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Tagged: investment-management
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Company
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Fintech · Saas · Enterprise
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.
401k · retirementRead →
Founder · Executive · Operator
Mike Sroka
Mike Sroka is the CEO and co-founder of Dealpath, the leading deal management platform for institutional real estate investors. Founded in 2014 alongside Andy Lee and Kenter Wu, Dealpath has grown to support over $10 trillion in real estate transactions, raised $75M in total funding including a Morgan Stanley-led $43M Series C, and counts Blackstone, Nuveen, UBS, and MetLife among its clients. Sroka's background spans real estate finance at Hudson Advisors and growth roles at venture-backed software companies including Zynga and Fanhood, giving him a rare dual fluency in capital markets and product development. He serves on Blackstone's PropTech Advisory Board and is a vocal advocate for AI-powered deal workflow automation in commercial real estate.
proptech · saasRead →
Fintech · Consumer · Saas
True Link
True Link is a San Francisco fintech that builds banking, prepaid cards, and trust-administration tools for people the financial system tends to forget: aging adults, people with disabilities, those in recovery, and the family members and professional fiduciaries who manage their money. Co-founded in 2012 by Kai Stinchcombe and Claire McDonnell after Stinchcombe watched his grandmother lose her savings to telemarketers, the company now serves more than 250,000 families and 300+ nonprofits.
fintech · elder-careRead →
Investor · Advisor · Executive
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.
venture-capital · seed-fundingRead →