1
Total investments
1
Early stage
0
Mid stage
0
Late stage
4y
Years active
Portfolio
1 investments · sorted by recency
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Late stage
Advisor & Investor
Jul 2022
ModernFi helps financial institutions of all sizes grow, retain, and manage their deposits.
Through ModernFis deposit network, banks and credit unions can sweep funds, source deposits, and provide additional security to depositors. ModernFi’s solutions help institutions attract and retain large-value depositors, driving growth and increasing balance sheet stability.
ModernFi is backed by Canapi Ventures, Andreessen Horowitz, Remarkable Ventures, and leading banks Huntington National Bank, First Horizon, and Regions.
ModernFi, Inc., together with its subsidiaries and affiliated entities, including ModernFi Deposit Services LLC, ModernFi CUSO LLC, and NBID LLC, are not banks or credit unions. ModernFi does not accept deposits, and deposit insurance covers the failure of an insured depository institution, not ModernFi. Deposit placement through ModernFi is subject to the terms, conditions, and disclosures in applicable agreements.
A list identifying network banks can be found at https://www.nbid.com/bank-list. A list identifying network credit unions can be found at https://www.modernfi.com/credit-union-list.
Experience · 3 entries
All (3)
Investments (1)
2024
Fintech Advisor
Jun 2024
Primary is the worlds largest early stage VC firm, with a billion in assets under management and 50 full time employees.
Primary’s Impact team outnumbers investors 2:1, and is filled with seasoned executives working alongside founders to supercharge growth and secure quality hires, early customers, and downstream investors. This team embeds with companies for 2,500 hours of high-intensity fractional leadership work, conducts 3,000 candidate interviews, maintains a pool of 5,000+ active job seekers, and hosts 250 events large and small for the NYC tech community each year.
Cofounders Brad Svrluga and Ben Sun have won recognition from Forbes Midas List and Insiders Seed 100.
2022
Advisor & Investor
Jul 2022
ModernFi helps financial institutions of all sizes grow, retain, and manage their deposits.
Through ModernFis deposit network, banks and credit unions can sweep funds, source deposits, and provide additional security to depositors. ModernFi’s solutions help institutions attract and retain large-value depositors, driving growth and increasing balance sheet stability.
ModernFi is backed by Canapi Ventures, Andreessen Horowitz, Remarkable Ventures, and leading banks Huntington National Bank, First Horizon, and Regions.
ModernFi, Inc., together with its subsidiaries and affiliated entities, including ModernFi Deposit Services LLC, ModernFi CUSO LLC, and NBID LLC, are not banks or credit unions. ModernFi does not accept deposits, and deposit insurance covers the failure of an insured depository institution, not ModernFi. Deposit placement through ModernFi is subject to the terms, conditions, and disclosures in applicable agreements.
A list identifying network banks can be found at https://www.nbid.com/bank-list. A list identifying network credit unions can be found at https://www.modernfi.com/credit-union-list.
2015
Management Associate, Office of the CEO
Sep 2015
Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors.
Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work — using cutting edge technology to validate and execute on timeless and universal investment principles.
Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.
