FinovateFall 2026 / Delfi Labs
Presenter Profile:
How they describe themselves: Delfi is a New York-based firm offering an AI-native, end-to-end platform for financial decision-making and balance sheet optimization across institutions of all sizes. Its mission is to democratize advanced financial risk management and portfolio optimization to help financial institutions navigate volatile markets and achieve sustainable growth.
How they describe their product/innovation: Delfi Exchange is an agentic AI-powered marketplace featuring a curated inventory of financial instruments available for purchase. Connected directly to balance-sheet analytics, it enables banks and credit unions to understand each transaction’s exact impact on key performance indicators and risk measures before execution. Delfi’s AI Agent supports the entire workflow-helping users input and update data, modify assumptions, interpret results, identify opportunities, recommend the next best action, and execute with confidence.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed
Credit Union/Community Bank Fit: Credit unions and community banks.
Contacts:
Bus. Dev. & Press: George Gao (VP of Operations), [email protected], 908-656-2263
Website: delfi.co
LinkedIn: linkedin.com/company/delfi
HQ: New York, NY, USA
Founded: May 2022
Product Demoed: Delfi Exchange & AI Agent
Metrics: Delfi is a pre-revenue Seed Stage startup with 6 full-time employees. It has raised $10+ million in capital to date.
Raising Capital: Seed II
Presenters: Joseph Ahn, Chief Strategy Officer & Co-Founder, Delfi Labs | Daniel Ahn, CEO & Co-Founder, Delfi Labs
- Key Executives
Daniel Ahn (CEO & Co-Founder), Joseph Ahn (CSO & Co-Founder)
Key Stats
- Key Board Members
Daniel Ahn (CEO & Co-Founder), Joseph Ahn (CSO & Co-Founder)
- Key Investors
Franklin Templeton. MS&AD Ventures, Hanwha Asset Management, CHAAC Ventures, Echelon, One Washington Financial, Maps Credit Union, Members 1st Federal Credit Union
- Key Advisory Board Members
David Vitter (Former U.S. Senator). Roger Ferguson Jr (Former Vice Chair of the U.S. Federal Reserve), Maurizio Alfano (Former Global Head of Trading, Moore Capital), Willem Buiter (Former Global Chief Economist at Citigroup)
- Key Partners
Circuit. Filene Research Institute, One Washington Financial, Maps Credit Union, Members 1st Federal Credit Union, CFO Consulting Partners, Community Capital Technology
- Key Customers
Credit union with 10Bn+ in total assets, Credit union with 300Mn+ in total assets, Corporate credit union, High profile de novo digital bank