EVCA Fintech Investor Breakfast

​Please join the EVCA and our sponsors, F-Prime Capital and Rise, for the first of our recurring breakfast series for fintech investors. Come partake in an insightful conversation with special guests, Aaron and David. They will share their career journeys, thoughts on the fintech space, advice on investing in and supporting startups, and much more. The discussion will be followed by a networking opportunity with fellow fintech investors in the New York startup ecosystem.

​Special guests:

• ​David Jegen, Managing Partner, F-Prime Capital Tech Fund

  • ​About David: David loves investing at the intersection of fintech and enterprise software, and has led investments in Flywire (NASDAQ: FLYW), Toast (NYSE: TOST), Vestwell, Snapdocs, Kensho (acquired by S&P Global), FutureAdvisor (acquired by BlackRock), Quovo (acquired by Plaid), EVEN Financial (acquired by MoneyLion), Vendr, 1upHealth, Notabene, TradeBlock (acquired by CoinDesk), Canoe Intelligence, Cloudant (acquired by IBM) and many more. Prior to joining F-Prime, David was the co-founder of Sensoria and VP of Product Strategy at Into Networks.

  • ​About F-Prime Capital: F-Prime creates and invests in healthcare and technology companies that impact lives all over the world. The global portfolio is spread across the Americas, Europe, Asia and Africa. F-Prime is a thematic investor in Fintech and manages the Fintech Index and publishes an annual State of Fintech report (2024 report released on February 6th).

• ​Aaron Schumm, Founder & CEO, Vestwell

  • ​About Aaron: Aaron brings nearly 20-years of fintech and financial services experience from industry-leading companies. He founded Vestwell in 2016 to close the American savings gap by modernizing the way individuals and small businesses save. Prior to Vestwell, Aaron co-founded FolioDynamix (acquired by Envestnet) – a wealth management platform powering $800 billion+ in assets for 100,000+ advisors. He previously worked at Citigroup and Fiserv, and has served on the board of several fintech companies, including Quovo, Vestorly, OfColor, and Chalice Financial Network.

  • ​About Vestwell: Vestwell is the engine of the modern-day workplace and individual savings programs, such as 401(k), 403(b) plans, IRA, 529 College, and ABLE Savings programs. Vestwell’s cloud-based platform provides the underlying architecture to enable anyone to provide access to the workplace and individual savings opportunities across financial institutions, state-sponsored savings initiatives, payroll companies, and fintech firms. The company’s mission is to provide a unified savings platform that closes the savings gap and delivers the elevated experience every saver deserves. 2023 was a momentous year for Vestwell with the company ending the year with a $125M Series D round fundraise (one of the largest Series D rounds of the year).

​This even will be hosted at Rise, created by Barclays, in Flatiron.

​Event will start promptly at 8:30 AM and will be followed by a networking session from 9:30-10 AM. Please arrive prior to 8:30 AM.