Finix is a San Francisco-based payments infrastructure company that gives software platforms, marketplaces, and retailers the tools to own their payments end-to-end. Built around a no-code/low-code PayFac-as-a-Service model and a developer-friendly API, Finix lets SaaS companies monetize payments, manage merchants, and route money across cards, ACH, and wallets without becoming a registered payment facilitator themselves.
HoneyBook is an AI-powered business management platform built for independent service professionals - photographers, event planners, consultants, and creative freelancers. Founded in 2013 in San Francisco with roots in Tel Aviv, the platform combines CRM, contracts, invoicing, payments, scheduling, and workflow automation into a single clientflow hub. With $498M in total funding, a $2.4B valuation, $140M ARR, and more than $12 billion in payments processed, HoneyBook has become the dominant platform for the growing independent economy - helping over 100,000 small business owners run client relationships from first inquiry to final payment without switching between a dozen tools.
Robert 'Bob' Donahue is a veteran technology and fintech executive who led Authorize.Net Holdings as President and CEO from 2004 to 2007, steering the company through its landmark $565 million acquisition by CyberSource Corporation - one of the defining deals in digital payments history. After joining CyberSource's board post-acquisition, he went on to serve as an independent director at NETSCOUT Systems and Sycamore Networks. With a career spanning senior executive roles at Manufacturers Services Ltd., Stratus Computer, and Celestica, Donahue has been a consistent presence at the intersection of technology infrastructure and financial services for over two decades.
Kathleen Schnering is the Chief Executive Officer of Clover Network, one of the largest cloud-based point-of-sale platforms in the United States. Under the Fiserv umbrella, Clover serves more than 800,000 merchants across retail, restaurant, and services verticals, processing hundreds of billions in payments annually. Schnering leads a platform generating over $2.7 billion in annual revenue with a workforce of approximately 1,500 employees, steering Clover's expansion into international markets and value-added services as it targets $4.5 billion in revenue by 2026.
Richie Serna is the CEO and co-founder of Finix, a full-stack payments infrastructure company he built from the ground up in San Francisco. A Harvard-educated son of Mexican immigrant parents from Santa Ana, California, Serna left management consulting at Booz & Company, taught himself to code, and joined Balanced - the first payments API for marketplaces - before founding Finix in 2015. Today, Finix has raised $205.5M in total funding (including a $75M Series C in October 2024) and has become a direct-connection payment processor competing with Stripe, Adyen, and Braintree, serving software platforms and marketplaces processing billions of dollars annually.
Brightwheel is the all-in-one operating platform for early education centers, combining billing, attendance, family communication, enrollment, lesson planning, and compliance reporting into a single product. Founded in 2014 by Dave Vasen and backed by $88.8M in funding, it serves 150,000+ childcare programs and 2.2 million monthly active users across 50+ countries, holding over 53% market share in childcare management software.
Steve Stevens (full name: John 'Steve' Stevens) is the Founder, Chairman, and CEO of Jopari Solutions, Inc., a Concord, California-based healthcare IT company he built from the ground up in 2003. Over more than two decades, Stevens transformed Jopari into a dominant force in electronic medical claims, attachments, and payment processing for Property & Casualty, Workers' Compensation, and Group Health markets - connecting 1.5 million healthcare providers with over 5,000 insurance payers and facilitating more than $1 billion in annual payments. In April 2026, Jopari was acquired by Office Ally, capping a career in which Stevens has raised over $100 million in private capital and helped pioneer digital healthcare claims workflows.