FinovateSpring 2016 / Finaeos

Presenter Profile:

How they describe themselves: Finaeos Equity and Offering Syndication Hub. We are The Programmable Cloud platform – compliance cloud hub where any portal, bank, financial services firm can “tie in” from legacy systems, into the emerging equity and debt securities markets. The Finaeos platform is hosted, in partnership, with Microsoft, on Microsoft Azure. Powered by our patented 1to1Core platform which has a long standing success in the market – with several billion in transactions processed across industries in private equity and real estate and mortgage banking.

How they describe their product/innovation: Finaeos will demo the RoboFunder platform, that demonstrates a new model for syndicating equity offering solutions between portals, lenders, investors and the “crowd”. The platform links professionals to issuers, investors to offerings and lenders for bridge financing to the SMB market. Through our patented “Core Syndication Registry” all transactions associated with a business are created, transferred, tracked – all communications and reporting are delivered, securely. Compliance rules are matched with regulations – offering a 100% audit trail.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed


Bus. Dev. & Sales: Robert Gerrard, Chief Business Officer,, 214-837-0419
Press: Tim Vasko, CEO, Inventor & Founder,, 206-939-7829

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