November Special Edition 2021

5 Best Fintech Companies to Watch 2021

Company Management Description
Mike Sha,
Co-founder & CEO
Samir Salvi,
Using a combination of design, data science, and technology, SigFig builds platforms for financial institutions that delight consumers and empower bankers to have more advice-driven conversations.
McKay Barnes,
Executive Vice President
From ease of cash ordering, precise forecasting and powerful analytics, logicpath’s cash inventory management platform has all the features your business needs to optimize the cash supply chain, gain efficiencies and reduce costs across your network.
Joe Lonsdale,
Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios.
Terrydale Capital
Brian Gramlich,
Owner & CEO
Amy Kinsey,
Chief Operating Officer
Culby Culbertson,
Senior Loan Officer
Terrydale Capital is a leader in commercial real estate financing. It has close relationships with the nation’s top banks, lenders & family offices allowing us to provide the most competitive financing solutions in the market.
UNest Advisers LLC
Ksenia Yudina,
UNest is a purpose-driven fintech company empowering parents to invest and save for their kids’ future. Since launching its app and investment account in February of 2020, UNest has helped thousands of families give their children a financial head-start and road map.