© 2019 Cambrian Ventures, Inc.

San Francisco, California

FINTECH PRODUCT

SUMMIT

May 3, 2019

San Francisco

9am - 6pm

The Fintech Product Summit is a one-day event that brings together leaders who are working to build the future of finance.
 

The event is brought to you by Cambrian Ventures—a community of product managers, engineers, designers, founders and creators who are excited about using technology to build meaningful products in financial services.

Speakers

We will be exploring two related themes for the day.

Theme #1 - the "AWS of Fintech"

The first theme is about infrastructure.  What does the "AWS of Fintech" look like?  Who are the players building the infrastructure layer, the basic digital building blocks, that will unlock innovative new services.

Sankaet Pathak | Founder & CEO

Synapse enables companies to build and launch best-in-class financial products by offering modern RESTful APIs for core banking services.

Niko Karvounis | Founder at Quovo

Plaid is a data platform used by hundreds of fintechs for connectivity to accounts at over 14,000 institutions. Quovo was acquired by Plaid in 2019.

Sameh Elamawy | Founder & CEO

Scratch is a modern loan-servicing platform that provides its software to existing lenders to power a borrower-first experience.

Seb Taveau | VP of DevX

Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.

Theme #2 - the Future of Savings & Investing

The second theme is about the application layer.  Specifically, what does the future of savings & investing look like? We have some of the most exciting fintechs presenting on how they have built digitally native products highly tailored for their specific customer base.

Andy  Rachleff | Founder & CEO

Founded in 2011, Wealthfront is one of the leading automated investment managers with over $11 billion in assets.

Kristen Tyrrell | Founder & COO

Catch is creating a new safety net that is accessible, affordable, and effective by helping workers who are not in traditional 9-5 jobs manage their healthcare, taxes & retirement.

Elizabeth Kelly | SVP of Ops

United Income is an automated investment advisor tailored for the needs of retiring baby boomers with features such as estate planning, social security benefit optimization and gift planning. 

Zach Smith | VP of Product

Chime, the fastest growing challenger bank in the U.S. with over 3 million users, helps members achieve financial peace of mind with no hidden fees while delivering paychecks 2 days early.

Steve Dorval | Co-Founder & CEO

Twine helps couples seamlessly coordinate finances through features like shared goals and joint accounts. Twine is a John Hancock company.

Venue

Golden Gate Club

Built in 1949, the Golden Gate Club was once the enlisted men’s service club and the site of several historic treaty signings. Today it is a popular celebration and meeting venue on the Main Post in the Presidio.

135 Fisher Loop, San Francisco, CA 94129

Sponsors & Partners

The Data Incubator, part of Pragmatic Institute, is a full-stack data science education company. Delivering the most up to date data science curriculum available, TDI offer’s introductory online data science courses, corporate training, an intensive data science Fellowship bootcamp, and a curated talent pool of Data Scientists.  https://www.thedataincubator.com/

Agenda

9:00am

Checkin & Coffee 

9:40am

Welcome & Opening Remarks

Rex Salisbury

Partner

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9:45am

Keynote & Fireside Chat

 

Integration vs Innovation

Exploring how financial technology has evolved over time and how Yodlee is helping build the future.

Fireside Chat

moderated by

Christine Loredo

Seb Taveau

VP of DevX

Christine Loredo

VP of Fintech Evangelism

10:30am

 

The Future of Savings & Investing

Exploring how three companies are solving for the unique needs of their users.

Kristen Tyrell

Founder & COO

Steve Dorval

Founder & CEO

Elizabeth Kelly

SVP of Ops

11:30am

Break

11:45am

Keynote

Niko Karvounis 

Founder at Quovo

12:30pm

Taco Bar  🎉

1:20pm

Keynote

Sameh Elamawy 

Founder & CEO

2:00pm

Fireside Chat w/

Andy Rachleff

 

moderated by

Rex Salisbury

Andy Rachleff

Founder & CEO

Rex Salisbury

Partner

4:45 - 6pm

Happy Hour

brought to you by

4:00pm

Fireside Chat w/

Sankaet Pathak

 

 

moderated by

David Mort

Sankaet Pathak

Founder & CEO

David Mort

Vice President

3:45pm

Break

2:45pm

Break

3:00pm

Keynote & Fireside Chat

 

Fireside Chat moderated by

Lauren Kolodny

Zach Smith

VP of Product

Lauren Kolodny

Partner