4
Total investments
2
Early stage
0
Mid stage
1
Late stage
4y
Years active
Portfolio
4 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Apr 2024
Bounce10 is a fun, fresh way to nurture financially fluent kids, starting in early childhood. It’s a journey that develops foundational financial values, language, and skills. It’s a community of like-minded families who gain access to world class experts, connect through our parenting platform, and learn from each other. Finally, Bounce10 is a box that engages children, parents, and grandparents in memorable, play-centered learning experiences on a regular basis.
Bounce10 uses play as the vehicle to help kids acquire language, concepts, and financial values. We introduce children to F.I.S.H.™ (financial, intellectual, social, and human capital) and provide activities that facilitate fun conversations about legacy, stewardship, wants and needs, and work ethic. This is financial education that embraces play, not just because it’s fun, but because it’s how kids learn. We create and curate tactile, tangible activities, games, and puzzles over those on screens every time.
Board Member
Jun 2023
As a non-profit Global WealthTech accelerator based in Arlington, TX, Founders Arena is dedicated to empowering entrepreneurs in the wealth management industry. Our mission is to connect the global wealth management ecosystem to provide innovative startups guidance, support, and resources, helping them accelerate their growth and make a meaningful impact on our industry.
The Founders Arena is a unique and first-of-its-kind "go-to-market" Accelerator specifically for WealthTech companies looking to scale across the global WealthTech market. With a team of Executive Ambassadors, industry experts can guide and drive our start-ups to quicker growth. Our focus is on fostering collaboration, innovation, and entrepreneurship, and we are committed to creating a supportive and inclusive community for all our participants.
At Founders Arena, we believe in the power of collaboration and knowledge sharing. We are proud to collaborate with our Executive Ambassadors, who bring their expertise and insights to our program, providing valuable guidance to our startups. Together, we aim to shape the future of the WealthTech industry and create meaningful change in wealth management.
If you are a WealthTech startup looking for support, mentorship, and resources to accelerate your growth, join us at Founders Arena. Lets work together to drive positive change in the wealth management industry and unlock new opportunities for success.
Portfolia Funds Investing Member
Sep 2022
Portfolia is the most powerful community of women and men investing in the companies we want in the world.
Our collective investments are changing health, active aging & longevity, sustainability, education, and the overall venture capital landscape while also backing diversity.
Our currently open funds are Femtech III, focused on enhancing the wellness of all women, and advancing innovation in womens health; and Active Aging & Longevity II, focused on significant opportunities and challenges in aging well, as well as those focused on new strides and technologies in the field of longevity.
We drive change while creating wealth.
If youd like to join us, email investorrelations@portfolia.com, and our Investor Relations Team will contact you.
Investor - Advisory Council Member
Sep 2022
Bento Engine is a B2B Fintech SaaS company focused on the intersection of technology and impactful wealth management advice.
What do we do – Bento empowers Financial Advisors to lead with advice that goes beyond investing. Advice that is timely, personalized and improves the lives of their clients.
Why do we do it – Many families are still not getting all the financial advice they need. When Financial Advisors provide comprehensive advice across their entire book of business everyone wins.
How do we do it – Bento combines a powerful Advice Engine, a Proprietary Content Library and timing expertise to make Financial Advisors more impactful and more efficient. We combine Bento with our client’s existing technology to speed adoption and results.
Bento -- Scaling Moments That Matter.
Experience · 5 entries
All (5)
Investments (4)
Founder (1)
Board (2)
2025
CEO and Co-Founder
May 2025
ARE YOU STUCK IN YOUR CAREER, RELATIONSHIPS, OR HEALTH?
Deep down, do you know you’re capable of more—but feel trapped in a cycle of busyness without real progress?
Maybe you’re overwhelmed, uncertain, and not sure how to hit pause on the chaos.
NOW, IMAGINE THIS...
Looking back on your week, month, or year feeling fulfilled—knowing your work, relationships, and community service were deeply meaningful.
Waking up with clarity, energy, and confidence, ready to shed negativity and excuses, and charge forward toward your dreams.
Having someone in your corner—a coach who helps you brainstorm, strategize, and push past limits. A cheerleader who sees your greatness and an accountability partner who tells you the unvarnished truth with compassion and purpose.
CERTIFIED HIGH PERFORMANCE COACHING CAN TRANSFORM YOUR LIFE.
I’m here to help you unlock your breakthroughs. I’ll push you to achieve your highest potential while holding you accountable without judgment. Together, we’ll create deliberate habits and fuel the fire to keep you moving forward.
High performers don’t wait—they take action.
You owe it to yourself—and to those who count on you—to step into the life you’re meant to live
2024
Board Member
Apr 2024
Bounce10 is a fun, fresh way to nurture financially fluent kids, starting in early childhood. It’s a journey that develops foundational financial values, language, and skills. It’s a community of like-minded families who gain access to world class experts, connect through our parenting platform, and learn from each other. Finally, Bounce10 is a box that engages children, parents, and grandparents in memorable, play-centered learning experiences on a regular basis.
Bounce10 uses play as the vehicle to help kids acquire language, concepts, and financial values. We introduce children to F.I.S.H.™ (financial, intellectual, social, and human capital) and provide activities that facilitate fun conversations about legacy, stewardship, wants and needs, and work ethic. This is financial education that embraces play, not just because it’s fun, but because it’s how kids learn. We create and curate tactile, tangible activities, games, and puzzles over those on screens every time.
2023
Board Member
Jun 2023
As a non-profit Global WealthTech accelerator based in Arlington, TX, Founders Arena is dedicated to empowering entrepreneurs in the wealth management industry. Our mission is to connect the global wealth management ecosystem to provide innovative startups guidance, support, and resources, helping them accelerate their growth and make a meaningful impact on our industry.
The Founders Arena is a unique and first-of-its-kind "go-to-market" Accelerator specifically for WealthTech companies looking to scale across the global WealthTech market. With a team of Executive Ambassadors, industry experts can guide and drive our start-ups to quicker growth. Our focus is on fostering collaboration, innovation, and entrepreneurship, and we are committed to creating a supportive and inclusive community for all our participants.
At Founders Arena, we believe in the power of collaboration and knowledge sharing. We are proud to collaborate with our Executive Ambassadors, who bring their expertise and insights to our program, providing valuable guidance to our startups. Together, we aim to shape the future of the WealthTech industry and create meaningful change in wealth management.
If you are a WealthTech startup looking for support, mentorship, and resources to accelerate your growth, join us at Founders Arena. Lets work together to drive positive change in the wealth management industry and unlock new opportunities for success.
2022
Portfolia Funds Investing Member
Sep 2022
Portfolia is the most powerful community of women and men investing in the companies we want in the world.
Our collective investments are changing health, active aging & longevity, sustainability, education, and the overall venture capital landscape while also backing diversity.
Our currently open funds are Femtech III, focused on enhancing the wellness of all women, and advancing innovation in womens health; and Active Aging & Longevity II, focused on significant opportunities and challenges in aging well, as well as those focused on new strides and technologies in the field of longevity.
We drive change while creating wealth.
If youd like to join us, email investorrelations@portfolia.com, and our Investor Relations Team will contact you.
Investor - Advisory Council Member
Sep 2022
Bento Engine is a B2B Fintech SaaS company focused on the intersection of technology and impactful wealth management advice.
What do we do – Bento empowers Financial Advisors to lead with advice that goes beyond investing. Advice that is timely, personalized and improves the lives of their clients.
Why do we do it – Many families are still not getting all the financial advice they need. When Financial Advisors provide comprehensive advice across their entire book of business everyone wins.
How do we do it – Bento combines a powerful Advice Engine, a Proprietary Content Library and timing expertise to make Financial Advisors more impactful and more efficient. We combine Bento with our client’s existing technology to speed adoption and results.
Bento -- Scaling Moments That Matter.
Investment activity
2022–2024 · 4 investments
Recent (last 2 years)Earlier
