Tom Shen

Chief Dabbler Monkey, Servant Leader

📍 Calabasas, California, United States🔄 Updated September 2026💼 11 investments📅 21 years investing🗓 Last invested Sep 2023𝕏 @upgrade_to_unlock
Angel investor🌍 United States
11
Total investments
1
Early stage
2
Mid stage
1
Late stage
21y
Years active

Portfolio

5 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Jul 2022
Were BankiFi, a Fintech thats not really a Fintech. Our mission is to help 2 million SMEs by 2024 by putting banks and financial institutions back at the heart of business. Our technology enables banks to provide a set of integrated services - accounting, invoicing and payments - designed around the processes small business customers use to run their business. Were helping banks to become customer centric, rather than product centric - which increases bank revenues and reduces costs, all whilst allowing your small business customers to thrive. Open banking | Embedded banking | Embedded finance | Open cash management | Request to pay | SME | SMB
Board Member
Jan 2020
Sensibill is the only customer data platform that enriches SKU-level data specifically for the financial services industry. The AI-powered platform combines ethically sourced first-party data with real-time, actionable insights, helping financial institutions drive personalization at scale while creating compelling digital experiences for their customers. More than 60 million users across over 150 financial institutions in North America and the U.K. leverage Sensibill’s platform today. Visit www.getsensibill.com for more, and check out our monthly Barcode Report for consumable and actionable insights based on consumer spending trends (www.getsensibill.com/barcode).
Board Member
Aug 2019
ZSuite Techs​ mission is to provide financial institutions with innovative technology that solves real problems for specific industry verticals to grow their businesses. The foundation of our company began in 2015 when Leader Bank, a community bank based out of Arlington, MA created a product innovation division within the institution. After several successful product launches, Leader Bank and the product innovation division realized that to have the greatest impact on the industry, they had to establish a company that was completely independent. In the summer of 2019, ZSuite Technologies was founded. The product innovation division from Leader Bank combined forces with seasoned FinTech executives to start the journey of helping financial institutions efficiently grow deposits with digital escrow subaccounting tools targeted at niche verticals, sometimes known as specialty deposits.
Board Member
Mar 2008
Mobilization Labs, a software development company located in Atlanta, Georgia, is maker of the Fanforce Platform. To learn more about Fanforce, visit www.fanforce.com or visit our Fanforce LinkedIn profile at http://www.linkedin.com/company/2547932?trk=tyah.
Board Member
2005
In the first half of 2018, we acquired Mainstreet Technologies (MST) and Sageworks, two leading fintech companies in the credit risk and lending space. We are thrilled to bring our combined industry expertise and technological brainpower together under one name in 2019: Abrigo. Abrigo is a leading technology provider of compliance, credit risk, and lending solutions that community financial institutions use to manage risk and drive growth. Our software automates key processes – from anti-money laundering to fraud detection to lending solutions – empowering our customers by addressing their Enterprise Risk Management needs. Visit www.abrigo.com to learn more.
Experience · 11 entries
All (11)
Investments (11)
Board (11)
2023
Board Member
Sep 2023
Tyfone is the creator of nFinia®, a dramastically better retail/commercial digital banking platform, as well as several platform-agnostic, revenue-generating digital business solutions for credit unions and community banks. Our highly configurable platform, a broad array of business solutions, and ecosystem of third-party partners ensure our entire suite is scalable and extensible to meet the needs of any FI. What truly sets us apart is our commitment to our people and our dedication to continuous customer engagement. While every vendor builds features not every vendor builds relationships. At Tyfone we specialize in building both and strive to deliver on this promise every day.
2022
Board Member
Dec 2022
As a forward-thinking financial technology and software partner, we help community and regional banks, as well as organizations worldwide, solve their customers’ needs through open and agile technologies. Create World-Class Customer Experiences Compete in today’s open banking environment and exceed customers’ expectations with a unified, seamless banking experience. Your bank can grow assets, develop additional revenue streams and reach new customers by integrating digital technologies—while taking advantage of trusted fintechs’ embedded capabilities. Protect Your Institution’s Reputation and Ensure Compliance It’s a battle to navigate our constantly changing regulatory landscape and ensure compliance with current federal regulations. Minimize your risk of non-compliance penalties, protect your institution’s integrity and keep regulators satisfied by leveraging the latest tools. Safeguard Your Data, Systems and Users As cybersecurity incidents make headlines, it’s imperative that you stay ahead of the latest threats. Protect your organization around the clock and rest assured that you’re covered, with unparalleled support for detecting and remediating threats in real time. Boost Your System Performance Don’t accept a one-size-fits-all approach for your IT strategy. A scalable, efficient and tailored IT enterprise supports your growth and regulatory needs, maximizing the health and performance of your key applications, systems, networks and users. Maintain Communications with Customers Whether your customers prefer traditional documents or digital statements, modern communication keeps you connected. Multi-channel document services simplify access to statements and notices, reduce costs, shorten delivery times and enable new cross-marketing opportunities. Mitigate Risk and Manage Your Business Goals Reduce your time and expense spent managing security and compliance while ensuring your technology is aligned to business objectives.
Board Member
Jul 2022
Were BankiFi, a Fintech thats not really a Fintech. Our mission is to help 2 million SMEs by 2024 by putting banks and financial institutions back at the heart of business. Our technology enables banks to provide a set of integrated services - accounting, invoicing and payments - designed around the processes small business customers use to run their business. Were helping banks to become customer centric, rather than product centric - which increases bank revenues and reduces costs, all whilst allowing your small business customers to thrive. Open banking | Embedded banking | Embedded finance | Open cash management | Request to pay | SME | SMB
Board Member
Jul 2022
In 1963, Axiom Bank was originally incorporated with a Federal Mutual Charter in the Washington Shores neighborhood of Orlando, Florida as Washington Shores Federal Savings and Loan Association. It was the first black-owned thrift in Florida. We enjoy a 4-star Bauer rating and are proud to provide the solutions our customers need to simplify their banking and reach their financial goals. As a well-capitalized and a qualified public depository institution, Axiom is committed to our personal and commercial clientele and to bringing the most advanced technologies, so they can integrate into our platform. Axiom Bank holds the SBA Preferred Lender status and specializes in commercial loans, treasury management, and other merchant services. The bank also offers asset-based lending and invoice factoring through its Allied Affiliated Funding division. The Future of Better Banking Axiom Bank is empowering our customers with financial solutions to make every day better. Community Roots with a Big Vision Our passion carries over to the communities in which we serve by volunteering our time and talents to various organizations across the state. We embrace the inherent value of giving back to our communities and we support our employees’ volunteerism efforts. Today, Axiom is working to redefine the customer experience through differentiated relationships and modern solutions.
Board Member
Jan 2022
Shastic is a technology company that offers a zero-IT Robotic Process Automation (RPA) platform for banking. Shastic has developed a platform that facilitates and streamlines communication between lenders or bankers and their clients using an enterprise Robotic Process Automation platform for banking. Customers can easily send documents via text message to eliminate days of follow ups and allow lenders to process more loans without increasing headcount. Elle improves efficiency by eliminating 30% of phone calls during loan processing, which generates full-time equivalent (FTE) expense savings. It connects to Finastra’s Fusion MortgagebotLOS in 60 minutes without IT involvement, to ensure a more convenient and engaging way to communicate with customers throughout the loan process. Shastic has established key partnerships with MeridianLink, Finastra, Access Softek and ICBA. The company is headquartered in Berkeley California. To learn more about us, visit Shastic.com.
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Investment activity
2005–2023 · 11 investments
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