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 CTO’ operating in the Finance space. If you think a CTO’ 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.
Harsh Sinha
CTO of Wise
Harsh Sinha is CTO at TransferWise – the international money transfer platform enabling people to send, receive and manage money across borders cheaply and easily. Prior to TransferWise, he was Director of Product at PayPal. During his tenure at PayPal and eBay prior to that, Harsh built various global product experiences and teams including PayPal mobile, eBay Motors, eBay Local and Milo (an eBay acquisition). Harsh is also an angel investor and advises early stage start up on product market fit and team scaling problems.
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About Wise: Wise is a money transfer service allowing private individuals and businesses to send money abroad without hidden charges.
Jean-Denis Greze
Chief Technology Officer of Plaid
Jean-Denis Greze is the Chief Technology Office at Plaid
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About Plaid: Plaid provides companies with the tools and access needed for the development of a digitally-enabled financial system.
Reid Williams
Co-Founder & CTO of TravelBank
Reid Williams is CTO at TravelBank. He is an entrepreneur and full stack technologist. Prior to joining TravelBank, Reid worked at Parature as senior software engineer. Reid Williams holds a bachelor’s degree in Computer Information Systems specializing in systems integration from DeVry University and a master’s degree in Information Systems Technology from The George Washington University – School of Business.
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About TravelBank: TravelBank is the modern all-in-one business travel and expense management platform.
Geoffrey Hayes
CTO and Founder of Compound
Maintainer of Exthereum, technology founder of two startups, led Core Services at Postmates
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About Compound: Compound is an open-source interest rate protocol that unlocks new financial applications.
Steve Ellis
Chief Technology Officer of SmartContract
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About SmartContract: Smart Contracts verify an execute themselves by monitoring external data sources.
Idris Mokhtarzada
Founder, CTO of Truebill
He is the Founder & CTO at Truebill.
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About Truebill: Truebill is a personal finance app that utilizes AI to enable users to manage their personal finances and improve their financial health.
Constantine Saab
CTO of Valor Equity Partners
Constantine Saab currently works as Chief Technology Officer at Valor Equity Partners.
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About Valor Equity Partners: Valor Equity Partners is an operational growth investment firm focused on high growth companies across various stages of development.
Fritz Robbins
CTO/CIO of Personal Capital
www.linkedin.com/in/fritzrobbins
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About Personal Capital: Personal Capital combines online financial tools with registered financial advisor expertise to enable people and grow their net worth.
David Bill
CTO of Freestyle
David Bill is the CTO at Freestyle Capital.
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About Burning Man Project, First Round Capital, Freestyle: Freestyle is a venture capital firm that focuses on early-stage technology companies.
William Murphy
Sr. Managing Director and Chief Technology Officer of Blackstone Group
Bill Murphy is the Chief Technology Officer at Blackstone, leading the Blackstone Innovations and Infrastructure team. William Murphy is responsible for the firm’s technology efforts. Prior to joining Blackstone in 2011, Bill was founding Chief Technology Officer for Capital IQ. Bill was responsible for overseeing all product design, development, infrastructure and technology support and was involved with all operations of the business. Before Capital IQ, Bill led teams at Sapient, delivering solutions for large clients primarily in financial services. He received a BSE in Computer Science from the University of Pennsylvania.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Michael Aguiling
CTO and Managing Director of Cerberus Capital Management
Michael Aguiling is Chief Technology Officer of Cerberus Technology Solutions, a subsidiary of Cerberus focused exclusively on leveraging emerging technology, data, and advanced analytics to drive business transformations. In his role, he leads Technology Strategy, Architecture, Cyber Security, and Data Operations, as part of a broad set of responsibilities aimed at creating value for companies through technology modernization and transformation. Prior to joining Cerberus in 2018, he was Chief Technology Officer of Regulatory DataCorp, a portfolio company of Vista Equity Partners, where he was responsible for building an AI program primarily concentrated on the compliance software space. From 2005 to 2017, he was Chief Technology Officer of JPMorgan Intelligent Solutions, a unit of JPMorgan Chase and Co. created to solve business problems and provide strategic insights through data mining, analytics, and modeling. He also founded and chaired the JPMC Machine Learning Steering Committee from 2016 to 2017. He has served on various executive and advisory boards for enterprise technology companies, including Hortonworks, Cloudera, RedHat, and Amazon Web Services. He studied Engineering at Stevens Institute of Technology.
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About Cerberus Capital Management, JP Morgan Chase: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Richard Alexander
Chief Technology Officer and Managing Director of Cerberus Capital Management
Richard Alexander is the Chief Technology Officer at Cerberus, where he oversees global technology, cloud infrastructure, cybersecurity, software development, data operations, and computer support. He is also responsible for managing the firm’s global facilities as well as its general services and vendor relationships. Since joining Cerberus in 2008, he has held various roles at the firm. He was a member of the Cerberus Operations and Advisory Company, the firm’s industry-leading operations platform, where he was involved in the restructuring of GMAC and Momentis Property Group. Mr. Alexander has also participated in several due diligence projects for the firm’s private equity and middle-market direct lending platform. Prior to Cerberus, he spent 12 years at GE, where he was a Chief Information Officer and Quality Leader within GE Commercial Finance. He has also held various technology roles within the U.S. State Department and UST, Inc. Mr. Alexander currently sits on several technology advisory boards and was previously a member of the BAWAG Supervisory Board. He has been named Best Technology Executive, Buy-Side by American Financial Technology Awards and is a frequent speaker at IT executive and technology summits. Mr. Alexander graduated from Loyola University and is certified in Lean Six Sigma.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Paul Zhang
Chief Technology 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.
Twum Djin
CTO of Goodwater Capital
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About Goodwater Capital: Goodwater Capital is a venture capital firm that focuses on consumer tech startups.
Ryan Graciano
CTO & Cofounder of Credit Karma
As a co-founder of Credit Karma and Chief Technical Officer, Ryan Graciano has grown the company’s engineering department from a one-man band into a team of hundreds, developing a technical framework to support the company’s rapid growth. His expertise and innovation has helped bring new levels of usability and sophistication to financial services technologies. Today, Ryan runs an ever-expanding group of engineers tasked with building out new products at pace while stressing a culture of agility and experimentation, even as Credit Karma reaches new levels of scale. As a leader, he serves as a constructive agitator, looking to break down traditional workplace hierarchies and empowering each member of his department with real influence over the future of the product. Ryan has a Bachelors degree in Computer Science from the Georgia Institute of Technology and spent five years at IBM before joining Credit Karma.
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About Credit Karma: Credit Karma offers a range of tools and personalized recommendations designed to help customers make the most of their money.
Tom Marsh
Chief Technology Officer of Boulder Equity Analytics
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About Boulder Equity Analytics: Boulder Equity Analytics was founded with a mission to bring better tools and services to the stakeholders in financial reporting.
Tom Marsh
Chief Technology Officer of Boulder Equity Analytics
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About Boulder Equity Analytics: Boulder Equity Analytics was founded with a mission to bring better tools and services to the stakeholders in financial reporting.
Eric Detterman
Chief Technology Officer of Green Key Technologies
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About Green Key Technologies, LexPredict: GreenKey is the voice-driven collaboration platform for financial markets: enhancing compliance and enabling sophisticated data analytics.
Yonatan Hagos
GM Emerging Verticals, CTO Commercial GE Digital of General Electric
Yonatan Hagos is Chief Product Officer of Beyond Limits, a full-stack artificial intelligence software engineering company creating advanced software solutions that combine conventional AI numeric techniques like machine learning with symbolic AI capabilities to create decision support solutions that emulate human reasoning and intuition. As CPO, Yonatan oversees development of products and product suites for Beyond Limits’ global customers. Yonatan has more than 20 years of experience in enterprise and industrial internet software, driving excellence at the commercial and product juncture. Prior to joining Beyond Limits, Yonatan served as GE Digital CTO for the Commercial organization and General Manager of Emerging Verticals Group. He has held various leadership roles at SAP, Business Objects, Visa, and MacAfee. Yonatan is a graduate of the University of California, Berkeley.
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About Beyond Limits, General Electric: General Electric offers infrastructure and financial services worldwide.
Matt Jacobs
Co Founder, CTO of Clarity Money
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About Clarity Money, Goldman Sachs: Clarity Money empowers and saves you money with transformative financial organization, transparency and advocacy.
Chris Tarr
Chief Technology Officer of Akkadian Ventures
Chris is a serial entrepreneur, and the co-founder and CTO of Momentum Index. Chris was also a co-founder and Board Member of OnRequest Images, a Seattle-based custom photography logistics automation company. Previously, he co-founded and was CTO of Expede, Inc., a software consulting and training firm which was acquired by Valtech SA, in 1999. Prior to this, Chris was Vice President of Research and Development for ObjectSpace, Inc. and held senior technical roles at Convex Computer Corporation and AT&T Bell Laboratories. Chris holds a BS in Electrical Engineering from Purdue University.
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About Akkadian Ventures: Akkadian Ventures is a direct secondary investment firm that offers liquidity to early employees and investors of venture-backed businesses.
Alexey Kalinichenko
Co-Founder and CTO of Step
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About Step: Step is a financial services company that builds mobile-based banking for teenagers.
JB Rolland
CTO of Credijusto
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About Credijusto: Credijusto provides an online lending platform designed to offer easy, reliable, and transparent credit for SMEs.
Dmitry Kashlev
Founder & CTO of TomoCredit
Dmitry Kashlev is a Chief Technology Officer and Founder of TomoCredit.
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About DearMissJ, Qventus, TomoCredit: TomoCredit helps millennials get the credit cards they deserve by analyzing alternative data sets.
Stan Blanton
Co-Founder and CTO of Gradient Cyber
Stan Blanton is the Co-Founder and Chief Technology Officer at Gradient Cyber.
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About Atigeo, Gradient Cyber: Gradient is a cybersecurity products and services company that visualizes an organization’s cybersecurity health.
Mayur Kapani
Chief Technology Officer of IntercontinentalExchange
Mayur Kapani is Chief Technology Officer (CTO) at Intercontinental Exchange (NYSE:ICE) where he oversees all technology groups within ICE, including NYSE and Interactive Data. Prior to his role as CTO, Kapani served as SVP, Trading Technology. Since joining ICE, Kapani assumed technology responsibility for all ICE futures and options exchange platforms, ICE Trade Vault, ICE Benchmark Administration and SuperDerivatives. He also leads technology diligence on all of ICE’s acquisitions. In 2016, Kapani was recognized by Institutional Investor in the Trading Technology 40, an industry ranking of the leading technology executives in the financial markets. Before joining ICE in 2006, Kapani was Vice President of Options Development at the Philadelphia Stock Exchange, where he focused on the development of several initiatives including the transition of trading from a floor-based model to a high performance electronic platform.
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About IntercontinentalExchange: Intercontinental Exchange is an operator of regulated exchanges and clearing houses serving the risk management needs of global markets.
Nico Kicillof
Chief Technology Officer of Axioma
Nico Kicillof is the chief technology officer at Axioma. He was previously the head of software development lifecycle at Two Sigma. He holds an MS in computer science and an undergraduate degree from the University of Buenos Aires.
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About Axioma: Axioma provides enterprise risk management, portfolio management, and regulatory reporting solutions to financial institutions worldwide.
Aleesha John
Co-Founder & CTO of Buy Me a Coffee
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About Buy Me a Coffee: Buy Me a Coffee makes it easy for creators to accept donations and membership from their fans.
Tom Harel
CTO and Co-Founder of Routable
Tom Harel is the CTO and Co-Founder of Routable.
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About Routable: Routable is a B2B payments-based platform that allows its users to send and receive business-to-business payments.
Ilya Kirnos
Partner, Venture & CTO of SignalFire
Prior to co-founding SignalFire, Ilya was a Software Engineer at Google (2004-2012). During his time at Google, Ilya held several technical leadership positions. He was a Technical Lead for Gmail Ads and was responsible for predicting consumer purchase intent and consumer Gmail monetization. Ilya was also a Technical Lead for AdWords Performance and Scalability where he managed responsiveness and uptime of the AdWords frontend. Prior to this, he performed due diligence on Google’s acquisition of Urchin, which became Google Analytics. Ilya was also the founder and Technical Lead for Google Prediction Markets, where he led the engineering team from conception to product launch. After Google, Ilya joined CardSpring, a payment platform company backed by Accel and Greylock Partners. At CardSpring, Ilya led platform backend development. CardSpring was acquired by Twitter. Ilya started his software engineering career at Bell Labs and Oracle. Ilya graduated from Princeton University with a B.S.E. in Computer Science and a minor in Applied Mathematics.
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About SignalFire: SignalFire is a venture capital firm that invests in seed stage companies and breakout companies.
Tyler Conant
Co-Founder & CTO of Possible Finance
Tyler Conant is a Co-Founder and Chief Technology Officer at Possible Finance.
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About Possible Finance: Possible Finance provides financial tools needed to manage day-to-day lives.
Mike Reinmiller
CTO of Honest Policy
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About Honest Policy: Honest Policy enables consumers to make informed decisions about insurance purchases.
Ezra Olubi
Co-Founder, CTO of Paystack
Ezra Olubi is the CTO and Co-Founder at Paystack.
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About Paystack: Paystack lets businesses accept payments via credit card, debit card, money transfer and mobile money on their websites or mobile apps.
Alicia Pando
Chief Technology Officer of Adams Street Partners
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About Adams Street Partners: Adams Street Partners operates as a global private market investment management firm.
Yan Pritzker
Co-Founder & CTO of Swan Bitcoin
Yan Pritzker is the co-founder and CTO of [Swan Bitcoin, the best place to buy Bitcoin with your bank account using automated daily, weekly, and monthly savings plan](https://www.swanbitcoin.com). Yan is the former co-founder and CTO at [Reverb](http://reverb.com), which was sold to Etsy for $275M.
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About Swan Bitcoin: SwanBitcoin is the best place to buy Bitcoin with your bank account using automated savings plans.
Elmer Ortega
Co-Founder and CTO of Addi
Elmer Ortega currently serves Addi as the co-founder and CTO.
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About Addi: Addi is a technology company that provides credit and banking solutions.
Philip A. Teeter
Senior Vice President & Chief Technology Officer of Pacific Life
Mr. Teeter joined Pacific Life as a technology consultant for the Annuities & Mutual Funds Division in 1995. In 1998, he accepted a position as assistant vice president, Technology for policy administration systems. He was promoted to vice president, Technology in 2000. In April 2010, Mr. Teeter was promoted to senior vice president and chief technology officer in the Retirement Solutions Division, the successor of the Annuities & Mutual Funds Division. He is responsible for the division’s Technology and Operations departments, overseeing the development of custom software/installation, customization and support of packaged software, desktop computing support, hardware and software, as well as, the maintenance and infrastructure of all application systems required to support the business requirements for contract administration, sales, and marketing. Prior to joining Pacific Life, Mr. Teeter worked in banking operations and management with Union Bank from 1978 to 1980. He worked for Executive Life Insurance Company from 1981 to 1993 in various management positions including vice president, Information Services and Technology.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Manuel Kreutz
Co-founder and co-CTO of QuickNode
Manuel Kreutz is a Co-founder and co-CTO of QuickNode. Before that, he was the Co-Founder and VP Software Engineering at BelugaCDN.
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About QuickNode: QuickNode simplifies blockchain infrastructure for teams big & small. Global API and Web3 developer tools for 10 blockchains.
Mike Trionfo
Co-Founder & CTO of Homie
Mike Trionfo is a Co-Founder & CTO at Homie.
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About Homie: Homie is the future of home buying and selling. Customers save thousands of dollars—we’re not focused on commissions. #wegotyourback
Bryan Bishop
Co-Founder & CTO of Avanti Financial Group
Bryan Bishop is a Co-Founder and Chief Technology Officer at Avanti Financial Group.
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About Avanti Financial Group: Avanti Financial Group is an operator of a crypto-asset banking company used to focus on providing regulated services for digital assets.
Jeff Sneden
CTO of Netcapital
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About Netcapital: Netcapital enables investors to invest in entrepreneurs seeking to raise capital using technology.
Germain Cassiere
Co-Founder & CTO of HMBradley
Germain Cassiere is the Co-Founder and CTO at HMBradley. He attended the University of Notre Dame.
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About HMBradley: HMBradley is a digital banking platform that develops programs to reward savers.
Nancy Boehm
Managing Director and Chief Technology Officer of Perella Weinberg Partners
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About Perella Weinberg Partners: Perella Weinberg Partners is a privately-owned financial services firm that provides corporate advisory and asset management services.
Sam Aarons
Co-Founder and CTO of Modern Treasury
Sam Aarons is Co-Founder and CTO at Modern Treasury.
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About Modern Treasury: Modern Treasury offers a payment operations platform used to simplify and modernize business payments.
Keith Birdsong
Chief Technology Officer of Nuvei
Keith Birdsong is responsible for Pivotal Payments’ Information Technology services.This includes the operation and enhancement of the back office, processing systems and network infrastructure. He is responsible for the overall technology direction and leadership of the network and development teams. Keith Birdsong has more than 25 years of IT experience in a variety of technical and leadership roles with a number of organizations, including Torchmark Corporation, Heartland Payment Systems and Electronic Data Systems. Prior to joining Pivotal Payments, Keith Birdsong was the Director of Software Development at Torchmark Corporation.
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About Nuvei: Nuvei is a financial service company that provides its clients with payment technology solutions.
Sam Artioli
CTO of Abe AI
Sam Artioli is a Solutions Architect with 15+ years experience in Software Development. He currently manages the technology initiatives of the Abe, a white-label chatbot software for community banks and credit unions. Prior to leading the technology initiatives of Abe, Sam was the Lead Solutions Architect in Emerging Technology for Disney. During this time he was responsible for experimenting with machine learning and advanced NLP and chatbot technologies. Prior to his work with the emerging technology division of Disney, Sam worked as an engineer for Apple where he focused mainly on Build Systems and Foundation Code; programming in C, Objective-C, Unix and Perl. As a GM, Sam oversaw the release of essential Apple Software including DVD Studio Pro, iCal, iChat, iDVD, iMovie, iPhoto, iSync, Keynote, Logic, Motion, Qmaster, QuickTime, Shake, and Soundtrack. These days you can find Sam these days crafting full platform configurations with Node.js, Angular, Gulp, Express, Cordova, a splash of Go, and Docker to bind it all together.
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About Abe AI: Abe builds conversational banking solutions for progressive banks.
Francesco Fabbrocino
CTO of FastPay
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About FastPay: FastPay is the definitive financial platform for digital media.
Arjun Dugal
CTO, Financial Services of Capital One
Arjun Dugal leads an organization of technologists who are reinventing the auto finance business by leveraging machine learning, artificial intelligence and next-generation data to develop breakthrough innovations and strategic products. The solutions they create propel Capital One’s Auto Finance business, India DataLabs and the Garage, Capital One’s innovation center, to deliver transformative customer experiences. Before joining Capital One, Arjun spent five years at Macy’s where he oversaw the implementation technology solutions across various areas, including e-commerce fulfillment, supply chain and call centers. Prior to that, Arjun held various leadership roles at Staples and Wipro Technologies. Arjun holds a bachelor’s degree in electrical engineering from Pune University in India and a master’s degree in management and operations from Harvard University. He is also the co-founder of Dream a Dream, a non-profit organization that empowers young people from vulnerable background to overcome adversity through creative life skills.
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Mark Cauwels
Chief Technology Officer of Capital One
Chief Technology Officer at Capital One Canada.
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Shawn Vo
Co-Founder & CTO of Axle
As CTO, Shawn directs Axle’s technology strategy and develops the products that make up the company’s services. Additionally, Shawn is no stranger to working with financial technology. He previously worked for two other fintech startups: one that was acquired for over $1B and another where he reported directly to the CTO. Shawn graduated from the University of Virginia with two majors and three concentrations.
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About Axle, BusBot, Forbes Technology Council: Axle helps freight brokers grow faster by automating their back-office and providing fast & affordable working capital.
Ismail Coskun
Senior Vice President, Chief Technology Officer of HarbourVest Partners
Ismail Coskun joined HarbourVest in 2015 and leads the Firm’s global information technology operations and strategic initiatives involving systems, security, infrastructure, development, telecommunications, and mobility. He joined HarbourVest from AQR Capital Management, where he spent 11 years in roles as Vice President, Head of Development and Infrastructure, and Chief Technology Officer. His responsibilities included the management of a diverse team of technologists, risk assessments, global technology delivery and project management, budgeting and cost control, strategic planning, regulatory controls and business continuity, and other tasks. His prior experience also includes senior positions with Credit Suisse First Boston, Thomson Financial Services, Moody’s Investors Service, and JPMorgan. Ismail holds a BBA in Management Information Systems from Pace University.
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About HarbourVest Partners, QUA GRANITE: HarbourVest is an independent investment firm that provides innovative private equity solutions to institutional clients worldwide.
Tricia Mackechnie
Managing Director and Chief Technology Officer of HarbourVest Partners
Tricia Mackechnie joined HarbourVest in 2016 and leads the Firm’s global information technology operations and strategic initiatives involving systems, security, infrastructure, application development, telecommunications, and mobility. Tricia joined the Firm from The Hartford where she held various roles in both operations and IT and was most recently a senior vice president and CIO. She was responsible for operations and technology for The Hartford’s annuity and group benefits businesses. She was also accountable for the strategy and execution of The Hartford’s enterprise IT functions including Investment Management, Enterprise Risk Management, Finance, Human Resources, and Real Estate. Prior to that, Tricia was the head of project management for US Customer Service at ING. Her experience also includes ten years at Accenture. Tricia received a BS in Computer Science from Northeastern University in 1991.
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About HarbourVest Partners: HarbourVest is an independent investment firm that provides innovative private equity solutions to institutional clients worldwide.
Benjamin Conant
Co-founder & CTO of Mantl
Benjamin Conant is the Co-founder & CTO 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.
Alex Cram
Cofounder & CTO of Abound
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About Abound: Abound is the independent benefits API for businesses that serve independent workers.
Min Kim
Chief Technology Officer of DreamFunded
Award winning Stanford University programmer: Stanford Computer Science Major: 1st place- 2012 Intel ISEF Competition, Gold Medal- 2011 Korean Young Physicist Tournament & 2012 I-SWEEP Int. Science Olympiad
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About DreamFunded, YouTube: DreamFunded is a world-class equity crowdfunding platform providing exclusive insider access to seed- and later-stage private companies.
Anthony Schiavo
Chief Technology 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.
Eric Lyon Miles
Chief Technology Officer of Mogo
Eric Miles has been Mogo’s Chief Technology Officer since May 2012 and has over 30 years of experience leading world-class software and technology companies. Mr. Miles’ former roles include CEO, SVP/GM/VP at companies such as IBM, Bank of America, Bi3 Solutions, AssetPoint, Entopia, Sybase, Informix and Ingres.He has deep expertise in managing the innovation, development and support of category creating technology. Significant innovative technologies include; first relational database (DB2), first mainframe UNIX system (UTS), first high-speed columns oriented database for big data analysis, personalized text search engine relating topics to employee work profiles, and mobile application for manufacturing equipment maintenance management and service prediction. Mr. Miles is a graduate of Bowling Green State University with a degree in Mathematics.
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About Mogo: Mogo is a consumer finance company that helps in managing and controlling finances.
Anshul Vikram Pandey
Co-Founder & CTO of Accern
Anshul Vikram Pandey is the Co-Founder and CTO of Accern.
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About Accern, Forbes Technology Council: Accern accelerates AI workflows for enterprises with a no-code AI development platform.
Eric Meltzer
Senior Vice President & Chief Technology Officer of Waddell & Reed
Mr. Meltzer serves as a member of the firm’s Executive Leadership team and leads the technology teams dedicated to leveraging technology as a strategic asset across the organization, overseeing areas including enterprise technology architecture and infrastructure, cybersecurity, application development, and data integration, and service delivery management. Prior to joining Waddell & Reed Financial, he served as Chief Technology and Operations Officer at OppenheimerFunds, where he led a team of nearly 1,000 people and oversaw multiple functions, including technology, operations and cybersecurity. His prior experience also includes serving as Chief Technology Officer at Putnam Investments, where he led a 300-person team and oversaw the creation and execution of a technology strategy that enhanced applications, infrastructure, and telecommunications. Earlier in his career, he worked at a number of Wall Street firms, including Deutsche Bank and Kidder Peabody & Co. Mr. Meltzer received a Bachelor’s degree in Systems Engineering from Boston University and earned an MS in Operations Research from George Washington University.
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About Waddell & Reed: Waddell & Reed is an asset management and financial planning firm.
Jay Bhatti
Co-Founder and CTO of BrandProject
Jay has over 15 years of experience building and managing Internet businesses and brings broad consumer and tech expertise to BrandProject. Jay was the co-founder of spock.com, the world’s leading people search engine. In 6 short months after launch, it became one of the top 1000 sites on the Internet and was covered by publications including The Wall Street Journal, Time Magazine, Forbes, Newsweek, ABC News, NBC, and the Financial Times. Spock was sold in May of 2009 at which time it was generating over 50 million monthly searches. Prior to Spock, Jay was a product manager at Microsoft, managing Global server marketing and service support. Earlier in his career, while at Accenture, Jay built trading systems for the major trading firms on Wall Street. Most recently, Jay has recently been angel investing, advising startups in New York City and working with large retailers to develop their e-commerce strategies and plans. Jay has an MBA from the Wharton School and an Engineering Degree with highest honors from Rutgers University.
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About BrandProject: BrandProject is an early-stage venture capital fund that invests in consumer products, services, and technology companies.
Jesus Rodriguez
Co-Founder, CEO & CTO of Intotheblock
Jesus is the Co-Founder and CEO of Tellago and Tellago Studios. He is also a Microsoft BizTalk Server MVP, an Oracle ACE and one of a few Architects worldwide to be a member of the Microsoft Connected Systems Advisor team. As a member, Jesus has been selected to participate in a variety of Software Design Reviews with Microsoft’s Product Teams including Windows Communication Foundation, Windows Identity Framework, StreamInsight, AppFabric, .NET Software Design, Windows Workflow Foundation, SharePoint, and BizTalk Server. Jesus derived his extensive experience with business process integration and messaging through numerous implementations of disparate systems founded on the principles of SOA and BPM. Jesus is an active contributor to the .NET and J2EE communities and an internationally recognized speaker and author with contributions that include several articles for various publications including MSDN Magazine, Microsoft Architecture Journal, SOAWorld and Web Services Journal as well as speaking engagements at top industry conferences such as Microsoft TechEd, Microsoft DevDays, Software Architecture Conference, SOAWorld, Microsoft SOA and BPM Conference, Oracle Open World, Web Services Security Conference and the Microsoft MVP Summit. Additionally, Jesus has conducted a number of Web Casts on varying SOA technologies.
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About Intotheblock, KidoZen: Intotheblock is blockchain and cryptocurrency market analysis, insights and trading signals.
Raymond Murthi
Co-Founder & CTO of Going Merry
Raymond Murthi is the Co-Founder & CTO at Going Merry.
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About Going Merry: Going Merry makes it easy for students to find and apply for financial aid. We are used by students & counselors at 1 in 3 US high schools.
Hamel Kothari
Co-founder & CTO & CDO of Brigit
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About Brigit: A financial health app helping every American build a brighter financial future.
Corey Beebe
CTO of Lifesaver
Corey Beebe is Lifesaver’s Co-founder and CTO. Prior to founding Lifesaver, Corey worked in operations, sales and marketing for Columbia University. Before that, he did research for a digital media startup. A book nerd and technology enthusiast, he is a self-taught programmer specializing in backend and native mobile development. His professional interests lie in emerging technologies and paradigms. He holds a B.A. from Louisiana State University and a certificate from the Columbia Journalism School.
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About Lifesaver: We’re the first universal banking platform for managing, discovering and opening accounts across banks and credit unions.
Hoon Joo
CTO of Kashable
Hoon Joo is the CTO at Kashable.
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About Kashable: Socially Responsible Credit for employees
Brandon Dewitt
Co-Founder & CTO of MX Technologies
Chief Technology Officer Brandon Dewitt uses his passion for helping people relieve financial stress to lead the MX engineering team. He has a unique management philosophy that focuses on team members taking responsibility and managing themselves. Brandon was co-founder and CTO of MyJibe, an Indianapolis-based personal financial management company. In 2011, Brandon merged efforts with Ryan Caldwell when MX acquired MyJibe.
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About MX Technologies: MX Technologies is a fintech company that aims to connect people with their financial data in a way that automates their money experience.
Taylor Brown
CTO of You Need a Budget (YNAB)
Taylor Brown is the CTO at You Need a Budget.
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About You Need a Budget (YNAB): You Need a Budget (YNAB) develops finance apps for iPhone and iPads.
Chris Lorenz
Co-Founder & CTO of Trust
Chris Lorenz is the Co-Founder and CTO at Trust.
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About Trust: Trust is a community corporate card designed to help businesses learn from each other’s spending patterns.
Mihai Iosivas
Senior Managing Director & CTO of Tora Trading Services
Mihai is TORA’s Co-Chief Technology Officer. Prior to joining TORA, Mihai was co-head of technology for Evolution Capital Management where he was in charge of offshore development and low latency automated trading. Mihai was lead developer and CTO for several large hedge funds in Tokyo, Japan, developing leading edge technology in financial information processing before he joined the Evolution team in 2003. Prior to that, he was a developer for the proprietary trading group of Lehman Brothers in Japan. Mihai has twenty years of experience in trading systems and automated trading technology. He holds a B.S. and a M.S degree in Computer Science from The Technical University of Cluj Napoca, Romania.
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About Tora Trading Services: Tora Trading Services provides advanced trading technology and financial services to address trading challenges that are unique to Asia.
Uday Thakur
Co-Founder and Chief Technology Officer of Volante Technologies
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About Volante Technologies: Volante help clients integrate and manage the diverse and complex data message formats and protocols for firms in the financial industry.
Jon Hagen
CTO & Founder of NextCapital
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About NextCapital: NextCapital provides a personal benchmarking tool to help clearly understand how investments are performing.
Tao Liu
Co-Founder and CTO of MioTech
Tao Liu is the co-founder and CTO of MioTech. He used to be the senior software engineer of Turn. He earned his master’s degree at Cornell University and his bachelor’s degree at Tongji University.
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About MioTech: MioTech is an artificial intelligence platform that empowers financial institutions to draw actionable insights on their data.
Mike Nelson
CTO of Guideline
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About Guideline: Guideline is a retirement plan platform that offers the all-inclusive 401(k) and full-stack solution for growing businesses.
Dean McRobie
CTO of CommonBond
Dean McRobie leads CommonBond’s engineering and technology teams including loan platforms, web technology, and operations and support. Prior to his tenure at CommonBond, Dean served as CTO of L2, a digital marketing research company, and CTO of Annalect, a data agency in the Omnicom advertising network. His background includes 10 years of technology consulting for telecommunication, government, and startup clients at Sapient Consulting. Originally from New Zealand, Mr. McRobie holds a BSc(Hons) from the University of Otago.
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About Agio, CommonBond: CommonBond was founded in 2012 to help relieve the student loan burden, and since then we’ve funded over $4 billion in better loans.
Darpan Saini
Co-Founder & CTO of Cloud Lending
Darpan holds a master’s degree in software engineering from Carnegie Mellon University, USA. He has previously worked with global technology companies such as IBM and Oracle in the application development division for over 4 years.He co-founded Cloud Lending Solutions with Snehal and has been closely involved in every aspect of product strategy since the inception of the company, be it design, development, delivery and customer success. He is focused on creating business value through disruptive technologies such as cloud computing and mobility.He is a passionate programmer and has also worked as a researcher in programming languages at the Carnegie Mellon University.Darpan has been a critical team member in building an agile product line made for forward looking financial institutions incorporating the S.M.A.C (Social, Mobile, Analytics, Cloud) technologies.
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About Cloud Lending: Cloud Lending is a company that develops software for the financial lending industry.
Christoph Oberhofe
CTO of Starship
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About Starship: Starship is mobile health savings account (HSA) with automated investing built for humans.
Hamesh Chawla
Chief Technology Officer of Financial Engines
With nearly 20 years of product, engineering, and mobile technology experience, Hamesh is accomplished in building award-winning scalable enterprises and consumer products. As a pioneer of the emerging FinTech sector, Edelman Financial Engines is rooted in Silicon Valley and has been a leader of technological innovation to truly change how people invest. Hamesh was drawn to the opportunity to build upon our leading proprietary technology platform that delivers high-quality investment advice to millions of Americans. Prior to joining Edelman Financial Engines, Hamesh was Chief Product Officer at Zephyr, a leading provider of test management solutions. Before Zephyr, he held product and engineering executive roles at leading companies in Silicon Valley, including Asurion, InnoPath Software, Sonus Networks, and Cisco Systems. Hamesh earned a M.S. degree in Computer Science from Texas A&M University.
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About Financial Engines: Financial Engines is an online investment manager providing retirement account services for individuals.
Matthew King
CTO of Keeper Tax
Matthew King is the CTO at Keeper Tax.
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About Keeper Tax: Discover the tax write-offs you’ve been missing
Fabio Fleitas
Co-Founder & CTO of Tesorio
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About Tesorio: Tesorio is the cash flow performance platform, which Accounts Receivable, Treasury, and FP&A teams use to manage, predict, and collect cash.
John Lindsay
CTO & Founder of Bitwage
John Lindsay is Founder & CTO of Bitwage.
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About Bitwage, Inwage: Payroll, Invoicing & Benefits services for the new digital era.
Josh Scaglione
Co-Founder & CTO of Clyde
Josh Scaglione is the Co-Founder and CTO at Clyde.
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About Clyde: Clyde is a platform that connects retailers to insurance companies to launch and manage product protection programs.
Sam Ockman
CTO of Omni Latam
Sam Ockman is CTO at OmniLatam.
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About Omni Latam: Omni Latam is a financial services platform (fintech) in Latin America that offers digital financial solutions.
Boe Hartman
Co-Founder, CTO of Nomi Health
Boe Hartman is the Co-Founder and CTO at Nomi Health. He works at Goldman Sachs before that.
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About Nomi Health: Nomi Health is a direct health company that aims to reduce the cost of health care for employers and patients.
Evan Goldschmidt
CTO & Head of Product 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.
Catherine Jue
Co-Founder, CTO of Sway Finance
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About Sway Finance: Sway Finance is bringing artificial intelligence to the accounting industry.
Bryan Okeke
Co-Founder and Chief Technology Officer of Relief App
Bryan Okeke is the Co-Founder and Chief Technology Officer of Relief App.
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About ic4rd, Relief App: Relief is a mobile app that delivers on debt-elimination commitment.
Marcos Sainz
CTO of Returnly
Marcos Sainz is CTO at Returnly Technologies,.
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About Returnly: Returnly is the provider of digital return experiences for direct-to-consumer brands.
Claudio Dias
Chief Technology Officer of Discovery Data
Claudio Dias, Chief Technology Officer, is responsible for managing all updates, maintenance, design and development of data and related database structures within Discovery Data, leading a team of database engineers. Claudio also manages the internal technical infrastructure for Discovery Data and executes and is the architect of the firm’s proprietary programmatic hygiene program. Prior to joining the firm in 2009, Claudio was a software developer and analyst at Computer Generated Solutions, Inc. He holds a BS in Computer Information Systems from DeVry University.
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About Discovery Data: Discovery Data provides a database with a single consolidated view of the financial services industry.
Bill Wright
Chief Technology Officer of Kroll Bond Rating Agency
Bill Wright is the Chief Technology Officer at Kroll Bond Rating Agency, Inc. Bill has over 17 years of experience in the financial technology space. Previously, he was the Technology Product Manager for CFRA at RiskMetrics Group. Prior to that, Bill was the Technology Director at Criterion Research Group. Bill began his career at ING Barings managing their research distribution systems and website. Bill has a B.A. in Political Science from the University of Vermont.
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About Kroll Bond Rating Agency: KBRA is a global rating agency established to restore trust in credit ratings and offer accurate and transparent ratings.
Rob Rodgers
Cisco Fellow and Software CTO of Cisco
Rob Rodgers is the Cisco Fellow and Software CTO for Mass-scale Infrastructure Group (Service Provider) at Cisco.
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About Cisco, Cisco: Cisco Investments is a corporate venture capital arm of Cisco that offers direct and fund of funds investments.
Pelumi Aboluwarin
Co-Founder & CTO of Kudi
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About Kudi: Kudi is a financial service provider that focuses on providing access to electronic banking and financial services.
Jon Lech Johansen
CTO, Co-Founder & CEO of doubleTwist
Jon Lech Johansen is doubleTwist’s co-founder and CEO. His background is in digital media interoperability, having worked on the reverse engineering of proprietary systems such as DVD CSS that prevent consumers from enjoying media they’ve legally acquired. Prior to co-founding doubleTwist Jon worked for DoubleTwist Ventures and MP3Tunes, a digital music startup in San Diego. He is a self-taught software engineer whose passion is making technology accessible to ordinary users through polished and intuitive user interfaces. Jon received the EFF Pioneer Award in 2002 and was profiled on the front page of the Wall Street Journal at the age of 21.
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About doubleTwist: doubleTwist is a digital media company that allows its users to send photos and videos to others.
Victor Cook
Chief Technology Officer of Just.Cash
Victor Cook is the CTO for Just Cash and architect of its patent pending system. He has been innovating for most of his 25 year career. Starting with a technical foundation in the early 1990’s he started, grew and sold an Internet consulting firm. From there he partnered with a physician to bring the first touch screen computerized prescription system to hundreds of US emergency departments. Victor gained international experience as he led development of the largest real estate multiple listing service in Brazil. He has also worked with tele-medicine, big data analytics and interfaces for clinical HL7 and billing and payment EDI. Victor earned his B.S. from the Massachusetts Institute of Technology and M.S. from the University of Florida.
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About Just.Cash: Just Cash provides customers with easy access to cash using their own mobile devices.
Daniel Larimer
Chief Technology Officer of Block.one
Daniel Larimer is the Founder & CEO of Bitshares & he attended Virginia Tech in 2000.
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About Block.one: Block.one is a software company specializing in high-performance blockchain technologies.
Jason May
VP Engineering & CTO of Propel(X)
Jason May is the VP of engineering and CTO at Propel(X).
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About Propel(X): Propel(x) is an angel investing platform focused on funding early-stage companies that are built around scientific discovery.
David Miller
Chief Technology Officer of Imagine Software
As a co-founder of Imagine Software, David Miller oversees software development, system infrastructure, and quality assurance. David Miller has extensive experience in programming methodologies, computer extensibility, architecture, security, and managing large technology projects. David Miller was a key developer of equity derivatives trading systems at Sakura Global Capital.
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About Imagine Software, TS Imagine: Imagine offers the power of a real-time, institutional-grade portfolio and risk management software.
Robert Luedeman
Co-Founder and CTO of Charlie Finance Co.
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About Charlie Finance Co.: Charlie Finance is a financial services company that helps ordinary Americans worry less about money and get out of debt faster.
Dan Wilson
CTO of Long Game
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About Long Game: Long Game is the mobile personal finance app that uses games with cash prizes to help users win the savings game.
Ola Wiberg
Co-founder / CTO of RealtyBits
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About RealtyBits: RealtyBits is a digital marketplace to for real asset offerings.
Galen Danziger
CTO of MouseBelt
Engineering at MouseBelt and No Rest Labs. Specialized in blockchain/cryptocurrency.
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About MouseBelt, NoRestLabs: The only full-service blockchain accelerator in the world
Michael Murray
CTO of Digit
Founder at Digit
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About Digit: Digit is a finance app that analyzes your spending habits and automatically saves the perfect amount every day.
