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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
Colleagues 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.
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