7
Total investments
2
Early stage
1
Mid stage
0
Late stage
10y
Years active
Portfolio
3 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Jan 2017
The Nasdaq Center is an invaluable and prestigious resource for founders and leaders worldwide. Based in San Francisco, it is a touchstone of thought leadership and innovation for entrepreneurs changing the world. We are the authority that is uniquely suited to groom future industry innovators — linebacking their path to IPO or to acquisition.
Serving Leaders of Every Stage
We serve founders and C-level leadership from companies of every stage.
The Nasdaq Center executes its role both digitally and physically. In addition to providing compelling resources in the form of toolkits, podcasts, interviews, videos, livestream talks and panels to companies of every stage, the physical location of the Center — in the heart of downtown SF — offers an immersive experience to its visitors. Its location, combined with its incredible programming, makes it the cultural nexus for its community of leaders; they can connect, convene, and talk shop with peers, mentors, potential advisors, investors and customers.
Board Member
Jan 2017
Financeware is the industry’s leading platform focused exclusively on connecting and perfecting the tech infrastructure of the new wealth experience.
The big bang of fintech has transformed a universe of segments into a converging connected ecosystem. To compete and win, innovators must work well with others. Agility is expected, but access and advantage now must be earned.
Financeware was born of a need to connect winning solutions to the fast-moving targets, partners and market opportunities playing out across the entire wealth scape. With decades of tech leadership, a deep bench and unrivaled views of the horizon, we’re helping to define and deliver the new seamless and simplified winning wealth experience.
Current Financeware portfolio companies include Wealthcare Capital Management, pioneer of goals-based wealth management technology and creator of the GDX360® platform that integrates planning and investing; VMS, the wealth industry’s only financial operations intelligence engine delivering smart data and information flows in a single, streamlined format; and QUODD, a leading provider of financial market data and information analysis tools.
Angel Investor
2016
Founded in 2013, Astia Angels is a global network of individual angels and family offices investing in companies with women leaders.
ABOUT ASTIA ANGELS
* A program of Astia, a 501(c)3 mission-driven not-for-profit
* Male and female accredited investors
* Investing in companies in the Astia Pipeline
* Individual investment decisions
* Global investments
* All sectors
* All stages
Experience · 9 entries
All (9)
Investments (7)
Board (6)
2021
Board Member
Jan 2021
Wealthcare Capital Management is a SEC Registered Investment Advisor with a simple vision: Long-term financial success measured through the achievement of life goals that you value. This vision requires breaking all paradigms on financial advice and the advisor-client relationship. Wealth is everything your money can’t buy. Money allows you to enjoy your wealth. We want you to enjoy your wealth with measurable confidence, but without unnecessary investment risk or unnecessary lifestyle sacrifice. We are the future of financial advising.
Disclosures: https://goo.gl/gRGSgn
Wealthcare Capital Management Services:
* Goals-driven investing: goals-connected, risk-managed, cost-effective
*Creating Wealthcare plans with or without investment management and systematic monitoring
* Implementing highly tax and transaction cost efficient model portfolios
* Monitoring status of the Wealthcare plan’s comfort level using simulation analysis
* Delivering new advice based on changing investment valuations or client goals
* Advisory fee performance reporting and fee billing
Wealthcare retirement plan services
* Low-cost administration, custody, and compliance
* Best-in-class service with Wealthcare plans for participants
* Low-expense investment choices and model portfolios
* Materially reduce plan sponsor fiduciary, regulatory, and liability risk
2019
Board Member
Mar 2019
Orchid is a Program Administrator and Wholesale Broker that is dedicated to serving property and casualty agencies. Orchid provides competitive rates on standard, specialty and surplus lines products from carriers rated “A-” or higher by A.M. Best and Company.
We offer many of our products over sophisticated web-based underwriting technology platforms and back them with unparalleled service. This combination provides our retail partners with fast, competitive, and professional service.
2017
F
Financeware
Board Member
Jan 2017
Board Member
Jan 2017
The Nasdaq Center is an invaluable and prestigious resource for founders and leaders worldwide. Based in San Francisco, it is a touchstone of thought leadership and innovation for entrepreneurs changing the world. We are the authority that is uniquely suited to groom future industry innovators — linebacking their path to IPO or to acquisition.
Serving Leaders of Every Stage
We serve founders and C-level leadership from companies of every stage.
The Nasdaq Center executes its role both digitally and physically. In addition to providing compelling resources in the form of toolkits, podcasts, interviews, videos, livestream talks and panels to companies of every stage, the physical location of the Center — in the heart of downtown SF — offers an immersive experience to its visitors. Its location, combined with its incredible programming, makes it the cultural nexus for its community of leaders; they can connect, convene, and talk shop with peers, mentors, potential advisors, investors and customers.
Board Member
Jan 2017
Financeware is the industry’s leading platform focused exclusively on connecting and perfecting the tech infrastructure of the new wealth experience.
The big bang of fintech has transformed a universe of segments into a converging connected ecosystem. To compete and win, innovators must work well with others. Agility is expected, but access and advantage now must be earned.
Financeware was born of a need to connect winning solutions to the fast-moving targets, partners and market opportunities playing out across the entire wealth scape. With decades of tech leadership, a deep bench and unrivaled views of the horizon, we’re helping to define and deliver the new seamless and simplified winning wealth experience.
Current Financeware portfolio companies include Wealthcare Capital Management, pioneer of goals-based wealth management technology and creator of the GDX360® platform that integrates planning and investing; VMS, the wealth industry’s only financial operations intelligence engine delivering smart data and information flows in a single, streamlined format; and QUODD, a leading provider of financial market data and information analysis tools.
Show all 9 entries ↓
Investment activity
2016–2021 · 7 investments
Recent (last 2 years)Earlier
