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
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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.
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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.
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Chief Compliance Officer
30+ years in banking. COO at Bancorp and Director at Ally Bank and Wells Fargo.
Advisors
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Brian MonbouquetteUnconfirmedRon EppersonUnconfirmedJeff MatthewsUnconfirmed
Previous Investors
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Al PizzicaUnconfirmedChris ReicheltUnconfirmedQueen City FinTech AcceleratorUnconfirmed
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