financial-technology
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Michael Chin Changed Instruments
He meant to make music in New York. Instead, Michael Chin spent three decades changing the tempo of financial technology - from trading desks to cloud software, and from chief executive to trusted advisor.
Lauren Weiner Makes the Numbers Tell a Better Story
The RapidRatings CMO has spent two decades turning complicated financial technology into stories people can act on - and insisting that marketing earn its seat at the table with evidence.
Colleen Sheeren Spent 11 Years Learning Every Piece of Barchart. Now She Has to Explain the Whole Thing.
The Chicago executive rose from marketing associate to CMO inside one complicated data company. Her current challenge is elegantly simple: make its many businesses feel like one story.
Meredith Binder Spent 27 Years Turning Messy Data Into Decisions
Before sustainability data became her product brief, Meredith Binder learned how information moves through a company. Her career is a study in translation - from documentation to global marketing, from merger work to software, and from worthy intentions to decisions people can actually make.
Elizabeth Bramlage Knows the Hard Part of Fintech Is Making It Feel Simple
Across Amazon, American Express, Klarna, ComplyAdvantage and Versapay, Elizabeth Bramlage has built a career translating financial machinery into stories people can use - and teams can act on.
Aryah Oztanir Is Building the Memory Layer Finance Forgot
At 19, he traded a full scholarship for a startup bet: financial firms do not need another dashboard. They need their scattered knowledge to remember how to work together.
Asher Adeniyi Turned Payday Into a Product
Before payroll became his product, people were already his business. Asher Adeniyi's path from a shy recruitment founder to Eazipay CEO is a study in second chances, dependable systems and the quiet drama of paying everyone on time.
Edo Windratno Turned a Two-Hour Bank Errand Into a Fintech Playbook
A frustrating transfer to Europe gave the Jakarta entrepreneur his opening. Transfez fixed the border; Jack followed the paperwork into the finance office.
Mohamed Donia Built the Screening Engine Behind Values-Based Investing
A computer engineer turned financial-data founder, Donia spent two decades making the moral fine print of investing legible to institutions.
Brock Blake Bet the Company on the 98%
He took a $10 million business to zero on purpose, rebuilt it for Main Street, and learned that the smartest founder in the room is often the one willing to abandon the wrong answer.
Brent Jackson Put the Corporate Card Inside the Bank
He began with a better card for small businesses. Then customer conversations led Torpago toward a quieter, more consequential job: helping banks issue modern cards under their own names.
Jon Caplis Is Fixing the Hedge Fund Industry’s Missing-Data Problem
After a decade inside hedge funds, Jon Caplis built PivotalPath around a stubborn idea: before you judge performance, make sure the right funds are in the room.
Ryan Bozarth Is Rebuilding the Plumbing Money Forgot
After helping shape products at Square, Airbnb, Anchorage and Coinbase Custody, Ryan Bozarth is turning stablecoins into quieter, faster infrastructure for global business money.
Brad Stroh Spent 24 Years Building the Other Half of Your Balance Sheet
He turned down Wall Street, backpacked through Kenya, and found his life’s work at two broken tables. Now Achieve’s co-founder is betting that AI can give ordinary households the sort of financial guidance once reserved for the wealthy.
Jarrod Yuster Built the Plumbing for Markets That Never Sit Still
An Intel engineer turned Wall Street trading chief started Pico with seven people in a downtown New York room. The consequential move was not going faster, but realizing the technology itself was the business.
Ximena Aleman
Ximena Aleman is the co-founder and Co-CEO of Prometeo, the largest open banking API platform in Latin America. A former journalist from Uruguay, she pivoted from covering entrepreneurs to becoming one, building infrastructure that connects over 1,200 financial institutions across 11 countries through a single API. Under her leadership Prometeo has won the trust of banks like JP Morgan, Santander, Citi and BBVA and raised backing from PayPal Ventures, Samsung Next and others. She is a vocal advocate for financial inclusion and for founders from overlooked corners of the region.
Dan Zitting
Dan Zitting is the CEO of Nitrogen, the wealth management technology company formerly known as Riskalyze, best known for its Risk Number and advisor growth platform. Before wealthtech, he spent more than a decade building governance, risk and compliance software: he founded the cloud audit tool Workpapers.com, ran Galvanize (formerly ACL) as CEO and grew it to roughly $100M in ARR, and helped steer its roughly $1 billion sale to Diligent, where he served as Chief Product and Strategy Officer. He took the top job at Nitrogen in December 2023, focused on helping financial advisors reduce friction and grow through connected workflows and AI.
Jason Eiswerth
Jason Eiswerth is the CEO of Canoe Intelligence, a New York-based financial technology company that uses machine learning to ingest, categorize, extract, and validate alternative investment documents and data for more than 400 investment firms. A technology entrepreneur with more than 20 years of senior management experience, he took the helm in 2020 and has since guided Canoe through multiple funding rounds, including a $36 million Series C led by Goldman Sachs in 2024, while positioning the company as core infrastructure for the alternatives industry.
John Clendening
John Clendening is the founder and CEO of Earned (Earned Wealth), a tech-enabled financial services firm built exclusively for doctors, dentists, and their medical practices. After more than two decades running large financial businesses, including a stint as CEO of Blucora and senior leadership at Charles Schwab where he ran Schwab Bank, he started Earned to fold wealth management, tax, accounting, insurance, and practice services into a single platform for healthcare professionals. The company has raised roughly $225 million and grown past 240 employees, and it landed on Newsweek and Forbes advisory-firm rankings in 2025.
Karthik Nandyal
Karthik Nandyal is the co-founder and co-CEO of CredCore, a New York vertical-AI company building an end-to-end platform for the roughly $5 trillion enterprise debt capital markets. A two-time founder and long-time capital markets technologist, he previously ran product and R&D for Reliance Jio's Financial Innovation Group and held roles at BNP Paribas, Instinet (Reuters), and IBM, and earlier co-founded the fashion visual-search startup Styloot. In February 2025 CredCore raised a $16M Series A led by Avataar Ventures, and its AI platform now supports oversight of more than $650B in assets under management.
Ken Sena
Ken Sena is the CEO and co-founder of Aiera, a New York-based generative AI platform that turns earnings calls, investor presentations, and corporate events into real-time transcriptions, sentiment analysis, and decision-grade insights for institutional investors. A former Wall Street internet analyst who led global internet research coverage at Evercore ISI and Wells Fargo Securities, Sena launched Aiera in 2018 to apply machine learning to the research workflow he had spent two decades inside. The company now covers more than 13,000 equities, processes tens of thousands of public events a year, and closed a $25 million Series B in June 2025 backed by ten of Wall Street's largest research firms with Microsoft as its strategic technology partner.
Michael Pusateri
Michael Pusateri is the CEO and founder of Siepe, a Dallas-based fintech he started in 2012 after a career running technology inside hedge funds. Siepe builds software and managed services for CLO managers, private credit funds, and other alternative investment firms, and closed a $30 million Series B led by WestCap in August 2024. Before Siepe, Pusateri was CTO at Carlson Capital and CTO/co-COO at Highland Capital Management.
Sreej Menon
Sreej Menon is the CEO of Transient.AI, a New York-based startup building an AI operating system for capital markets, unifying compliance, trading, and research workflows for hedge funds and RIAs. A former banking technologist with over a decade inside Credit Suisse's credit trading syndicate, he raised the company's Series A from NEXT Investors in May 2026 on the argument that AI in finance needs the same engineering rigor as the trading systems it plugs into.
Conor Murray
Conor Murray is the cofounder and CEO of OpenInvest, the values-based investing platform acquired by J.P. Morgan in 2021. An MIT-trained mathematician and computer scientist, he built portfolio-optimization technology at Bridgewater Associates managing more than $150 billion before starting OpenInvest in 2015 to let everyday investors align their money with their ethics. He now guides ESG innovation inside J.P. Morgan Wealth Management.
Vinesh Jha
Vinesh Jha is the founder and CEO of ExtractAlpha, an independent alternative-data research firm that turns messy datasets into tradable signals for hedge funds and institutional investors. A pure-mathematician-turned-quant, he cut his teeth ranking Wall Street analysts at StarMine, built systematic strategies at Merrill Lynch, Morgan Stanley, and PDT Partners, then went out on his own in 2013. After ExtractAlpha merged with the crowdsourced-estimates platform Estimize in 2021, he runs both, leading a team spread across Hong Kong, the US, Europe, and Canada with a near-religious insistence on rigorous, point-in-time testing over a good story.
Alejandro Casas Caro
Alejandro Casas Caro is the co-founder and CEO of Simetrik, a Y Combinator-backed AI-powered financial reconciliation platform that processes over 1 billion records daily for 100+ companies across 40+ countries. A technical founder who studied UX design in Barcelona, he pivoted from a failed fashion e-commerce startup to building what has become a $116M+ funded enterprise infrastructure company backed by Goldman Sachs, Tiger Global, and Mercado Libre Fund.
Kevin Singerman
Kevin Singerman is the CEO and Co-Founder of AutoFi, a San Francisco-based automotive fintech company he co-founded in 2015 with Mandar Gokhale and Jonathan T. Palan. AutoFi has become a leading end-to-end automotive sales and financing platform, processing over 1 million financing requests and $3+ billion in vehicle sales annually, backed by $125M+ in funding including an $85M Series C at a $700M valuation. Singerman built his career at the intersection of finance and technology, with stints at Deutsche Bank, SunGard, Stephens Inc., and LendingClub before launching AutoFi to transform how cars are bought and sold.
Raj Bhattacharyya
Raj Bhattacharyya is the CEO and Board Member of Robertson Stephens Wealth Management, a national registered investment advisor he has helped scale from $1.5 billion to $7.1 billion in assets under management since taking the helm in 2020. A Harvard-trained computer scientist turned three-decade Wall Street veteran, he brings rare fluency in both quantitative finance and enterprise technology to the RIA sector, where he is building what he calls a 'best-of-breed' wealth management platform. Before Robertson Stephens, he spent 17 years at Deutsche Bank leading FX and Latin American Markets businesses, plus stints at Merrill Lynch and Goldman Sachs, and founded early-stage fintech firm YY Capital.
Yoshi Yokokawa
Yoshi Yokokawa is the co-founder and CEO of Alpaca, the San Mateo-based API-first brokerage infrastructure company that powers over 300 global fintech partners across 45 countries. A former Lehman Brothers analyst and forex trader turned repeat entrepreneur, Yoshi built Alpaca from a YC W19 startup into a $1.15 billion unicorn after raising a $150 million Series D in January 2026. His vision: a 'Global Financial OS' that makes investing borderless, accessible, and developer-native.
Noel Fenton
Noel Fenton is a Founding General Partner of Trinity Ventures, the Menlo Park-based venture capital firm he co-founded in 1986. Before entering venture capital, he built two companies from scratch as CEO — Acurex (scaling revenues to $65M over a decade) and Covalent Systems (profitable at $12M in three years) — and that operating DNA defines everything about how he invests. With a BS in Chemistry from Cornell and an MBA from Stanford, Fenton has spent four decades backing enterprise software and B2B companies, with notable wins including LoopNet (IPO), ServiceMax (acquired by GE), SciQuest (IPO), and DotLoop (acquired by Zillow). Despite repeated attempts at retirement, he is still at his desk by 7:30 AM.