Future Forward. People First.

Dan has spent his career building and taking to market enterprise software solutions in the information security, sales enablement, and financial technology markets. With a huge passion for data visualization, he founded Cosaic to bring data viz and modern design to capital markets technology.

In 1994, Terry wrote the first online trading system which later became Ameritrade. He then went on to found Automated Financial Systems, a provider of financial software to banks and brokerages. Terry has held senior management positions at SunGard and Brokat AG.

A twenty-year veteran of product management and UX design, Eugene most recently managed the business strategy for Bloomberg’s foundational applications product suite and led the initiative to revolutionize the charting and technical analysis application.

Joerg has built an international track record in operational private equity and venture capital-backed start-ups and growth situations across several roles and mandates. He’s held leadership roles at Goldman Sachs and Booz & Company (now Strategy&).

Julian Mattes is a Partner at Digital⁺ Partners. He especially focuses on cross-industry and Financial Services Tech investments, and he serves on the board at CleverConnect, Cosaic and quantilope, and has worked on Digital⁺ Partners investments in CleverConnect, Cosaic, Seven Senders, Starmind, and quantilope. Prior to Digital⁺ Partners, Julian spent three years at Deutsche Bank and Commerzbank in leadership positions (head of payments and deposits) and six years as a strategy consultant at McKinsey. Julian holds an MSc and a PhD in business administration from the Goethe University of Frankfurt.

Mark Whitcroft is a Founding Partner at Illuminate Financial Management, a London-based venture capital firm exclusively focused on capital markets financial technology investment globally. Prior to Illuminate, Mark spent eleven years in various capital market roles at HSBC and Deutsche Bank based in London, Hong Kong, Singapore and New York. He has been investing in FinTech companies since 2010 and has worked at a number of FinTech startup accelerators.

Josh Elwell has substantial experience spanning high-growth technology startups, investment management, and corporate finance. Josh is currently a Managing Partner at ValueStream, where he invests in and advises early-stage financial technology companies.

Howard has more than 20 years experience in the financial community acting in both an entrepreneurial and investing capacity. With a unique vision for starting, managing, and successfully advising innovative companies, Lindzon is the public face of the Social Leverage entities. In 2008, Lindzon co-founded StockTwits.