About Fintelos

Our story

Fintelos was officially launched in 2024, but our founders have been active members of Charlotte’s technology community for more than a decade. As experienced finance leaders, we’ve seen firsthand the value of equipping leadership teams, employees, and investors with clear financial and operational insight. At the same time, we recognized that many early-stage founders lacked access to seasoned finance professionals who could help them scale with confidence. We founded Fintelos to close that gap by bringing strategic finance expertise to the companies that need it most.

Leadership team

Headshot of Chris Rosbrook

Head of Software Advisory

Chris Rosbrook
chris@fintelos.com

LinkedIn
Headshot of Steve Bernet

Head of Services Advisory

Steve Bernet
steve@fintelos.com

LinkedIn

Our experience

Senior finance leadership roles:
MapAnything  •  Levvel  •  Ekos  •  PSPDFKit  •  Right Side Up

Trusted partner of leading investors:
Insight Partners  •  Greycroft  •  Salesforce Ventures  •  NMP  •  HMC

Acquisitions and integrations (as operators):
TerrAlign  •  Orpalis  •  Muhimbi

Successful strategic exits (as operators):

Salesforce  •  Endava

Investment banking/capital markets foundation:
Piper Jaffray  •  RBC  •  Seaport Global  •  Edgeview  •  Factset
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