MEET THE TEAM
Founder and CEO
VP of Operations
Customer Success Manager
Head of Risk Oversight, Fidelity
Former SEC Director
Former CMGI Venture Partner
The Coalesce management team brings more than 40 years of extensive education and experience in computer science and finance, and by marrying these two disciplines together they offer innovative solutions for the financial services industry.
Prior to forming Coalesce, the company’s founder started a company that provides accounting and analytics software for alternative investment managers that today manage over $1.5 trillion in private equity, venture capital, and real-estate assets.
With the advent of AI going mainstream Coalesce saw the opportunity to leverage AI and machine learning for solutions in financial services. Two years ago they spun the technology out of their prior company to create solutions that solve risk and compliance challenges for investment management firms, banks, and insurance companies.
TOP 25 Applications
CIO Applications Magazine
CIO Applications magazine selected Coalesce as one of the 2018 Top 25 Most Innovative AI Applications
FIMA FinTech Innovation Winner
Voted most likely to be implemented in the next 12 months by 72% of FIMA conference attendees
AI Global Magazine
For leadership and technology vision that has transformed how companies do business