Phillip Boeding

Finance Professional

📍 Sag Harbor, New York, United States🔄 Updated September 2026💼 5 investments📅 11 years investing🗓 Last invested Jul 2017𝕏 @upgrade_to_unlock
VC🌍 United States
5
Total investments
1
Early stage
1
Mid stage
2
Late stage
11y
Years active

Portfolio

5 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor
2016
Fingraph develops solutions that deliver financial intelligence on demand. For over a decade, Finagraph products have transformed the way professional and financial services firms collect and analyze financial data from their business customers. In 2021, Finagraph launched our flagship product: Strongbox. Trusted by half the Top 25 accounting firms and the largest fintechs in the US, Strongbox is the easiest way to unlock financial intelligence from accounting data. With Strongbox, wasting time on menial tasks is a thing of the past. Accounting and advisory firms no longer have to track down data and manually build spreadsheets. Strongbox delivers downloadable, ready-to-use spreadsheets with normalized, validated, and analyzed data directly from a businesss accounting software - in seconds! Teams Who Use Strongbox: ✅ FDD Teams ✅ Audit & Assurance Teams ✅ CAS / Outsourced Accounting Teams ✅ Data Migration / ERP Conversion Teams Ask about our Risk-Free Pilot Program today!
Investor
2015
DriveWealth is a global B2B financial technology platform. Our core business is providing Brokerage-as-a-Service, powering the investing and trading experiences for banks, broker dealers, asset managers, digital wallets, and consumer brands. DriveWealth’s APIs provide our Partners with a modern, extensible, and flexible toolkit to develop everything from traditional investment workflows to more innovative techniques such as rounding up purchases into fractional share ownership. DriveWealth, LLC is a registered broker dealer, member of FINRA and SIPC. Visit legal.drivewealth.com for full disclosures.
Investor
2015
We believe everyone should have access to a better financial future. Our team builds simple, transparent and inclusive products that transform borrowing behavior and improve financial outcomes. With our easy to use, all-in-one platform, we empower our members to achieve their goals, one paycheck at a time. Some things were excited about: - Serving a growing community of over 5 million members - With an average credit score increase of 35+ points, were making a meaningful impact - Backed by First Round Capital and JP Morgan How far we have come and where we are going: - 2017: Launched Perpays buy now, pay later marketplace of 1,000+ top brands - 2020: Launched Perpay+, allowing members to build credit by shopping - 2022: Building our next product, establishing Perpay as a household name for consumer finance Were hiring! Check out our Careers Page at perpay.com/careers to learn more.
Investor and Special Advisor
2015
QTX Systems delivers a fully integrated, enterprise wide platform on an affordable subscription basis. QTX Systems is radically transforming how firms access the IT stack through innovative, next generation PaaS (Platform as a Service) solutions to deliver deep integration ,rapid deployment, and custom solutions at a fraction of the cost for normal legacy systems. QTX-HIVE™ Our core technology driver and backbone is the QTX-HIVE ™ (High-Impact-Virtual- Environment), a proprietary, cloud-based grid development platform built on Microsoft Azure™. The QTX-HIVE integrates all of your enterprise components into a single governing framework, enabling seamless, data-normalized access across multiple applications. The QTX-HIVE offers a robust, customizable library of applications built around industry best practices to offer full life-cycle, multi-asset solutions. QTX's core components include sophisticated EMS, OMS, RMS, data, analytics, risk management, reporting, trade capture and proprietary applications built utilizing the team's financial expertise creating financial market solutions gained at major institutions.
Experience · 8 entries
All (8)
Investments (5)
Founder (1)
2024
Trading Partner
Mar 2024
T3 Global Group, LLC is a comprehensive destination for institutional traders and trading teams aiming to optimize their performance in the current financial markets. Our dedication lies in offering professional traders a top-tier infrastructure within a professional setting. We seek both individuals and trading teams with an entrepreneurial spirit, strong work ethic, exceptional business instincts and a demonstrated ability to make sound decisions under pressure. T3 Global currently trades Futures, Equities and Options. We always look forward to speaking with traders exploring new opportunities.
2019
Scout Search
Founder and CEO
Jul 2019
2017
2016
Investor
2016
Fingraph develops solutions that deliver financial intelligence on demand. For over a decade, Finagraph products have transformed the way professional and financial services firms collect and analyze financial data from their business customers. In 2021, Finagraph launched our flagship product: Strongbox. Trusted by half the Top 25 accounting firms and the largest fintechs in the US, Strongbox is the easiest way to unlock financial intelligence from accounting data. With Strongbox, wasting time on menial tasks is a thing of the past. Accounting and advisory firms no longer have to track down data and manually build spreadsheets. Strongbox delivers downloadable, ready-to-use spreadsheets with normalized, validated, and analyzed data directly from a businesss accounting software - in seconds! Teams Who Use Strongbox: ✅ FDD Teams ✅ Audit & Assurance Teams ✅ CAS / Outsourced Accounting Teams ✅ Data Migration / ERP Conversion Teams Ask about our Risk-Free Pilot Program today!
2015
Investor
2015
DriveWealth is a global B2B financial technology platform. Our core business is providing Brokerage-as-a-Service, powering the investing and trading experiences for banks, broker dealers, asset managers, digital wallets, and consumer brands. DriveWealth’s APIs provide our Partners with a modern, extensible, and flexible toolkit to develop everything from traditional investment workflows to more innovative techniques such as rounding up purchases into fractional share ownership. DriveWealth, LLC is a registered broker dealer, member of FINRA and SIPC. Visit legal.drivewealth.com for full disclosures.
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Investment activity
2015–2017 · 5 investments
201532016120171
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