MindBridge has spent the last four years delivering products to identify, track, and predict where these losses occur, whether it’s in general ledger data or nation-wide payment systems. By helping auditors, CFOs, and other financial management professionals find risk within their data, MindBridge enables firms of any size to act sooner to minimize losses and […]
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ELEVATOR PITCH Milestone Wealth Management helps people retire well. Founded by advisors Dan Hernandez and Ron Sala, this financial planning organization manages the retirement investments of individuals as well as small to medium size 401(k) and 403(b) accounts. , OUR STORY Dan Hernandez’s mother was a schoolteacher. When he was twenty-three years old,
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Founded in 1992, financial services firm Cambridge Capital Corp. offers innovative solutions to capital needs for both new and growing companies as well as established businesses. Cambridge Capital Corp.’s managing director Kenneth J. Mathews brought more than thirty years’ experience when he joined the company in the year of its founding. Mathews, a Certified Cash
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BDO USA, LLP (BDO) is active in all phases of the technology ecosystem here in New Jersey. We support companies in their early stages and work with them as they execute on their growth strategy. Along that life cycle many situations present themselves including the need for financing growth, potential strategic acquisitions, and exit opportunities.
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INNOVATE is a verb and it means to make changes in something established, especially by introducing new methods, ideas, or products. It is often thought of as it relates to technology, inventions, manufacturing, and business development. It is less often thought of as it relates to culture, social development, diversity, and inclusivity. So, I would
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Blake Modersitzki Managing Partner – Pelion Venture Partners Nobody is born an entrepreneur. Different people take different paths to achieving their definition of success. Just know: The entrepreneurial roller coaster of emotions is vast and deep. No Matter the Generation, the Lessons Ring True I’ve had a front-row seat to entrepreneurship my entire life. I grew
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A Nonprofit, Membership-based Organization Comprised Of Accredited Investors Seeking Investment And Mentorship Opportunities In Early-stage Companies. We aim to increase members’ returns and benefits with our support for collaborative due diligence, education, and screening processes. We are a key part of the early-stage development of startups in the region. Angel investors traditionally have experience
Acropolis is a fee-only wealth advisor, serving individual investors, institutional investors and 401(k) plan sponsors. In an industry where high-quality, objective advice is difficult to come by, Acropolis helps investors find peace of mind relative to their long-term finances. Acropolis makes a difference by acting in a fiduciary capacity, which means putting clients’ interests above
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BioSTL is St. Louis’ bioscience industry leader, driving a new innovation economy by building upon the region’s world-class medical and plant science, training entrepreneurs, investing in startups, building companies, establishing avenues to capital, providing free access to state-of-the-art labs, connecting globally, developing an inclusive workforce, and shaping sound public policy. Startups + Capital + People
Capital Innovators provides top-ranked accelerator programs, venture fund management, and corporate innovation. It manages funds focused on technology, consumer products, and energy technology and sources the most cutting-edge startups from around the globe for investment and assists in scaling its companies to success. Capital Innovators Accelerator program has been ranked as one of the top
We help innovators grow their companies faster and more profitably. By relieving their accounting burden, Fintelligent enables business owners to focus on what they do best – building their business. We’ll handle everything from basic transaction processing to advice from a Chief Financial Officer. All our work is done in the cloud, so our customers
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Five-Star Empire helps its clients to improve their finances through real estate investments and business ownership, allowing them to concentrate full-time on what matters most. Collaborating with an Inc. 5000 company, Five-Star Empire is the brainchild of Michael Huggins, who made $1 million in 14 months working part-time in the real estate industry. Begun nine
AWT generates growth, profits, and excitement through early-stage technology investing. A portfolio of private equity investments, AWT also provides business advisory support and board participation. AWT Private Investments is passionate about innovation and entrepreneurship, especially when it comes to technology businesses. The firm looks for R&D-based seed, startup, and early-stage companies, and also those that
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ELEVATOR PITCH Investment in digital technologies is a key element of any business development in the modern world. Large and small enterprises realize that the future belongs to digital services and approaches. However, understanding or wishing to invest money in digital solutions is not enough to make your business a success. At Artezio, we believe
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Guru the friendly lender is a mobile payday lending application, helping people get out of these financial troubles by providing them with small affordable loans and educational resources to help improve their financial situation. Problem People need access to credit in order to help pay their bills and take care of their families, but the
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I started as a scientist, moving through the ranks: BSc, Ph.D., postdoc, and writing peer-reviewed papers. Commerce called, and I began writing patent, grant, and funding propositions for a biotech firm before moving into personal financial planning in 1997. Science and finance are the same thing to me—both aiming to solve complex, real-time problems. Bristol
Bristol Pound is a local currency, first launched in 2012. It is the UK’s most successful local currency, used by local businesses and individuals to buy goods and services, pay suppliers, energy bills and council taxes. It aims to create a more resilient and sustainable independent business sector in the city of Bristol, and in
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In 2014, crowdfunding and alternative finance were at an early stage and it was almost impossible for new businesses to raise funding to start-up, grow, and scale as bank lending had dried up. Oliver Mochizuki, Derek Ahmedzai, and Baraka Zahabian co-founded Fundsurfer as a new crowdfunding and fundraising company to tackle the lack of access
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From evolving client expectations to disruptive technologies rippling through the industry—the world of accountancy is changing. By adopting an entrepreneurial mindset and focusing on innovation, we’re meeting these challenges head-on. Founded in 2012 by Jonathan Gaunt, FD Works was set up with the simple aim of providing ambitious businesses with hands-on finance support and FD-level
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ELEVATOR PITCH Pelion Venture Partners is an early-stage venture capital firm based in Utah. We invest in entrepreneurs across the United States who are driven to change the world as we know it. We are passionate about technology and helping our founders achieve success. OUR STORY In 2002, Blake Modersitzki left his desk running
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