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Steve Lockshin
Person profile

Steve Lockshin

Super founder
6
Companies backed
4
Companies founded
$92M
Total funding raised
1 school
Education

Investments 6

Companies backed, as recorded by Dealroom. Highest company valuations first.

Betterment
→
Mirror
1 recorded funding round · Latest in 2019
→
Quovo
→
Carson Wealth Management Group
→
Budge
1 recorded funding round · Latest in 2022
FA Match
1 recorded funding round · Latest in 2020

Companies founded

Vanilla
Founder · 2019 – present
→
AdvicePeriod
Founder · 2014 – present
Advizr
Founder · 2013
→
Convergent Wealth
Chairman · Founder · 1994 – 2014

Currently

Active roles, board seats and partnerships.

Path
Board Member · 2020 – present
→
Just Invest
Board Member · 2019 – present
YPO
1995 – present

Work history

Past roles by Dealroom records.

Masonpay
Advisor · 2017 – 2019
Vanguard
2016 – 2018
Quovo
Advisor · Investor · 2015 – 2019
→
Carson Wealth Management Group
Board Member · Investor · 2014 – 2021
→
Betterment
Investor · Partner · 2012 – 2017
→
NFP
Partner · 1998 – 2004
→
The Meltzer Group
Partner · 1998 – 2004

Education

University of Maryland
Bachelor · Management, Technology · until 1988
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