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
Head of Software Advisory
Chris Rosbrook
chris@fintelos.com
LinkedInHead of Services Advisory
Steve Bernet
steve@fintelos.com
LinkedInOur 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