1
Total investments
0
Early stage
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Mid stage
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Late stage
6y
Years active
Experience Β· 4 entries
All (4)
Investments (1)
Founder (3)
Board (1)
2020
Board Member
Jul 2020
Enterprise workflow SaaS for trade and professional associations. Connecting members and building for the nonprofit space.
Backed by 8VC. Ex Facebook, Uber, and Blackstone team.
2016
Founder | CEO
Sep 2016
The modern solution for the insurance application and renewal process. Turn your traditionally cumbersome insurance application process into a simple, Turbo-Tax like experience, making it fast, collaborative, and easy, saving you and your clientsβ time and money while minimizing E&O exposure.
Co-Founder
Jan 2016
StratiFi is a financial technology company empowering investment advisors to use powerful risk technology to get meaningful insights, better conversations, and more wins. Join our webinar to learn more! --> https://try.stratifi.com/webinar/
Our proprietary PRISM Rating technology empowers you to provide your prospects with insights about their portfolios β and specifically about their level and sources of risk β that their current advisors simply can't.
StratiFi is the game-changer that will put your practice safely on the fast track toward exponential growth β and give you the peace of mind to sleep well at night.
Sign up today to experience the power of StratiFi yourself!
2014
Co-Founder
Aug 2014
Sliced Investing is online platform that provides access to top private investments for financial advisors and accredited investors. Sliced automates all of the previously manual processes associated with making an alternative investment, facilitating electronic signing of subscription documents and streamlined reporting. Sliceds Advisor workstation allows financial advisors a one stop shop for their alternative investments and integrates seamlessly with leading custodians, reporting platforms and file storage systems.