Tagged: fintech
30 results
Dan Woods
Dan Woods is the Founder and CEO of Socotra, the AI-native cloud-native insurance core platform he built from scratch starting in 2014. A Stanford AI researcher and former Palantir engineer (employee #20), he left the data-intelligence world to fix insurance technology - an industry he describes as 'a decade behind banking.' Under his leadership, Socotra has raised $87M+ in total funding including a $50M Series C led by Insight Partners, and powers carriers and insurtech MGAs who can now launch insurance products in weeks instead of years.
Wayne Osborne
Wayne Osborne is the co-founder and CEO of Way2B1, a San Francisco-based software company building an integrated operating platform for families and family offices. He spent roughly 25 years working inside the family office world, including running the office of a high-net-worth family in the San Francisco Bay Area, before turning those firsthand frustrations into a product. Way2B1 unifies people, services, documents, and approval workflows behind bank-level security so family offices can make faster, more confident decisions. Osborne, who holds a Master of Divinity from Princeton Theological Seminary, also serves on the board of the San Francisco Child Abuse Prevention Center.
Will Lawrence
Will Lawrence is the co-founder and CEO of Bretton AI, the San Francisco company formerly known as Greenlite AI that builds AI agents for financial crime and compliance operations. After leading anti-money laundering product work at Facebook/Meta and building compliance infrastructure at Paxos, he started the company in 2023 to automate the slow, manual investigative work behind KYC, AML and sanctions checks. In February 2026 the company rebranded to Bretton AI and raised a $75 million Series B led by Sapphire Ventures, bringing total funding to roughly $90 million, with customers including Robinhood, Mercury, Ramp, Gusto and a set of OCC-, FDIC- and Federal Reserve-regulated banks.
Woodrow Levin
Woodrow 'Woody' Levin is the founder and CEO of Extend, a San Francisco company that built an API-first platform letting online merchants offer extended warranties, product protection, shipping protection and post-purchase solutions. Often described as 'AppleCare for everything else,' Extend raised a $260M Series C led by SoftBank's Vision Fund 2 in 2021 at a valuation above $1.6 billion. A serial entrepreneur, Levin previously founded BringIt (acquired by International Game Technology), Estate Assist (acquired by DocuSign, where he became VP of Growth), and the crypto asset fund 3.0 Capital. He also sits on the board of DraftKings.
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.
Briggs Elwell
Briggs Elwell is the co-founder and CEO of RLTYco, a New York-based specialty finance and services firm built for independent (1099) real estate agents. After more than 15 years in real estate - from sales and asset management at The Related Companies to building the Northeast business for OPTIMAR International - he co-founded RLTYco in 2021 with attorney Daniel Kennedy. The company started by advancing agents their commissions within 24 hours and has grown into a one-stop platform spanning commission funding, tax and financial tools, legal formation, healthcare, and rewards. In January 2025 RLTYco raised a $20 million Series A led by Altriarch and acquired the rewards technology of Zurp.
Yogi Goel
Yogi Goel is the co-founder and CEO of Maxima, an agentic AI platform that automates the month-end accounting close for enterprises. He spent two decades in the office of the CFO - auditing at EY, running M&A and IPOs at Citi and Barclays, and seven years at Rubrik as a strategic finance leader, where he helped scale the company from $5M to $900M in ARR through its 2024 NYSE IPO. In 2024 he founded Maxima with Akshaya Srivatsa and Jack Liao, raising $41M from Redpoint Ventures, Kleiner Perkins, and Audacious Ventures to rebuild accounting operations around AI agents that reconcile, post journal entries, and co-prepare financial reports alongside human teams.
Bruno Caratori
Bruno Caratori is the co-founder and Global CEO of Hashdex, one of the world's leading regulated crypto asset managers. A Brazilian electrical engineer turned financial technologist, he helped build Hashdex from a 2018 startup into a firm operating across eight countries with regulated crypto investment products including Bitcoin and Ethereum ETFs. He was named Global CEO in March 2026 after years as COO, having earlier worked in investment risk at Gavea Investimentos and led product at the education network Edmodo.
Ché Wijesinghe
Ché Wijesinghe is the CEO of Cape.ai (formerly Cape Privacy), a New York and Halifax based company that builds AI for confidentially processing sensitive data across vision, voice and language models. A 25-year veteran of the enterprise software industry, he has led field operations and revenue at data and analytics companies including Cisco, Composite Software, OmniSci/HEAVY.ai and Neokami before taking the helm at Cape, where he has steered the company from an encrypted machine learning platform toward AI tools for document validation, compliance and financial services.
Chris Lipowicz
Chris Lipowicz is the CEO of Elementus, a New York based blockchain intelligence company that helps hedge funds, financial institutions, government agencies, and legal teams interpret what happens on-chain. An enterprise operator with more than 20 years of experience building revenue and operations teams, he came up through real estate and security technology firms including Building Intelligence and Cherre before moving into crypto data. He argues that on-chain activity is public but hard to read without the right tools, and positions Elementus as the layer that turns raw blockchain data into real-time, compliant, risk-aware decisions.
Christina Leijonhufvud
Christina Leijonhufvud is the co-founder and CEO of BlueMark, the leading independent provider of impact verification and market intelligence for investors. A veteran of Wall Street, she spent more than 15 years at J.P. Morgan, where in 2007 she created the bank's Social Finance business and helped put impact investing on the map for institutional investors. She later co-founded the impact consulting firm Tideline before launching BlueMark in 2020 to bring third-party verification and benchmarking to a fast-growing industry facing scrutiny over impact-washing.
Christopher King
Christopher King is the founder and CEO of Eaglebrook, a crypto investment platform that gives registered investment advisors (RIAs) direct access to bitcoin and digital assets through tax-optimized separately managed accounts (SMAs). A Penn State finance graduate who began investing in digital assets in 2014, King started his career in crypto-focused venture capital at Morgan Creek Capital Management before launching Eaglebrook in 2019. The New York and Miami-based company has grown into one of the largest crypto SMA platforms serving wealth managers, backed by investors including Castle Island Ventures, Brewer Lane Ventures, and Franklin Templeton.
Colton Pace
Colton Pace is the co-founder and CEO of Ownwell, an Austin-based proptech company that helps property owners lower the cost of real estate ownership by appealing over-assessed property taxes. A former asset manager who oversaw billions for wealthy families, Pace built Ownwell in 2020 to give everyday homeowners the same optimization tools that sophisticated investors use. The company has processed more than 1 million appeals, saved customers over $400 million, and raised a $50 million Series B in early 2026.
Conor Lyden
Conor Lyden is the founder and CEO of Trustap, a Cork-born fintech that embeds escrow-style payment protection into online marketplaces so strangers can buy and sell without getting scammed. He came up with the idea at 21 as an engineering student at University College Cork, frustrated by the risk of buying football tickets from strangers, and built the concept through UCC's Ignite incubator. Since founding the company in 2016/2017, he has grown it into a global operation with offices in Cork, Dublin, London, Barcelona, Zagreb and New York, serving over 250 marketplaces across more than 100 countries and raising a $5.5m Series A led by TX Ventures.
Craig Costigan
Craig Costigan is the CEO of NICE Actimize, the financial crime and compliance software division of NICE, a role he has held since 2018. He leads market strategy, product, R&D, sales and marketing for a business that helps banks and other financial institutions fight money laundering, fraud and market abuse. A founding partner of a securities finance software firm in the early 1990s, he built a three-decade career in capital markets technology at K-Tek International, SunGard and FIS before taking the top job at NICE Actimize, where he has pushed the company toward generative and agentic AI.
Cristina Vila Vives
Cristina Vila Vives is the founder and CEO of Cledara, a SaaS spend-management platform that gives companies visibility and control over their software subscriptions. After more than a decade running operations teams in the financial industry, she launched Cledara in 2018 to solve a problem she kept seeing firsthand: companies losing money and time to a sprawling, unmanaged stack of software. Cledara now serves over a thousand customers across Europe and the United States, and Forbes has named her among the business leaders changing the world.
Cyrus Karai
Cyrus Karai is the Co-Founder and CEO of CoverForce, a New York-based insurtech building unified API infrastructure that connects insurance carriers, agencies, and wholesalers so commercial insurance can be quoted, paid, bound, and issued in real time. Originally from Australia and a Wharton MBA, he moved from finance roles at BlackRock, Credit Suisse, and PwC into founding CoverForce out of the University of Pennsylvania's Innovation Labs in 2020. Under his leadership the company reached over 9,600 producers nationwide, integrated with major carriers including Travelers, Chubb, Liberty Mutual, and AmTrust, and raised a $13M Series A led by Insight Partners in 2025.
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.
Daragh Murphy
Daragh Murphy is the Irish-born co-founder and CEO of Imprint, a New York fintech that builds co-branded credit card and loyalty programs for consumer brands like Rakuten, Booking.com, Turkish Airlines and H-E-B. A former corporate lawyer and WeWork operator, he started Imprint in 2020 and grew it to unicorn status, reaching a $1.2 billion valuation in a $150 million Series D in December 2025.
73 Strings
73 Strings is an AI-powered financial intelligence platform for the private capital industry. Founded in 2020, it automates data extraction, portfolio monitoring, and fair-value estimation for alternative asset managers - the manual, fragmented "middle-office" work behind private equity, private credit, venture capital, growth equity, and infrastructure funds. Its Extract, Monitor, and Value modules structure unstructured documents, track portfolio performance in real time, and produce valuations reportedly up to 10x faster at roughly half the cost. The company serves institutions representing close to $10 trillion in assets and is backed by Goldman Sachs Alternatives, Blackstone, Fidelity International Strategic Ventures, Hamilton Lane, and Golub Capital.
9fin
9fin is a London-based, AI-native intelligence platform for the global debt markets. Founded in 2016 by former banker Steven Hunter and former engineer Huss El-Sheikh, it uses machine learning to extract structured data from dense financial documents and pairs that data with news, analytics, and AI-powered workflows. Its platform covers leveraged loans, high-yield bonds, distressed debt, CLOs, private credit, and asset-based finance, and is used by investment banks, asset managers, hedge funds, law firms, and advisors. In March 2026 the company raised a $170M Series C at a $1.3 billion valuation.
Accrue
Accrue is a New York fintech that powers modern customer loyalty at the payment layer. Its brandable, stored-value digital wallet lets merchants take control of their payments and refunds, reward repeat customers, and reduce reliance on traditional card networks. Founded in 2021 by Michael Hershfield as a 'save now, buy later' alternative to BNPL, the company has expanded into a full-stack wallet, reward engine, pay-by-bank payments and closed-loop refunds used to lift order value and shopper frequency.
april
april is a New York-based fintech that embeds tax filing, planning, and estimation directly into the apps people already use - banks, payroll providers, fintechs, and wealth platforms. Founded in 2021 by Ben Borodach, Daniel Marcous, and Raj Doshi, april built its own AI-powered tax engine and became the first company in over 15 years to earn national e-file coverage. Its white-label, mobile-first product turns tax from a once-a-year chore into a year-round layer of financial decision-making, and it raised a $38M Series B in July 2025 led by QED Investors, bringing total funding to $78M.
Asset Class
Asset Class is a fintech company building an AI-powered operating system for private capital firms. Founded in 2020 by Ferdinand Roberts, its Fund Operating System connects fundraising, investor relations, fund administration, deal flow and portfolio management in a single platform, with a white-label LP portal for accredited investors. The company services more than 300 funds totalling roughly $33 billion in assets under management and a network of over 15,000 accredited investors, and has raised $14.6M to date, including an $11.6M Series A led by Canapi Ventures.
Authentic
Authentic is a New York insurtech building the infrastructure that lets software companies, franchisors, and associations launch their own insurance programs - so-called captives - for the small businesses they already serve. Its 'Captive in a Box' platform handles the parts that normally take years and a team of specialists: underwriting, rate filings, actuarial work, reinsurance, capitalization, regulatory compliance, and claims. Partners such as Mindbody, Restaurant365, PushPress, and theCut can embed tailored coverage for gyms, salons, restaurants, and other Main Street businesses through a single integration, while member businesses can share in the savings when claims run low.
Avtal
Avtal is an Austin-based fintech that builds an AI-powered, white-labeled digital engagement platform for third-party debt collection agencies. Combining automated email and SMS outreach with a compliant, self-serve consumer payment portal, Avtal layers onto an agency's existing phone and mail operations to lift liquidation rates by 50%-75%. The company charges only a performance-based percentage of what it collects, and raised $24 million in Seed and Series A funding led by S3 Ventures in March 2026.
Axial
Axial is a private deal network for the North American lower middle market, connecting business owners, M&A advisors, private equity firms, lenders and corporate acquirers to source, market and close transactions confidentially. Founded in 2010 by Peter Lehrman, the platform uses matching algorithms and CRM-style tools to privately introduce sell-side deals to relevant buyers, and its 20,000+ members have transacted more than $25 billion across 2,000+ closed deals.
Baselane
Baselane is a New York fintech that gives individual real estate investors and landlords a single place to bank, collect rent, and keep their books. Instead of stitching together a legacy bank account, spreadsheets, an accountant, and consumer payment apps, users open property-specific accounts, collect rent by ACH or card, and let AI categorize transactions into tax-ready reports. The company says its 50,000-plus customers move more than $2 billion in annual transactions and save an average of roughly 150 hours and $5,000 a year.
Basic Capital
Basic Capital is a New York fintech building a modernized 401(k) and IRA platform that lets everyday workers finance their retirement investments rather than only contribute out of pocket. For every dollar a saver puts in, the company supplies supplemental capital - roughly four additional dollars - so contributions are deployed into diversified portfolios of ETFs, bonds, and access to alternatives like private credit. Founded by former Goldman Sachs banker Abdul Al-Asaad, it positions itself as the first platform to bring financing and alternative assets into tax-advantaged retirement accounts, and raised a $25M Series A in August 2025 led by Forerunner and Lux Capital.
Blackbird Labs
Blackbird Labs is a New York-based restaurant technology company that pairs a consumer dining app with a blockchain-based payments and loyalty network. Founded in 2022 by Resy and Eater co-founder Ben Leventhal, Blackbird lets diners check in at participating restaurants, earn a rewards currency called $FLY, and pay their bill through the app, while giving restaurants lower payment-processing fees and direct ownership of their guest data. The company runs its own layer-2 network, Flynet, and operates in New York, San Francisco, and Charleston with roughly 1,000 restaurants on the platform.