About Finomial

Finomial is transforming the buy side investment process by automating the manual hedge fund subscription process between investor, fund manager and administrator.

Team

Board Members

Advisors

Meredith Moss

Meredith Moss

Bill Wilder

Bill Wilder

Penelope Silva

Penelope Silva

Arin Epstein

Arin Epstein

Arin Epstein Bill Wilder Meredith Moss Penelope Silva

Arin Epstein

VP of Product Management

Arin Epstein brings over 20 years of experience in delivering on strategic initiatives to drive business growth and improve Advisor productivity. Prior to joining Finomial, Arin was responsible for client development and segment marketing at Morgan Stanley Smith Barney. His team developed highly successful programs to support Financial Advisors’ in growing their share of the retirement and privately held business owner markets. As Managing Director for technology strategy at Citi Smith Barney Arin lead the team responsible for the industry leading advisor desktop; including CRM, Client Performance Reporting, Portfolio Monitoring, Proposals, and the award winning client website SB.com. He has earned degrees in Physics from Reed College and Chemical Engineering from Columbia University.

Bill Wilder

CTO

Bill Wilder is the Chief Technology Officer at Finomial. In his more than 25-year career in software Bill has held technical leadership and consulting roles with many organizations, ranging from small startups to very large enterprises. Early on, Bill was a software development manager at Lotus in their business data division, and more recently at Fidelity Investments served as SOA architect within their institutional business unit then served as enterprise architect driving Microsoft .NET development standards and practices with senior architects from across the company. Bill is recognized by Microsoft as a Windows Azure MVP and an Azure Insider, and is the author of the book Cloud Architecture Patterns.

Meredith Moss

Founder & CEO

At Credit Suisse, Meredith witnessed the challenges in capital activity processing faced by the alternatives industry and went on to found Finomial to solve this problem. Meredith drove Reuters’ position in the equities markets during the transition from paper tickets to electronic trading, first as product manager for buyside and sellside equities trading platforms, and then as head of the Institutional Equities business, with a $230 MM P&L. As lead strategist for Equities Technology at Lehman Brothers, Meredith drove priorities and spending of a $500MM budget. Meredith started her 20-year career at Monitor Company. She graduated with honors from Brown University and holds an MBA from Harvard Business School.

Penelope Silva

Director of Customer Success

Penelope has over ten years of experience in the Financial Services Sector. She was an integral part of the Investor Relations Team at Fortress Investment Group, a $64 billion alternative asset management firm. She has also held positions in marketing and communications at global B2B alternative lending startups. Prior to joining Finomial, Penelope designed and implemented the marketing, communications, and branding strategies for financing and software products at two different companies: an accounts receivable lending firm and a psychometric credit scoring software company. Penelope has a B.A. degree in Mandarin from Williams College. Additionally, she has studied at The Capital University of Economics and Business in Beijing, at The National Taiwan Normal University in Taipei, and at The University of Guadalajara in Mexico.

David Feldman

David Feldman

Katherine Collins

Katherine Collins

Matthew Cowan

Matthew Cowan

Meredith Moss

Meredith Moss

David Feldman Katherine Collins Matthew Cowan Meredith Moss

David Feldman

Managing Director at Feldman Advisors

David has nearly two decades of broad technical, operating, business development and consulting experience. Prior to founding Feldman Advisors, LLC, David had a successful tenure as a turnaround executive at a venture-backed health care software company, Patientkeeper, in the role of VP, Engineering. David spent a number of years as EVP of Business Development and Strategy for Viewpoint Corporation. He oversaw products from conception in the lab to ultimate adoption by strategic partners. Early in his career he was a co-founder of Specular International, makers of a 3D modeling, rendering and animation software system, where he served as Director of Research and Development, Chief Strategist and acting CFO, in which capacity he successfully negotiated the sale of the company. David began his career as a software engineer for the System Software Group at Apple Computer. David received an AB in computer science from Dartmouth College and an MBA with distinction from Harvard Business School.

Katherine Collins

Founder and CEO at Honeybee Capital

Katherine Collins is Founder and CEO of Honeybee Capital, dedicated to pollinating ideas across varied fields in pursuit of optimal investment decision making. Prior to founding Honeybee, Katherine served in numerous capacities at Fidelity Management and Research Company: as head of US Equity Research, she led one of the largest buy-side research operations in the world. As Portfolio Manager, she was solely responsible for investment decisions for the multi-billion dollar Fidelity America funds while based in London, and for the entire range of Fidelity Mid-Cap Funds while based in Boston. Every fund that Katherine managed at Fidelity outperformed its relevant benchmark during her tenure. As Analyst, she managed several different industry-specific Select funds and researched over a dozen different industries. She also spent two years at the Fidelity Foundations, acting as Program Officer for these large philanthropic organizations. Katherine is an alumna of Wellesley College and Harvard Divinity School, and holds a CFA designation.

Matthew Cowan

Managing Parter at Bridgescale Partners

Matthew Cowan is a co-founder of Bridgescale Partners and brings more than 17 years of investing experience. Prior to forming Bridgescale, Matthew was the founding General Partner of Bowman Capital’s venture capital group in 1998, focusing on expansion-stage technology companies. While at Bowman, Matthew was responsible for leading investments in Arrowpoint Communications (sold to Cisco), Atheros (NASDAQ: ATHR), Broadbase (sold to Kana), epinions (sold to eBay), FastForward Networks (sold to Inktomi), Onebox (sold to Phone.com), ONI Systems (sold to Ciena), RemarQ (sold to Critical Path), SupportSoft (NASDAQ: SPRT), Sycamore Networks (NASDAQ: SCMR) and The Street.com (NASDAQ: TSCM). Immediately prior to joining Bowman Capital, Matthew held several positions at Intel Corporation starting in 1993, including Director of Corporate Business Development, where he managed Intel’s Internet, media and international investment activity.

Meredith Moss

Founder & CEO

At Credit Suisse, Meredith witnessed the challenges in capital activity processing faced by the alternatives industry and went on to found Finomial to solve this problem. Meredith drove Reuters’ position in the equities markets during the transition from paper tickets to electronic trading, first as product manager for buyside and sellside equities trading platforms, and then as head of the Institutional Equities business, with a $230 MM P&L. As lead strategist for Equities Technology at Lehman Brothers, Meredith drove priorities and spending of a $500MM budget. Meredith started her 20-year career at Monitor Company. She graduated with honors from Brown University and holds an MBA from Harvard Business School.

William Donaldson

William Donaldson

William Donaldson

William Donaldson

Chairman of the SEC

William H. Donaldson became the 27th Chairman of the Securities and Exchange Commission on February 18, 2003. Mr. Donaldson assumed the helm of the SEC on the heels of numerous high-profile corporate scandals that left investor confidence shaken. Under his leadership, the SEC focused on restoring investor confidence through targeted policy reforms. The agency’s response to the challenges facing the financial markets during Mr. Donaldson’s tenure marked the agency’s most historic era since its creation in 1934. Mr. Donaldson arrived at the Commission with more than 45 years of experience working at the highest levels of business, government and academia. He served as Chairman and CEO of the investment banking firm Donaldson, Lufkin &Jenrette, which he co-founded; Chairman and CEO of the New York Stock Exchange; Chairman, President and CEO of Aetna; and Chairman and CEO of Donaldson Enterprises, Inc.

Investors

BELLE Capital USA, LP is an early stage angel fund focused on building great companies in underserved capital markets across the USA. We look for capital efficient companies with a unique product or service filling an urgent market need.

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Bridgescale Partners is a Menlo Park, California based venture capital firm providing equity to early- or later-stage technology companies in North America. The partners have invested in more than 100 technology companies in the software, security, digital media, Internet, and communication markets.

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Feldman Advisors is a Venture Capital firm with an advisory / investor model: We start by working together, hands-on, with entrepreneurs and then, and only then, do we move to shape and lead investing activity.

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Press & News

Finomial 2014 Winner for “Investor Services Technology”

The interactions between fund administrators, hedge funds and their investors have previously been a highly manual process. However, with these interactions increasing in importance, especially from a compliance and regulatory perspective, the need to automate this process has grown. As a result of regulatory pressures, there has been rising demand from fund managers and investors…

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Buy Side Faces Heavy Lift on Reporting Mandate

Investment managers face a growing challenge as the deadlines for the Organization for Economic Cooperation and Development’s Common Reporting Standard draw closer. They can leverage only so much from their experiences with the United State’s Foreign Account Tax Compliance Act and The United Kingdom, Crown Dependencies and Oversea Territories International Tax Compliance Regulations, according to…

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Risks to hedge funds from Panama Papers

While the media focus to date has been on the law firm’s role (Mossack Fonseca) in creating shell entities (which in many cases are legal), Finomial protects hedge funds from the risk of unwitting acceptance by the investment management community of money from entities with unknown beneficial owners. Hedge funds are vulnerable to unintentionally accepting…

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