
11 - 50 employees
💸 Finance
☁️ SaaS
💳 Fintech
Finance • SaaS • Fintech
FinStrat Management, Inc. is a financial services company that specializes in providing accounting, finance, and reporting solutions for SaaS, AI-driven, and venture-backed companies. The firm offers a range of services including fractional CFO, controller, and bookkeeping, as well as VC fund accounting and administration. Additionally, they provide portfolio company monitoring and private asset tracking and reporting services tailored for high-net-worth individuals, family offices, and VCs. FinStrat leverages AI tools to enhance financial operations and deliver GAAP-compliant financial insights through web-based dashboards.
🕒 July 8
CFA Charterholder managing discretionary investment services and capital for ultra-high-net-worth client families. Leading portfolio management and investment oversight for family office structures.
🕒 May 28
Chief Financial Officer for FinStrat Management providing strategic financial insight and leadership remotely. Engaging with clients to enhance their financial strategies and operations.