equipment-finance
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The Depression-Era Passbook Bank That Grew Into an $80 Billion Northeast Powerhouse
Started with $25,000 in Depression-era Waterbury, Webster now runs $80 billion in assets and a national health-savings business - and just agreed to sell itself to Santander for $12.3 billion.
Atlantic Union Bank
Atlantic Union Bank grew from a $2,500 rural institution into a $38.1 billion Mid-Atlantic franchise. Its wager is that scale and local judgment can still share the same balance sheet.
Heron Data
Heron Data builds AI software that automates document-heavy workflows in financial services - reading, extracting, enriching and routing the messy bank statements, tax forms, applications and claims that pile up in lending, equipment finance and insurance. Founded in 2020 and operating as Open Credit Technologies, Inc., the company turns unstructured paperwork into structured data and syncs it directly into customers' CRMs. It serves 150+ fintechs, financiers and insurers, processes hundreds of thousands of documents weekly, and raised a $16M Series A led by Insight Partners in July 2025.
Rohan Marfatia
Rohan Marfatia is the CEO of DataCRaiM, Inc. (formerly Beround), a technology consulting firm specializing in Data, AI, and CRM solutions for equipment leasing, finance, and MedTech/healthcare sectors. With over 20 years of experience across India, the UK, the Netherlands, and the United States, he has built a career at the intersection of enterprise technology and human-centered leadership. A TEDx and keynote speaker, President of IAMCP Northern California, and a 2024 Fremont mayoral candidate, Marfatia is also running for Alameda County Supervisor in 2026. He holds an MBA from Washington University in St. Louis and an engineering degree from Sardar Patel University.