Meredith Allison Moss

Founder at

Finomial Corp.

Finance

Technology Services

Consumer Services

Profile

Meredith Allison Moss is the founder of Finomial Corp., a company founded in 2010, where she holds the title of Chief Executive Officer & Director starting in 2015.
Currently, she is an Operating Partner at Presidio Investors LLC, a position she started in 2024.
In her former positions, she worked as a Principal at Lehman Brothers, Inc., Monitor Co. Group GP LLC, Thomson Reuters Corp., and Credit Suisse Alternative Investments, where she served as a Product Manager-AI-One Platform.
Ms. Moss obtained her undergraduate degree from Brown University and an MBA from Harvard Business School.

Meredith Allison Moss active positions

Companies	Position	Start
Finomial Corp. Finomial Corp. Packaged SoftwareTechnology Services Develops software which connects financial institutions and investors	Founder	01/01/2010
Presidio Investors LLC Presidio Investors LLC Investment ManagersFinance Presidio Investors invests in lower middle market companies located in the United States with an enterprise value of USD 20 - 100 million and EBIDTA of USD 5 - 20 million. The firm targets companies operating in the fields of technology, media and financial services. It provides financing for growth and buyout capital requirements. They makes control investments and also takes a seat on the board of directors.	Private Equity Investor	01/05/2024

All active positions of Meredith Allison Moss

Former positions of Meredith Allison Moss

Companies	Position	End
Monitor Co. Group GP LLC Monitor Co. Group GP LLC Miscellaneous Commercial ServicesCommercial Services Provides strategic management consulting services	Corporate Officer/Principal	-
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	-
THOMSON REUTERS CORPORATION	Corporate Officer/Principal	-
Credit Suisse Alternative Investments Credit Suisse Alternative Investments Investment ManagersFinance Provides alternative investment management services	Corporate Officer/Principal	-

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Training of Meredith Allison Moss

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Linked companies

Private companies	8
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Finance
Finomial Corp. Finomial Corp. Packaged SoftwareTechnology Services Develops software which connects financial institutions and investors	Technology Services
Brown University Brown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Monitor Co. Group GP LLC Monitor Co. Group GP LLC Miscellaneous Commercial ServicesCommercial Services Provides strategic management consulting services	Commercial Services
Thomson Reuters Corp. Thomson Reuters Corp. Internet Software/ServicesTechnology Services Operates as a content-driven technology company that provides professionals to navigate legal, tax, accounting, compliance, government, and media environments	Technology Services
Presidio Investors LLC Presidio Investors LLC Investment ManagersFinance Presidio Investors invests in lower middle market companies located in the United States with an enterprise value of USD 20 - 100 million and EBIDTA of USD 5 - 20 million. The firm targets companies operating in the fields of technology, media and financial services. It provides financing for growth and buyout capital requirements. They makes control investments and also takes a seat on the board of directors.	Finance
Credit Suisse Alternative Investments Credit Suisse Alternative Investments Investment ManagersFinance Provides alternative investment management services	Finance
Harvard Business School Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services