Where does Meredith Moss work?

Meredith Moss is Operating Partner at Presidio.

What does Meredith Moss invest in?

Meredith Moss invests in Fintech.

Where did Meredith Moss go to school?

Meredith Moss studied at Harvard Business School (MBA); Brown University (Bachelor of Arts (BA)).

Meredith Moss

Investor

Operating Partner at Presidio

Greater Boston

About

Meredith Moss is an Operating Partner at Presidio Investors with a background in fintech and financial services. She was CEO and Co-Founder of Finomial, a SaaS company for digital client onboarding and compliance workflows, which was acquired by SEI, where she then served as Managing Director overseeing a new business line. Earlier she held senior technology and strategy roles at Credit Suisse and Lehman Brothers, and holds an MBA from Harvard Business School and a BA from Brown University.

Invests in

Fintech

Experience

Edge Home Finance LLCChairperson of the Boardcurrent2026 — presentBoston, Massachusetts, United States
CapShiftBoard Membercurrent2025 — present
Presidio InvestorsOperating Partnercurrent2024 — presentAustin, Texas, United States
Cambridge Savings BankCorporatorcurrent2024 — presentCambridge, Massachusetts, United States
Dreamfinders Real EstateBoard Member, Alliant National2025 — 2026
My Home PathwayAdvisor2024 — 2026
Alliant National Title Insurance CompanyChairman of the Board2023 — 2025Denver, Colorado, United States
SEIManaging Director2021 — 2024Boston, Massachusetts, United States
FinomialChief Executive Officer2015 — 2021Greater Boston
FinomialCo-Founder2011 — 2015
Credit SuisseVice President2008 — 2011
Lehman BrothersVP, Equities Technology2007 — 2008
ReutersVP, Sales & Trading, Reuters Trade Notification Service2006 — 2007
ReutersVP, Institutional Equities2005 — 2006New York, New York, United States
ReutersDirector2004 — 2005New York, New York, United States
ReutersDirector, Reuters-TIBCO Trade Management2002 — 2004New York, New York, United States
InterWorld CorpDirector, Strategy & Operations2001New York, New York, United States
InterWorld CorpProduct Marketing Manager2000New York, New York, United States
ICCROMStrategy Consultant1998Rome, Latium, Italy
Monitor CompanyConsultant1994 — 1998Cambridge, Massachusetts, United States

Skills & more

Hedge Funds61Equities41Due Diligence38Investments57Compliance2

Languages English · German · Spanish

From Meredith's professional profile.

Colleagues at Presidio

Amy Zhang

Chief Financial Officer at Presidio

Christian Puscasiu

Managing Partner at Presidio

Christian Schütte

European Partner at Presidio

Dirk Swaneveld

Managing Director at Presidio

Emma Browning

Analyst at Presidio

Heather Kirkby

Operating Partner at Presidio

Javier Saade

Operating Partner at Presidio

Josef Auboeck

Partner at Presidio

Frequently asked questions

Who is Meredith Moss?: Meredith Moss is an Operating Partner at Presidio Investors with a background in fintech and financial services. She was CEO and Co-Founder of Finomial, a SaaS company for digital client onboarding and compliance workflows, which was acquired by SEI, where she then served as Managing Director overseeing a new business line. Earlier she held senior technology and strategy roles at Credit Suisse and Lehman Brothers, and holds an MBA from Harvard Business School and a BA from Brown University.
Where does Meredith Moss work?: Meredith Moss is Operating Partner at Presidio.
What does Meredith Moss invest in?: Meredith Moss invests in Fintech.
Where did Meredith Moss go to school?: Meredith Moss studied at Harvard Business School (MBA); Brown University (Bachelor of Arts (BA)).