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SGA Talent Takes A Look Inside The FinTech World December 2018 COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – 100% Women Owned December 2018 www.sgatalent.com

FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

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Page 1: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

SGA Talent Takes A Look Inside TheFinTech WorldDecember 2018

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – 100% Women OwnedDecember 2018 www.sgatalent.com

Page 2: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Research Team

Sheila Greco, President SGA TalentTere Masters, Senior Vice President, Research Support & Administrative OperationsDylan Greco, Research AnalystJosh Wavres, Research Analyst

SGA Talent Takes A Look Inside The FinTech World

100% Women Owned100% Women Owned

Page 3: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

About

Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients build better organizations.Services Include: Recruitment Research, Recruiting, Competitive Intelligence, Succession Planning and Diversity.

SGA Talent Knows The Top Performers In FinTech - We Look Forward To Helping You

Contact us today: 518 843-4611 www.sgatalent.com

100% Women Owned

Page 4: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

What’s Happening In FinTech

VC-backed fintech deals saw a global pullback in Q3’18, but still on track for annual deal record. VC-backed fintech companies raised $5.64B across 375 deals globally — a drop in both funding and deals from Q2’18 record highs.

Aggregate fintech unicorn valuation tops $115B. Q3’18 saw two new unicorns births (Toast and Root) and one in the first month of Q4’18 (Brex), bringing the total VC-backed unicorn count to 33.

Asia surpasses the US in early-stage fintech deals. Asia saw 64 early-stage deals worth $270M in Q3’18, 5 more than the US. In the US, early-stage deals fell to a five-quarter low of 59 deals worth $434M.

US sees biggest dip in fintech deals in five quarters. Q3’18 saw a second consecutive dip in VC-backed US fintech deals to 130, down 17% from Q2’18.

https://www.cbinsights.com/research/report/fintech-trends-q3-2018/

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 5: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

FinTech Primary Categories

1) Payments

2) InsureTech

3) Blockchain & Cryptocurrency

4) Personal Finance

5) Lending

6) Banking

Page 6: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Innovation Officer - Next C-Suite Role?

Financial Analyst

Product Manager

Compliance Expert

Sales/ Business Development

Wealth Manager

Data Specialist

Blockchain Developer

Apps Developer

Cybersecurity Analyst

Quantitative Analyst

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Hot Jobs In The FinTech Industry

Page 7: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Companies Which Made

The List

Page 10: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

10

GeorgiaGreenskyKabbage

CaliforniaRippleAffirmCreditKarmaAdyen CoinbaseMetromileRobinhoodGustoLendingHomeBlendUpStartAyasdi AcornsFeedzaiVeemGuidelineStripe

New YorkBettermentAddeparLemonadeCadreIEX GroupCommonbondTrumidBetteriCapital NetworkForterEnigmaSymbiont

Massachusetts SymphonyKensho

WashingtonRemitly

Washington D.C.BitFuryFundrise

TennesseeDigital Reasoning

CanadaQuandl

United States. HeadquartersCOPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 11: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

London, United Kingdom BlockchainTransferwise

European HeadquartersCOPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 12: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Company Leaders

Page 13: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Chief Executive Officers

David Zalik - Chief Executive Officer - GreenskyRob Frohwein - Co-Founder - KabbageKathryn Petralia - Co-Founder Kabbage

Patrick Collison - Founder & Chief Executive Officer - StripeMax Levchin - Co-Founder & CEO - AffirmTaavet Hinrikus - Co-Founder & Chief Executive Officer - TransferWiseKristo Kaarmann - Co-Founder & Chief Executive Officer - TransferWiseKen Lin - Chief Executive Officer and Founder - Credit KarmaPieter Van Der Does - Chief Executive Officer - AydenJohn Stein: Chief Executive Officer & Strategic Allocation - BettermentDavid Gurle - Founder & CEO - SymphonyBrian Armstrong - Co-Founder & Chief Executive Officer - CoinbaseEric Poirier - Chief Executive Officer - AddeparDan Preston - Chief Executive Officer - MetromileMatthew Oppenheimer - Co-Founder and Chief Executive Officer - RemitlyBaiju Prafulkumar Bhatt: Co-Founder & Co-Chief Executive Officer - Robinhood

Daniel Schreiber - Chief Executive Officer & Co-Founder - LemonadeJosh Reeves - Chief Executive Officer & Co-Founder - GustoMatt Humphrey - Co-Founder & Chief Executive Officer - LendingHomeNima Ghamsari - Chief Executive Officer & Founder - BlendDaniel Nadler - Chief Executive Officer - KenshoRyan Williams - Co-Founder & Chief Executive Officer - CadreDave Girouard - Co-Founder & Chief Executive Officer - UpstartGurjeet Singh - Chief Executive Officer and Co-Founder - AyasdiNoah Kerner - Chief Executive Officer - AcornsBrad Katsuyama - Chief Executive Officer - IEX GroupBrad Garlinghouse - Chief Executive Officer - Ripple

Valery Vavilov - Founder & Chief Executive Officer - BitfuryDavid Klein - Chief Executive Officer & Co-Founder - CommonBondRonnie Mateo - Chief Executive Officer - TrumidNuno Sebastiao - Co-Founder, Chairman, & Chief Executive Officer - FeedzaiBrett Jackson - Chief Executive Officer - Digital ReasoningPeter Smith - Chief Executive Officer Co-Founder - BlockchainVishal Garg - Founder & Chief Executive Officer - BetterLawrence Calcano - Chief Executive Officer - iCapital NetworkBen Miller - Co-Founder & Chief Executive Officer - FundriseMichael Reitblat - Co-Founder & Chief Executive Officer - ForterMarwan Forzley - Chief Executive & Co-Founder - VeemHicham Oudghiri - Co-Founder & Chief Executive Officer - EnigmaKevin Busque - Chief Executive Officer & Co-Founder - GuidelineTammer Kamel - Chief Executive Officer & Co-Founder - QuandlMark Smith: Chief Executive Officer, Co-Founder - Symbiont

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 14: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Chief Executive Officer Statistics

Page 15: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Leaders of Finance

Robert Partlow - EVP & Chief Financial Officer - GreenskyScott Rosenberg - Head of Finance & Accounting - KabbageWilliam Gaybrick - Chief Financial Officer - StripeJeremy Solomon - Head of Finance & Capital Markets - AffirmMatt Briers - Chief Financial Officer - TransferWiseJoseph Kauffman - Chief Financial Officer - CreditKarmaPeter Lorimer: Vice President of Finance - BettermentIngo Uytdehaage - Chief Financial Officer - AdyenDavid Wilson - Chief Financial Officer - SymphonyAlesia Haas - Chief Financial Officer - CoinbaseNancy Hilker - Chief Financial Officer - AddeparCarrie Dolan - Chief Financial Officer - MetromileSusanna Morgan - Chief Financial Officer - RemitlyRonald Topping - Chief Financial Officer - LemonadeNadia Asoyan: Head of Accounting & Finance - RobinhoodMike Dinsdale - Chief Financial Officer - GustoAndrew Swain - Chief Financial Officer - LendingHomeErin Collard: Chief Financial Officer & Co-Founder - BlendKensho*Will Yu - Head of Finance & Operations - CadreSanjay Datta - Chief Financial Officer - UpstartPramod Iyengar - Chief Financial Officer - AyasdiStephen Cho - Vice President of Finance - Acorn Sara Furber - Chief Financial Officer - IEX Group

Ron Will - Chief Financial Officer - RippleJeremy Sewell - Chief Financial Officer - BitfuryJay Coleman - Chief Financial Officer - CommonBondDan Siracuse - Chief Financial Officer - TrumidFilipe Neves - Head of Finance - FeedzaiPrakash Ramachandran - Chief Financial Officer - Digital ReasoningChris Lavery - Vice President of Finance & Operations - BlockchainHoward Katzenberg - Chief Financial Officer - BetterCaroline Kirwin - Vice President of Finance - iCapitalAllison Green - Senior Vice President of Finance & Controller - FundriseColin Sims - Chief Financial Officer - ForterVeem*Ben Sesser - Vice President, Finance & Operations - EnigmaThomas Buley - Director of Finance and Business Operations - GuidelineBeth Adams - Chief Financial Officer - QuandlDave Schlidt: Chief Financial Officer - Symbiont

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 16: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Leaders of Finance Statistics

Page 17: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Company Information &

Management Teams

Page 18: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

GreenSky, LLC offers consumer loan brokerage services through its online platform. The company operates as a

third party service provider and program administrator for federally insured, federal, and state chartered banks

that provide consumer loans. It helps businesses to offer credit to their customers. The company provides

installment loans and revolving credit products; and offers credit programs for home improvement merchants,

furniture retailers, and elective medical providers. It serves large, small, and medium businesses and consumers

through merchant, provider, and retailer networks in the United States. The company is based in Atlanta,

Georgia. GreenSky, LLC operates as a subsidiary of GS Holdings LLC. The company’s latest valuation was $4.5

billion.

HQ Address: 1797 NE Expy NE #100, Atlanta, GA 30329Phone Number: 866-936-0602

Funding: 560MLending, Small Business, Consumer, Wall Street & Enterprise

Website: https://www.greensky.com

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 19: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

David Zalik - Chief Executive Officer

Robert Partlow - EVP & Chief Financial Officer

Lois Rickard - EVP & Chief Human Resources Officer

Steve Fox - EVP, Chief Legal Officer

Marty Smith - Chief Innovation Officer

Tim Kaliban - President, Chief Risk Officer

Management Team

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 20: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Kabbage, Inc. provides small businesses access to automated funding through its financial services data and technology platform. It operates Kabbage, a fully automated and online lending platform to provide fully automated funding to businesses and support customer data monitoring. The company’s platform enables users to apply for the loan, submit data in real time, get the approval, and provides funding. It also offers The Kabbage card that allows customers to withdraw from their lines of credit for the amount of a purchase at any point-of-sale (POS) checkout and The Kabbage Mobile App, an application which provides customers on-the-go access to their account and line of credit. The company leverages data generated through business activity such as accounting data, online sales, and other sources to understand performance and deliver funding in real time. Kabbage, Inc. was founded in 2008 and is based in Atlanta, Georgia with additional offices in New York, New York; San Francisco; and Bengaluru, India.Provides a business line of credit to small business. If approved, many applicants receive money is as little as five minutes. Before founding Kabbage, CEO Frohwein hosted a radio show in Atlanta. The company has raised $106 million in venture funding from Sofbank, Mohr Davidow Ventures, BlueRun Ventures, UPS, and others.

HQ Address: 730 Peachtree St NE Suite #1100, Atlanta, GA 30308Phone Number: 888-986-8263

Funding: 500MLending, Small Business, Data & Analytics

Website: https://www.kabbage.com

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 21: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Rob Frohwein - Co-Founder

Kathryn Petralia - Co-Founder

Jim Chou - Head of Technology

Kevin Phillips - Head of Corporate Development

Troy Deus - Head of Product and Creative

Amy Zimmerman - Head of People

Jon Hoffman - Head of Credit Operations

Spencer Robinson - Head of Strategy

Pete Steger - Head of Business Development

Scott Askins - Head of Legal & Compliance

Scott Rosenberg - Head of Finance & Accounting

Management Team

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 22: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Stripe is a technology company. Its software allows individuals and businesses to receive payments over

the Internet. Stripe provides the technical, fraud prevention, and banking infrastructure required to

operate on-line payment systems.

When companies such as Facebook, Target and Unicef handle payments over the Internet, they turn to

Stripe CEO Patrick Collison and his brother John. The brothers from Ireland have built one of Silicon

Valley's hottest unicorns, with Stripe processing billions of dollars across hundreds of thousands of

businesses -- and reigning atop the Cloud 100 again in 2018. Valued at $9.2 billion, Stripe's the tool of

choice at Salesforce and SAP as well as tech shops like Lyft and Slack.

HQ Address: 510 Townsend St, San Francisco, CA 94103Phone Number: 888-963-8955

Funding: 450MPayments, Payments, Consumers, Small Business, Wall Street & Enterprise

Website: https://stripe.com

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 23: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Patrick Collison - Founder & Chief Executive Officer

John Collison - President

William Gaybrick - Chief Financial Officer

Darrell Winfield - Chief Information Officer

Jeffrey Siminoff - Inclusion & Diversity, Talent Management/Human Resources & Employment Law

Senior Leader

Claire Johnson - Chief Operations Officer

Management Team

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 24: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Affirm, Inc. provides Buy with Affirm, a closed-end installment loan product through a platform. The company’s product allows

users to buy goods or services offered by online merchants and pay off those purchase in fixed monthly payments. Its users can

select Affirm as their payment method at checkout, fill out fields for real-time decision, choose the payment plan that fits their

budget, and process their order. Affirm, Inc. was incorporated in 2012 and is based in San Francisco, California. The company

makes instant three, six and 12 month loans for purchases from 1,500 online merchants. A handful of sellers subsidize 0% rates,

but most loans carry annual interest rates of 10% to 30%. Affirm says its machine learning technology allows it to lend to

consumers who might not qualify for credit cards and that repayment helps them build credit histories. The company’s latest

valuation was estimated at $1.8 billion.

HQ Address: 633 Folsom Street 7th Floor San Francisco, CA 94107 United StatesPhone Number: 650-269-8523

Funding: 450MPayments, Lending, Consumer

Website: https://www.affirm.com/business/company/

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 25: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Max Levchin - Co-Founder & CEO

Manny Alvarez - General Counsel, Chief Compliance Officer

Jeremy Solomon - Head of Finance & Capital Markets

Chris Tobin - SVP of People & Places

Libor Michalek - Chief Technology Officer

Management Team

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 26: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

TransferWise Ltd. provides international money transfer services. The company enables users to send

money and businesses to make payments. It also provides an application that enables users to track their

transfers on the go, or make new ones. TransferWise Ltd. was formerly known as Exchange Solutions

Ltd. and changed its name to TransferWise Ltd. in September 2012. The company was founded in 2010

and is based in London, United Kingdom with additional offices in Tallinn, Estonia; Soho West, New York;

Cherkasy, Ukraine; and Tampa, Florida. Its latest valuation reported was $1.6 billion.

HQ Address: The Tea Building, 56 Shoreditch High St, London E1 6JJ, UKPhone Number: +44 20 3695 0999

Funding: 450MPayments, Lending, Consumers

Website: https://transferwise.com

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 27: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Taavet Hinrikus - Co-Founder & Chief Executive Officer

Kristo Kaarmann - Co-Founder & Chief Executive Officer

Matt Briers - Chief Financial Officer

Jennifer Swallow - General Counsel

Harsh Sinha - Chief Technology Officer

Management Team

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 28: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Credit Karma, Inc. provides credit scoring, reporting, and monitoring services online, as well as on iOS and Android platforms to consumers for optimizing their credit and personal finances. It offers credit report data, including an overview of accounts, payment history, credit inquiries and public records, and personalized information; credit report cards; credit monitoring to identify and prevent theft; credit score simulators, which show how certain financial actions might affect credit score over the time; savings recommendations based on credit scores; and tax preparation. The company also provides financial account monitoring services; tracking of purchases; reviews on financial products, including automotive insurance and loans, credit cards, student and business loans, credit unions, and home equity and personal loans; calculator tools to analyze debt repayment, amortization, home affordability, and simple loan scenarios. Credit Karma, Inc. was founded in 2007 and is based in San Francisco, California.

HQ Address: 760 Market Street San Francisco, California 94102 Phone Number:1-415-675-1493

Funding: 368MPersonal Finance, Lending, Data & Analytics, Consumers

Website: https://www.creditkarma.com/

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 29: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Ken Lin - Chief Executive Officer and Founder

Joseph Kauffman - Chief Financial Officer

Greg Lull - Chief Marketing Officer

Susannah Wright - Chief Legal Officer

Colleen McCreary - Chief People Officer

Ryan Graciano - Chief Technology Officer

Management Team

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 30: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Betterment LLC offers online financial advisory services in the United States. Its portfolio includes stock exchange traded funds (ETFs) and bond ETFs. The company also provides financial planning; retirement planning; 401(k), traditional individual retirement accounts (IRA), Roth IRA, and simplified employee pension (SEP) IRA; trust accounts; tax loss harvesting; and tax-coordinated portfolio services. It serves individuals with the business line direct-to-consumer, businesses with Betterment for business, and financial advisors with Betterment for advisors. The company was founded in 2007 and is based in New York, New York. Betterment LLC operates as a subsidiary of Betterment Holdings, Inc.

HQ Address: 61 W 23rd St, New York, NY 10010Phone Number: 844-291-8593

Funding: $275MInvesting, Personal Finance, ConsumersWebsite: https://www.betterment.com

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 31: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

John Stein: Chief Executive Officer & Strategic Allocation

Peter Lorimer: Vice President of Finance

Stephen Mills: Chief of Staff

Mike Reust: Chief Technology Officer

Benjamin Alden: Senior Vice President & General Counsel

Joe Ziemer: Vice President of Communications

Management Team

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 32: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

ADYEN is the payments platform of choice for many of the world’s leading companies, providing a modern end-to-end infrastructure connecting directly to Visa, Mastercard, and consumers' globally preferred payment methods. Adyen delivers frictionless payments across online, mobile, and in-store channels. With offices across the world, Adyen serves customers including Facebook, Uber, Spotify, Casper, Bonobos and L'Oreal.

U.S. HQ Address: 274 Brannan St. Suite 600, San Francisco, California 94107Phone Number: 1- 415-367-1502

Funding: $266MPayments, Small Business, Consumers

Website: https://www.adyen.com/about

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 33: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Pieter Van Der Does - Chief Executive Officer

Ingo Uytdehaage - Chief Financial Officer

Arnout Schuijff - Chief Technology Officer

Roelant Prins: Chief Commercial Officer

Lloyd Winans: US General Counsel

Management Team

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 34: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Symphony offers a secure team collaboration platform that transforms the way users communicate effectively and securely with a single workflow application. Forging a new path in the industry, Symphony is designed to help individuals, teams and organizations of all sizes improve productivity, while meeting complex data security and regulatory compliance needs. Symphony was founded in October 2014 and is headquartered in Palo Alto, CA, with offices in Hong Kong, London, New York, Paris, Singapore, Sophia-Antipolis, Stockholm and Tokyo.

HQ Address: 301 Massachusetts Avenue Boston, Massachusetts 02115Phone Number: 413 - 788-7033

Funding: $234MInvesting, Data & Analytics, Wall Street & Enterprise

Website: https://symphony.com/company/organization e

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 35: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

David Gurle - Founder & CEO

David Wilson - Chief Financial Officer

Scott Slipy - Chief Human Resources Officer

Eran Barak - Chief Operating Officer

Mike Harmon - Chief Technology Officer

Scott Eisenberg - General Counsel

Management Team

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 36: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Coinbase, Inc. offers digital currency wallets. It also operates a platform that allows merchants and consumers

to buy, sell, and store bitcoin, ethereum, and litecoin. It offers Coinbase, a platform that facilitates consumers

and merchants to transact with bitcoins; global digital asset exchange; and merchant tools. The company also

operates Global Digital Asset Exchange (GDAX), an asset trading exchange to trade bitcoin, ethereum, and

litecoin. Additionally, it provides an application programming interface (API) that enables users to generate

bitcoin wallets and addresses, buy/sell and send/receive bitcoin, securely store bitcoin, retrieve real-time or

historical price information, receive notifications when payments arrive, and accept and request bitcoin

payments as a merchant. Further, it also offers Coinbase Commerce, a merchant tool to accept digital

currency payments. The company’s platform also ensures the secure storage of bitcoins offline; and

distributes bitcoins geographically in safe deposit boxes and vaults worldwide. Coinbase, Inc. was founded in

2012 and is based in San Francisco, California.

HQ Address: 548 Market St. San Francisco, California 94104Phone Number: 1-888-908-7930

Funding: $217MBlockchain & Bitcoin, Investing, Consumers

Website: https://www.coinbase.com

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 37: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Brian Armstrong - Co-Founder & Chief Executive Officer

Alesia Haas - Chief Financial Officer

Mike Lempres - Chief Legal & Risk Officer

Balaji Srinivasan - Chief Technology Officer

Jason Karsh - Director of Marketing

Management Team

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 38: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Addepar is the financial operating system that brings common sense and data-driven investing to our

financial world. Addepar gives asset owners and financial advisors a clearer financial picture at every

level, all in one place. It handles all types of assets denominated in any currency. With customizable

reporting, financial advisors can visualize and communicate relevant information to anyone who needs

it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. Hundreds of

single and multi-family offices, wealth advisors, large financial institutions, endowments, and

foundations manage over $1 trillion of assets on the Addepar platform. Addepar has offices in Mountain

View, New York City, Salt Lake City, and Chicago.

HQ Address: 335 Madison Ave #1430, New York, NY 10017 Phone Number: 855-464-6268

Funding: 215MInvesting, Data & Analytics, Wall Street & Enterprise

Website: https://addepar.com

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 39: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Eric Poirier - Chief Executive Officer

Nancy Hilker - Chief Financial Officer

Mitchell Bompey - General Counsel

Matt Doermann - Vice President of Engineering

Management Team

COPYRIGHT: The May Consulting Group Inc, - DBA SGA Talent – December 2018www.sgatalent.com

Page 40: FinTech World SGA Talent Takes A Look Inside The · Celebrating 30 years, SGA Talent continues to be the go to resource for talent and intelligence. We continue to help our clients

Metromile, Inc. develops a device that plugs into the car for data transmission for offering pay-per-mile

insurance services to vehicle owners or vehicles leasers. It offers Metromile Pulse, a wireless device that

is plugged into the car’s onboard diagnostics port (OBD-II) port to track mileage in real-time. The

company’s device has a global positioning system (GPS) unit to track location-based data, an

accelerometer to measure changes in velocity, and a gyroscope to measure the angle of the device. It

collects the information your vehicle shares via the OBD-II port. The company also offers a smart driving

mobile application. It serves California, Illinois, New Jersey, Oregon, Pennsylvania, Virginia, and

Washington. Metromile, Inc. was formerly known as Fair Auto, Inc. and changed its name to Metromile,

Inc. in May 2012. The company was incorporated in 2011 and is based in San Francisco, California.

HQ Address: 690 Folsom Street Suite 200, San Francisco, California 94107Phone Number: 888-244-1702

Funding: $215MPersonal Finance, Data & Analytics, Consumers

Website: https://www.metromile.com/about-us/

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Dan Preston - Chief Executive Officer

Carrie Dolan - Chief Financial Officer

Jason Altieri - General Counsel

Krissy Nevero - Vice President, People

Management Team

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Remitly, Inc., a digital remittance company, provides online money transfer services from desktop, tablet, or mobile device. The company provides a mobile payments service that enables consumers to make person-to-person international money transfers from the United States, Canada, and the United Kingdom. It also operates a mobile application that allows people in the United States to send money to relatives or friends in the Philippines, India, Mexico, Colombia, Ecuador, El Salvador, Guatemala, Honduras, Nicaragua, and Peru in up to three days. Remitly, Inc. was formerly known as Beamit, Inc. and changed its name to Remitly, Inc. in August 2012. The company was incorporated in 2011 and is based in Seattle, Washington with additional offices in London, United Kingdom; Manila, the Philippines and Nicaragua.

HQ Address: 1111 3rd Avenue, Suite 2100 Seattle, Washington 98101Phone Number: 888-736-4859

Funding: $200MPayments, Consumers

Website: https://www.remitly.com/us/en

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Matthew Oppenheimer - Co-Founder and Chief Executive Officer

Susanna Morgan - Chief Financial Officer

Aaron Gregory - General Counsel

Ayesha Pacholke - Chief People Officer

Management Team

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Lemonade, Inc. provides peer-to-peer property insurance brokerage services online through a mobile application. It also operates a public application programming interface (API) that lets customers design a personalized insurance policy. The company sells rental insurance policies. It also operates Maya, a chatbot that sends insurance rates for renter and homeowner’s insurance. Lemonade, Inc. was formerly known as Lemonade Group, Inc. The company was founded in 2015 and is based in New York, New York.

HQ Address: 5 Crosby Street, New York City, United States 10013Phone Number: 844-733-8666

Funding: $180MPersonal Finance, Consumers

Website: https://www.lemonade.com/

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Daniel Schreiber - Chief Executive Officer & Co-Founder

Ronald Topping - Chief Financial Officer

William Latza - General Counsel

Shai Wininger: President, Co-Founder

Management Team

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Robinhood Financial LLC provides online and mobile application-based discount stock brokerage services to self-directed investors. The company was formerly known as Chronos Financial, LLC and changed its name to Robinhood Financial LLC in October 2013. The company was incorporated in 2012 and is headquartered in Menlo Park, California. Robinhood Financial LLC operates as a subsidiary of Robinhood Markets, Inc.

HQ Address: 85 Willow Road, Menlo Park, California 94025Phone Number: 510-863-2139

Funding: $180MInvesting, Consumers

Website: https://robinhood.com/

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Baiju Prafulkumar Bhatt: Co-Founder & Co-Chief Executive Officer

Vlad Tenev: Co-Founder & Co-Chief Executive Officer

Nadia Asoyan: Head of Accounting & Finance

Jack Randall: Head of Communications

Archit Shah: General Counsel

Management Team

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Gusto’s mission is to create a world where work empowers a better life. By making complicated,

impersonal business tasks simple and personal, Gusto is reimagining HR, payroll, and benefits for over

60,000 companies nationwide. Gusto has offices in San Francisco and Denver and the company’s

investors include Google Capital, General Catalyst, Kleiner Perkins Caufield & Byers, as well as the

founders of Instagram, Stripe, Nest, PayPal, Yelp, Dropbox, and Eventbrite, among others.

Our customers come from all walks of life and so do we. We hire people from a wide variety of

backgrounds, not just because it’s the right thing to do, but because it makes our company stronger. If

you share our values and our enthusiasm for small businesses, you will find a home at Gusto

HQ Address: 525 20th Street, San Francisco, California 94107Phone Number: 855-993-5485

Funding: $176MInvesting, Consumers

Website: https://gusto.com

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Josh Reeves - Chief Executive Officer & Co-Founder

Mike Dinsdale - Chief Financial Officer

Liza Kostinskaya - Chief Legal Officer

Management Team

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LendingHome Corporation provides mortgage financing services to borrowers and investors. The

company offers multiple short-term first-lien mortgage products for investment properties that may or

may not include a rehabilitation project. It lends for residential properties purchased for business

purpose, such as single family homes and townhomes. The company is also engaged in loan underwriting

process, which include assessments of property value, equity coverage, borrower real estate experience,

additional guarantees, credit history, and more. It serves customers in Arizona, California, Michigan,

Nevada, North Carolina, and Texas. LendingHome Corporation was founded in 2013.

HQ Address: 315 Montgomery St floor 16, San Francisco, CA 94104Phone Number: 844-415-4663

Funding: $176MInvesting, Consumers

Website: https://www.lendinghome.com

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Matt Humphrey - Co-Founder & Chief Executive Officer

Andrew Swain - Chief Financial Officer

Mark Lee - Vice President of Legal

Manvinder Saraon: Chief Marketing Officer

Kenneth Yu: Vice President of Data

Management Team

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Speeds up the mortgage approval process at the nation’s largest lenders with its cloud based white label software. Prospective borrowers can link to online bank statements, tax returns and pay stubs. That chops days off the approval process and reduces document fraud. Plans to expand its services this year to auto, student and other lenders

HQ Address: 415 Kearny St, San Francisco, CA 94108Phone Number: 650-550-4810

Funding: $160MLending, Wall Street & Enterprise, Consumers

Website: https://blend.com

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Nima Ghamsari: Chief Executive Officer & Founder

Erin Collard: Chief Financial Officer & Co-Founder

Crystal Sumner: Head of Legal & Compliance

Matt Morgan: Head of People

Management Team

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Kensho Technologies, Inc. provides analytics, artificial intelligence, machine learning, and data

visualization systems to global banks and investment institutions. It develops Kensho Financial Analytics

Software that deploys scalable analytics systems across the commercial institutions. It also offers

artificial intelligence (AI) software called Kensho Applied Mind. The company also operates a national

security division called Koto. The company was incorporated in 2012 and is based in Cambridge,

Massachusetts. It has additional offices in New York, New York; McLean, Virginia; and Pacific Palisades,

California. As of April 8, 2018, Kensho Technologies, Inc. operates as a subsidiary of S&P Global Inc.

HQ Address: 44-22 Brattle St, Cambridge, Massachusetts 02138Phone Number: 617-987-9049

Funding: $150MInvesting, Data Analytics, Wallstreet & Enterprise

Website: https://www.kensho.com

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Daniel Nadler: Co-Founder & Chief Executive Officer

Thomas Hyde: Chief Human Resource Officer

Adam Broun: Chief Operating Officer

Management Team

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Cadre is a technology-enabled real estate investment platform that provides qualified individuals and

institutions access to fully vetted commercial real estate opportunities. The company combines

institutional experience with differentiated technology in order to empower our investors through

direct access, lower fees, and greater transparency.

The Company’s investment team collectively brings over $50bn of real estate transaction experience

from leading institutions. The company employs a rigorous approach to underwriting and ultimately

investing in opportunities we find attractive. The company partners with top quality operators who have

the operational and local market expertise relevant to each transaction.

HQ Address: 298 Lafayette St, Floor 5, New York, New York 10012Phone Number: 646-661-7677

Funding: $130MInvesting, Consumers, Wallstreet & Enterprise

Website: https://cadre.com

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Ryan Williams - Co-Founder & Chief Executive Officer

Will Yu - Head of Finance & Operations

Alexander Labowitz - General Counsel

Catie Case: People, Culture, and Events

Management Team

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Uses alternative data such as education, employment history and whether applicants know their own

credit score to underwrite and price loans. After five years of training its algorithms, it now approves

47% of loans without human intervention and with some of the lowest default rates in the industry. Last

year launched white-label platform to power lending for banks and credit unions. Its first client is

digital-only startup BankMobile.

HQ Address: 2 Circle Star Way, San Carlos, California 94070Phone Number: 650-204-1000

Funding: $110MLending, Data & Analysis, Consumers, Wallstreet & Enterprise

Website: https://www.upstart.com

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Dave Girouard - Co-Founder & Chief Executive Officer

Sanjay Datta - Chief Financial Officer

Alison Nicoll - General Counsel & Chief Compliance Officer

Management Team

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Ayasdi combines machine intelligence with an application framework to create operational solutions for Global 500 corporations, governments and scientific research institutions around the world. Ayasdi’s machine intelligence platform combines scalable compute with our patented framework for machine learning, Topological Data Analysis to enable data scientists, domain experts and business users to be exponentially more productive. Ayasdi’s Envision application framework facilitates the rapid development of business specific, intelligent applications.

Together, these technologies enable their clients to solve their most valuable, long-standing and complex challenges.

Ayasdi’s applications and its platform are licensed on an annual subscription basis, and can be deployed on premise, or via private or public cloud infrastructures.

HQ Address: 4400 Bohannon Drive, Suite 200, Menlo Park, CA 94025Phone Number: 1-650-704-3395

Funding: $106MData Analytics, Wallstreet & Enterprise

Website: https://www.ayasdi.com

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Gurjeet Singh - Chief Executive Officer and Co-Founder

Pramod Iyengar - Chief Financial Officer

Jonathan Symonds - Chief Marketing Officer

Management Team

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Acorns Grow, Inc., doing business as Acorns, develops a software application for micro-investing in the

United States. It offers a robo-advisor solution that takes the users’ unused money and puts it to use by

allocating it into computer managed investment accounts. Additionally, the company also operates

Grow, an educational platform for addressing financial concerns of users. Its application is compatible

with iOS, Android, and desktop interface. Acorns Grow, Inc. was incorporated in 2012 and is based in

Irvine, California.

HQ Address: 19900 MacArthur Blvd. Suite 4, Irvine, California 92612Phone Number: 510-863-2139

Funding: $101MInvesting, Personal Finance, Consumers

Website: https://www.acorns.com

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Noah Kerner - Chief Executive Officer

Stephen Cho - Vice President of Finance

Joel Tashjian - General Counsel

Patricia Gonzales - Vice President of Human Resources

John Stuart - Vice President of Marketing Partnerships

Management Team

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IEX is on a mission to build fairer markets. Founded in 2012 and headquartered in New York City, IEX introduced its first trading venue in 2013 and launched as a U.S. stock exchange in 2016. IEX currently averages approximately $8 billion in U.S. equity trading per day and plans to list its first company, Interactive Brokers, on October 5, 2018. IEX is the stock exchange that believes that every investor has the right to trade on equal and fair terms, on every trade.

HQ Address: 4 World Trade Center, New York, New York 10007Phone Number: 646-343-2000

Funding: $100MInvesting, Wallstreet & Enterprise

Website: https://iextrading.com

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Brad Katsuyama - Chief Executive Officer

Sara Furber - Chief Financial Officer

Sophia Lee - General Counsel

Paul Bauccio - Head of Market Operations

Management Team

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Ripple provides one frictionless experience to send money globally using the power of blockchain. By

joining Ripple’s growing, global network, financial institutions can process their customers’ payments

anywhere in the world instantly, reliably and cost-effectively. Banks and payment providers can use the

digital asset XRP to further reduce their costs and access new markets.

With offices in San Francisco, New York, London, Sydney, India, Singapore and Luxembourg, Ripple has

more than 100 customers around the world.

HQ Address: 300 Montgomery St. San FranciscoPhone Number: Funding: $94M

Blockchain & Bitcoin, Payments, Wallstreet & Enterprise, ConsumersWebsite: https://ripple.com

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Brad Garlinghouse - Chief Executive Officer

Ron Will - Chief Financial Officer

Monica Long - Senior Vice President of Marketing & Communications

Cory Johnson - Chief Market Strategist

Sandi Kochhar - Vice President of People

John Mitchell - Senior Vice President Global Sales

David Schwartz - Chief Technology Officer

Management Team

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Produces both hardware and software for Bitcoin mining and security, as well as a wide range of software to support blockchains in government, supply chains and insurance. The company employs or retains the services of more than 700 people in 17 countries.

HQ Address:1440 G St NW, Washington, DC 20005Phone Number: 510-863-2139

Funding: $90MBlockchain, Bitcoin, Wallstreet & Enterprise

Website: https://bitfury.com

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Valery Vavilov - Founder & Chief Executive Officer

Jeremy Sewell - Chief Financial Officer

Nicola Mariani - Chief Legal Officer

George Givishvili - Chief Marketing Officer

Anna Minets - Chief Human Resources Officer

Management Team

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CommonBond, Inc. provides online lending services to students to pay for higher education in the United

States. It refinances and finances undergraduate and graduate student loans, parent PLUS loans, and

MBA student loans. The company enables students to gain access to fixed and variable rate student loan

products for refinancing existing student loans after graduation or to finance an MBA while in school. In

addition, it enables businesses to manage their student loan debt of its employees. CommonBond, Inc.

was founded in 2011 and is based in New York, New York.

HQ Address:524 Broadway, 6th Floor, New York, NY 10012Phone Number: 800-975-7812

Funding: $86MLending, Consumers, Wallstreet & Enterprise

Website: https://www.commonbond.co

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David Klein - Chief Executive Officer & Co-Founder

Jay Coleman - Chief Financial Officer

Keryn Koch - Vice President of People

Sam Luk - Head of Capital Markets

Management Team

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Trumid is a financial technology company bringing efficiency to credit trading through data, technology

and beautifully simple products. Trumid was founded in 2014 by credit professionals with over 100

years of trading experience and is headquartered in New York.

HQ Address: 5 Bryant Park 8th Floor New York, NY 10018Phone Number: 212-618-0300

Funding: $82MInvesting, Data Analytics, Wallstreet & Enterprise

Website: https://www.trumid.com

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Ronnie Mateo - Chief Executive Officer

Dan Siracuse - Chief Financial Officer

Nicholas Kovner - General Counsel & Chief Compliance Officer

Management Team

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Feedzai is a market leader in fighting fraud with AI. They are coding the future of commerce with today’s

most advanced risk management platform powered by big data and machine learning. Founded and

developed by data scientists and aerospace engineers, Feedzai has one mission: to make banking and

commerce safe. The world’s largest banks, processors, and retailers use Feedzai’s fraud prevention and

anti-money laundering products to manage risk, while improving customer experience.

HQ Address: 1875 S. Grant St. Suite 950 San Mateo, CA 94402Phone Number: 650-667-0955

Funding: $82MPersonal Finance, Data Analytics, Consumers, Wallstreet & Enterprise

Website: https://feedzai.com

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Nuno Sebastiao - Co-Founder, Chairman, & Chief Executive Officer

Filipe Neves - Head of Finance

Jason Quinn - Head of Product Development

Paulo Marques - Chief Technology Officer

Amar Kuchinad - Chief Strategy Officer

Management Team

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Digital Reasoning Systems, Inc. builds data analytic solutions for processing and organizing unstructured

data into meaningful data automatically. The company offers Synthesys, an entity oriented analytics

software for the automatic categorization, linking, retrieval, and profiling of unstructured data; and

provides tools that visualize the connections across the data set, as well as it allows to build solutions for

intelligence analysts in the government, commercial market solutions, and cloud security solutions. Its

Synthesys also includes various features, including natural language processing, entity resolution, geo

reasoning, temporal reasoning, link analysis, associative net, and open API for integration. The company

also provides solutions for legal, medical, and financial market. Digital Reasoning Systems, Inc. was

founded in 2000 and is based in Franklin, Tennessee with additional offices in New York, New York;

Washington, District of Columbia; and London, United Kingdom.

HQ Address: 701 Cool Springs Blvd. Fifth Floor Franklin, TN 37067Phone Number: 615-567-8853

Funding: $76MInvesting, Data Analytics, Wallstreet & Enterprise

Website: https://digitalreasoning.com

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Brett Jackson - Chief Executive Officer

Prakash Ramachandran - Chief Financial Officer

Kathy DeKam - Chief People Officer

Management Team

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World’s most popular cryptocurrency wallet, Blockchain is a web-based bitcoin platform that makes

using bitcoin safe, easy and secure for all consumers and businesses worldwide. The Company aims to

build a more open, accessible and fair financial future by empowering millions across the globe to

authenticate and transact immediately and without costly intermediaries.

HQ Address: 3 Hindmarsh CI E1 8JW, London, United KingdomPhone Number: N/A

Funding: $70MBlockchain, Bitcoin Investing, Consumers

Website: https://www.blockchain.com

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Peter Smith - Chief Executive Officer Co-Founder

Chris Lavery - Vice President of Finance & Operations

Marco Santori - President & Chief Legal Officer

Management Team

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Better is a direct lender dedicated to providing a fast, transparent digital mortgage experience backed by superior customer

support. From offices in New York City, the company is using technology to change the way people finance their homes, for

the better.Launched in 2016, Better.com is a full stack mortgage lender digitizing every step of the home financing process to

make homeownership more affordable and accessible. Backed by Kleiner Perkins, Goldman Sachs, and Pinebrook, Better is

focused on customer advocacy, putting consumers back in control of the most important financial decision of their lives.

Recently named Best Mortgage Lender for Customer Service by Nerdwallet, Better has an intuitive online platform,

complemented by non-commissioned staff that guide customers through the process, starting with how much house they can

afford or how much they can save through to close, completely jargon-free with airtight certainty and the best rate possible.

HQ Address: 459 Broadway fl 5, New York, NY 10013Phone Number: 415-523-8837

Funding: $65MLending, Consumers

Website: https://better.com

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Vishal Garg - Founder & Chief Executive Officer

Howard Katzenberg - Chief Financial Officer

Taylor Salditch - Marketing

Management Team

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iCapital Network is the financial technology platform democratizing alternative investments with complete

tech-based solutions for wealth advisors and asset managers. The firm’s flagship platform offers a curated

menu of private equity and hedge funds at lower minimums with a full suite of due diligence and

administrative support in a secure digital environment to advisory professionals and their qualified clients.

Banks and asset managers leverage iCapital’s tech-enabled services to streamline and scale their private

investments operational infrastructure. iCapital was included in the 2018 Forbes FinTech 50 and as of June

30, 2018, serviced more than $6 billion in invested capital across more than 14,000 underlying accounts.

HQ Address: 60 East 42nd Street 26th Floor New York, NY 10165Phone Number: 212-994-7400

Funding: $55MInvesting, Data Analytics, Consumers, Wallstreet & Enterprise

Website: https://www.icapitalnetwork.com

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Lawrence Calcano - Chief Executive Officer

Jonathan Feigelson - Managing Director, General Counsel

Hannah Grove - Managing Director, Chief Marketing Officer

Caroline Kirwin - Vice President of Finance

Management Team

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Fundrise, LLC provides a real estate investing platform that facilitates discussions among companies, investors, and others interested in real estate projects for funding of these projects. The company’s online investment platform allows local residents and individual investors to invest directly in the commercial real estate properties, access private real estate assets, choose an investment plan, and earn returns. Its products include Fundrise eREIT, an online alternative investment that gives investors access to commercial real estate assets and Urban Housing Development eFund, an alternative investment solution to invest directly into building new homes. The company’s platform enables users to browse offerings

based on their investment preferences, including professional networks, locations, and return profiles; transact online (digital legal documentations, regulatory reviews, funds transfers, and ownership recordation); manage and track investments through online portfolio; and receive cash distributions, regular financial reporting, and investor benefits. The company was founded in 2010 and is based in Washington, District Of Columbia. Fundrise, LLC operates as a subsidiary of Rise Companies Corp.

HQ Address: 1601 Connecticut Avenue Northwest, 3rd Floor, Washington, DC 20009Phone Number: (202) 584-0550

Funding: $50MInvesting, Consumers

Website: https://fundrise.com

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Ben Miller - Co-Founder & Chief Executive Officer

Bjorn Hall - General Counsel

Jon Carden - Vice President of Marketing

Allison Green - Senior Vice President of Finance & Controller

*Entire Team*

Management Team

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Forter, Inc. develops an end-to-end e-commerce fraud prevention solutions for online merchants. It

offers Decision-As-a-Service, a fraud prevention system utilizes various data points when analyzing

transactions; leverages cyber intelligence, elastic identity, and behavioral analysis to evaluate each

strand of a customer’s profile individually and as part of the whole; and allows users to access fraud

decisions for various transactions within their own system, with further details available in the Forter

Decision Dashboard that provides a transparent view into each transaction. The company’s solution uses

machine learning algorithm, data collection monitoring, and integration technologies to deliver products

for web and mobile interface. Forter, Inc. was incorporated in 2014 and is based in New York, New York

with an additional office in London, United Kingdom and a research and development location in Tel

Aviv, Israel.

HQ Address: 12 East 49th Street New York, NY 10017 United StatesPhone Number: 800-537-0601

Funding: $50MPersonal Finance, Data Analytics, Small-business, Consumers

Website: https://www.forter.com

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Michael Reitblat - Co-Founder & Chief Executive Officer

Colin Sims - Chief Financial Officer

Orit Rappaport - Vice President of Human Resources

Other team members

Management Team

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Veem Inc. operates a platform that allows businesses to send and receive payments in local currency

worldwide. Its platform enables companies and contractors/freelancers to send and receive domestic

and global business payments, track payments in real time, and mass upload. The company also offers a

multi-rail application programming interface (API) for international payments using blockchain

technologies. Veem Inc. was formerly known as Align Commerce Corporation and changed its name to

Veem Inc. in March 2017. The company was founded in 2014 and is based in San Francisco, California

with additional offices in Kanata, Canada and Shanghai, China.

HQ Address: 50 Osgood Place, Suite 200 San Francisco, CA 94133Phone Number: 877-279-2629

Funding: $40MPayments, Consumers, Small-business

Website: https://www.veem.com

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Marwan Forzley - Chief Executive & Co-Founder

Frederick Crosby - Chief Revenue & Marketing Officer

Jay Hansen - General Counsel and Chief Compliance Officer

* Other distinguished members of the team *

Management Team

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Enigma, Inc. develops software that aggregates and delivers technical content in aftermarket service environments. The company offers aftermarket service and support software for equipment manufacturers and owner/operators. It provides 3C Platform, a Web-native enterprise software platform and a set of applications to analyze, process, and deliver technical content; InService EPC (Electronic Parts Catalog), a Web-native application that enables OEMs to publish and distribute updated parts and service information for their dealer/distributor networks; and Software-as-a-Service Electronic Parts Catalog, an online solution for delivering manufacturers/OEM service and parts information to dealers/distributors, customers, maintenance shops, call

centers, and field service environments. The company also provides InService Job Card Generator, which automates the production of step-by-step task cards; InService MRO, a solution for the maintenance, repair, and overhaul of capital equipment; InService Revision Manager, which preserves the accuracy of maintenance systems/databases; Enigma/IBM Technical Document Management and Delivery (TDMD), a solution for the airline maintenance, repair, and overhaul industry; and Oracle cMRO, a solution that reduces operating costs for aviation maintenance and engineering operations. It serves aerospace manufacturing, automotive manufacturing, aviation, aircraft maintenance solutions, defense, heavy equipment, medical equipment, oil and gas, and rail and transit industries. Enigma, Inc. was founded in 1992 and is headquartered in Burlington, Massachusetts with additional offices in Tokyo, Japan; Tel Aviv, Israel; and London, United Kingdom. As of July 11, 2013, Enigma, Inc. operates as a subsidiary of PTC Inc.

HQ Address: 245 5th Avenue, 17th & 18th Floors, New York, NY 10016Phone Number: 800-510-2856

Funding: $35MData Analytics, Investing, Wallstreet & Enterprise

https://www.enigma.com

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Hicham Oudghiri - Co-Founder & Chief Executive Officer

Ben Sesser - Vice President, Finance & Operations

Mark Solomon - Vice President, Legal

Rebecca Price - Vice President, People

Aaron Kissel - Chief Commercial Officer

Michael Flowers - Chief Analytics Officer

Management Team

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Guideline, Inc. develops technology solution that automates retirement plan administration and compliance for businesses. It operates an online platform for 401(k) planning that incorporates a participant's entire financial ecosystem making recommendations and adjustments on an ongoing basis to optimize one’s retirement potential. The company’s software offers plan design and setup, enrollment and education, administration and recordkeeping, compliance and reporting, and investment management services. Guideline, Inc. was founded in 2015 and is based in San Mateo, California with an additional office in Portland, Maine.

HQ Address: 3050 S Delaware St #202 San Mateo, CA 94403Phone Number: 888-228-3491

Funding: $24MPersonal Finance, Investing, Small-business, Consumers

Website: https://www.guideline.com

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Kevin Busque - Chief Executive Officer & Co-Founder

Jeremy Caballero - Chief of Product & Design, Co-Founder

Thomas Buley - Director of Finance and Business Operations

Carol Ho - Chief Compliance Officer & General Counsel

Katie Goldberg - Vice President of Marketing

Jeff Rosenberger - Chief Operations Officer

Mike Nelson - Chief Technology Officer

Qian Liu - Chief Data Officer

Management Team

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Quandl Inc. operates a data platform that provides financial, economic, and alternative datasets for investment professionals, including analysts from the world’s top hedge funds, asset managers and investment banks. The company offers alternative data, undiscovered data from non-traditional publishers to investors; core financial data, market data for securities, equities, commodities, and foreign exchange from public sources via API, Python, R, Excel, and other tools; and public data, data made available by Quandl that anyone can access, use, or republish. It also sells bundled data for multiple datasets and enables publishers to earn revenue by sharing their information reports on its portal. The company

was formerly known as Wikiposit Inc. and changed its name to Quandl Inc. in June 2012. Quandl Inc. was incorporated in 2011 and is based in Toronto, Canada.

HQ Address: 625 Church Street Suite 400, Toronto, OntarioPhone Number: 647-691-0656

Funding: $20MData Analytics, Investing, Wallstreet & Enterprise, Consumers

Website: https://www.quandl.com

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Tammer Kamel - Chief Executive Officer & Co-Founder

Beth Adams - Chief Financial Officer

Abraham Thomas - Chief Data Officer

Carrie Shaw - Chief Marketing & Product Officer

Management Team

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Symbiont.io, Inc. develops and operates a smart contracts platform for institutional applications of blockchain technology. The company offers Securities technology that provides institutions with a unified ledger for sharing business logic and market data; Symbiont Assembly, a blockchain platform for building networks to share data; smart contract, a self-executing cryptographic agreement; and Symbiont software development kit, a package for third-party development of symbiont smart contract modules. The company provides solutions for mortgages, syndicated loans, index data distribution, private equity and crowdfunding, corporate debt, and asset digitization. Symbiont.io, Inc. was formerly

known as Counterparty and changed its name to Symbiont.io, Inc. in March, 2015. The company was founded in 2013 and is based in New York, New York

HQ Address: 25 Broadway, New York, New York 10004Phone Number: 727-723-5501

Funding: $15MBlockchain, Bitcoin, Investing, Wallstreet & Enterprise

Website: https://symbiont.io/

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Mark Smith: Chief Executive Officer, Co-Founder

Dave Schlidt: Chief Financial Officer

Paul Scott: Director of Business Development

Hris Amin: Lead Software Engineer

Adam Krellenstein: Chief Technology Officer, Co-Founder

Sonya Simon: General Counsel & Director of Human Resources

Management Team

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Contact:

Sheila Greco [email protected]

Joe Morse, [email protected]

Tony Carbone, [email protected]

518 843-4611 www.sgatalent.com

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