Joe Maxwell

FinTech VC

📍 Brentwood, Tennessee, United States🔄 Updated September 2026💼 27 investments📅 25 years investing🗓 Last invested Jan 2026
VC🌍 United States20+ investmentsInvested this year
27
Total investments
9
Early stage
4
Mid stage
3
Late stage
25y
Years active

Portfolio

20 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Jan 2026
Ai Lean is a fully automated lien compliance solution designed to assist self-storage operators in reducing debt, increasing cashflow, and enhancing operational efficiency. Our SaaS solution automates the lien process from early collections to auction completion, empowering operators to make informed decisions and optimize profits. It offers support across all 50 states with customizable workflows, document access, and data dashboards. Click on our website, schedule a demo now and learn how Ai-lean can give you a huge competitive advantage in the storage industry!
Board Member
Jan 2026
Parlay Finance is an AI-powered Loan Intelligence System (LIS) that streamlines qualification, automates verification, and helps SBA and small business lenders book more loans while cutting manual work for BDOs and applicants.
Board Member
Aug 2024
The Greater Nashville Private Capital Association (GNPCA) is a leading organization dedicated to advancing the private capital industry ecosystem in Middle Tennessee. Established with seed funding from Vanderbilt University in 2023, the GNPCA brings together angels, VCs, PE investors, endowments and industry stakeholders and markets Middle Tennessee’s position as an attractive hub for investment. Through networking events, educational programs and advocacy efforts, the GNPCA is in place to drive economic growth and innovation in Nashville and the wider region.
Board Member
Oct 2023
Ampersand, Inc., is a Midwest-based financial services firm who is dedicated to addressing the distinctive treasury management needs of both financial institutions and depositors. Through our robust financial institution partners, we provide solutions to protect deposits no matter how big or small! Have an impact strategy and want your cash to help? We can help you! Desire to keep your funds in a specific state to help local communities? We can help! One statement, easy access and daily liquidity. Dont let your cash sit idle. Contact us today!
early stageBanking
Board Member
Apr 2022
The trucking industry is truly the backbone of the U.S. economy. Unfortunately, this critical industry has been largely underserved by modern software solutions, relying on dated technology and manual decision-making. Freight Science is bringing advanced data and analytics to enable large asset carriers to automate logistics and respond to rapidly changing market conditions.
Board Member
Nov 2021
Health Here's Clinic Q platform powers frictionless care and next generation payments for surgical specialists, from first impression to final payment. Specialists use Clinic Q to eliminate administrative overhead, increase patient payments, offer their patients up-front cost transparency, and launch innovative payment models.
Board Member
Aug 2019
FinMkt provides revolutionary real-time digital lending technology for the home improvement, healthcare and retail finance sectors with its fully customizable, multi-lender, full credit spectrum, embedded SaaS solution. FinMkt’s award-winning, API-driven platform facilitates both end-to-end and modularized consumer financing and loan origination technology to empower banks, credit unions, merchants and enterprise partners to control their destiny with a solution tailored to their unique brand. Offering either an off-the-shelf or customized solution, FinMkt’s omni-channel and product agnostic SaaS technology is versatile and supports a variety of digital lending options including point of sale financing and consumer cash loans. From application and offers to loan agreement and digital signatures, FinMkt streamlines what used to take days or weeks into just a few minutes! Since launch, FinMkt has experienced exponential growth and earned the trust of major lenders, home improvement companies and healthcare providers. To learn more please visit FinMkt.io or reach us by email at info@finmkt.io.
Board Member
Jul 2019
myDigitalOffice (MDO) is the worlds fastest growing hotel data platform, serving hotel management companies, owner/operator groups, brands, etc., across thousands of hotels. These customers leverage MDOs integrations to enable centralized access to their hotels most critical documents and data insights from their various hotel operating systems, i.e. PMS, PoS, Accounting, Labor, GSS, competitive benchmarking tools, etc. MDOs platform is modular, meaning that customers can pick and choose to use which applications are most important to them, or they can leverage the MDO platform in its entirety. Highlights are bulleted below: - Digital night audit, hotel audit compliance, and report review/signature workflow - Automated daily income journal processing - Centralized portfolio reporting to monitor cross-functional hotel performance and operational KPIs - Curated revenue insights that drive commercial strategy in real time - Streamlined business planning, budgeting, and forecasting day by day, segment by segment Learn more at https://mdo.io
mid stageHospitality
Board Member
Sep 2018
FISPAN transforms businesses’ financial operations by seamlessly integrating banking capabilities into their enterprise resource planning (ERP) system or accounting software. In just 30 minutes, businesses can initiate bill payments and access detailed balance and transaction insights directly from their existing platform. This eliminates cumbersome dual-screen accounting, simplifies reconciliation, saves time, and minimizes manual errors. FISPAN is SOC 2 Type 2 and ISO 27001 compliant, ensuring the highest security standards for seamless, compliance financial management.
Board Member
Jun 2018
Bring your financial processes together in one streamlined solution. Quadient Financial Automation helps finance teams manage everything from purchase orders to accounts payable automation, invoice automation, and collections automation, with less manual work and fewer day-to-day headaches. Automated workflows reduce data entry, follow-ups, and errors by sending documents to the right people at the right time. Built-in insights help teams understand payor behaviour, focus on the right collections, and reduce DSO, whilst easy integrations with accounting systems provide clear financial data visibility into financial activity. Find documents quickly with global search and secure storage, automate credit checks and customer communications, and give customers flexible ways to pay. As an intelligent document processing and finance process automation platform, Quadient Financial Automation helps teams spend less time on manual tasks and more time on work that actually matters.
Board Member
May 2018
As a leader in life insurance technology since 2014, LegacyShield provides insurtech solutions that empower insurance agents & financial advisors. Our singular focus is to enable the insurance industry to grow through dynamic client connectivity. We are pioneers, creators, trendsetters, and innovators – delivering a collaborative ecosystem of tools that allow financial professionals to succeed in a secure, digital workspace. The insurance industry is falling short on communicating, engaging, and nurturing clients. This lack of connectivity results in a perception gap between advisors and their clients; dropping off or emailing a policy to clients without a dynamic feedback loop is no longer enough to maintain their business. LegacyShield creates an environment where the advisor and client can continuously build upon and address the client’s evolving needs. This connectivity creates a new level of client relationship which extends to family members and beneficiaries. Our software combines connectivity, collaboration, and prospecting into one singular platform. Our newest platform, Link, is a communication platform between advisors and their clients. Link allows advisors to organize and systematize their business, stay connected with clients throughout their relationship, receive advanced insights about clients, find openings within policies that result in more sales, and connect with the clients’ entire network, generating more organic prospects. As the industry evolves, so will we. We are continuously learning from our industry and challenge ourselves to think beyond the status quo to develop tools that make doing business better.
Board Member
May 2017
Numerated is the fast-growing fintech making business lending easy and profitable. Banks and credit unions leverage Numerated’s digital lending platform to meet business expectations and demand for digital convenience and to bring efficiency gains to their internal teams. The platform is unique in its use of data to streamline the origination of any business banking product, from application to decision to close. More than 400,000 businesses and 30,000 financial institution associates have used Numerated to process $50 billion in lending. Financial institutions with a combined $1 trillion in assets use Numerated, including Bremer Bank, Dollar Bank, Eastern Bank, MidFirst Bank, Five Star Bank, WestBAnco and more. The company has been recognized as one of the Top 250 FinTechs by CB Insights and 2022’s Best Overall Business Lending Company by FinTech Breakthrough.
Board Member
Sep 2016
Core10 is a leading North American-based provider of banking and lending products and services. Our Accrue product is an OEM Salesforce Platform provider with a powerful, configurable lending and banking application designed specifically for community banks and credit unions looking to accelerate digital innovation. Our API integration and SaaS implementation services provide our financial institution and financial technology clients with customized solutions to meet specific needs. Core10’s 100% US-based development team is located in the smaller US Hereshore communities of Huntington, West Virginia; Martin, Tennessee; and Johnson City, Tennessee. These Hereshore communities were selected because they produce highly educated developers in places with a significantly lower cost of living than the major US hubs and large cities. Core10’s comparative cost advantage through our Hereshore business model provides the ability to maintain low costs while keeping development operations located in the US, where quality and security are paramount. Core10 operates exclusively in the fintech and financial services industry, bringing expertise garnered from working with top financial technology providers, banks, and credit unions. Our team is well-versed in regulatory and compliance requirements as well as the leading financial trends.
Board Member
Sep 2016
Nonprofit donor data and fundraising tools. Together at last. Kindful is a cloud-based donor management and fundraising solution designed to help nonprofit organizations maximize their potential. Kindful helps organizations increase fundraising effectiveness through an intuitive CRM system, integrated online fundraising tools and in-depth donor analytics. Kindful integrates with many of the leading online fundraising tools, like MailChimp, Eventbrite and PayPal, allowing nonprofits to gather all their data in one central hub. Kindful's easy-to-use donor CRM and reporting analytics make it easy for organizations to see the full picture of their donors, allowing them to communicate more effectively and build stronger relationships with their support base. The Kindful database can be accessed anytime and from any location, with a mobile friendly platform that allows fundraising professionals to connect with donors and track their progress in real-time. To learn how Kindful can help you increase your fundraising effectiveness and teach you how to engage your support base contact us today.
Board Member
Aug 2016
DealCloud became part of Intapp through a 2018 acquisition and has become Intapp’s core technology platform. Intapp helps professionals at advisory, capital markets, and legal firms turn knowledge, relationships, and operational insights into value. Using the power of Applied AI, we make firm and market intelligence easy to find, understand, and use. This lets Intapp clients better access and activate their expertise to make smarter decisions, manage risk, and increase their competitive advantage. The worlds top firms trust Intapp’s industry-specific solutions to drive new growth and multiply opportunity. Follow @Intapp on Linkedin and visit www.intapp.com/dealcloud to learn more about Intapp DealCloud.
Show all 20 investments ↓
Experience · 31 entries
All (31)
Investments (27)
Founder (2)
Board (27)
2026
Board Member
Jan 2026
Ai Lean is a fully automated lien compliance solution designed to assist self-storage operators in reducing debt, increasing cashflow, and enhancing operational efficiency. Our SaaS solution automates the lien process from early collections to auction completion, empowering operators to make informed decisions and optimize profits. It offers support across all 50 states with customizable workflows, document access, and data dashboards. Click on our website, schedule a demo now and learn how Ai-lean can give you a huge competitive advantage in the storage industry!
Board Member
Jan 2026
Parlay Finance is an AI-powered Loan Intelligence System (LIS) that streamlines qualification, automates verification, and helps SBA and small business lenders book more loans while cutting manual work for BDOs and applicants.
2025
Co-Founder
May 2025
Torch is a highly vetted membership community for innovators in Nashville. Our mission is to make authentic, high-value connection easy, engaging and routine for founders, dealmakers and disruptors.
2024
Board Member
Aug 2024
The Greater Nashville Private Capital Association (GNPCA) is a leading organization dedicated to advancing the private capital industry ecosystem in Middle Tennessee. Established with seed funding from Vanderbilt University in 2023, the GNPCA brings together angels, VCs, PE investors, endowments and industry stakeholders and markets Middle Tennessee’s position as an attractive hub for investment. Through networking events, educational programs and advocacy efforts, the GNPCA is in place to drive economic growth and innovation in Nashville and the wider region.
2023
Board Member
Oct 2023
Ampersand, Inc., is a Midwest-based financial services firm who is dedicated to addressing the distinctive treasury management needs of both financial institutions and depositors. Through our robust financial institution partners, we provide solutions to protect deposits no matter how big or small! Have an impact strategy and want your cash to help? We can help you! Desire to keep your funds in a specific state to help local communities? We can help! One statement, easy access and daily liquidity. Dont let your cash sit idle. Contact us today!
early stageBanking
Show all 31 entries ↓
Investment activity
2001–2026 · 27 investments
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