Boardroom Media (CFO News)
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 San Francisco 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.
Charly Kevers
CFO of Carta
Charly Kevers serves as CFO at Carta, a transfer agent for private companies.
Follow Charly Kevers:
About Carta: Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
Kaiser Ng
Chief Financial Officer of Kraken
Kaiser Ng is the chief financial officer at Kraken Bitcoin Exchange.
Follow Kaiser Ng:
About Kraken: Kraken is a cryptocurrency exchange that provides spot and futures trading between Bitcoin, Ethereum, and 40+ other digital assets.
Stewart Ellis
Chief Financial Officer of Hippo Insurance
Stewart Ellis is the Chief Financial Officer at Hippo Insurance.
Follow Stewart Ellis:
About Hippo Insurance: Hippo Insurance is an InsurTech company that uses technology to help homeowners maintain their properties.
Steve Reale
CFO & Venture Partner of Ulu Ventures
Steve Reale joined Ulu Ventures as CFO and Venture Partner in 2019.
Follow Steve Reale:
About Aria Systems, Kauffman Fellows, Madison Bay Capital Partners, Midwestern Bioag, ShotSpotter, Ulu Ventures: Ulu Ventures provides early-stage investments to enterprise cloud and smart data companies.
Stephen Snyder
CFO of Addepar
Stephen provides global financial and operational leadership from 20+ years of executive experience with leading technology companies such as Adobe Systems and Hewlett Packard. He has a successful track record of driving growth and has held vice president roles in finance, operations and sales. He provides a strong global perspective, and has lead operational teams in Europe, Asia and the Americas. Over his career, he has provided financial leadership for hardware, services and project businesses. Through his breadth of leadership roles Stephen brings expertise in scaling businesses, while creating value for both customers and shareholders. Stephen earned his M.B.A. from the University of Southern California and his B.A. in Management Science from the University of California, San Diego.
Follow Stephen Snyder:
About Addepar: Addepar is a wealth management platform that provides tools for data analytics and portfolio visuals.
Paul Jun
Chief Financial Officer of Pilot
Paul Jun is the Chief Financial Officer at Pilot. He previously served as VP of Corporate Finance & Strategy at [Dropbox](https://www.crunchbase.com/organization/dropbox) and a venture capital investor at [Index Ventures](https://www.crunchbase.com/organization/index-ventures). Prior to that, Jun was a private equity associate at Leonard Green and Partners and investment banking analyst at Morgan Stanley.
Follow Paul Jun:
About Pilot: Pilot is a platform that offers bookkeeping, tax, and CFO services for growing businesses.
Betsabe Botaitis
Co-Founder and CFO of Aikon
Follow Betsabe Botaitis:
About Aikon, Kueski: Aikon provides API-based Blockchain as a Service for top public blockchains including EOS, Ethereum and Libra
Neil Williams
Senior Vice President, CFO of Intuit
Neil Williams became Intuit’s senior vice president and chief financial officer in January 2008. Williams has nearly 30 years of strategic, operational and transactional experience in the financial services industry. He is responsible for all financial aspects of the company, including corporate strategy and business development, investor relations, financial operations and real estate. Before joining Intuit, Williams was the executive vice president and chief financial officer for Visa U.S.A., Inc. In that role, he led all financial functions for the company and its subsidiaries, including financial planning, business planning and financial monitoring. Williams concurrently served as chief financial officer for Inovant LLC, Visa’s global information technology organization, responsible for global transactions processing and technology development. His previous banking experience includes senior financial positions at commercial banks in the Southern and Midwestern regions of the United States. Williams, a certified public accountant, received his bachelor’s degree in business administration from the University of Southern Mississippi.
Follow Neil Williams:
About Intuit: Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals.
Matthew Newcomb
CFO of Chime
Follow Matthew Newcomb:
About Chime, DigiPuppets, Insure.VC: Chime helps everyday people achieve financial peace of mind, together.
Christophe Labasky
Cofounder & CFO of Abound
Follow Christophe Labasky:
About Abound: Abound is the independent benefits API for businesses that serve independent workers.
Tobias Mezger
Co-Founder – COO/CFO of PayZen
I am passionate about solving big problems by making financial services more straightforward and more accessible. I am excited about building a great company.
Follow Tobias Mezger:
About PayZen: PayZen is a health care fintech startup that aims to tackle the growing patient payment responsibility problem.
Ryan Schaffer
CFO of Expensify
Follow Ryan Schaffer:
About Expensify: Expensify is a financial services company that provides an online expense management service for businesses.
Marc Blouin
CFO of Yodlee
Marc Blouin is the Chief Financial Officer for Envestnet | Yodlee managing the finance, accounting, and IT departments. During his long tenure at Envestnet | Yodlee, he’s helped to lead the company through both its IPO and acquisition by Envestnet. Prior to joining Envestnet | Yodlee, Marc was the VP of Finance at Bell Microproducts as well as Agile Software and has also held roles at Ernst and Young. Marc holds a Master in Business Administration from the University of Santa Clara and has a Bachelor of Science in Accounting and Finance from San Diego State University.
Follow Marc Blouin:
About Yodlee: Yodlee is a provider of financial applications that offers solutions for banks, entrepreneurs and individuals.
Mike Albang
CFO of Costanoa Ventures
Mike is responsible for developing and overseeing all aspects of finance, investment reporting and monitoring, operational, compliance, accounting and human resource functions. Previously, Mike was a Senior Manager and one of the early employees at start-up consulting firm Standish Management in San Francisco. He was responsible for managing multiple teams of professionals that provided consulting services for a large portfolio of venture capital and private equity clients. Prior, Mike was a Senior Associate with PwC in San Francisco and provided assurance services to dozens of Alternative Investment Funds and Investment Advisers. Mike graduated Cum Laude from Cal Poly SLO with a BS in Business Administration, concentrations in Accounting and Finance. He earned a California CPA license in 2007 and achieved the CFA charter holder designation in 2011.
Follow Mike Albang:
About Costanoa Ventures: Costanoa Ventures leads seed and series A investments in companies that change the way business is done.
Olivia Man
CFO of LoanSnap
Olivia Man is the Chief Financial Officer at LoanSnap.
Follow Olivia Man:
About LoanSnap: LoanSnap is on a mission to improve every American’s finances
Mark Greenough
Chief Financial Officer of Monta Vista Capital
Mark is the Chief Financial Officer at Monta Vista Capital. With over 40 years of experience working in finance, he has held the position of CFO at companies such as U.S Venture Partners, Meris Laboratories and Rocket Science Games among others. Mark holds a B.S. in Finance and Accounting from Oregon State University and an MBA from the University of Oregon Charles H. Lundquist College of Business.
Follow Mark Greenough:
About Greenough Consulting Group, Monta Vista Capital, San Jose State University: Monta Vista Capital is an investment company focused on early stage B2B companies.
Paul Catuna
CFO of Tora Trading Services
Paul joined TORA in 2008 as Chief Financial Officer and is a key member of the executive management team. Prior to joining TORA, Paul spent six years as the Chief Financial Officer of WAGIC, Inc., a developer and manufacturer of consumer products. Before WAGIC, Paul was the senior financial officer of Intertop Corporation, a software company, and Isonics Corporation, a specialty materials company. Paul spent the first nine years of his career in public accounting, last serving as Senior Manager at Deloitte. In total, Paul has over twenty years of financial management experience. Paul holds a B.S. in Business with a concentration in Accounting from California State University, Fresno, is a certified public accountant, and TORA’s Financial and Operations Principal.
Follow Paul Catuna:
About CASPIAN, Tora Trading Services: Tora Trading Services provides advanced trading technology and financial services to address trading challenges that are unique to Asia.
Jonathan Coblentz
Chief Financial Officer & Chief Administrative Officer of Oportun
Jonathan Coblentz has served as Oportun’s Chief Financial Officer since July 2009. Prior to joining Oportun, Mr. Coblentz served as Chief Financial Officer and Treasurer of MRU Holdings, Inc., a publicly-traded student loan finance company, from April 2007 to February 2009. Prior to joining MRU Holdings, Mr. Coblentz was a Vice President at Fortress Investment Group, LLC, a global investment management company.Prior to his time at Fortress, Mr. Coblentz spent over seven years at Goldman, Sachs & Co. Prior to Goldman Sachs, Mr. Coblentz began his career at Credit Suisse First Boston, an investment bank, where he worked for nearly five years. Mr. Coblentz received a B.S., summa cum laude, in Applied Mathematics with a concentration in Economics from Yale University.
Follow Jonathan Coblentz:
About Oportun: Oportun is a fintech company that provides financial services from personal loans to financial resources.
John Eichhorn
CFO of Quicken
Follow John Eichhorn:
About Quicken: Quicken is provides personal money management software, committed to helping individuals and families improve their financial lives.
Rayan Rafay
Co-Founder & COO/CFO of Fraction
Follow Rayan Rafay:
About Fraction, Shalifay: Fraction is a technology-based lending platform focused on making residential real estate affordable, flexible, and liquid.
Ross Davisson
CFO of CircleUp
Ross brings experience in both finance and high-tech operations to his role at CircleUp. He most recently led Sales Operations & Strategy at The Climate Corporation, which develops digital tools to help farmers increase their productivity. He helped scale Climate from a 30-person venture-backed startup to a 600-person subsidiary of Monsanto following its acquisition. Prior to joining Climate, Ross worked in finance as an investor in private equity at Bain Capital and in public equities at Pivot Point Capital. He began his career as a consultant at McKinsey & Company. Ross received a BS and an MBA from Stanford University. Outside of work, Ross enjoys cooking, exploring San Francisco’s most interesting stairway walks, and attempting to keep up with his two young sons.
Follow Ross Davisson:
About CircleUp: CircleUp is an investment platform that provides capital and resources to innovative, early-stage consumer brands.
Tom Casey
Chief Financial Officer of Lending Club
Tom Casey is Chief Financial Officer at Lending Club, responsible for overseeing accounting, financial planning and analysis, treasury, tax, and investor relations. Before joining Lending Club, Tom was Executive Vice President and CFO at Acelity. Prior to that, he served as Executive Vice President and Chief Financial Officer at Clear Channel, where he was responsible for overseeing all financial, IT, and shared services activities for the global media and entertainment company specializing in radio, digital, outdoor, mobile, and on demand advertising. Tom has more than 20 years of experience in financial services, including senior financial leadership roles at GE Capital, Washington Mutual, JP Morgan Chase, and Citicorp. Tom has a BS degree in accounting from King’s College in Wilkes-Barre, PA.
Follow Tom Casey:
About Acelity, Lending Club: Lending Club is an online financial community that brings together creditworthy borrowers and savvy investors.
Jessica Ngo
CFO of CRCM Ventures
Jessica Ngo is the CFO of ChinaRock Capital Management. She graduated with a bachelor’s degree in economics from the University of California, Berkeley.
Follow Jessica Ngo:
About ChinaRock Capital Management, CRCM Ventures: CRCM Ventures invests in early stage companies, targeting consumer, climate tech, frontier tech, health, and fintech industries.
Kenneth Kim
Chief Financial Strategist of EQIS
Ken began his career in finance more than 20 years ago as a research assistant at the PACAP Research Center in Rhode Island. He has worked as a senior financial economist at the U.S. Securities and Exchange Commission, as a consultant for the CFA Institute, as a special consultant for the Securities Litigation Consulting Group and as an academic consultant for the Kuala Lumpur Stock Exchange. He is also a highly accomplished finance scholar and professor of financial strategy, investments, portfolio theory, derivative securities, business economics, and financial risk management. He has held academic appointments at 16 different universities around the world and has served on the board of directors of multiple academic organizations. One study even ranked him as one of the top 1,000 finance scholars of the past half-century. His research has been widely-published in peer-reviewed journals, and he has been cited or quoted in the likes of the Wall Street Journal, the Financial Times, BusinessWeek, Barron’s, The New York Times and many more. Ken is also a Forbes contributing columnist. He is a frequent speaker at conferences, corporate trainings and executive development programs. He holds a PhD from the University of Rhode Island, an MBA from the University of Detroit and a BA from the University of Michigan. Ken also maintains his Series 65 securities license.
Follow Kenneth Kim:
About EQIS: EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers.
Peter Bardwick
Chief Financial Officer of qolo
Follow Peter Bardwick:
About qolo: Qolo is a B2B payments hub that allows businesses to manage payments and reduced expense.
Usama Ashraf
Chief Financial Officer of Prosper Marketplace
Follow Usama Ashraf:
About Prosper Marketplace: Prosper Marketplace is an online lending platform that connects people who want to borrow money with individuals and institutions.
Marita Scarfi
Chief Financial Officer of MeasureOne
Marita Scarfi is the CFO at MeasureOne.
Follow Marita Scarfi:
About MeasureOne: MeasureOne is a data and analytics firm specializing in data-driven insight for the higher education finance industry.
Karin Roeschlein
Chief Financial Officer of CLARA Analytics
20+ yrs. in Finance & Sales Operations for technology companies Holds a BA from UCSB and is a Certified Public Accountant
Follow Karin Roeschlein:
About CLARA Analytics: CLARA improves claims outcomes in commercial insurance through easy-to-use AI
Kirk Inglis
Chief Financial Officer of ApplePie Capital
Kirk Inglis brings over 20 years of experience in financial services and technology with a deep expertise in consumer lending. His career includes senior finance and operating roles with Calypso Technology, Prosper Marketplace and Providian Financial Corporation. Mr. Inglis served as Chief Operating Officer and Chief Financial for Prosper Marketplace, a peer to peer lending marketplace that uses technology to allow investment in unsecured consumer loans. Mr. Inglis was instrumental in developing Prosper’s business model and bringing it to profitability. In addition, he led the effort to get approval for the innovative business model with the SEC through an S1 registration process. Mr. Inglis also served in a variety of roles with Providian Financial Corporation, a leading credit card issuer. His roles included leading a team to executed strategic transactions to raise capital and liquidity, managing Providian’s debt buying and collections operations, serving as CFO of their internet lending operations and managing the company wide FP&A function. Mr. Inglis also served as CFO of Calypso Technology, a leading global provider of technology solutions for the capital markets industry. He began his career as a Treasury Analyst with First Tennessee National Corporation. Mr. Inglis holds a BA in Economics from the University of Texas at Austin and an MBA from the University of Memphis. He is also a Chartered Financial Analyst (CFA).
Follow Kirk Inglis:
About ApplePie Capital: ApplePie Capital is an alternative financing software platform designed for franchise businesses.
Roland Mansilla
Co-Founder, COO & CFO of Safely Finance
Roland Mansilla is the Co-Founder, COO, and CFO of Safely Finance.
Follow Roland Mansilla:
About Safely Finance: We turn large up-front rental costs into approachable multi-month payments
Heather Hall
Co-Founder & Chief Financial Officer of 280 CapMarkets
Heather Hall is the Co-Founder & Chief Financial Officer at 280 CapMarkets.
Follow Heather Hall:
About 280 CapMarkets: 280 CapMarkets is a fintech Platform leveraging SaaS technology to provide Access, Clarity and Confidence to the Bond Market.
