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Board Member / Seed Investor
Jun 2023
Financial advisors working with SMEs face a structural challenge:
Limited scalability.
Manual analysis.
Low-margin reporting work.
High dependency on time-based billing.
AsFIn is a Financial Intelligence SaaS platform built specifically for advisors who serve small and medium-sized businesses.
We provide AI-powered tools that automate:
Financial diagnostics
Cash flow forecasting
Treasury monitoring
Risk detection
Structured action plans
This allows advisors and fractional CFOs to:
✔ Deliver higher-value advisory
✔ Increase scalability without increasing headcount
✔ Standardize financial processes across clients
✔ Strengthen client retention
✔ Move from reactive reporting to proactive decision-making
We don’t replace advisors.
We amplify them.
AsFIn transforms financial expertise into a structured, automated infrastructure — enabling advisors to serve more SMEs with better insights and greater impact.
Who joins AsFIn
Independent Financial Advisors
Fractional / Part-time CFOs
Boutique advisory firms
Accounting firms evolving into financial advisory
Our mission
To equip financial advisors with intelligent, automated financial infrastructure so they can help small business owners make smarter decisions — consistently and at scale.
Join the network
If you advise SMEs and want to increase your impact, efficiency and revenue per client, AsFIn gives you the technological backbone to scale.
Experience · 7 entries
All (7)
Investments (1)
Founder (6)
Board (1)
2025
Co-Founder
Apr 2025
A network for entrepreneurs building in stealth.
Submit your information here so investors can find you:
harmonic.ai/get-discovered
2023
Board Member / Seed Investor
Jun 2023
Financial advisors working with SMEs face a structural challenge:
Limited scalability.
Manual analysis.
Low-margin reporting work.
High dependency on time-based billing.
AsFIn is a Financial Intelligence SaaS platform built specifically for advisors who serve small and medium-sized businesses.
We provide AI-powered tools that automate:
Financial diagnostics
Cash flow forecasting
Treasury monitoring
Risk detection
Structured action plans
This allows advisors and fractional CFOs to:
✔ Deliver higher-value advisory
✔ Increase scalability without increasing headcount
✔ Standardize financial processes across clients
✔ Strengthen client retention
✔ Move from reactive reporting to proactive decision-making
We don’t replace advisors.
We amplify them.
AsFIn transforms financial expertise into a structured, automated infrastructure — enabling advisors to serve more SMEs with better insights and greater impact.
Who joins AsFIn
Independent Financial Advisors
Fractional / Part-time CFOs
Boutique advisory firms
Accounting firms evolving into financial advisory
Our mission
To equip financial advisors with intelligent, automated financial infrastructure so they can help small business owners make smarter decisions — consistently and at scale.
Join the network
If you advise SMEs and want to increase your impact, efficiency and revenue per client, AsFIn gives you the technological backbone to scale.
2019
CTO / Founder (acquired by Backbase)
Jan 2019
Nucoro enables financial institutions to build digital savings, investment and wealth management propositions at speed and scale. The flexible, modular, cloud-native platform lets firms realise their digital vision, creating personalised and automated propositions that grow with their customers, and improve profitability.
From automated investing and stock-trading through to hybrid advisory and digital wealth management, Nucoro is the core of any future digital investment proposition, making it easy to thrive in the digital age.
2017
CTO / Founder
Mar 2017
At Exo, were rethinking wealth management and making investing personal. Investing is too important to be ignored, misunderstood or done badly.
For too long, retail investing has relied on a product-centric approach. Were changing that, turning investing on its head and building personalised investment experiences for everyone.
Voted Best Digital Wealth Manager of the Year and Most Innovative Product of the Year at the 2018 AltFi Awards.
2011
CTO / Co-Founder
Sep 2011
BuyFresco es un servicio de suscripción flexible a la cesta semanal de la compra, con recetas e ingredientes orgánicos, de calidad y de temporada. Las recetas son diseñadas por un equipo de nutricionistas y chefs, y se renuevan cada semana. BuyFresco es fácil, sano y divertido. Te apuntas?
Show all 7 entries ↓
