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Cramer FinTech Directory


700 North San Vicente Blvd, G605 West Hollywood, CA 90069


Categories We Cover: Books & Records/Onboarding, Client Portal, Data-Aggregation, E-Learning, Planning-Financial Planning, Robos

Our Company in 30 seconds!
John Wise
CEO & Co-Founder
Colin Close
President & Co-Founder
Fiona Francois
President, Sales Operations & Integration
Jules Bowden
Co-Founder & Chief Technology Officer
Yaela Shamberg
Co-Founder & Chief Product Officer
Vincent Sos
Co-Founder & Chief Information Officer
Nicole Nakashian
Chief Operating Officer
Lori Brisbois
Co-Head of Relationship Mgmt, SVP
Will Bailey
Chief Strategy Officer, EVP
Gray Bigler
Bus Dev Partner
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