Ian Sheridan

Ian Sheridan Email and Phone Number

Early-Stage FinTech & InsurTech Investor @ Vestigo Ventures
Ian Sheridan's Location
Greater Boston, United States, United States
Ian Sheridan's Contact Details

Ian Sheridan personal email

n/a
About Ian Sheridan

Ian Sheridan is a Co-Founder and Managing Partner at Vestigo Ventures, bringing over 30 years of deep expertise in business innovation, startup growth, turnaround strategies, and transformative financial solutions. His career began on the NYSE and was further shaped at Goldman Sachs, setting a foundation for his impactful work across the Wealth and Retirement sectors.As a visionary leader, Ian has held pivotal roles, including CEO and Chairman of a National Trust company and strategic roles as CMO and Chief Strategist at Fortune 100 firms like DST, MassMutual, ADP, and SunGard. Notably, he pioneered the retirement industry’s first mobile enrollment technology, honored as Invention of the Year by InformationWeek, which underscored his ability to fuse behavioral finance with tech innovation to elevate customer experience.In his venture capital and operational roles within financial services, Ian centers on disruptive technologies at the intersection of consumer behavior, technology, insurance, and asset management, constantly advancing forward-thinking solutions and industry innovations.Ian’s influence spans advisory boards, leading industry organizations, and federal summits, where he has shaped strategies around M&As, integrations, and growth. His board memberships include Vestigo Ventures portfolio companies in Fund I & II, the Mass FinTech Hub, and other prominent organizations committed to the future of finance and retirement solutions.Ian’s academic foundation includes an Executive Education in Behavioral Finance from Harvard University and a degree from Western Connecticut State University’s Ancell School of Business, reinforcing his strategic insight and analytical skills. Connect with Ian to explore his work further at www.VestigoVentures.com.

Ian Sheridan's Current Company Details
Vestigo Ventures

Vestigo Ventures

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Early-Stage FinTech & InsurTech Investor
Ian Sheridan Work Experience Details
  • Vestigo Ventures
    Co-Founder & Managing Partner
    Vestigo Ventures Jan 2015 - Present
    Cambridge , Ma, Us
    Vestigo Ventures is an early-stage venture capital firm based in Cambridge, Massachusetts, dedicated to investing in transformative technology companies within financial services. Our unique strengths lie in our deep financial industry expertise, exclusive collaboration with the tech innovators across an extensive network - all contributing to our strong track record as investors, operators, and entrepreneurs. These advantages empower us to identify and support the next generation of disruptive FinTech, InsurTech, and AI companies. At Vestigo, we are hands-on investors, actively engaging in the early-stage ecosystem to help exceptional founders build tomorrow’s financial technology leaders.
  • Aeqium
    Board Member
    Aeqium Dec 2022 - Present
    San Francisco, California, Us
    Aeqium is an enterprise SAAS tool that plays at the intersection of finance (budgeting, planning) and HR (compensation and headcount management), enabling collaboration across Finance, HR, and Functional Managers as it relates to compensation planning and management. Key features of the platform include team compensation tracking (including comp band management and history tracking), actionable insights (i.e., flag employees who need a raise or equity refresh), benchmarking (via imported 3rd party comp data), and pay equity analysis by team or role. Aeqium also offers customized compensation cycle automation enabling users to manage promotion / merit cycles, collaborate on compensation decisions and communicate changes automatically. Via an extensive API library, Aeqium can seamlessly connect and pull data across over 150 payroll, HRS, applicant tracking, and equity management systems.
  • Acorn Finance
    Board Member
    Acorn Finance Jan 2023 - Present
    Sacramento, California, Us
    Acorn Finance is the world’s first embedded lending marketplace for home improvement financing, driving better outcomes for borrowers, lenders, contractors and software vendors.
  • Calculum
    Board Member
    Calculum Jan 2023 - Present
    Miami, Florida, Us
    Calculum is a FinTech company that helps organizations unlock millions in working capital and generate free cash flow by optimizing payment terms. In short, Calculum helps companies get paid earlier and pay invoices later.Calculum’s platform allows organizations to compare themselves with their competitors. With the web-based platform leveraging artificial intelligence, companies can analyze all their suppliers in terms of payment terms, financials, sustainability, ESG (Economic Social Governance), and seize all the necessary arguments to negotiate more favorable terms.Calculum identifies on average over 20% in working capital benefits and initiatives, positively impacting free cash flow, which in turn can be invested directly in their growth, development, and sustainability programs.
  • Cork
    Board Member
    Cork Jan 2023 - Present
    Dover, De, Us
    Cork is a cyber insights and business continuity company for managed service providers (MSPs) serving small businesses (SMBs) and the software solutions they manage. CORK's platform is driven by an AI-enhanced cyber risk engine designed to offer MSPs and their clients peace of mind with near-instant coverage and settlements in the aftermath of security incidents. Cork’s revolutionary Protection from the Inside Out™ approach to actionable insights, flexible premiums, and claims management puts control in the hands of MSPs and SMBs to protect the digital assets they value most.
  • Advocate Technologies
    Board Member
    Advocate Technologies Apr 2022 - Present
    New York, Ny, Us
    The price of commercial property insurance has risen so dramatically in the last two years that insurance is increasingly why lenders lose deals. Advocate is a technology enabled prodiver of insurance compliance services and insurance risk management for lenders and asset managers. Advocates' digital/ML optimized team assess the suitability of a transaction with its insurance component to ensure compliance and appropriate risk management. Advocate turns sub-optimal coverage into a revenue opportunity for lenders with their marketplace solution. Sitting where they do in this conflux of data, Advocate now also provides benchmarking and portfolio-wide insurance risk analytics to their customers as well.
  • Finqore (Formerly Saasworks)
    Board Observer
    Finqore (Formerly Saasworks) Apr 2022 - Present
    Boston, Ma, Us
    FinQore (formerly SaaSWorks) equips Finance Teams at complex, sophisticated businesses to drive strategic decisions by powering a single source of revenue, customer, and usage truth.Our continuously managed solution unifies, monitors, and streams data and insights back to you without the high-cost of big teams and external firms, or the tight constraints of one-size-fits-all solutions.Finance Teams choose FinQore to maximize focus and insights, minimize cost and complexity, and mitigate errors and expenses.
  • Knowbl
    Board Observer
    Knowbl Mar 2022 - Present
    Northville, Michigan, Us
    Knowbl provides every business the ability to quickly create conversational AI solutions that can be deployed across any digital user interface, including but not limited to search, chat, voice and agent assist. The Knowbl Platform takes your existing content, structured and unstructured, and automatically conversationalizes it so that your employees and customers can get the information they ask for on demand. Knowbl is active in the advisor marketplace with unique transactional functionality.
  • Roots Automation
    Board Member
    Roots Automation Sep 2020 - Present
    New York, Ny, Us
    Roots Automation provides the world’s first zero integration, self-learning Digital Coworkers as a Service. Roots is building the digital workforce of the future, supporting the operations of Financial Services, Insurance, and Healthcare companies by reducing the time and costs spent on high volume, repetitive tasks. Roots accomplishes this by providing Digital Coworkers (aka bots) that are trained, ready, and able to work those tasks in a matter of weeks and have the ability to learn from humans so that they constantly get better.
  • Clerkie
    Board Observer
    Clerkie Jun 2020 - Present
    San Francisco, California, Us
    Using AI to solve chronic social, financial problemsClerkie is a dedicated financial assistant that helps everyday families automate and manage all aspects of their finances using modern day AI algorithms: be it for for optimizing their student loan and credit card payments, or for helping them buy their first house, be it for helping them balance their budget or for improving their credit. Clerkie takes a holistic approach to helping individuals & families achieve financial stability.Think of it as the Jarvis (Iron Man) for your finances with a mission to democratize money management and give everyday families access to a stable financial future.
  • Mass Fintech Hub
    Business Mentor
    Mass Fintech Hub Nov 2022 - Present
    Boston, Ma, Us
  • Lifeyield, Llc
    Board Member
    Lifeyield, Llc Jun 2017 - Dec 2024
    Boston, Massachusetts, Us
    LifeYield, creator of the Taxficient Score®, is the industry innovator and leader in facilitating tax-smart, risk-smart household portfolio management. LifeYield's Advantage Suite enables financial advisors to provide a comprehensive, tax-aware view of a client's entire investment and insurance portfolio, including easy-to-use tools to engage clients so they make and keep more money, and achieve their financial goals.
  • Micronotes, Inc.
    Board Member
    Micronotes, Inc. Jan 2018 - Dec 2022
    Boston, Massachusetts, Us
    Micronotes is an AI-driven marketing automation company. Our conversation-marketing platform enables financial institutions to engage with their digital users via quick, informative conversations—the modern version of in-branch interactions. These engagements help improve user loyalty and provide an effective opportunity for cross-selling financial products and services.
  • Sungard Financial Systems
    Evp, Strategy & Product Management
    Sungard Financial Systems Jan 2014 - 2015
    Wayne, Pa, Us
  • Dst Systems
    Division Vice President
    Dst Systems 2011 - 2013
    Windsor, Connecticut, Us
  • Mass Mutual, First Mercantile Trust
    Ceo & Chairman
    Mass Mutual, First Mercantile Trust 2008 - 2011
  • Massmutual Financial Group
    Chief Marketing Officer & Corporate Vice President, Massmutual Retirement Services
    Massmutual Financial Group 2003 - 2011
    Springfield, Massachusetts, Us
  • Automatic Data Processing
    Chief Marketing Officer & Vice President Business Development
    Automatic Data Processing Jan 1999 - Jan 2003
    Roseland, New Jersey, Us
  • Ascensus (Former Universal Pensions, Inc. (Upi))
    Director, Client Services & Marketing
    Ascensus (Former Universal Pensions, Inc. (Upi)) 1994 - 1999
    Dresher, Pa, Us
  • The Guardian- General Agency
    Group Benefits Manager- Retirement Plans And Health Insurance
    The Guardian- General Agency 1991 - 1994
  • Goldman Sachs
    Analyst
    Goldman Sachs 1988 - 1990
    New York, New York, Us
  • Nyse
    Clerk
    Nyse 1986 - 1988
    New York, Ny, Us

Ian Sheridan Skills

Strategy Financial Services Mutual Funds Investments Retirement Leadership 401k Asset Management Business Development Management Product Management Retirement Planning Relationship Management Mergers And Acquisitions Employee Benefits Securities Business Strategy Marketing Insurance Strategic Planning Thought Leadership Strategic Vision Banking Sales Process Product Lifecycle Management Product Innovation Customer Experience Brand Communications Financial Management Organizational Restructuring 401k Plans Startups Regulatory Compliance Saas Strategic Leadership Behavioral Finance Paas Conference Speaking Predictive Analytics Institutional Sales Board Of Directors Collaborative Leadership Industry Innovation C Level Relationships Empowerment Transfer Agency Technology Outsourcing P&l

Ian Sheridan Education Details

  • Harvard University
    Harvard University
    Behavioral Finance Executive Education
  • Western Connecticut State University
    Western Connecticut State University

Frequently Asked Questions about Ian Sheridan

What company does Ian Sheridan work for?

Ian Sheridan works for Vestigo Ventures

What is Ian Sheridan's role at the current company?

Ian Sheridan's current role is Early-Stage FinTech & InsurTech Investor.

What is Ian Sheridan's email address?

Ian Sheridan's email address is hi****@****ast.net

What schools did Ian Sheridan attend?

Ian Sheridan attended Harvard University, Western Connecticut State University.

What skills is Ian Sheridan known for?

Ian Sheridan has skills like Strategy, Financial Services, Mutual Funds, Investments, Retirement, Leadership, 401k, Asset Management, Business Development, Management, Product Management, Retirement Planning.

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