# Jason Klein

> Jason Klein is co-founder and co-CEO of Red Iron Group, a Menlo Park investment firm partnering with founder-led businesses. Previously a managing director at Accel-KKR and now a senior advisor there, he has a background in accounting, financial advisory work and investment banking. His board experience spans enterprise software, payments and business services.

- **Role:** Co-Founder and Co-CEO at Red Iron Group
- **Organizations:** Red Iron Group, Accel-KKR, Paymentus, Charter Impact, EverLine Coatings and Services, Graphite Financial Group, Hiline Services, SugarCRM / SugarAI, Vitu, Goldman Sachs, PricewaterhouseCoopers Securities, Coopers & Lybrand, Arthur Andersen
- **Education:** B.S. in Finance and Accounting, Highest Distinction; minor in Speech Communications, The Pennsylvania State University, M.B.A. in Finance and Strategic Management; Palmer Scholar; Ford Fellowship (first-year co-valedictorian), The Wharton School, University of Pennsylvania
- **Known for:** Graduated from Wharton as a Palmer Scholar and received the Ford Fellowship as first-year co-valedictorian., Earned a Penn State B.S. with Highest Distinction., Holds the CFA designation and is a CPA (inactive).

## Career timeline

- **—** — Worked in auditing at Arthur Andersen and Coopers & Lybrand and in financial advisory services at Coopers & Lybrand.
- **—** — Advised mid-market companies at PricewaterhouseCoopers Securities before working in Goldman Sachs investment banking, including Technology, Media & Telecom and mergers.
- **2005-05** — Joined Accel-KKR during its inaugural fund; subsequently served as managing director.
- **2010** — Director of iTradeNetwork, which was sold to Roper Industries for $525 million.
- **2011-09** — Joined the Paymentus board of directors.
- **2015** — Joined the board of the combined Episerver and Ektron business.
- **2021** — Red Iron Group founding year listed on its company LinkedIn profile; Klein is co-founder and co-CEO.
- **2023** — Red Iron announced investments in Graphite and Hiline, companies on whose boards Klein serves.
- **2024** — Red Iron announced investments in EverLine and Charter Impact, companies on whose boards Klein serves.

## Achievements

- Graduated from Wharton as a Palmer Scholar and received the Ford Fellowship as first-year co-valedictorian.
- Earned a Penn State B.S. with Highest Distinction.
- Holds the CFA designation and is a CPA (inactive).
- Red Iron’s biography reports service on more than 25 company boards involving over $1.5 billion in invested capital and over $10 billion in realized exits and public market capitalizations; these are company-level aggregate figures.
- Former director of Episerver, HighJump Software, iTradeNetwork, KANA Software and other enterprise-software businesses.

## Latest updates

- **2025-09** — Red Iron announced that Hiline and Charter Impact, both companies where Klein holds board seats, appeared on the 2025 Inc. 5000 list.
- **2026-10** — Current public biographies list Klein as Red Iron co-founder and co-CEO, Accel-KKR senior advisor and Paymentus director. This is a research verification date, not an appointment date.

## Links

- Website: https://redirongroup.com/team/jason-klein/
- LinkedIn: https://www.linkedin.com/in/jason-klein-90658a33/

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Profile page: https://yespress.io/jason-klein
Published by YesPress — https://yespress.io
Last updated: 2026-10-10