ABOUT FINOMIAL
Finomial automates investor servicing from end to end, 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
Bill Wilder
Penelope Silva
Joanna Christofferson
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.
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.
Penelope Silva
VP of Product and 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.
Joanna Christofferson
VP of Finance
Joanna spent 14 years at Eze Software where she helped grow the finance department from a team of 4 to a team of 30+. Over her tenure at Eze, Joanna held various positions within finance. Most recently she oversaw the FP&A and billing functions and served as a business partner across all functions of the organization.
Meredith Moss
Charles V Senatore
Andra Purkalitis
Sarah Biller
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.
Charles V Senatore
Head of Risk Oversight, Devonshire Investors (Fidelity Investments)
Chuck Senatore is an executive focusing on compliance and risk at Devonshire Investors, a unit of Fidelity Investments. Devonshire manages private venture funds, and invests in operating companies, emerging businesses and real estate. Mr. Senatore also founded the Boston Regtech Meetup, and serves on boards of companies engaged in Regtech, artificial intelligence and cryptocurrency businesses. He is a member of the Massachusetts Secretary of State’s Fintech Advisory Working Group and teaches at the University of Chicago Law School. Mr. Senatore previously led the global compliance programs for Fidelity and Merrill Lynch, was the SEC’s Southeast Regional Director, and was an Assistant U.S. Attorney and Chief of the Public Corruption Section in the Southern District of Florida. Mr. Senatore received a Bachelor of Arts in Economics from Williams College and earned a J.D. from the University of Chicago Law School.
Andra Purkalitis
Highly Experienced Financial Services Executive
Andra is a highly accomplished financial services executive, Thought Leader, Board Representative, Adjunct Professor, and Expert Witness with over 30 years of experience in financial services including mutual funds, private funds, alternative investments, and more recently, fintech, cryptocurrency and blockchain. Andra has held key business, legal, compliance and risk roles for major global asset management companies, where she leveraged her previous regulatory experience with the US Securities and Exchange Commission. She is known as a strategic, collaborative executive who combines her strong leadership, culture and diversity-building skills and extensive experience in securities regulation and business risk management with a deep knowledge of operations, product development, distribution and strategic planning. She holds a B.A. in Political Science from the University of Nebraska and a J.D. from the University of Denver College of Law.
Sarah Biller
Chief Data Officer, Distilled Analytics, Inc.
Sarah Biller is a FinTech entrepreneur, investor and educator. Most recently, Sarah was the Head of Innovation Ventures at State Street Bank’s Global Exchange division and its Chief Operating Officer for Innovation. Prior to joining State Street, she was the Co-Founder and President of Capital Market Exchange (CMX), a privately-financed predictive analytics platform utilizing investor sentiment to help bond investors anticipate near-term changes in spreads. Sarah has been a Principal in the launch of several successful venture-backed start-ups in the FinTech and Life Sciences sectors. She teaches a graduate-level course on the evolution of Financial Technology at Brandeis University and leads the Boston Fintech Meetup. Sarah also sits on the Board of a venture capital firm and multiple start-ups focused on capital markets, trading and the blockchain. Sarah has also held roles at Fidelity Investments; worked on MCI’s corporate venture team; and launched and led research divisions for Fortune 500 CFO’s and treasurers at the Corporate Executive Board. She studied Finance at West Virginia University and George Washington University.
Matthew Cowan
William Donaldson
Jack Klinck
Susanne Meline
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.
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.
Jack Klinck
Jack Klinck is currently an active angel and seed stage investor in FinTech oriented firms. Jack is also Managing Partner at Hyperplane Venture Capital, a new manager focused on emerging technologies such as machine learning and IOT. From 2015-2016, Jack served as CEO of Ouisa/ShareNett, a marketplace for family offices to share and co-invest. From 2006 to 2015, Jack was Executive Vice President and Head of Global Strategy and New Ventures at State Street Corporation, where he served on that firm’s management committee and founded two business lines; Alternative Investment Solutions and Global Exchange. Before joining State Street, Jack was Vice Chairman and President of the Investment Manager Solutions Group at Mellon Financial Corporation. Before joining Mellon in 1997, he held various management positions at American Express. In his spare time, Jack serves as President of the Spirit of Adventure Council – Boy Scouts of America and Overseer of the Boston Symphony Orchestra. Jack holds a B.A. from Middlebury College and an M.B.A from the Fuqua School of Business at Duke University.
Susanne Meline
General Counsel & Investment Analyst, Francis Capital Management
Susanne Meline has over 14 years of experience in the investment management industry as the co-founder of two hedge funds, a special situations analyst and general counsel for an investment advisor. She is also a former investment banker and corporate attorney and previously served as a judicial law clerk in the US Bankruptcy and District Courts. Ms. Meline is an investment committee observer for Belle Capital – an angel investment fund dedicated to deploying capital in women-created or led start-ups, an endowment committee member for The Blue Ribbon – a women’s support organization that has raised over $75m for The Los Angeles Music Center, and the co-founder of the Contemporary Craft Council at the Craft and Folk Art Museum. She has a BA from UCLA, a JD from Hastings Law School, holds a board of director certification through the UCLA Anderson Graduate School of Management, a Series 65 license and is an arbitrator for FINRA.
Partners
Investors
Press & News
Finomial Named a Finalist at the 2021 FSTech Awards and Waters Rankings
Finomial Named a Finalist at the 2021 FSTech Awards and Waters Rankings Tuesday, June 8, 2021 9:00 AM Shortlisted for 2021 FSTech RegTech Project of the Year and Waters Rankings’ Best AML Compliance Solution Provider BOSTON, MA / ACCESSWIRE / June 8, 2021 / Finomial, a leading Compliant Client Lifecycle Management (“CCLM”) platform, today announced that it…
Finomial and Mainstream Fund Services Partner to Transform the Investor and Fund Manager Experience
Wednesday, March 10, 2021 9:00 AM Finomial and Mainstream Fund Services Partner to Transform the Investor and Fund Manager Experience Partnership Leverages Innovative Technology to Streamline the Investor Onboarding Process and Enhance Investor Data Security BOSTON, MA / ACCESSWIRE / March 10, 2021 / Finomial, a leading Compliant Client Lifecycle Management (“CCLM”) platform, today announced its…
Finomial Shortlisted for Best Cloud-Based Middle-Back Office Solution at the Fund Intelligence Operations & Services Awards 2021
Thursday, January 28, 2021 9:00 AM Finomial Shortlisted for Best Cloud-Based Middle-Back Office Solution at the Fund Intelligence Operations & Services Awards 2021 Leading Compliant Client Lifecycle Management Platform Receives Accolades for Its Support of Fund Administrators throughout COVID-19 Shift to Remote Work BOSTON, MA / ACCESSWIRE / January 28, 2021 / Finomial, a leading Compliant…