The function and design of the Elements software platform was borne out of an investment advice philosophy Harper developed at Dentist Advisors. He’s also the founder of Dentist Advisors, a niche-focused $250m RIA. Glazer previously spent three years developing product strategy for eMoney.Įlements isn’t the first business Harper has built from the ground up. Harper earlier this year hired Matt Glazer as head of product. I’m actively recruiting people to cover my blind spots.’
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I’m a subject matter expert and I’ve got a really great vision of the industry, but you just don’t get to learn how to build a software company overnight. ‘I’ve needed a lot of support,’ Harper told Citywire. Specific details of their contributions were not disclosed. The remaining money was raised from individual angel investors including Dan Wiener, chief executive of $6.5bn RIA Adviser Investments former Wealthfront product lead Tyler Hogge, and Lucid president Dave Grow. Together, these four backers contributed roughly 90% of the $4m raised in the round, according to Elements founder and chief executive Reese Harper.
Other institutional participants include Washington, DC-based SAAS Venture Capital, which invests in early-stage enterprise software firms Grand Ventures in Grand Rapids, Mich., and Forward VC in the Netherlands. The specific amount of Kickstart Fund’s contribution was not disclosed. Leading the seed round is Kickstart Fund, a seed-stage venture capital firm based in Salt Lake City, not far from Elements’ headquarters in South Jordan, Utah. Elements is known for member value, offering higher deposit rates, lower loan rates, and fewer fees than local competitors.Financial planning software startup Elements has raised $4m in a seed funding round that includes contributions from institutional and individual angel investors. Beyond six Elements branches in Central Indiana, we provide access to more than 5,500 shared branch locations nationally and 78,000 surcharge-free ATMs globally. As a financial wellness provider, Elements serves individuals through our original sponsor Eli Lilly and Company and more than 100 companies across Indiana and nationally. He earned his bachelor’s degree in accounting from Indiana University and completed the Graduate School of Banking program at the University of Wisconsin in 2002.Įlements Financial is a diversified federal credit union with assets of more than $1.4 billion and 90,000+ members in all 50 states and 50 countries. He still enjoys conducting educational and training programs and presenting at financial seminars and symposiums.Ĭommunity service is also a priority for Joyce, serving organizations including United Way of Johnson County, the Indiana Baptist Foundation, Calvary Baptist Church (Greenwood, IN), and Franklin Education Connections. Joyce is a teacher at heart and previously a member of the adjunct faculty for Indiana University-Purdue University Indianapolis where he taught accounting for 10 semesters. Prior to the formation of Heartland Community Bank, Joyce was an auditor and senior accountant for Crowe Chizek and Company, LLP, of Indianapolis. He also served on the board of director’s Loan, Asset Liability, Audit and IT Committees and chaired the Enterprise Risk Management Committee. Previously Joyce served as Chief Financial Officer at Heartland Community Bank for 15 years and was part of the executive management team that formed the state-chartered commercial bank and bank holding company in 1997 and grew the institution to hold the largest deposit market share in Johnson County, Indiana. Joyce comes to Elements from a company he founded in 2012, Cross Financial Services, where he led the firm’s financial institution practice. Sponsorship / Advertising OpportunitiesĮlements Financial is proud to announce that Jeff Joyce, CPA, has been named Chief Financial Officer for Elements Financial, the 2nd largest credit union in the Indianapolis market with $1.4 billion in assets.
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