venture-banking
(2)Company
Legend
Fintech · Enterprise · Consumer
Customers Bank
Customers Bank grew from a troubled $200 million community lender into a nearly $26 billion national bank by choosing specialists over branches. Now it is testing whether real-time payments and AI can make relationship banking move at software speed.
customers-bank · commercial-bankingRead →
Founder · Investor · Creator
Samir Kaji
Samir Kaji is the co-founder and CEO of Allocate, a private markets platform that helps wealth advisors and family offices build and manage institutional-quality portfolios. Before founding Allocate, he spent about 22 years in venture banking at Silicon Valley Bank and First Republic Bank, where he advised more than 700 venture and private equity firms. He also hosts Venture Unlocked, a widely followed podcast and newsletter about how venture capital firms are built and scaled.
samir-kaji · allocateRead →