Ian Sheridan Email & Phone Number

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Boston, Ma, Us

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.

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.

Wayne, Pa, Us

Windsor, Connecticut, Us

Springfield, Massachusetts, Us

Roseland, New Jersey, Us

Dresher, Pa, Us

New York, New York, Us

New York, Ny, Us

Behavioral Finance Executive Education

Education record