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Meredith Moss

Investor

Operating Partner at Presidio

Greater Boston

Find your path to Meredith

772 people in our graph share verified history with Meredith — schools, employers, funds. One of them is your warm intro.

Hemal PatelunlockedMeredith: together at Lehman Brothers (2007–2008)
×4Meredith: together at Credit Suisse
×3Meredith: together at Lehman Brothers
×2Meredith: together at Reuters

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

  1. Edge Home Finance LLCChairperson of the Boardcurrent2026 — presentBoston, Massachusetts, United States
  2. CapShiftBoard Membercurrent2025 — present
  3. Presidio InvestorsOperating Partnercurrent2024 — presentAustin, Texas, United States
  4. Cambridge Savings BankCorporatorcurrent2024 — presentCambridge, Massachusetts, United States
  5. Dreamfinders Real EstateBoard Member, Alliant National2025 — 2026
  6. My Home PathwayAdvisor2024 — 2026
  7. Alliant National Title Insurance CompanyChairman of the Board2023 — 2025Denver, Colorado, United States
  8. SEIManaging Director2021 — 2024Boston, Massachusetts, United States
  9. FinomialChief Executive Officer2015 — 2021Greater Boston
  10. FinomialCo-Founder2011 — 2015
  11. Credit SuisseVice President2008 — 2011
  12. Lehman BrothersVP, Equities Technology2007 — 2008
  13. ReutersVP, Sales & Trading, Reuters Trade Notification Service2006 — 2007
  14. ReutersVP, Institutional Equities2005 — 2006New York, New York, United States
  15. ReutersDirector2004 — 2005New York, New York, United States
  16. ReutersDirector, Reuters-TIBCO Trade Management2002 — 2004New York, New York, United States
  17. InterWorld CorpDirector, Strategy & Operations2001New York, New York, United States
  18. InterWorld CorpProduct Marketing Manager2000New York, New York, United States
  19. ICCROMStrategy Consultant1998Rome, Latium, Italy
  20. 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)).

Same school

Shared employers