Surge Ventures, a Menlo Park, CA-based SaaS venture studio initially targeting the financial services and wealth management industry, announced the expansion of its advisory board.
The board is comprised of wealth management and FinTech industry executives to help guide the firm as it continues its journey to find, fund and nurture the leading technologies of tomorrow.
New members Nimesh Mehta, Joseph Kuo, Brian Johnson and Ann Robinson joined current members, Jason Lish (Chairman), Dr. Neil Daswani, John Rostern, Larry Roth, Matthew Martin, Geoff Moore.
Led by Sid Yenamandra, Founder & CEO, Managing Partner, Surge Ventures will co-found and invest in promising startups that are using innovative technology to address rapidly intensifying data and privacy needs across wealth management firms and other financial services businesses. The firm will leverage its decades of technology expertise, best practices for bringing nascent innovative products to market in the wealth management space, customer acquisition and deep operational knowledge to grow multiple software companies from the ground up to serve as a “shared services” backbone to its portfolio companies, offering scalable operations, foundational technology building blocks, demand generation, corporate finance and enterprise sales support, among other solutions.