Head of Allianz Life Ventures and Managing Director
18 past transactions
OneVest
Series B in 2025
OneVest Corporation is a financial technology company based in New York that focuses on connecting entrepreneurs, investors, advisors, and influencers within the entrepreneurship community. The company operates 1000 Angels, an exclusive investor network that enables members to build a venture portfolio from a curated selection of high-growth and early-stage investment opportunities without incurring management fees or large capital commitments. Additionally, OneVest runs CoFoundersLab, a matchmaking service designed to connect founders with cofounders, advisors, and interns, while collaborating with startup hubs like universities and accelerator programs to foster innovation. OneVest services a diverse clientele, including accredited investors, family offices, venture funds, and corporations. Originally established as Rock The Post, Inc. in 2011, the company rebranded to OneVest Corporation in July 2014.
Ambient Intelligence
Seed Round in 2024
Ambient Intelligence is a healthcare technology company that specializes in a contactless fall management system designed to enhance patient monitoring. This innovative system integrates hardware and software to enable clinicians and administrators to observe their populations in near real-time, improving patient safety and care. A key feature of Ambient Intelligence is its ability to operate in complete darkness and protect individual privacy, eliminating the need for patients to wear devices or sensors. By providing a seamless and non-intrusive monitoring solution, the company aims to transform how healthcare providers manage patient safety and health outcomes.
CliniSpan Health
Seed Round in 2024
CliniSpan Health is a software platform focused on enhancing and diversifying recruitment for clinical trials. By engaging communities, the company aims to educate the public about clinical trials and facilitate patient enrollment. CliniSpan Health supports nonprofit organizations through a fundraising platform designed to improve access to and diversity in medical studies. This approach not only accelerates recruitment efforts but also contributes to advancing healthcare outcomes by ensuring a broader representation in clinical research.
Sip Herbals
Pre Seed Round in 2024
Sip Herbals is a food production company that manufactures and markets a wide range of herbal coffee substitutes.
MerQube
Series B in 2023
MerQube is a cloud-native indexing platform that specializes in the design, calculation, and dissemination of financial indices at scale. The company offers a wide range of robust financial indices encompassing equities, futures, options, and ESG (Environmental, Social, and Governance) factors. MerQube's platform is equipped with custom calculation services and provides historical performance data, catering to the needs of financial professionals. Their expertise includes various types of indices, from market-capitalization weighted to risk-premia, volatility, and thematic indices. Additionally, MerQube supports clients with research and development, index construction, new product launches, and compliance and governance, making it a key player in the passive indexing market.
FLX Networks
Series A in 2022
FLX Networks is an innovative platform designed to enhance engagement for asset and wealth management firms and financial advisors. It offers a centralized resource hub where community members can access thought leadership, investment ideas, and business resources, fostering connectivity within the industry. By combining traditional distribution solutions with concepts from the sharing economy, FLX Networks enables asset managers to deliver their investment capabilities in a cost-effective manner. The platform features a member-structured marketplace that provides educational resources and data, empowering distribution professionals to achieve independence and financial freedom while promoting productivity and growth within the financial services sector.
Covr Financial Technologies
Series B in 2022
Covr Financial Technologies, Inc. operates as a digital brokerage general agency, providing life, long-term care, and disability insurance solutions tailored for financial institutions, their advisors, and clients. The company's offerings include the Covr Advisor platform, which enables financial advisors to efficiently meet their clients' insurance needs by selecting appropriate products, and the Covr Consumer platform that allows banks and credit unions to sell insurance directly to customers online. Additionally, Covr Insights assists in managing and analyzing existing life insurance policies. Founded in 2013 and based in Boise, Idaho, Covr serves over 24,000 financial advisors and 13 million customers across various financial institutions, including wealth management firms, banks, and credit unions. The company is supported by notable venture capital investors and features an advisory board that includes prominent figures from the financial services industry.
Halo Investing
Series C in 2021
Halo Investing is a financial technology startup that provides an independent multi-issuer platform focused on an investment product known as Structured Notes. Structured Notes are a pre-defined outcome investment product offering downside protection, previously only available to the ultra-high net worth. Halo is empowering and democratizing access to the product by building technology to analyze, purchase, and manage the full lifecycle of the product while building efficiencies for issuing banks.
Human API
Series C in 2020
Human API is a digital health data network that allows consumers to easily access and share their health information from various sources, including hospitals, electronic medical records, pharmacies, labs, and wearable devices. Founded in 2013 and based in San Mateo, California, the company connects to data from 90% of US hospitals and over 300 wellness applications. The platform employs a machine learning-powered data pipeline to standardize health data, making it more accessible and actionable for medical researchers and scientists. Importantly, it empowers consumers to maintain control over their personal health data, determining which companies can access their information. This streamlined approach addresses the challenges of fragmented health data sources, facilitating efficient data sharing and utilization in the healthcare ecosystem.
Accern
Series A in 2020
Accern Corporation, based in New York, develops a web surveillance software platform specializing in natural language processing (NLP) solutions tailored for various industries, including financial services and government. Founded in 2014, the company offers a no-code workflow that allows enterprises to automate research and data analysis processes, leveraging over 50,000 classification models and access to billions of rows of public data. Accern's technology enhances operational efficiency and is utilized by hedge funds, asset managers, and equity researchers. The company has formed partnerships with prominent organizations and has been recognized in industry reports, including Gartner's Hype Cycle for Data Science, Machine Learning, and Emerging Technologies in Banking. Accern has attracted significant investment, raising $40 million from various institutional investors, underscoring its position as an innovative leader in the NLP space.
Halo Investing
Series B in 2019
Halo Investing is a financial technology startup that provides an independent multi-issuer platform focused on an investment product known as Structured Notes. Structured Notes are a pre-defined outcome investment product offering downside protection, previously only available to the ultra-high net worth. Halo is empowering and democratizing access to the product by building technology to analyze, purchase, and manage the full lifecycle of the product while building efficiencies for issuing banks.
Gainfully
Series A in 2019
Gainfully, Inc. is an online marketing platform designed for the financial services industry, enabling financial professionals to enhance their marketing efforts and generate new business. The platform offers tools for social networking, personalized email campaigns, and automated content updates, facilitating the sharing of branded marketing content. Gainfully's mobile application provides advisors, brokers, and agents with access to a library of resources and allows them to promote their professional brand effectively. The platform also supports asset management and insurance companies in scaling their marketing efforts, while empowering broker-dealers and registered investment advisors to strengthen their online presence. Founded in 2012 and originally known as AdvisorDeck, Gainfully is headquartered in San Francisco, California, with an additional office in New York.
Vestwell
Series B in 2019
Vestwell is a developer of a digital savings platform focused on creating retirement plans for employees. The platform provides automated retirement investing options tailored for registered investment advisers (RIAs), aligning with regulatory requirements and various defined contributions for companies and their employees. By facilitating compliance and automation, Vestwell enables advisers to better engage with their clients in managing retirement savings.
Covr Financial Technologies
Series A in 2018
Covr Financial Technologies, Inc. operates as a digital brokerage general agency, providing life, long-term care, and disability insurance solutions tailored for financial institutions, their advisors, and clients. The company's offerings include the Covr Advisor platform, which enables financial advisors to efficiently meet their clients' insurance needs by selecting appropriate products, and the Covr Consumer platform that allows banks and credit unions to sell insurance directly to customers online. Additionally, Covr Insights assists in managing and analyzing existing life insurance policies. Founded in 2013 and based in Boise, Idaho, Covr serves over 24,000 financial advisors and 13 million customers across various financial institutions, including wealth management firms, banks, and credit unions. The company is supported by notable venture capital investors and features an advisory board that includes prominent figures from the financial services industry.
Gainfully
Seed Round in 2017
Gainfully, Inc. is an online marketing platform designed for the financial services industry, enabling financial professionals to enhance their marketing efforts and generate new business. The platform offers tools for social networking, personalized email campaigns, and automated content updates, facilitating the sharing of branded marketing content. Gainfully's mobile application provides advisors, brokers, and agents with access to a library of resources and allows them to promote their professional brand effectively. The platform also supports asset management and insurance companies in scaling their marketing efforts, while empowering broker-dealers and registered investment advisors to strengthen their online presence. Founded in 2012 and originally known as AdvisorDeck, Gainfully is headquartered in San Francisco, California, with an additional office in New York.
LifeYield
Venture Round in 2017
LifeYield, LLC is a financial technology company that provides innovative software solutions to wealth management firms and advisors. Based in Boston, the company offers the LifeYield Advantage Suite, which includes a variety of tools designed to optimize financial health and asset management for investors. Key components of this suite are the LifeYield UMH, which integrates seamlessly into existing workflows, and tools like the LifeYield Dashboard, Cash Harvester, Payment Modeler, and Reporter. These applications enable wealth advisors to analyze client households, manage cash flow, forecast sustainable withdrawal levels, and generate detailed asset reports. By delivering a comprehensive view of investors' assets, LifeYield helps clients maximize their returns, minimize taxes, and enhance overall financial well-being. The company was founded in 2008 and has established a strategic alliance with Jackson National Life Insurance Company.
Blooom
Series B in 2017
Blooom, Inc. is an online investment advisory firm based in Leawood, Kansas, that focuses on managing workplace retirement accounts, including 401(k) and 403(b) plans. Founded in 2013 by experienced financial advisors, the company aims to provide accessible investment management services to a broad audience of Americans who lack financial advisory support. As a Registered Investment Advisor, Blooom emphasizes fiduciary best practices while offering low fees and tailored investment strategies. Its platform utilizes financial technology to deliver comprehensive investment analysis, portfolio adjustments, and risk management, enabling clients to optimize their retirement savings in a straightforward manner.
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