Andrew Putterman

Vestigo Ventures is a Northeast-based early-stage venture capital firm focused on accelerating the AI age in financial services. We partner with visionary entrepreneurs to build transformative companies at the intersection of FinTech, AI, and B2B SaaS. Our mission goes beyond providing capital. We bring deep industry expertise, an unrivaled network, and a strategic AI advantage to empower founders as they scale groundbreaking solutions. At Vestigo, we’re creating a high-impact capital platform designed to drive meaningful innovation. Whether you’re a first-time founder or a serial entrepreneur, it’s never too early to connect with us. Together, we can reshape the future of finance. Learn more at www.vestigoventures.com.

Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions. Leading fintech firms, such as Betterment, Earnin, SoFi, and Wealthfront, along with some of the largest retail banks in the US, rely on Quovo’s account connectivity technology to deliver their services. As of January 2019, we’re now a part of Plaid. As a combined company, Plaid’s leadership in bank account connectivity will now be complemented by our leading investment, insurance, and loan account coverage. Together, we offer API-delivered products that enable businesses to build seamless, personalized digital experiences and more effectively transact with their customers.

Orion acquired Advizr in July 2019 to elevate its client experience and financial planning offering. Advizr, known for its sleek interface and impressively intuitive user experience, enables advisors, financial institutions, and even employers to engage investors in many different ways, depending on their service model — from highly collaborative to fully investor-led. This versatility is powerful, when coupled with a best-in-class client portal that provides investors with a range of dynamic personal financial management capabilities powered by a comprehensive financial planning engine. And with the ability to seamlessly support both goal- and cash-flow-based methodologies, Advizr has made the traditionally complex planning experience simple.

NorthRock Partners is a wealth advisory firm focused on providing comprehensive, integrated wealth management services to the affluent and emerging affluent marketplace. Headquartered in Minneapolis, Minnesota, NorthRock serves clients throughout the United States. Supporting our clients is a staff of professionals fully dedicated to our clients​ financial well-being. Learn more at: www.northrockpartners.com

Steben & Company is a leading alternative asset manager. We specialize in multi-manager products including a fund of hedge funds and managed futures strategies. Our investment philosophy is defined by high conviction, actively managed exposures with a focus on more liquid, lower beta strategies. Our funds are designed to provide investors with the potential benefits of diversification and absolute returns regardless of market direction. We seek to employ a repeatable investment process that incorporates rigorous due diligence, manager selection, portfolio construction and ongoing risk monitoring. Through our unique combination of resources and capabilities, Steben offers financial advisors and investors distinguished investment opportunities that have traditionally been limited to institutional investors. Steben is an alternative investments innovator with more than 25 years of continuous operating experience.

Vestigo Ventures is a Northeast-based early-stage venture capital firm focused on accelerating the AI age in financial services. We partner with visionary entrepreneurs to build transformative companies at the intersection of FinTech, AI, and B2B SaaS. Our mission goes beyond providing capital. We bring deep industry expertise, an unrivaled network, and a strategic AI advantage to empower founders as they scale groundbreaking solutions. At Vestigo, we’re creating a high-impact capital platform designed to drive meaningful innovation. Whether you’re a first-time founder or a serial entrepreneur, it’s never too early to connect with us. Together, we can reshape the future of finance. Learn more at www.vestigoventures.com.

Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions. Leading fintech firms, such as Betterment, Earnin, SoFi, and Wealthfront, along with some of the largest retail banks in the US, rely on Quovo’s account connectivity technology to deliver their services. As of January 2019, we’re now a part of Plaid. As a combined company, Plaid’s leadership in bank account connectivity will now be complemented by our leading investment, insurance, and loan account coverage. Together, we offer API-delivered products that enable businesses to build seamless, personalized digital experiences and more effectively transact with their customers.

Orion acquired Advizr in July 2019 to elevate its client experience and financial planning offering. Advizr, known for its sleek interface and impressively intuitive user experience, enables advisors, financial institutions, and even employers to engage investors in many different ways, depending on their service model — from highly collaborative to fully investor-led. This versatility is powerful, when coupled with a best-in-class client portal that provides investors with a range of dynamic personal financial management capabilities powered by a comprehensive financial planning engine. And with the ability to seamlessly support both goal- and cash-flow-based methodologies, Advizr has made the traditionally complex planning experience simple.