Finsophy PBC

Finsophy is a platform for consumers, HNWI and businesses seeking transparent, values-driven and mission-aligned banking products and services.

  • Stage Full Product Ready
  • Industry Financial Services
  • Location Charlotte, NC, US
  • Currency USD
  • Founded June 2016
  • Employees 4
  • Incorporation Type C-corp
  • Website Finsophy.com

Company Summary

Finsophy is a platform for consumers, HNWI and businesses seeking transparent, values-driven and mission-aligned banking products & services.

Finsophy provides a 1st of its kind whole-lifecycle digital experience that enables customers to open FDIC-insured accounts and earn competitive APR while supporting missions they care about with their deposits. Finsophy’s solution also helps partner banks differentiate and grow their core deposits base.

Team

  • Founder & CEO

    17 yearss total experience in entrepreneurial, technical, organizational and project leadership, R&D in applied physics, complex systems engineering, product design, and business development. His career path includes 3+ years in startups, 7.5 years in corporate aerospace industry, and 3.5 years in academic R&D. Has managed $23M in projects to date.

  • Co-Founder & CIO

    Entrepreneur in FinTech, UI/UX and marketing companies, and award-winning creative director with a passion for helping companies identify, acquire, or create best-of-class brand experiences and capabilities that exceed expectations, satisfy customer needs, fulfill business goals, and provide return on investment. Tiago has founded 3 startups prior to Finsophy, with 1 successful FinTech exit.

  • Chief Compliance Officer

    30+ years in banking. COO at Bancorp and Director at Ally Bank and Wells Fargo.

Advisors

  • Brian Monbouquette
    Unconfirmed
    Ron Epperson
    Unconfirmed
    Jeff Matthews
    Unconfirmed

Previous Investors

  • Al Pizzica
    Unconfirmed
    Chris Reichelt
    Unconfirmed
    Queen City FinTech Accelerator
    Unconfirmed

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