Best Startup
At Best Startup US we track over 1,000,000 US startups and over 3 million people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United States based COO’ operating in the FinTech space. If you think a COO’ is missing from this list, feel free to contact our editor on editor@beststartup.us.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Gretchen Howard
Chief Operating Officer of Robinhood
Gretchen Howard is currently Chief Operating Officer at Robinhood. Previously, she was at Google since 2006 most recently as a Partner with CapitalG. Gretchen was also a Managing Director in Sales & Business Operations at Google, where she has helped incubate, launch and scale Google’s social, video, search and display sales offerings for SMB and large brand advertisers. Prior to joining Google, Gretchen was VP of Market Development and Field Sales for Fidelity Investments, and she started her career working in consulting, helping companies implement new IT strategies. Gretchen holds a BA from Williams College and a MBA from Harvard Business School.
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About Robinhood: Robinhood is a stock brokerage that allows customers to buy and sell stocks, options, ETFs, and cryptocurrencies with zero commission.
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Kristi Matus
CFO/COO of Buckle
Board member and senior executive with direct experience in contributing to business strategy, profitable growth, and enterprise value based on general management and financial acumen, as well as the ability to inspire organizations and people.
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About Buckle, The Buckle: Buckle is the inclusive digital financial services platform serving the rising middle class and providers to the gig economy.
Christopher Morrison
Chief Operating Officer of Doma
Christopher Morrison is the chief operating officer at States Title. Prior to joining States Title, Christopher was an associate partner at McKinsey & Company. He holds a BA degree in economics from Amherst College.
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About Doma: Doma is an insurtech platform that uses machine intelligence to remove friction from residential real estate transactions.
Matt Bochenek
Chief Operating Officer of Avant
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About Avant: Avant is an online lending platform that offers alternatives to its clients with safe financial products.
Jeff Arnold
COO & Founder of Pilot
Jeff Arnold is a Past Founder & CEO at Ksplice.
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About Pilot: Pilot is a platform that offers bookkeeping, tax, and CFO services for growing businesses.
Asya Bradley
Founder & COO of First Boulevard
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About First Boulevard: First Boulevard is a fintech startup that aims to address the generational wealth gap for Black Americans.
June Ou
COO, Co-Founder of Figure
Founder and CEO of CCO Solutions, a firm that provided outsourced middle and back office solutions to the hedge fund industry. Co-founder, VP of Product Management and Engineering at Finaplex, a leader in wealth management solutions (sold to Broadridge NYSE: BR), responsible for both enterprise and cloud solutions. MS from UC Santa Cruz; MS from Stanford Graduate School of Business.
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About Figure, Provenance Blockchain: Figure is a financial services company leveraging blockchain technology.
Brett Crosby
Co-Founder & COO of PeerStreet
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About PeerStreet: PeerStreet is a crowdfunding platform that gives investors easy access to high-yielding loans that are collateralized with real estate.
Corey Rudzinski
SVP – Chief Operating Officer for the Enterprise Framework Office of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Lokesh Seth
Chief Operating Officer of DealCloud
Lokesh is responsible for formulating the product strategy and overseeing the development of iLEVEL’s SaaS-based services. Lokesh has a proven track record of synthesizing technology and market needs into innovative products, growing multiple companies and bringing many award-winning products to market. Prior to joining iLEVEL, Lokesh led the product and strategy group at Connotate, where he developed the firm’s market-leading intelligent agent platform. Previously, Lokesh was CTO at Serviceware, helping to guide the company through its successful IPO and also overseeing the identification of strategic M&A opportunities and completion of a successful merger. He holds a Bachelor of Technology degree in computer science engineering from Jawaharlal Nehru Technological University in India and an MBA from Miami University.
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About DealCloud: Deal management and business development software for principal investing and M&A advisory professionals.
Jason Miller
Chief Operating Officer of Point72 Ventures
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About Point72 Ventures: Point72 Ventures is an every-stage global VC fund focused on fintech, deep tech, and enterprise investments led by Steven A. Cohen.
John Kramer
COO & Board Member of HoneyBook
John Kramer is COO at HoneyBook.
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About HoneyBook, Salsa: HoneyBook is a business management platform creating tools to help creative entrepreneurs run their business on their own terms.
Zev Wexler
CFO and COO of Core Innovation Capital
Zev Wexler is the COO and CFO at Core Innovation Capital.
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About Core Innovation Capital: Core Innovation Capital is a venture capital firm investing in companies committed to empowering small businesses.
Harsha Srinivas
COO of Possible Finance
Harsha Srinivas serves as the Chief Operating Officer at Possible Finance.
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About Possible Finance: Possible Finance provides financial tools needed to manage day-to-day lives.
Bryan Wolff
CFO/COO of Staircase
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About BBQ Holdings, Staircase: Staircase is an API marketplace for residential mortgage.
Deborah Hodges
Chief Operating Officer of MidOcean Partners
Chief Operating Officer at MidOcean Partners .
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About MidOcean Partners: Presence Capital is an investment firm that finances startups developing technologies such as virtual reality and augmented reality.
Deborah Hodges
Chief Operating Officer of MidOcean Partners
Chief Operating Officer at MidOcean Partners .
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About MidOcean Partners: Presence Capital is an investment firm that finances startups developing technologies such as virtual reality and augmented reality.
Lillian Chou
Co-Founder and COO of Bloomberg Second Measure
Lillian Chou is the Co-Founder and COO of Second Measure. She is a former Manager, Data Systems & Analytics at Rumble and Product Manager, Analytics at Electronic Arts (EA). Ms. Chou graduated from the University of Pennsylvania – The Wharton School with a bachelor of science in Economics and concentration in Marketing.
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About Bloomberg Second Measure: Bloomberg Second Measure analyzes billions of anonymized credit card transactions to answer real-time questions on consumer behavior.
Cate Rung
COO of Pngme
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About Pngme: Pngme, they believe everyone deserves equal access to finance.
Tomo Matsuo
Co-Founder, COO & President of Yardline
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About Yardline: Yardline is an offering Capital-as-a-Service technology for e-commerce platforms, marketplaces, and direct capital providers.
Christie Kim
COO of Persona
Christie Kim serves as the Chief Operations Manager at Persona.
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About Persona: Persona is an identity platform that helps business verify customer identities that brings trust to online interactions.
Matt Stapleton
Chief Operating Officer of Spiff
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About Spiff: Spiff is a compensation platform for revenue and sales organizations that helps automate complex commission processes and motivate sales.
Martin Tschopp
COO Prosus Ventures of Prosus & Naspers
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About Prosus & Naspers, Prosus Ventures: Prosus is a global consumer internet group and one of the largest technology investors in the world.
Carlo Las Marias
Co-Founder & COO of Hummingbot
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About Hummingbot: Hummingbot is an open-source crypto trading bot that enables decentralized market making; liquidity mining for centralized exchanges.
Michael Orlando
Chief Operating Officer of YapStone
Michael Orlando is the Chief Operating Officer at Yapstone.
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About YapStone: YapStone is a global provider of online and mobile payment solutions for global marketplaces and large vertical markets.
Daniel Goldstein
COO & Co-Founder of Trust & Will
Daniel Goldstein is the co-founder and COO of Trust & Will.
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About Trust & Will: Trust & Will is modernizing the trust and estate planning industry with an easy, fast, and secure way to set up your estate plan online.
Ron Goldshmidt
Co-Founder – COO and Head of Fintech of Briq
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About Briq: Briq is a financial forecasting and data intelligence platform for the construction industry.
Andrew Benson
Co-Founder and COO of River Financial
Andrew Benson is the Co-Founder & Chief Operating Officer at River Financial.
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About River Financial: River Financial is a Bitcoin financial institution allowing long-term investors to buy, sell, and manage Bitcoin.
Sameer Gulati
President & Chief Operating Officer; Advisor (Current) of Plastiq
As Chief Operations Officer, Sameer has responsibility for Lending Club’s operations and corporate strategy, including managing customer support and our customer-facing operations. Before joining Lending Club,Sameer was a partner and leader of the Digital Banking & Consumer Credit practice at McKinsey & Company in London, UK. During his 11 years with McKinsey, he advised global and emerging financial services institutions on key initiatives in retail banking, consumer credit, digital payments, and risk management. He is a well-respected thought leader, regularly speaking at banking and fintech conferences and authoring documents on financial services and credit card issues, trends, and seminal financial service sector topics. Prior experience includes several years in technology roles at Cambridge Technology Partners and Integral, where he implemented solutions for financial services players. Sameer holds an MBA in strategy and entrepreneurship from the University of Chicago Booth School of Business and a BTech in chemical engineering and computer science from the Indian Institute of Technology in New Delhi.
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About Plastiq: Plastiq offers a bill pay service for businesses to better manage their cash flow.
Alex Kostecki
Chief Operating Officer and Co-Founder of Clair
Alex is Clair’s Chief Operating Officer and one of its three Co-Founders. He oversees the company’s banking, product, and technical operations, ultimately ensuring that Clair is able to deliver a best-in-class financial experience for its customers. Previously with Deloitte Consulting in New York City, Alex was the lead Manager on M&A deals for clients in the payments space, from ideation to close. Alex led several strategy projects for credit card launches, customer service strategies, and marketing strategies, generating upwards of $5 million in revenue. Alex has been published in the Wall Street Journal, and holds an MBA from New York University’s Stern School of Business.
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About Clair: Clair is a mission-driven digital banking platform that is breaking the paycheck-to-paycheck cycle by offering flexible on-demand pay to America’s workforce.
Isaac Hines
Co-Founder & Chief Operating Officer of Sila
Isaac is a former finance director and general manager in the energy sector, where he oversaw upwards of $200m in projects.
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About Sila: Sila is an API platform that provides banking and payment infrastructure-as-a-service for software teams.
Ed Garcia
Chief Operating Officer of Nuvei
Ed Garcia leads Pivotal’s Operations and Customer Service functions. He has more than 25 years of experience managing operations and technologies in the payments industry and is recognized for his great leadership skills, coupled with the ability to consolidate and optimize processes and systems. Before joining Pivotal, Ed Garcia led similar functions at Vantiv and Total System Services Inc. (TSYS). Prior to that, he held senior positions at Citigroup, American Express and Visa International.
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About Nuvei: Nuvei is a financial service company that provides its clients with payment technology solutions.
Jennifer Trzepacz
Partner & COO of Wildcat Venture Partners
Jennifer (JT) Trzepacz is Wildcat Venture Partners’ Chief People Officer and Operating Partner, focusing on connecting talent, people strategies and operations to accelerate performance in our Portfolio Companies. Prior to joining Wildcat, JT was executive vice president at Rocket Fuel where she oversaw global human resources, legal, facilities, IT, business operations and internal communications. JT has more than 20 years of experience implementing human resources strategies at several transformative and industry-leading companies, including LivingSocial, Salesforce, Electronic Arts, Yahoo, and CNET Networks. As vice president of human resources at LivingSocial, JT led a massive global expansion, onboarding more than 2,500 employees within a six-month period. While at Salesforce, she evaluated, selected, and implemented various talent-management systems, resulting in increased alignment and performance. As vice president of business operations at Yahoo, JT enabled day-to-day operations for the Yahoo Media Group.
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About Wildcat Venture Partners: Wildcat invests in early stage B2B and B2B2C tech startups in the following markets: Digital Health, EdTech, Enterprise SaaS and FinTech.
Kathryn Rungrueng
COO of Flowcast
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About Flowcast: Flowcast provides an AI platform that automates and powers lender credit decisions.
Dustin Lucien
COO of Betterment
Dustin is the epitome of engineering effectiveness. When he walked into the Betterment office, our software development instantly became so Agile it was doing cartwheels. He’s the type of leader we all aspire to emulate ‐ one who guides us to smarter decisions and rolls up his sleeves when the development gets down to the wire. Dustin’s knack for the sciences extends beyond just his software savvy. As a Biomedical Engineering graduate student at Case Western he managed a Surgical Planning Laboratory and went on to work for a startup focused on scientific computing in gene sequence analysis. Then, after a stint in film production, he returned to engineering, with leadership roles at big name companies Oracle and The Ladders. Dustin would be happy to chat with you about his vintage motorcycle or speak “dev” to you in Java, PHP, Javascript, or Ruby. When not engrossed in engineering (whether of the software or vehicle variety), you can catch Dustin in the kitchen. He frequently recreates all-star recipes with expert finesse. His skill with a spatula makes him Betterment’s top chef.In short, Dustin’s an all-around excellent engineer whose Kanban boards and cooking creds inspire us all.
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About Betterment, SuiteMatch: Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.
Janelle Alexander
Chief Operating Officer of FilmHedge
Janelle Alexander is a former investment banker turned investor, entrepreneur in residence, and now Co-Founder and Chief Operations Officer of FilmHedge. FilmHedge is revolutionizing the business model of investing in media and making Atlanta a center for film and media investment. Along with years of experience in investment banking, technology, and financial planning, Janelle also has experience with coding (JavaScript, Python, React, SQL).
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About FilmHedge: 2-sided Fin-tech Marketplace providing financing to Film/TV
Chris Smith
COO of Verituity
Chris Smith is the COO at Verituity, Inc.
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About Verituity: Verituity is a verified digital payments platform that connects banks, businesses, and payees to first-time and on-time digital payouts.
Chris Chumley
Chief Operating Officer of CampusLogic
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About CampusLogic: CampusLogic develops tools and resources used by college officials to help students manage scholarships, loans, and other supports.
Raj Patel
Co-Founder, COO & CFO of Mantl
Raj Patel is the Chief Operating Officer, Chief Financial Officer, and Co-Founder of Mantl.
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About Mantl: Mantl is a banking technology company that provides workflow management and automation tools for banks and credit unions.
Joshua Heckathorn
Co-founder & COO of Tomorrow Ideas
Joshua Heckathorn is Co-founder and COO of Tomorrow, the easiest way to plan your family’s future today.He is an entrepreneur, investor, and a nationally licensed life and health insurance producer. Josh began his career in finance with Zurich Financial Services, where he spent five years in global roles prior to founding Creditnet. As President of Creditnet, Josh positioned the site as one of the top 10 online credit card comparison engines prior to its acquisition in 2012. Joshua holds a B.S. in Management from Brigham Young University’s Marriott School of Business and received an MBA from Seattle University’s Albers School of Business. He resides with his family in the Seattle area, where he enjoys climbing in the Cascades and running ultra-marathons.
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About Tomorrow Ideas: Tomorrow Ideas develops an application that helps in protecting family’s financial future.
Daniel Siracuse
Chief Financial Officer & Chief Operating Officer of Trumid
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About Trumid: Trumid is a financial technology company bringing efficiency to credit trading through data, technology, and innovative products.
Ethan Winchell
Co-founder & COO of Truework
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About Truework: Truework is a one-stop platform that helps banks, lenders, and others verify income and employment.
Tobias Mezger
Co-Founder – COO/CFO of PayZen
I am passionate about solving big problems by making financial services more straightforward and more accessible. I am excited about building a great company.
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About PayZen: PayZen is a health care fintech startup that aims to tackle the growing patient payment responsibility problem.
Kerry Williams
Chief Operating Officer of Experian
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About Experian: Experian unlocks the power of data to create opportunities for consumers, businesses, and society.
Ryan Cleary
COO & Co-Founder of FloatMe
Ryan Cleary is the Co-Founder and Chief Operating Officer of FloatMe.
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About FloatMe: FloatMe is the fast-growing fintech app that’s helped Americans save $100M in fees since launch through “floats” and a host of PFM tools.
Sumant Sridharan
COO of HomeLight
Sumant is the COO of HomeLight. He previously served as the President of CafePress, helping take the company public in 2012. Over the last 20 years, Sumant has held leadership positions in general management, product, and marketing at leading consumer Internet companies. Sumant has a B.S. in Electrical Engineering/Computer Science and a B.A in Economics from U.C. Berkeley, as well as an M.B.A with Honors from the UCLA Anderson School of Management.
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About HomeLight: HomeLight is a real estate platform where users can buy or sell homes.
Stephen Frangione
COO of RueOne Investments
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About RueOne Investments: RueOne is a private investment firm making early to growth stage investments in FinTech / InsurTech / Enterprise Software.
Chuck Doerr
President, Co-Founder & COO of OpenFin
Chuck Doerr is President, Co-Founder, and COO of OpenFin. He is responsible for the company’s technology strategy and business operations. Prior to OpenFin, Chuck was VP of CDS Technology at IntercontinentalExchange (ICE) where he was responsible for ICE’s CDS e-trading and processing technology and software development. Before ICE, Chuck served as Chief Technology Officer of Creditex where he was responsible for all technology initiatives. He architected the company’s award-winning technology platform, led software development and managed Creditex’s global technology infrastructure. Before Creditex, Chuck worked at UBS automating their front office equity trading operations. Earlier, he worked on missile system software at Raytheon. Chuck attended Carnegie Mellon University where he earned Bachelor’s and Master’s degrees in Electrical and Computer Engineering.
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About OpenFin: OpenFin enables financial desktops with the same app distribution, security, and interoperability capabilities as iOS and Android.
Peter Spradling
COO and Co-Founder of Marco
Peter Spradling is the COO and Co-Founder at Marco.
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About Marco: Marco provides a tech-enabled financing platform designed for small and medium-sized businesses.
Anuradha Muralidharan
COO of Expensify
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About Expensify: Expensify is a financial services company that provides an online expense management service for businesses.
Evan Ginsburg
Partner & COO of Turn/River Capital
Evan Ginsburg is the CEO of BookFresh.
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About Turn/River Capital: Turn/River specializes in spin-outs, buyouts, recapitalizations, or growth equity investments in small-scale technology and web companies.
Kevin Farrelly
Co-founder & COO of Random Forest Capital
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About Random Forest Capital: Investing more intelligently in credit via AI and Machine Learning
Gene Hoffman
Director, Chief Operating Officer and President of Chia Network
Mr. Hoffman is a serial entrepreneur and former public company CEO. He has built and sold three companies to PGP, Inc., Vivendi-Universal, and Amdocs. From 2003 to 2016 he was co-founder, Chairman and CEO of Vindicia, a consumer subscription infrastructure company sold to Amdocs in 2016. From 2017 to 2019 he was an advisor to the board of Chia Network until he joined the Company full time in August of 2019. He has been a board member at eight different technology and energy companies and serves on two non-profit boards, one of which he co-founded. He has 21 years of working in high compliance security environments with 12 years of managing PCI and SSAE-16 compliance for the storage of 220,000,000 credit cards. Hoffman has built and scaled companies in enterprise software and SaaS, consumer subscriptions, cryptography, and software development. He has raised over $155,000,000 in public and private markets, acquired four companies and sold three. In 1997, he helped end US export controls on cryptography while at PGP, Inc. by personally exporting the PGP Source Code book. Hoffman is co-inventor on several patents and is currently an Advisor at Directly, and Iris.tv. Recognized by the San Francisco Business Times with the “40 under 40 Emerging Leaders Award” in 2012, Gene has deep experience with building companies that disrupt markets. Prior to Vindicia, Gene co-founded eMusic in January 1998 and served as President, Chief Executive Officer, and a Director. As head of eMusic, Gene was featured on the cover of Forbes Magazine as a member of the July 1999 E-Gang, and named one of the 100 most influential entrepreneurs in technology in Upside Magazine’s November 2000 Elite 100. Gene led the acquisition of eMusic by Vivendi/Universal in June 2001. Before founding eMusic Gene was Director of Business Development and Director of Interactive Marketing of Pretty Good Privacy. Gene joined Pretty Good Privacy after it acquired PrivNet, Inc., an Internet privacy software company, where he was co-founder, Director and Executive Vice President.
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About Chia Network: Chia Network is building a blockchain platform based on Proofs of Space and Time.
Ijaz Anwar
Co-Founder & Chief Operating Officer of Payactiv
Ijaz Anwar brings extensive experience with previous tenure at GreenDot / GoBank, Unidos Financial Services, FIS, Certegy, Chex Services, and Hyatt Hotels. From running business units generating over $200 million in annual revenue to working as a bookkeeper at Dixi Cola in Dubai, Ijaz has done it. Payactiv is not just another job; it is a new frontier for Ijaz to create and manage innovative solutions that will empower millions financially worldwide. Ijaz holds a Bachelor of Science in Hospitality Management. He also has a minor in accounting, and though he passed the CPA exam, his entrepreneurial spirit led him away from the accounting field.
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About Payactiv: Payactiv helps put financial wellness within reach.
James Felton Keith
COO of Accrue
James Felton Keith is currently President of The Data Union. Affectionately known as JFK, he is an award winning engineer and serial-entrepreneur that defined data as a natural resource in the book Personal Data: The People’s Asset Class. JFK has incubated the data industry via his founding of the Data Trade Association and Personal Data Week conferences. He has either written or influenced all of the global cyber policy over the past 10 years. A serial-entrepreneur, he has founded 12 companies of which 5 were successful. Most notably: Cyberfense, Accrue.com, Slay TV, and the LGBT Chamber. His expertise is in the ethnography of technology, or the study of the culture of tech. Over the past 20 years between 4 continents he has been obsessing about economic inclusion, and how to get equity in the hands of the people who have increasingly less, while the world becomes more productive from their input. JFK was the 1st Black representative of the LGBT community to run for US Congress. He says “it’s necessary to have the mind of a CEO and the heart of a Social Worker to solve real people problems”. James has been appointed to the cabinet of Elected Officials, taken over for and advised CEOs, Academics, and Non-profiteers. Keith currently serves on advisory boards at Rutgers University and the Democratic National Committee. He is a frequent keynote at global venues like the United Nations, Future Tech Congress, Money 20/20, and Hope Global Forums to name a few. Most recently he was honored as an IBM Global Entrepreneur, one of the UN’s International Young Leaders Assembly members, the United Kingdom’s Technology & Investment Financial Technology Delegation, the US Department of Homeland Security’s Commitment to Diversity, and multiple 40 under 40 notices.
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About Accrue, Cyberfense, NTGR8, nuOctave, Stall Talk: Accrue is a financial analytics company that builds deep learning technology.
Nick Friedman
Co-Founder and COO/CRO of Accept.inc
Nick Friedman is the co-founder and Chief Operating Officer/Chief Revenue Officer at Accept.inc. He studied mathematics and economics at Williams College before leaving to co-found Accept.inc
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About Accept.inc: The first iLender to level the playing field in real estate by empowering homebuyers to make all-cash offers at no additional cost
Ryan Melohn
COO & Co-Founder of Expansion Venture Capital
Ryan Melohn is co-founder and chief operating officer for Expansion VC. In addition Mr. Melohn is vice-president and property manager for the Expansion Group Inc. , a real estate corporation with holdings in both residential and commercial sectors. As chief facilitator for Expansion VC, Mr. Melohn has been responsible for successfully pairing potential entrepreneurs/companies with ideal investments. Ryan’s networking throughout the venture capital and corporate worlds, have proven extremely valuable to EVC. His portfolio includes but is not limited to Postmates, RelayRides, AngelList, Life360, Firebase, TheRealReal, Enigma.io, Compstak, Engrade and eShares among many others. Ryan’s philanthropic interests are varied and eclectic. He is particularly dedicated to Kids of Courage, an organization focused on improving the daily lives of children and adults battling catastrophic illnesses.
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About Expansion Venture Capital: Expansion Venture Capital is a New York-based company providing investment and mentorship to early- and growth-stage companies.
Darwin Arifin
Co-founder and COO of Vested Finance
Darwin Arifin is the Co-Founder and COO of Vested.
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About Vested Finance: Vested Finance is an online investment platform developing an avenue for Indian investors to invest in the U.S. stock market.
Barry Feierstein
COO of Fundation
Barry Feierstein is responsible for overseeing multiple aspects of the business including marketing, business development, lending operations, servicing, compliance, finance and administration. Barry Feierstein is a highly experienced senior executive having spent more than 25 years operating in both financial and non-financial businesses. Prior to joining Fundation, he held executive roles with Apollo Education Group including Chief Commercial Officer and Chief Business Operating Officer. Prior to Apollo, he served as Executive Vice President of Sales & Marketing at Sallie Mae, Inc., reporting to the CEO. Among his responsibilities was the generation of over $26 billion in annual federal and private loan origination volume. Earlier in his career, Mr. Feierstein worked as a management consultant with McKinsey & Company. He holds a B.A. degree from Tufts University and an MBA from Harvard Business School.
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About Fundation: Fundation enables SMBs access to capital through our bank partners & our own balance sheet. We partner to offer embedded credit.
Tamra Johnson
COO of Liquid
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About 79 Studios, FlexTeam, Liquid: Liquid is a global vendor and freelancer payments platform providing agile SMBs consolidated payments, automation and business controls.
Mike Tassone
Co-Founder and COO of Own Up
Mike leads the charge for Own Up’s home advisors. Previously, he worked as SVP at a top-50 national lender and co-founded a student lending and financial advisory firm that originated over $4B in student loans. He aims to empower consumers with resources that level the financial playing field.
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About Own Up: Own Up provides a software solution that enables residential lending from various lenders.
Bryan Lewis
Chief Operating Officer of eNett
As Chief Operating Officer, Bryan is responsible for driving operational and strategic excellence across eNett. This includes overseeing the Finance, People, IT, Marketing & Customer Experience, Product, and Customer Service functions. Bryan has extensive experience in the travel industry, having been both the Chief Commercial Officer and CFO at Agoda, and later the CFO at Priceline.com. He brings with him broad finance, marketing and operational experience in Asia, Europe, Latin America and the US. Prior to joining eNett full time, he served as an advisor to eNett, the Priceline Group, and several midstage startups. Bryan is infamous in many meeting circles for doing his best thinking while simultaneously playing a game on his phone.
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About eNett: ENett is a fintech company that’s redefining virtual payments for the travel industry.
Sohin Shah
COO and Co-Founder of iFunding
Sohin Shah is the co-founder of iFunding. He heads the daily operations at iFunding, and has led the development team in building the platform infrastructure for iFunding. Sohin is the point of contact for investors and operating partners at iFunding. Sohin holds a Series 82 license and is currently preparing to take the Series 63 license exam. He has previously worked at investment banks in NYC and is a graduate from New York University, with a Masters degree in Finance & Risk Engineering. Sohin is also the creator of Valuation App, an app that allows finance professionals to analyze businesses and start-ups, making use of valuation techniques that are on par with what is used in the real world. Sohin successfully raised capital to develop this app by crowdfunding it from 57 backers.
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About iFunding, Valuation App: iFunding is a commercial real estate investment platform giving accredited investors access to investment opportunities online.
David Kang
Co-Founder & COO of Keeper Tax
David Kang is the Co-Founder and COO at Keeper Tax.
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About Keeper Tax: Discover the tax write-offs you’ve been missing
Sami Tellatin
COO and Co-Founder of FarmRaise
Sami Tellatin is a Co-Founder and COO at FarmRaise. Sami worked at the USDA Sustainable Agriculture Research & Education program and the University of Missouri-Extension before enrolling in the joint MBA/MS program at Stanford. Her prior work focused on soil health practice adoption across Midwestern row crop acreage. She has experience working on farms in both Missouri and Costa Rica and for a large agribusiness cooperative.
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About FarmRaise: FarmRaise is a digital platform that offers financial resources for farmers and ranchers to make on-farm improvements.
Justine Lee
Chief Operating Officer of 25Madison
Justine Lee is Chief Operating Officer at 25madison, an NYC-based venture studio that builds and invests in early stage companies. Prior to 25madison, Justine held leadership positions at Lyft (micromobility) and at Citibike, the country’s largest bikeshare operator. She serves on the board of directors of Harbor (emergency preparedness and resiliency), Ruby (elder services) and Friends of Governors Island. Justine received her B.A. from Yale University and her J.D. from Columbia Law School.
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About 25Madison: 25madison is a venture studio and investment fund that builds and invests in early stage companies.
Brian Attridge
COO, Platform of Purefy
Brian Attridge serves as COO, Platform at Purefy.
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About Purefy: Purefy is a provider of student loan refinancing.
Mohamed Afifi
Co-Founder & COO of HiFi Bridge
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About HiFi Bridge: HiFi Bridge is an embedded payments software that powers commerce by enabling merchants and users to transact with digital assets.
Billie Simmons
COO of Daylight
Billie is the Co-Founder and COO of Daylight.
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About Daylight: Daylight is the first and only digital banking platform in the USA built for LGBT+ people, by LGBT+ people.
Josh Schwartz
Chief Operating Officer of Curv
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About Curv: Curv is a developer of digital asset security infrastructure helping crypto-native and financial institutions to create digital wallets.
Patrick Gannon
Co-founder and COO of BlueTape
I start, run, advise, and invest in technology companies. My experience has been in financial services (real estate, trading, credit, payments, wealth management) and technology (internet, software) companies. My passions outside of business are in math, technology, music, real estate and education. Specialties: Fintech, Investing, Acceleration, Starting Companies & Building Products MBA in Finance and Strategic Management from The Wharton School of the University of Pennsylvania, and a BS in Mathematics with Computer Science from MIT.
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About BlueTape: BlueTape is a payment and financing platform for the construction industry.
Josh Feinblum
President, Chief Operating Officer of Stavvy
Josh Feinblum is a Cofounder of Stavvy and currently operates as Stavvy’s the President & Chief Operating Officer.
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About F-Prime Capital, Stavvy: Stavvy is a modern lending platform designed to connect lenders with their title, settlement, and appraisal vendors.
Yuriy Smirnov
COO and Co-Founder of Fundraise Up
Yuriy Smirnov COO and Co-Founder of Fundraise Up.
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About Fundraise Up: The new standard in online giving.
Quinten Farmer
COO of Even.com
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About Even.com: Even is the leading responsible on-demand pay platform helping companies reimagine the way they pay so people can live the lives they want.
Josiah Tsui
Co-founder & COO of Finley Technologies
Josiah Tsui is a Co-founder at Finley Technologies.
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About Finley Technologies: Finley is a YC- and Bain Capital Ventures-backed company that helps companies streamline debt capital raise and management.
Steve Barha
Founder & COO of Instant Financial
I am on a mission to uplift the financial wellness of workers around the world; this is my personal and professional mission. As the Founder of Instant Financial, the pioneer of no-fee no-interest responsible earned wage access, I am working to fix the pay frequency problem that exists across North American and around the world. I have spent the past two decades utilizing the key principles of operating with integrity and acting with urgency to develop and scale successful technology companies. At Instant, I bring an extensive background delivering financial technology to both underserved consumers and large enterprise corporations. Prior to Instant, I served as both the CIO and EVP of Mobile for TIO Networks (NASDAQ: PYPL) leading the mobile business unit while driving the company’s engineering, IT, and product teams. I was also previously the Founder & CEO of Santra Technology, the pioneer of Web Services QoS and performance monitoring, along with holding senior management positions at Saba (NASDAQ: SABA) and TELUS Enterprise Solutions (TSE:T).
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About Instant Financial, Instant Financial: Instant Financial is leading the charge to provide financial wellness to millions of workers through its earned wage access solutions.
Chris Kline
COO and Co-Founder of Bitcoin IRA
A Denver, Colorado native, Chris Kline joined Fortress Gold Group as a partner and Director of Operations in 2012. Chris drove the operations strategy and execution that lead to the company becoming an Inc 500 leading provider in gold and silver for IRAs. Following his success in precious metals, he was challenged to develop a way for individuals to directly invest in Bitcoin for retirement. Together with Camilo Concha and Johannes Haze, Kline co-founded Bitcoin IRA, and Kline then developed the process and exclusive partnerships to create a full-service, turnkey solution allowing investors to capitalize on the rapidly growing digital currency marketspace for their retirement portfolio while maintaining full IRS compliance. Kline holds a degree in International Finance and Leadership from the University of Colorado, Boulder. He is a contributing writer at Forbes Finance Council and FX Empire, among other publications.
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About Bitcoin IRA: The world’s largest cryptocurrency IRA platform that allows customers to purchase Bitcoin and other crypto for their retirement accounts
Max Ball
Founder and COO of Lofty AI
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About Lofty AI: Lofty AI lets you invest in tokenized rental properties for only $50 and sell any time
Rayan Rafay
Co-Founder & COO/CFO of Fraction
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About Fraction, Shalifay: Fraction is a technology-based lending platform focused on making residential real estate affordable, flexible, and liquid.
Josh Mayer
Chief Operating Officer of Envestnet
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About Envestnet, Envestnet: Envestnet is a provider of technology-enabled investment and practice management solutions to financial advisors.
Michael Plunkett
Co-Founder & COO/CFO of PayIt
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About PayIt: PayIt simplifies doing business with state, local, and federal government through its mobile transaction and payment platform.
Philip Peters
Executive Creative Director & Chief Operating Officer of Radius Bank
Mr. Peters is responsible for managing deposit and loan operations, commercial cash management, internal technology, project management, and product management/development. Phil has over 33 years of experience in the financial services industry. Prior to joining Radius in April 2016, he most recently served as Senior Vice President, Product Management & Development at People’s United Bank. Phil has also held roles at Danversbank, Citizens Bank, and Bank of America. Mr. Peters holds a Bachelor of Science in Business Administration from Salem State University and a Graduate Certificate of Specialized Studies in Business Administration & Management from Harvard University Extension.
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About Radius Bank: Radius Bank is a forward-thinking community bank offering a full complement of convenient, leading-edge personal and business products.
Casey Callinsky
Chief Operating Officer of Protecht
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About Protecht, Protecht: Protecht is an insurtech company that utilizes embedded technologies to distribute insurance products to consumers globally.
Ruth Brown
Chief Operating Officer & Co-Founder of Kasisto
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About Kasisto: Kasisto’s enables financial institutions to service, engage, and acquire customers.
Chipp Norcross
Chief Operating Officer of Hum Capital
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About Hum Capital, On Deck: Hum Capital is a funding platform connecting great companies with the right capital for their growth.
Matt Trudeau
Chief Operating Officer of ErisX
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About ErisX, Techstars: ErisX specializes in digital asset space that offers both spot and futures contracts on one platform.
Yifeng Ouyang
Co-Founder & COO of Boro
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About Boro: The past life of Kora (www.koramoney.com)
Art Amador
Founder & COO of EquBot
Art Amador CFP® is the COO and co-founder of EquBot. Art brings more than a decade of experience in the investment management industry. Most recently, he spent 8 years serving as a Vice President at Fidelity Investments, where he was responsible for over $1.3 billion in assets. In 2012, Art was recognized as Fidelity’s #1 consultant in the U.S. He holds the professional designation of Certified Financial Planner, an MBA from the Haas School of Business at UC Berkeley, and a BS in Financial Services from San Diego State University where he graduated Magna Cum Laude and #1 in his major.
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About EquBot: EquBot AI with Watson helps global investment professionals deliver better outcomes through custom AI portfolios as a service (PaaS).
Debra Wohlrab
COO of SuperNet
Debra Wohlrab 13 years as a VP at Mastercard and another 12+ years in finance, Debra brings a deep expertise in financial operations and compliance.
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About SuperNet: SaaS, Payment Processor, Payment Network
Peter Stacho
COO of Polygon.io
COO @ Polygon.io
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About Polygon.io, SketchViewer, SpeakPage: Real-time market data APIs for stocks, currencies and crypto
Spencer Taylor
Co-Founder and COO of Knox Financial
Spencer’s passions focus on the stewardship of the natural world and the improvement of society through technology and efficiency. He loves all activities outdoor. His professional passion is born out of connecting good companies and initiatives with good people to drive change. After graduating from Middlebury College he worked with a multitude of companies to help them package their message and value proposition effectively to attract customers and drive business. His work at Evaptainers feeds both his personal and professional desires to solve big problems by creating tools that address the needs and experience of the consumer.
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About Evaptainers, Knox Financial, Launcht Inc.: Knox Financial helps people manage and identify residential rentals with its algorithm-based platform.
Colm Bergin
Chief Operating Officer of Modo
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About Modo: Modo is the payments orchestration platform for enterprises.
Paul Hoare
COO of CHER®
Paul Hoare is the COO of CHER®.
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About CHER®: CHER® is a marketplace that makes sharing homeownership simple and flexible.
Mei Chuong
Co-founder & COO of Zeuss Technologies
Mei Chuong joined Zeuss Technologies as Co-founder, COO in 2017.
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About Zeuss Technologies: Zeuss Technologies Blockchain-based KYC and AML solution for cash intensive industries.
TongTong Gong
COO of Amberdata
With over 20 years of experience, TongTong has a proven track record operating globally as an engineering leader. She has an extensive background in building and managing distributed systems at scale for enterprises and has led advanced development teams focusing on incubating new businesses for major software players. Her teams have successfully built high-performance computing platforms and marketing analytics software for both offline and digital markets. Joining Unified in 2015, where she currently serves as VP of Engineering, TongTong is building a world-class engineering team, bringing Unified’s product vision to life and shaping the company’s technology strategy. Prior to Unified, TongTong held a variety of engineering and leadership roles at Acxiom, where she most recently established a Global Service Center in China. Additionally, she led an innovation and advanced development team for the CTO office at EMC. Tongtong holds an M.B.A. from University of Central Arkansas and a B.S. in Computer Science, Magna Cum Laude, with Minor in Marketing from Harding University.
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About Amberdata: Amberdata is a blockchain and cryptoasset data company that offers tools for exchanges, wallets, traders, and developers.
Steven Lee
COO and CFO, Co-Founder, Board of Directors of Crowdz
Founder at Crowdz.
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About Crowdz: Nasdaq for Receivables
Patrick Aber
Co-founder, COO of Tornado
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About Tornado: Tornado is an investing app that advances financial wellness through community, insights & data for investors at all stages.
Glennys Rodriguez
Co-Founder & COO of Back Office
Glennys Rodriguez is the Co-Founder & COO at Back Office.co.
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About Back Office: Finally is a fast growing fintech company whose mission is to help small & medium sized businesses automate their accounting and finance.
Keith Loggie
Co-Founder and COO of MerQube
Keith Loggie is the Co-Founder and COO at MerQube.
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About MerQube: Cloud-native financial indexing platform
Parag Patel
Co-founder & COO of Invoiced
Founder at Invoiced.
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About Invoiced: Invoiced is an app that provides accounts receivable automation.
Steve Fazio
COO & Co Founder of AccessFintech
Curious personality seeking talented people, and solutions in all domains. Focused on innovation, and turning progressive ideas into reality. Avid Traveler. Initiator of humor. Specialties: B2B, Enterprise, Fintech, Software, Product Management
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About AccessFintech: AccessFintech is a UK-based fintech firm that offers risk management service for banks and buyside firms and tracks the trade lifecycle.
