2
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0
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Investor | Founder
Oct 2023
At MindLaunch.ai, we’re more than a venture capital firm. We’re a strategic partner for pre-seed technology startups in AI, blockchain, and security. Our mission is to provide these startups with the necessary capital, resources, and guidance to transform their innovative ideas into successful businesses. Our comprehensive suite of value-added services includes strategic consulting, business model creation and validation, pitch deck creation, website building, branding, concept testing, talent recruitment, accounting services, legal services, and more. We don’t just invest in startups; we empower them to succeed.
Investor | Strategic Advisor
Mar 2023
Created by mortgage veterans, Uplist is a leading SaaS technology for lenders, offering an innovative platform designed to transform the way loan officers, real estate agents, builders, and homebuyers interact.
🚨NEW PRODUCT ALERT - Uplist RECAPTURE™
Whats your mortgage companys refinance strategy? Uplist RECAPTURE™, gives loan officers a competitive edge by automating true refinance alerts, scenario planning, and customer outreach across the closed loan pipeline to deliver the best opportunities for homeowners in 30 SECONDS.
Uplist’s technology is a mortgage industry first, providing real time, scenario-specific rate and payment information for active real estate listings, with just a click of a button. With features like Recapture Loan Monitoring, SmartView™ Listing Flyers, real-time 2-1 buydown scenarios, Quick Quotes, and the popular SmartBuyer™ tool, Uplist aims to improve loan officer efficiency throughout the home searching process.
Automating the homeownership process with smart solutions is what we do. Our goal is to modernize the mortgage real estate industry by providing seamless data-driven experiences. We offer patent-pending solutions for an evolving market that empowers lenders, agents, and homebuyers.
Experience · 7 entries
All (7)
Investments (1)
Founder (3)
2023
Investor | Founder
Oct 2023
At MindLaunch.ai, we’re more than a venture capital firm. We’re a strategic partner for pre-seed technology startups in AI, blockchain, and security. Our mission is to provide these startups with the necessary capital, resources, and guidance to transform their innovative ideas into successful businesses. Our comprehensive suite of value-added services includes strategic consulting, business model creation and validation, pitch deck creation, website building, branding, concept testing, talent recruitment, accounting services, legal services, and more. We don’t just invest in startups; we empower them to succeed.
Co-Founder
Oct 2023
iDeFi.AI is an innovative platform that transforms the financial landscape by integrating Artificial Intelligence (AI), blockchain technology, and quantum computing. Our mission is to empower financial advisors and their clients within the Web3 ecosystem, providing the tools they need to excel in this rapidly evolving space. Through our unique iDeFi.AI Agents, we deliver AI-based financial metrics, services, and security tools designed to enhance decision-making, optimize portfolio management, and safeguard digital assets.
As financial advisors and their clients navigate the complexities of digital assets and decentralized finance, iDeFi.AI offers personalized, AI-driven solutions tailored to their specific needs. Our iDeFi.AI Agents provide real-time insights, automated analytics, and advanced security measures, enabling advisors to guide their clients confidently in the blockchain space.
Incorporating quantum computing, iDeFi.AI is at the forefront of technological innovation. Quantum technology enhances the efficiency and accuracy of our AI-driven tools, processing complex financial calculations at unprecedented speeds. This quantum advantage strengthens the security of digital assets and opens new possibilities for advanced financial modeling and risk management.
Our platform simplifies the integration of AI and quantum technologies into existing financial workflows, reducing barriers for financial advisors entering the blockchain ecosystem. By leveraging the combined power of AI and quantum computing, iDeFi.AI ensures that advisors and their clients are equipped to capitalize on the opportunities presented by the Web3 revolution.
At iDeFi.AI, we are committed to driving innovation and inclusivity in the financial sector. Our AI and quantum-driven approach enhances financial services, empowering a broader range of participants to benefit from the blockchain economy. We focus on providing unparalleled support, security, and insights for your financial future.
Investor | Strategic Advisor
Mar 2023
Created by mortgage veterans, Uplist is a leading SaaS technology for lenders, offering an innovative platform designed to transform the way loan officers, real estate agents, builders, and homebuyers interact.
🚨NEW PRODUCT ALERT - Uplist RECAPTURE™
Whats your mortgage companys refinance strategy? Uplist RECAPTURE™, gives loan officers a competitive edge by automating true refinance alerts, scenario planning, and customer outreach across the closed loan pipeline to deliver the best opportunities for homeowners in 30 SECONDS.
Uplist’s technology is a mortgage industry first, providing real time, scenario-specific rate and payment information for active real estate listings, with just a click of a button. With features like Recapture Loan Monitoring, SmartView™ Listing Flyers, real-time 2-1 buydown scenarios, Quick Quotes, and the popular SmartBuyer™ tool, Uplist aims to improve loan officer efficiency throughout the home searching process.
Automating the homeownership process with smart solutions is what we do. Our goal is to modernize the mortgage real estate industry by providing seamless data-driven experiences. We offer patent-pending solutions for an evolving market that empowers lenders, agents, and homebuyers.
2019
CEO & Founder
Jun 2019
What we do: Advice Analytics delivers AI and Automation to the 401(k) retirement industry with email AI marketing, dashboard analytics, predictive compliance testing, and automated plan document management.
With our unique experience in marketing, retirement, and analytics, we have applied our proprietary algorithms and enterprise-grade security to enable recordkeepers, consultants, and plan sponsors to deliver more effective employee communications and plan compliance. Our fintech firm fanatically believes that diversity and data can drive innovation to support the financial futures of millions of everyday workers.
The Problem: Most retirement plan providers compete on brand, size, or sales coverage. Yet, everyone forgets about their most extraordinary – and UNIQUE – advantage: DATA INSIGHTS.
How we're different: Advice Analytics delivers AI and automation for:
- Email AI marketing & analytics – no math required
- Predictive compliance testing – automated
- Actionable insights – linked to results
- 360° enterprise-grade security
2016
Investment Policy & Design Committee
2016
Founded in 2010, the Defined Contribution Institutional Investment Association (DCIIA) is a non-profit association dedicated to enhancing the retirement security of America’s workers. To do this, DCIIA fosters a dialogue among the leaders of the defined contribution community who are passionate about improving retirement outcomes. DCIIA’s 175+ member organizations include
investment managers, consultants and advisors, law firms, record keepers, insurance companies, data providers, and others who are collectively committed to the best interests of plan participants.
In addition, 75+ organizations are members of the DCIIA Plan Sponsor Institute, which provides a forum for education and discussion in a plan-sponsor-only environment. DCIIA also conducts proprietary research and participates in industry collaboration on retirement topics via the 25+ member DCIIA Retirement Research Center. DCIIA is the association partner of the Journal of
Retirement and co-sponsors the Excellence & Innovation Awards with Pensions & Investments each year. For more information, visit: www.dciia.org or contact info@dciia.org.
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