Tagged: financial-services
30 results
Eisen
Eisen is a New York-based compliance operations platform that automates escheatment, disbursement, and regulatory reporting for banks, credit unions, fintechs, and crypto companies. Its software tracks state-by-state unclaimed property rules, reaches out to account holders before funds are turned over to governments, and manages payouts and 1099 tax reporting - reducing the manual, error-prone work financial institutions face when handling dormant accounts, stale checks, and account wind-downs.
AutoRABIT
AutoRABIT is an enterprise DevSecOps and release-management platform built for the Salesforce ecosystem. It combines CI/CD automation (ARM), static code and security analysis (CodeScan), data and metadata backup and recovery (Vault), and security posture management (Guard) so teams in regulated industries - banking, financial services, healthcare, and government - can ship Salesforce changes quickly while keeping security and compliance intact. Founded in 2015 and bootstrapped for its first five years, the company is headquartered in San Francisco and serves customers including ABN AMRO, Cigna, and CyberArk.
Michael Crumpler
Michael Crumpler is the Chief Executive Officer of Credit Benchmark, a London- and New York-based financial data firm that aggregates anonymized internal credit risk views from more than 40 global banks, including 17 Global Systemically Important Banks, into consensus ratings on over 80,000 entities. He was appointed CEO in June 2023 after seven years at the company, most recently as Chief Operating Officer and Head of Risk, where he oversaw a period of 25% revenue growth. Before Credit Benchmark, he spent roughly two decades in credit risk seats at Goldman Sachs, Barclays, Dexia, and Moody's, focused on energy, infrastructure, and U.S. public finance.
Consilient
Consilient is a New York- and Washington, D.C.-based financial technology company that applies federated machine learning to anti-money laundering and financial crime detection. Its models learn from behavioral patterns across multiple banks and share the algorithms - not the underlying customer data - so institutions can collaborate on catching illicit activity while preserving privacy. Founded in 2020 as a joint venture between K2 Integrity and Giant Oak, the company's Dozer platform has demonstrated in bank trials that it can sharply cut false positives while improving true-positive detection.
Fintesa
Fintesa is a San Francisco-based fintech SaaS platform that lets any business compliantly collect payments in more than 200 countries within about ten minutes, while issuing cards that let merchants manage spending, earn cashback, and skip conversion fees across 143 currencies. Founded by CEO Khalid Alomari and backed by 500 Global (S23) and Sanabil Investments, the patent-pending company grew to 4,800+ merchants, 53+ partnerships and $100M+ in GMV on a lean $300K of capital.
Re
Re is a blockchain-powered reinsurance protocol - often described as a decentralized Lloyd's of London - that connects alternative capital to regulated insurance risk. Built originally on Avalanche, Re lets stablecoin depositors back baskets of real reinsurance treaties and earn premium-driven yield, while the on-chain design brings transparency and auditability to a historically opaque, intermediary-heavy market. Founded in 2022 by former Cover CEO Karn Saroya, Re has grown to roughly half a billion dollars in total value locked and launched its $RE governance token in June 2026.
AAA Mountain West Group
AAA Mountain West Group is the not-for-profit auto club formerly known as AAA Northern California, Nevada & Utah. Headquartered in Walnut Creek, California, it serves AAA members across seven western states - Northern California, Nevada, Utah, Arizona, Montana, Wyoming and Alaska - with roadside assistance, insurance, travel planning, financial services and discounts. Rooted in a 1900 gathering of motoring enthusiasts in San Francisco, it is one of the largest clubs in the national AAA federation.
Patrick Bet-David
Patrick Bet-David is an Iranian-American entrepreneur, author, and media personality who fled Iran as a child refugee, served in the 101st Airborne Division, and built PHP Agency into a 40,000-agent life insurance firm before selling it for roughly $250 million. He founded Valuetainment, one of the most-watched business YouTube channels in the world, and hosts the PBD Podcast - a long-form show spanning politics, culture, and business with millions of listeners. A Wall Street Journal bestselling author of 'Your Next Five Moves' and 'Choose Your Enemies Wisely,' Bet-David is known for blunt straight talk, a relentless work ethic forged in a German refugee camp, and a genuine belief that every refugee or immigrant story can have a second act.
Oren Herzenberg
Oren True Herzenberg is an Area Vice President of Content at Adobe, based in New York, where he leads enterprise sales and strategy for Adobe's content management portfolio - including Adobe Experience Manager and the Content Supply Chain - with a particular focus on regulated industries like financial services and insurance. A Stevens Institute of Technology graduate who came up through digital marketing and inside sales, he has spent the bulk of his career scaling Adobe's AEM business from specialist to general manager to VP, building a reputation for connecting the dots between complex enterprise content challenges and Adobe's platform ecosystem.
Human Interest
Human Interest is a San Francisco-based fintech company on a mission to make retirement savings accessible to every American worker, regardless of where they work. The company provides affordable, full-service 401(k) and 403(b) plans designed for small and medium-sized businesses — the 99% of employers who have historically been priced out of quality retirement plan options. With a platform that handles recordkeeping, compliance, payroll integration, and investment management all in one place, Human Interest has become one of the fastest-growing retirement plan providers in the U.S., serving nearly 50,000 employers and 2 million+ eligible employees.
Incode
Incode is an AI-powered identity verification platform that lets businesses confirm who is really on the other side of a screen — in under two seconds. Founded in San Francisco in 2015, the company has built a modular biometric platform used by banks, hotels, hospitals, and gaming companies across more than 190 countries. Its flagship product, Incode Omni, handles everything from document verification and facial recognition to AML screening and liveness detection, processing more than 100 million user verifications per year. Backed by General Atlantic, SoftBank, J.P. Morgan, and Capital One Ventures at a $1.25 billion valuation, Incode has been named a Gartner Magic Quadrant Leader for Identity Verification two consecutive years running.
JIFFY.ai
JIFFY.ai is an enterprise AI platform purpose-built for financial services — combining no-code app development, intelligent document processing, RPA, and generative AI into a unified HyperApp architecture. Founded in 2018 by Babu Sivadasan (formerly of Envestnet and Stamps.com) and a team of co-founders, the company targets wealth managers, banks, broker-dealers, and RIAs looking to automate client onboarding, account servicing, advisor workflows, and compliance operations without writing a line of code. With $105M+ in total funding and marquee customers reducing onboarding costs by 30% and advisor service time by 50%, JIFFY.ai sits at the intersection of AI hype and real financial-services plumbing.
Alexander Leishman
Alexander Leishman is the Founder, CEO, and CTO of River, a Bitcoin-only financial institution built to provide brokerage, custody, and mining services to individuals and institutions. With a background spanning aerospace engineering at the University of Maryland, computer science at Stanford, and security engineering at Airbnb, Leishman co-founded River in 2019 after stints at MaiCoin, Deloitte, and Polychain Capital. River has raised over $17.7 million in venture funding and became the first Bitcoin-only exchange to publicly release its financial statements in April 2025. Leishman also serves on the board of Brink, a Bitcoin research and development nonprofit.
Jamie Hale
Jamie Hale is the CEO and Co-Founder of Ladder, the Palo Alto-based digital life insurance company that has issued over $42 billion in coverage and raised $194 million in venture funding. Motivated by losing his father at age 11 and experiencing firsthand the stabilizing power of a life insurance payout, Hale set out to strip the life insurance industry down to its essential truth: a pure, flexible term product that takes minutes to buy online, not weeks of paperwork. Ladder reached a $900 million valuation in its 2021 Series D and has tripled revenue year-over-year, making Hale one of the most prominent voices in insurtech.
Jeff Schneble
Jeff Schneble is the CEO of Human Interest, a San Francisco-based fintech company on a mission to close America's $28 trillion retirement savings gap by making 401(k) and 403(b) plans affordable and accessible for small and medium-sized businesses. A physicist turned venture capitalist turned operator, Schneble brought together a rare trifecta of academic rigor (PhD from Cambridge, MBA from Harvard), investment experience (Partner at Wing Venture Capital), and hands-on operational chops (Silver Lake Partners) before taking the helm at Human Interest in 2019. Under his leadership, the company has grown to serve over 45,000 companies, surpassed $200 million in ARR, raised over $1 billion in total funding at a $3 billion valuation, and is eyeing a public listing.
Marcos Martinez
Marcos Martinez is the CTO and Co-Founder of Fligoo, a San Francisco-based AI company building intelligent recommendation and predictive analytics solutions for financial institutions. Born in Córdoba, Argentina, he co-founded Fligoo in 2012 after earlier stints in software development. Under his technical leadership, Fligoo evolved from a social-graph gift recommendation engine into a WealthTech platform serving major institutions including Mastercard, Broadridge Financial Solutions, and Wells Fargo. Fligoo was named to the WealthTech100 in 2024 and has raised over $17M in funding, including a Series A round in 2020.
Rahul Raj
Rahul Raj is Co-Founder and VP of Product Architecture at JIFFY.ai, an AI-powered no-code enterprise automation platform headquartered in Palo Alto, California. With a background spanning SAP Labs, IBM, and Option3.io, Rahul brings deep engineering and systems-architecture expertise to JIFFY.ai's mission of enabling financial services firms to build autonomous, AI-driven operations without writing a line of code. The company — launched at Stanford University — has raised over $105 million in total funding, including a $53 million Series B in March 2022, and serves Fortune Global 500 companies and Big 4 consulting firms worldwide.
River
River is a San Francisco-based, bitcoin-only financial services company offering brokerage, custody, mining, and Lightning Network infrastructure. Founded in 2019 by Alex Leishman and Andrew Benson, River serves individuals and businesses who want to buy, hold, earn yield on, and transact with bitcoin from a US-regulated, transparent, full-reserve institution.
Robertson Stephens
Robertson Stephens Wealth Management is an independent, fiduciary registered investment adviser headquartered in San Francisco. Reborn in 2018 from the iconic dot-com-era investment bank, the firm now manages roughly $8 billion in assets for high-net-worth families and institutions across 13 states, blending personalized advisory with a modern digital client interface.
SentiLink
SentiLink is a San Francisco-based identity and fraud intelligence company that helps banks, credit unions, and fintechs spot synthetic identities, identity theft, and first-party fraud at the point of account application. Founded in 2017 by two former Affirm risk leads, it now verifies millions of identities per day for more than 400 institutions.
Subin Perumbidy
Subin Perumbidy is the co-founder and Head of Engineering at JIFFY.ai, a Palo Alto-based enterprise AI automation platform that raised $104M+ in funding. With over two decades building enterprise software across India and the US, he co-founded JIFFY.ai in 2018 alongside seven colleagues, many of whom were friends from college. The platform combines no-code development, intelligent document processing, RPA, and machine learning to help Fortune 500 companies in financial services, wealth management, and operations automate complex business processes without writing code.
Icertis
Icertis is the AI-native contract intelligence company that turns enterprise strategy into faster execution at scale. Founded in 2009 and headquartered in Bellevue, Washington, Icertis helps 1 in 5 Fortune Global 500 companies manage millions of commercial agreements across 90+ countries through its Icertis Contract Intelligence platform - powered by Vera AI, a proprietary model trained on 17+ million contracts. With $496M in total funding, a $5B valuation, and nearly $350M in annual recurring revenue, Icertis has redefined what contract lifecycle management can do: turning buried legal text into live business intelligence.
Vendia
Vendia is an AI data platform that enables real-time, governed data sharing across companies, clouds, and regions. Founded by Tim Wagner (creator of AWS Lambda) and Shruthi Rao (former AWS blockchain head), Vendia helps enterprises like BMW, Delta Air Lines, and Fannie Mae break down data silos through its flagship product Vendia Share and newer MCP Gateway - allowing multiple parties to collaborate on trusted data without sacrificing security, compliance, or control.
Jeremy Schneider
Jeremy Schneider is General Partner at Webb Investment Network (WIN), the San Francisco-based single-family investment office founded by Maynard Webb, former COO of eBay. Since joining WIN in 2011, Schneider has helped build a portfolio of 121 companies including unicorns Ironclad, IPOs like Okta, PagerDuty, and AppLovin, and 48 acquisitions. A Dartmouth and Oxford-trained historian turned venture capitalist, Schneider is known for betting on founders over ideas, building WIN's affiliate network of 90+ seasoned operators, and offering hands-on support that one founder described as worthy of a statue.
Larry Katz
Larry Katz is CEO and President of MeridianLink, a leading SaaS platform for digital lending and account opening used by banks and credit unions across the United States. A Harvard MBA and Yale graduate, Katz spent 15 years at JPMorgan Chase before leading finance and operations at Genesys and StubHub, then pivoting to private equity advisory before joining MeridianLink as CFO in 2024. Within 18 months he rose to President and then CEO, steering the company through a $2 billion acquisition by Centerbridge Partners in October 2025 and launching an AI-powered lending agent called Millie. His platform ethos — 'Lending Made Human' — sits at the intersection of algorithmic decisioning and community financial relationships.
Will Lansing
Will Lansing is the CEO of FICO, the analytics software company that invented the credit score - a number that quietly governs whether Americans can buy homes, cars, or start businesses. Since taking the helm in January 2012, he has transformed FICO from a $620M revenue business into a nearly $2B enterprise, steering it through the AI revolution while insisting that credit decisions must remain explainable and transparent. A lawyer by training, a McKinsey veteran by discipline, and an endurance athlete by temperament, Lansing has spent 30+ years running companies across internet media, direct marketing, and private equity before landing at the company whose three-digit score most Americans know by heart.
Charlie Olson
Charlie Olson is the Co-Founder and CEO of Pando, a San Francisco-based fintech platform that lets high-potential professionals — founders, athletes, and ambitious earners — pool their career income risk. Launched in 2017 after Charlie and co-founder Eric Lax graduated from Stanford GSB, Pando has grown to serve 900+ clients in pools expected to collectively earn over $11 billion. The company has raised $13.8M total funding including an $8M Series A led by Core Innovation Capital in 2020. Charlie was named to Forbes 30 Under 30 in 2019 and previously worked in private equity and policy. Pando's model — participants contribute 1-8% of earnings above a ~$1M hurdle rate to a shared pool — draws on ideas from income-sharing agreements and mutual insurance, reimagined for the winner-take-all talent economy.
Angela Strange
Angela Strange is a General Partner at Andreessen Horowitz (a16z), where she leads investments in fintech infrastructure, insurance, and AI applications in financial services. A mechanical engineer by training and elite marathon runner by heart, she coined the widely-cited thesis 'Every Company Will Be a Fintech Company' - arguing that new financial infrastructure will enable any company to embed financial services the way AWS democratized software. She joined a16z in 2014 after stints at Google (where she launched Chrome for Android and iOS) and travel startup Ruba.com (acquired by Google). She has board seats at companies including Moov, Sardine, Jeeves, Valon, and hyperexponential, and is co-chair of C100, which connects Canadian entrepreneurs with Silicon Valley.
Peter Renton
Peter Renton is one of fintech's original chroniclers - an Australian-born entrepreneur who turned a P2P lending hobby blog into LendIt, the world's largest fintech conference, and Fintech Nexus, a media empire reaching 225,000+ banking and fintech executives. After Fintech Nexus filed for Chapter 7 in 2024, he launched Renton & Co and continues hosting the Fintech One-on-One Podcast, the longest-running one-on-one interview show in fintech, now past 628 episodes and 1 million downloads.
Maximizer
Maximizer is one of the world's oldest CRM software companies, founded in 1987 in Vancouver, Canada — predating Salesforce by 12 years. It provides a powerful, customizable CRM platform targeting sales teams, SMBs, and financial services professionals including wealth managers, financial advisors, and insurance brokers. With 120,000+ customers and 1 million+ users over its 35+ year history, Maximizer offers cloud, on-premises, and hybrid deployments with a strong focus on data sovereignty (Canadian and UK data centers). In 2023, the original founder Mark Loveys re-acquired the company, signaling a renewed focus on its core identity as a CRM built for sales leaders. In 2024–2025, Maximizer launched a purpose-built Financial Services Edition and IQ Boost, a Canadian-built AI tool helping financial advisors navigate Canada's $1-trillion intergenerational wealth transfer.