthy borrowers and savvy investors.
Cynthia Chen
CEO of Kikoff
FinTech entrepreneur, VC investor and advisor
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About Kikoff: Kikoff is a personal finance platform that offers credit-building solution.
Paul Kesserwani
Founder & CEO of Cushion
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About Cushion: Cushion automatically negotiates bank fees and credit card interest on behalf of consumers
Laurie Rowley
Co-Founder & CEO of Icon Savings Plan
Laurie Rowley is a Founder of Icon Savings Plan. She was the Co-Founder at N-Labs and NARPP, The National Association of Retirement Plan Participants.
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About Icon Savings Plan: Icon is a portable retirement savings plan company that simplifies retirement benefits for employers.
Laurie Rowley
Co-Founder & CEO of Icon Savings Plan
Laurie Rowley is a Founder of Icon Savings Plan. She was the Co-Founder at N-Labs and NARPP, The National Association of Retirement Plan Participants.
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About Icon Savings Plan: Icon is a portable retirement savings plan company that simplifies retirement benefits for employers.
Mark Maurice
CEO of Lenme
Entrepreneur and CEO of Lenmo.
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About American Tech and Management University, Golden Gate University, Lenme: Lenme is the subscription-based peer-to-peer lending platform in the small amount loan market.
Bradford Stroh
Founder & CEO of Bills.com
Brad Stroh is a serial entrepreneur and reformed venture capitalist. Before launching Bills.com, Brad first founded Freedom Financial Network and a variety of related specialty financial services companies with his close friend and business partner, Andrew Housser. Brad has also worked for three venture capital and private equity firms, where he sat watching from the outside while many great businesses were being built. Currently, Brad is a Board member, advisor, and investor in several start-ups where he’s working hard to continue to bring transparency and empowerment, in a simple way, to consumers. In his free time, he’s a husband and dad, where he’s the most junior person on the totem pole.
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About Amherst College, Bills.com, byUs, Freedom Financial Network, Stanford Graduate School of Business: Bills.com is an online resource providing advice on mortgage loans, debt help, insurance, loans, and credit products.
Manu Lakkur
Founder and CEO of Claimdog
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About Claimdog: Claimdog helps consumers claim their hard-earned money. It’s the simplest, most user-friendly way to claim your property from the state.
Howard Chan
CEO and Founder of wellfy LLC
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About wellfy LLC: It’s time to take control of your financial well-being!
