Invests in
Sectors:
Locations:
Min Investment:
$250,000.00Max Investment:
$3,000,000.00Target Investment:
$1,000,000.00
Education
Lists including Shreya
Work Experience
2024
Partner
2024
FlatironX is an early stage investment firm that invests in and incubates FinTech startups with a nexus to India.
2022 - 2023
Partner
2022 - 2023
FinTech Collective backs creators with a hunger to reimagine how money flows through the world. We are a sector-focused venture capital firm, based in New York City and investing globally across capital markets, banking, lending and payments, wealth and asset management, insurance, and crypto/decentralized finance.
2021 - 2022
WWR Podcast Founder and Host
2021 - 2022
Women Who Roar (WWR) is MoneyLion’s mission based community platform to empower women from all walks of life to level up on financial knowledge, financial wellness and strategies to advance their career and personal growth.
2020 - 2022
Head of Product fGPS/Advice
2020 - 2022
MoneyLion’s all-in-one, digital financial solution gives people access to a comprehensive suite of products and personalized advice that makes it more engaging to bank, borrow, save, invest, and grow – all in one app. By delivering the previously exclusive private banking experience to all Americans, MoneyLion is re-wiring the consumer financial experience and changing the way people think about and engage with their money. MoneyLion listed on the NYSE (ML) in September 2021.
2017 - 2020
Co-Founder
2017 - 2020
WTI is an early stage B2B digital finance company delivering personalized algorithmic financial advice through partnerships with global financial institutions. Our mission is to make sound financial advice accessible and useful for everyone regardless of their level of investable assets. We help our partners codify, deliver and scale the best practices in advisory principles, differentiate their businesses and pass on significant advancements in financial technology and AI to their clients across the entire wealth spectrum. Wealth Technologies Inc. was acquired by MoneyLion in December 2020.
2015 - 2017
Operating Partner
2015 - 2017
Flatiron Investment Group is a private investment firm and limited partner that invests in sector-agnostic early-stage venture capital, micro private equity, and real estate projects. Our experienced team leverages its extensive network and expertise to identify and partner with exceptional teams that create long-term value for our stakeholders.
2007 - 2014
Institutional Fixed Income Sales
2012 - 2014
Institutional Fixed Income Sales
2008 - 2012
Summer Analyst
2007 - 2008