At CFO (Boardroom Media) we track over 1,000,000 startups and over 5,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top New York based CFO’ operating in the FinTech space. If you think a CFO’ is missing from this list, feel free to contact our editor on [email protected].
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Kristi Matus
CFO/COO of Buckle
Board member and senior executive with direct experience in contributing to business strategy, profitable growth, and enterprise value based on general management and financial acumen, as well as the ability to inspire organizations and people.
Follow Kristi Matus:
About Buckle, The Buckle: Buckle is the inclusive digital financial services platform serving the rising middle class and providers to the gig economy.
David Sheen
Chief Financial Officer of Vestwell
Dave is a Principal at Primary Venture Partners based in the firm’s New York City office. Prior to joining Primary, he worked as an Associate in the technology investment banking team at Morgan Stanley in New York. At Morgan Stanley, he executed multiple IPOs, M&A transactions and capital raises for some of the largest firms in the technology sector, such as SAP and Red Hat, as well as financings for various New York-based technology firms including Etsy, Shutterstock and Medidata. Dave’s previous experience includes roles in operations and corporate development at HIT Entertainment and Dixons Store Group, as well as strategic consulting at L.E.K. Consulting in the U.K. Dave holds an M.B.A. from the Stern School of Business at New York University, and a Master’s degree in Engineering from Cambridge University.
Follow David Sheen:
About Vestwell: Vestwell provides underlying infrastructure to power workplace retirement plans.
Andrew Endicott
Co-Founder, President & CFO of Petal
Follow Andrew Endicott:
About Petal: Petal is a financial technology company on a mission to make credit honest, simple, and accessible.
Linda Huber
Executive Vice President & Chief Financial Officer of Moody’s Investors Service
Ms. Huber has served as the Company’s Executive Vice President and Chief Financial Officer since May 2005. Prior thereto, she served as Executive Vice President and Chief Financial Officer at U.S. Trust Company, a subsidiary of Charles Schwab & Company, Inc., from 2003 to 2005. Prior to U.S. Trust, she was Managing Director at Freeman & Co. from 1998 through 2002. She served PepsiCo as Vice President of Corporate Strategy and Development from 1997 until 1998 and as Vice President and Assistant Treasurer from 1994 until 1997. She served as Vice President in the Energy Investment Banking Group at Bankers Trust Company from 1991 until 1994 and as an Associate in the Energy Group at First Boston Corporation from 1986 through 1990. She also held the rank of Captain in the U.S. Army where she served from 1980 to 1984.
Follow Linda Huber:
About FactSet, Moody’s Investors Service: Moody’s Investors Service is a bond credit rating business that provides research, credit rating, and financial risk analysis services.
Kristy Trieste
Partner, Chief Financial Officer & Chief Compliance Officer of Motive Partners
Kristy was the Managing Director of Finance and Operations at Corsair Capital, managing the fund accounting, reporting and operations functions. Prior to joining Corsair, Kristy was an Associate in the Finance and Administration group within the Principal Investment Area at Goldman Sachs. At Goldman Sachs, Kristy primarily focused on the accounting, reporting and operations of the Goldman Sachs Capital Partners funds. Before joining Goldman Sachs, Kristy was an Assistant Vice President within the finance division of Corporate Investments at Deutsche Bank AG. Kristy accounted for proprietary direct investments and private equity fund interests. Kristy also worked at Ernst & Young LLP, leaving the firm as a Manager. Kristy is a Certified Public Accountant and holds a B.B.A in Accounting and Finance from James Madison University.
Follow Kristy Trieste:
About Motive Partners: Motive Partners is an investment firm focused on technology-enabled companies that power the financial services industry.
Julio Fredes
Co-Founder & CFO of Say
Follow Julio Fredes:
About Say: Say is a technology platform that empowers shareholders to access their full ownership rights.
Amy Shapero
Chief Financial Officer of Betterment
Amy Shapero is the chief financial officer at Shopify and joined in April 2018. Prior to joining Shopify, Amy was the CFO at Betterment, an online wealth-management service, since 2016. Previously, Amy was CFO at Sailthru, a SaaS marketing technology provider, and SVP of strategy, corporate development and corporate communications at DigitalGlobe, a big data and analytics provider. Prior to that, she heldCFO roles at Spot Holdings, a financial services company, and Standard & Poor’s, a business unit of The McGraw-Hill Companies. Amy began her career as a CPA at Ernst & Young, followed by positions at Credit Suisse and Goldman Sachs.
Follow Amy Shapero:
About Betterment, Shopify: Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.
Raj Patel
Co-Founder, COO & CFO of Mantl
Raj Patel is the Chief Operating Officer, Chief Financial Officer, and Co-Founder of Mantl.
Follow Raj Patel:
About Mantl: Mantl is a banking technology company that provides workflow management and automation tools for banks and credit unions.
Daniel Siracuse
Chief Financial Officer & Chief Operating Officer of Trumid
Follow Daniel Siracuse:
About Trumid: Trumid is a financial technology company bringing efficiency to credit trading through data, technology, and innovative products.
David Nanidzhanyan
CFO of RueOne Investments
Follow David Nanidzhanyan:
About RueOne Investments: RueOne is a private investment firm making early to growth stage investments in FinTech / InsurTech / Enterprise Software.
Richard Correia
CFO of MoneyLion
Follow Richard Correia:
About MoneyLion: MoneyLion is a mobile banking platform for borrowing, saving, and investing.
Eliza Howard
CFO in Residence of Indicator Ventures
Follow Eliza Howard:
About Indicator Ventures: We invest in founders building software making work, life, and wealth-building easier and more accessible.
Pete Wylie
Chief Financial Officer of CommonBond
Pete leads CommonBond’s student lending team, and previously served as the company’s vice president, finance. Prior to CommonBond, Pete was CEO and co-founder of Gradible, a personal finance technology company that helps people evaluate and optimize their student loan repayment options. In early 2016, CommonBond acquired Gradible. Before founding Gradible, Pete held roles in general management at growth stage startups, including Tough Mudder and 3Ships, a digital agency. Pete is a graduate of UNC-Chapel Hill.
Follow Pete Wylie:
About CommonBond, CommonBond, CommonBond, CommonBond, Gradible: CommonBond was founded in 2012 to help relieve the student loan burden, and since then we’ve funded over $4 billion in better loans.
Maximilian Niederste-Ostholt
Co-Founder & Chief Financial Officer of Rally
Maximilian Niederste-Ostholt is the Co-Founder and Chief Financial Officer of Rally.
Follow Maximilian Niederste-Ostholt:
About Rally: Rally is a platform for buying and selling equity shares in collectible assets, enabling anyone to invest in one-of-a-kind collectibles.
Ed Grieb
CFO of Market76, Inc.
CFO at Market76, Inc.
Follow Ed Grieb:
About Market76, Inc.: Market76 makes financial services work better by empowering businesses to operate with the best, highest-quality data available.
Eduardo Arreaga
Chief Financial Officer of Stavvy
Eduardo Arreaga is the Chief Financial Officer at Stavvy.
Follow Eduardo Arreaga:
About Stavvy: Stavvy is a modern lending platform designed to connect lenders with their title, settlement, and appraisal vendors.
Paul Suh
CFO of Back Office
Paul Suh is the CFO at Back Office.
Follow Paul Suh:
About Back Office, Petciety: Finally is a fast growing fintech company whose mission is to help small & medium sized businesses automate their accounting and finance.
Nathan Barber
CFO of FinMkt
Before joining FinMkt in 2018, Nathan began his career with JPMorgan’s investment banking group in New York and San Francisco. During his tenure there, he worked on a variety of mergers & acquisitions and capital raising transactions with software and technology clients. In total, he has advised corporate clients on transactions valued in excess of $12 billion. In addition, Nathan has authored a white paper on marketplace lending and advised a leading institutional fund on issues related to marketplace lending and capital formation.
Follow Nathan Barber:
About FinMkt: Revolutionizing point of sale financing through our highly customizable SaaS, multi-lender, omni-channel platform.
Richard Gelinas
Chief Financial Officer of Fi-Tek
Follow Richard Gelinas:
About Fi-Tek: Fi-Tek is a premier product focused financial technology solutions and services company.
Michael G. Levine
CFO of Payoneer
Follow Michael G. Levine:
About Payoneer: Payoneer allows global commerce by connecting businesses, professionals, countries, and currencies with its cross-border payment platform.
Scott Gellman
COO/CFO of Kurtosys
Follow Scott Gellman:
About Kurtosys: Real growth. Realized. Digital Experience Platform for Financial Services.
Luis Scull
Co-Founder & CFO of Payfully
Follow Luis Scull:
About Payfully, Payfully Corporation: The easiest way to access future commissions
Steve Brown
CFO of eProdigy Financial
As CFO of eProdigy, Steve brings over 20 years of financial executive experience to the team. Steve was the CFO of the IDT Corporation from 1995-2009, where he oversaw the financial aspects of it’s IPO, and served on the Board of Directors. Steve founded and was the CEO of IDT Entertainment – a subsidiary which was sold for $500m during his tenure as CFO of the parent. Steve is also partner in Brown, Brown and Associates, a tax and accounting firm; and a member of the Academy of Television Arts & Sciences.
Follow Steve Brown:
About eProdigy Financial: eProdigy offers cloud-based platforms that supports processes in the alternative finance industry.
Christopher Temme
CFO: USA of BitFlyer
Christopher Temme is a director of product and digital operations is SourceMedia.
Follow Christopher Temme:
About BitFlyer: BitFlyer is a bitcoin exchange and marketplace that enables its customers to buy, sell, and spend bitcoins.
Neil Mohinani
CFO of ATLANT
Follow Neil Mohinani:
About ATLANT: Blockchain Real Estate Platform | Tokenized Ownership | P2P Rentals
Rich Radice
Chief Financial Officer and Chief Compliance Officer of Moven
Follow Rich Radice:
About Moven, Treehouse Consulting Group: Moven focuses on enabling banks and non-bank partners to leverage the acquire, engage, retain, and grow their customer base.
Adi Raviv
CFO of Strategic Funding Source
Adi joined SFS in 2009, with 25 years of experience in the financial services industry, as an investment banker, a CFO and corporate executive. His MBA education and military training have prepared him well for the world of entrepreneurship, small business lending and financing.
Follow Adi Raviv:
About Strategic Funding Source: Strategic Funding Source finances the future of small business with technology and insight
William Lauricella
CFO of Mediant
Follow William Lauricella:
About Mediant: Mediant is a provider of investor communications technology and technology-enabled solutions to banks, brokers, corporations, and funds.
Benhamin Aryeh
Chief Financial Officer of Small Business Funding Solutions
Follow Benhamin Aryeh:
About Small Business Funding Solutions: Small Business Funding Solutions provides an achievable financing option to small and mid-sized businesses in need of working capital.
Michael Kagan
CFO & CCO of Informa Financial
Michael Kagan is a CFO & CCO at Informa Investment Solutions.
Follow Michael Kagan:
About Informa Financial: Informa Financial provides financial software and services to financial institutions, brokerages, investment management companies.
Richard Peteka
Chief Financial Officer, Treasurer of Apollo Investment Corporation
Follow Richard Peteka:
About Apollo Investment Corporation: Apollo Investment Corporation (NASDAQ: AINV) , a Maryland corporation organized on February 2, 2004, is a closed-end, externally managed,
Michael J. Sell
CFO, Secretary & Treasurer of Full Circle Capital
Follow Michael J. Sell:
About Full Circle Capital, Great Elm Capital: Full Circle Capital Corporation (Nasdaq: FULL) is an externally managed investment company.