Meredith Moss

Meredith Moss is an accomplished CEO, entrepreneur, and board member with a rich background in fintech, B2B SaaS software, and financial services. Currently serving on the boards of Alliant National and CapShift, they also act as an advisor for My Home Pathway. Previously, Moss held roles such as CEO of Finomial, where they led the company to a successful acquisition by SEI, and managed director at SEI, where they spearheaded a new business initiative. Educated at Harvard Business School and Brown University, they continue to influence the financial sector through strategic leadership and innovative approaches.