Leading Financial Software Experts

I'm a specialist commercial finance broker with 16 years of experience helping Australian business owners access commercial property finance. As founder of Smart Business Plans, I've overseen $550 million in commercial finance across more than 3,300 clients, with a 92% approval rate working across a panel of 60+ specialist lenders. My expertise sits at the intersection of commercial property, business finance, and wealth strategy — particularly for small to medium business owners looking to buy their own premises, invest through their SMSF, or fund development projects. I work exclusively in the commercial space, which means I specialise where the major banks often can't or won't go. I'm also the author of The Premise Effect (2026), which makes the case for why Australian business owners are leaving millions on the table by renting rather than owning their business premises. I'm available to comment on: commercial property finance, SMSF borrowing, business lending, commercial mortgage rates, Australian property market trends, and small business wealth building.

Seasoned entrepreneur with over 16 years of dynamic leadership in the software industry, specializing in Next-Gen Fintech solutions. Proven track record of delivering innovative products that revolutionize financial services. Passionate about driving technological advancements and empowering businesses to thrive in the digital era. Committed to fostering strategic partnerships and delivering unparalleled value to clients worldwide. Let's connect and explore opportunities to shape the future of finance together.

I founded Commercial Funding Partners in 2012 with a clear mission: build a performing portfolio of customers who return because we treat them right and help them grow responsibly. After six years at a competitor and seeing how customers were often handled at deal end, I knew there was a better way to do business in commercial equipment finance. We’re a national direct lender with capacity from $250,000 to over $100 million per project, serving manufacturers, contractors, healthcare providers, transportation companies, and others across the U.S. What sets us apart is speed paired with judgment. Our small, senior-level finance committee allows us to make decisions quickly—often the same day—and months faster than SBA processes, where time value often outweighs minor rate differences. We listen to the story behind the balance sheet and underwrite context, not just numbers. We structure real-world solutions through progress funding, 100% project financing, sale-leasebacks, and tax-aware terms that banks often can’t provide. We don’t do deals we wouldn’t sign ourselves. Over 40% of our business comes from repeat clients, many with long-standing relationships that improve with each transaction. I’m active in industry leadership with ELFA, NEFA, and AACFB, where I chaired the Education Committee for four years and received the President’s Award. Before CFP, I worked at IBM and helped manage and grow Plumbers Supply Company through its acquisition by Wolseley. I hold a BS from the University of Utah and an MBA from Westminster College. Our goal is simple: be the first call for our customers and help great businesses grow smarter and faster.

Expert management of all operational phases: projects, relation management/consultations, sales, marketing, underwriting, analysis, HR, networking, Salesforce.com administration, and leadership organization. Tactical management and leadership addressing full-scale company operations and administration on a daily basis. Skillful leadership and administration of underwriting department operations and personnel. Organize and direct internal sales department. Ensure leverage and growth of the company’s sales accounts providing recruitment, processes support, and direction to new and existing Independent Sales Offices. SpecialtiesSalesforce.com Certified Administrator | Management | Operations | Loan Underwriting | Project Management | Sales | Payment Processing | Merchant Services | Strategy | Technology | Software Design |

Baruch Mann is an independent financial expert and commentator focused on consumer finance, investing, and personal wealth decision-making. He specializes in analyzing banking products, credit cards, investment platforms, and alternative assets, helping consumers understand costs, risks, and long-term trade-offs before making financial decisions. With years of hands-on experience reviewing financial products and market offerings, Baruch is known for breaking down complex financial topics into clear, practical insights grounded in real use cases and data. His work emphasizes transparency, fair comparisons, and consumer-first analysis rather than promotional narratives.

Vignesh Coumarane is the founder of InvestEd (the-invested.com) and author of the Financial Decision Intelligence Framework — a simulation-native architecture that lets anyone model financial decisions before committing, without surrendering bank credentials or personal data. He serves as Manager of Data Analytics at Lincare (a Linde Company), with over a decade of experience across finance, healthcare, and AI-driven analytics. A 4x LinkedIn Top Voice and Times Square Top Data 100 honoree, he writes the Before You Invest newsletter on structured thinking for financial decisions in an AI world.

I’m a personal finance and finance technology writer at FinanceFlows.site, covering debt management, budgeting, investing, financial planning, net worth, financial independence, credit, banking, and money management. I focus on explaining financial topics in a practical and accessible way, using research, examples, and financial tools to help readers understand complex money decisions.

I have 7+ years of experience writing, editing and publishing web content primarily focused on personal finance, including saving, investing, banking, and loans. Driven by thoroughness and an eagerness to explore new subjects, I welcome opportunities to research and break down topics for readers.

Gentry is the founder, CEO, and acting BSA officer of Crew, a fintech focused on providing a banking experience that helps families and individuals track, control, and save their money. He has almost two decades of experience in tech product management. Before Crew he was the Head of Product at Divvy, a fintech focused on corporate credit cards and expense management, which grew to $400m in revenue and was acquired for $2.5b. During that time he was focused on improving the company's know-your-customer, fraud prevention, and underwriting efforts. He strongly believes that maintaining trust and helping people with their finances is a social responsibility that should determine every customer interaction and product-development decision. He is an authority on personal finance, budgeting, automation, fintechs, family banking, banking regulations, and predatory finance.

Paul Gillooly is a financial specialist and the Director of Dot Dot Loans, with over ten years of experience in subprime lending. With extensive knowledge of consumer finance in the UK, Paul is a reliable individual in the bad credit lending sector. At DotDotLoans.co.uk, he helps individuals with poor credit scores find appropriate lenders who can provide financial help. Paul also offers guidance on improving financial management and building better credit scores.

Minh Pham, CFA, is a is a senior technology and finance leader with expertise in enterprise technology commercialization, strategic partnerships, and U.S. market expansion. With nearly a decade of experience across Big Tech and high-growth companies including eBay, DoorDash, and WarnerBros Discovery, he has shaped financial strategy behind decisions totaling hundreds of millions of dollars, including a $300M acquisition analysis at eBay and a P&L build that drove $60M in revenue growth at DoorDash. Minh currently serves as a Senior Finance Manager at Microsoft, where he supports large‑scale technology businesses through strategic financial planning, investment evaluation, and commercialization decisions. Minh frequently provides expert perspectives on AI hardware trends, global tech competition, and the financial engines behind Big Tech innovation. He is particularly interested in how data, finance, and AI intersect to drive the next wave of global technology transformation.

Aman Sardana is a technology leader and recognized industry expert in financial technology, payments infrastructure, and enterprise software architecture. He is recognized for his contributions to the design and modernization of large-scale financial systems, with a focus on cloud architecture, resilient platform design, and the modernization of mission-critical digital infrastructure. Through his professional and thought-leadership contributions, Aman shares insights on emerging technology trends in cloud architecture and system reliability at international technology and leadership forums. Aman holds a Master of Science in Information Technology from Northwestern University and is a Fellow of BCS, The Chartered Institute for IT.

Full-time creator and host of Keep Productive

Paul Gillooly is a financial specialist and the Director of Dot Dot Loans, with over ten years of experience in subprime lending. With extensive knowledge of consumer finance in the UK, Paul is a reliable individual in the bad credit lending sector. At DotDotLoans.co.uk, he helps individuals with poor credit scores find appropriate lenders who can provide financial help. Paul also offers guidance on improving financial management and building better credit scores.

CA Prateek Mittal is a seasoned financial expert and IBBI Registered Valuer with over two decades of experience in business valuations, corporate finance, and strategic advisory. As the Director of Valuations at [FinVal Research & Consultancy](https://finvalresearch.in), he specializes in delivering high-authority compliance and advisory solutions, including ESOP valuations, corporate guarantee valuations, and startup advisory. A thought leader in the evolving corporate landscape, Prateek frequently publishes insights on cutting-edge industry shifts, from integrating AI and Big Data into valuation practices to navigating ESG compliance risks and supply chain crises. Alongside his valuation expertise, he serves as a Virtual CFO, helping businesses optimize their financial strategies, secure fundraising mandates, and drive operational efficiencies. --- ### Key Media Angles & Topics I Can Comment On: * Regulatory & Compliance Valuations: Deep dives into ESOPs, Corporate Guarantees, and international accounting standards. * The Intersection of Finance & Tech: How AI, big data, and automated tools are transforming modern valuation models. * Startup Ecosystem & Fundraising: Strategic structuring, mid-market growth challenges, and investment readiness. * Risk Management: Evaluating ESG compliance risks and implementing Virtual CFO frameworks during economic volatility.

CEO of FxCore CRM, a Dubai-based forex CRM and back office platform serving 250+ forex brokers globally. I have deep expertise in: - MT5 and MT4 CRM integration - Multi-tier IB management automation - KYC and AML onboarding workflows - Forex broker back office operations - Payment gateway integration (100+) - Prop trading technology FxCore CRM serves forex brokers across Middle East, Europe and Asia with 370+ integrations and 340+ delivered projects. Available for expert commentary on forex technology, broker operations, fintech trends and CRM software.

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For over two decades, I’ve led high-impact teams at the intersection of technology, banking, and innovation. After launching my career in corporate finance, I found my calling in the fast-paced world of fintech and digital transformation. Most recently, I led global sales and account management for the Banking and Capital Markets vertical at Endava (following its acquisition of Levvel), where I oversaw a $200M+ book of business and a team spanning the U.S., UK, Europe, APAC, and MENA. I drove double-digit growth year over year, reengineered sales strategy, and helped global financial institutions modernize legacy systems, embrace cloud adoption, and deliver next-gen customer experiences. I'm a U.S. Navy veteran, the co-author of "A Dragon Walks into a Meeting: A Tactical Guide to Client Management," and co-host of The Account Management (a tactical guide to success) podcast.

Saeed Darabi is the founder and CEO of MoneyPantry.com, a leading personal finance blog helping readers save money, earn extra income, and make smarter financial decisions. With years of hands-on experience in content marketing, SEO, and entrepreneurship, Saeed provides practical, actionable advice that resonates with everyday readers. His insights have been featured in articles on budgeting, side hustles, money management, and more, making him a trusted source for journalists looking for expert commentary on personal finance trends and strategies.

I am the Founder of Bountisphere, a personal money management platform designed to help Americans regain control of their money. My background is unique in Fintech: I hold a PhD in Classical Studies and have years of experience in AI and Behavioral Science. I realized that traditional budgeting apps fail because they ignore human psychology. That is why I built Bountisphere to turn the tangle of everyday money management into a simple Money Calendar. We combine behavioral insights with AI-powered coaching to help users stop looking backward at their expenses and start forecasting their future daily balances. Prior to Bountisphere: I was the inaugural COO at Memre.ai, bringing advanced learning algorithms to market. I served as Founding Editor of Westbrae Literary Group. I am available to comment on: The psychological shift from "Tracking" to "Forecasting." Why "Financial Peace of Mind" requires visualizing the future, not just budgeting the present. How AI is changing personal finance for Americans.