Press Release: Anasova Earns Strategic Investment
Vested Ventures provided a strategic investment to financial planning software company Anasova Chicago, IL, February 28, 2022 – Anasova,...
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ANASOVA
About Anasova
Tom Anderson, Founder & CEO
Money is the #1 cause of stress, yet many people don't know who to turn to discuss their money matters, let alone service their needs. This leaves financial advisors and firms to rely on blanket marketing tactics, instrusive advertising, and hunting people for referrals.
Anasova (Ana-so-va) helps start the conversation about money. Financial advisors, banks, credit unions, and related financial service providers use our fast, free and anonymous financial assessment tool to engage prospects and clients.
We are a venture-backed company that combines lead generation, qualification and discovery, all in one tool. We help flatten the sales funnel from lead to revenue, and we do it in a way that is frictionless for the consumer and cost-effective for our client.
Our mission is to help people reduce their financial stress by providing easy access to personalized financial education and have better conversations with their advisor. We remove the barriers to access they need for financial wellness.
Meet the team behind the mission.
Executive Team
We have lived and advised every part of the money journey.
Thomas J. Anderson
Founder, CEO &
Head of Product
Prior to Anasova, Tom was the Founder, Chairman, & CEO of Supernova Technology.
Previously, he was Executive Director, Morgan Stanley Wealth Management.
Tom has 20+ years experience as a Financial Advisor and as a Trainer to over 15,000 Financial Advisors.
He has written four books, including the New York Times best-selling series, "The Value of Debt" and the most recent, "Money Without Boundaries".
Britton Lombardi
CFO & Head of Strategic Partnerships
Britton is a seasoned strategic finance executive with 15 years of experience in financial services.
Britton mostly recently served as CFO at Tegus and held senior roles at Apex Clearing, E*TRADE, and State Street.
Britton has her MBA from the University of Chicago.
Julia Nova
Head of Marketing & Business Development
Julia is a B2B sales expert and business development strategist with 15 years experience working with global organizations, regional banks, and startups.
Previous employers and clients include American Express, BOK Financial and T-Mobile USA.
Advisory Board
Sandy Martin
Sandy has spent her 30-year career in strategic finance roles directing the growth and success of iconic brands such as Match Group (Match.com and Tinder), Tribune Publishing (Chicago Tribune and LA Times), Sally Beauty Holdings and Pier 1 Imports. Today, Ms. Martin advises management teams and companies of all sizes with goals related to strategy, growth, profitability, and access to capital markets. She earned an MBA in Finance from the TCU Neeley School of Business.
Steve Vanourny
Steve is Founder and President of Continuum and leads the firm's investment origination. Prior, Steve was a senior executive with State Street, serving as Global Head of Strategy, and a partner at Partners Capital Investment Group and McKinsey & Company. He has served as a member of the board of directors for a number of companies including Altegris Investments, Destra Capital Management, DirectIndex, and Supernova Companies. Steve earned an MBA from Harvard Business School.
Hannah Shaw Grove
Hannah has spent three decades studying and working with successful families, family offices, and their closest advisors on achieving their wealth management priorities. She is the author of 11 books, a founder of Private Wealth Magazine, and a regular contributor to Forbes.com, Robb Report, Worth and other well-known publications. She is currently the Chief Marketing Officer at Foundation Source. Hannah graduated cum laude from Harvard University and holds the FINRA Series 6, 7, 24, 26, and 63 licenses.
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Edmund J. Lomasney
Ed serves as an Executive Director for Schafer Cullen Capital Management, where his team is responsible for the distribution of private accounts and mutual funds to institutions, consultants and high net worth individuals. Prior, he served as a Managing Director with John Hancock's Private Client Group and VP at Nuveen Investments. He graduated from the University of Iowa and has his CIMA and AIF certifications. He holds the FINRA Series 7, 52, 63 and 65 licenses.
Institutional Investors
ANASOVA in the News
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