040: Regulate | Meredith Moss and Finomial

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Meredith Moss is founder & CEO of Finomial

Finomial is the leading global Client Lifecycle Compliance platform.

Finomial automates investor servicing from end to end, Finomial is transforming the buy side investment process by automating the manual hedge fund subscription process between investor, fund manager and administrator.
Finomial solves the challenges of data, documents, and forms that impede effective client onboarding, while ensuring rigorous compliance with regulations and delivering transparency. Finomial’s Client Lifecycle Compliance Platform provides automation and end-to-end workflows that streamlines processes to enable collaboration with managers and investors, helping to deliver a compliant and optimized investor experience that accelerates revenue, all within an integrated, scalable software-as-a-service (SaaS) platform.