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Charlie Kroll

Advisor Greater New York City Area, US

Currently co-founding an online wealth mgmt startup. EIR @ Bionic, board @ Venture for America. Formerly Founder/CEO of Andera. Brown grad.

Currently co-founding an online wealth mgmt startup. EIR @ Bionic, board @ Venture for America. Formerly Founder/CEO of Andera. Brown grad.

9 vouches

Involved In


Ellevate Financial


Care Thread
Bottomline Technologies (NASDAQ: EPAY)
Venture for America
Bottomline Technologies


Co-Founder Ellevate Financial December 2014 - present
Founding Board Member Venture for America July 2011 - present
President, Advisory Board Brown University Entrepreneurship Program July 2010 - present
Entrepreneur in Residence Bionic Solution October 2014 - December 2014
Transition Advisor Bottomline Technologies May 2014 - October 2014
Founder & CEO Andera July 2000 - May 2014
Chairman eFinance Enablers Council (eFEC) 2009 - 2011


Brown University Economics 1996 - 2001
London School of Economics and Political Science Economics 1998 - 1999
Trinity School 1982 - 1996

Interested In

Advisor With
  • • Wealth Management Technology
Markets of Interest
  • • Enterprise Software
  • • Financial Services
  • • Payments

You Should Know About Me

Key Strengths

Product management • Business Strategy • Product Development • Startups • Strategy

Key Accomplishments

Not completed yet

Vouches Received

Vouches Given

Think Charlie is awesome?
Vouch for them.

James Kwon
Founder, CEO and UI/UX Chef of @figmints, CMO @getcleverpet, cofounder of @bitefire, @perfect_pears ... born (again) and raised to disrupt
Charlie is a rare human being – a visionary for technology and startup movement, with compassion for individuals and building teams. He ... would instantly bring value as an advisor to any venture he was a part of.
Charles Bonello
They're my friends  •  Co-Founder; Managing Director, Grand Central Tech. Previously Vice President - Venture Debt, Three Point Capital. Tufts grad.
Charlie's a proven quantity: a great entrepreneur committed to community with great experience across the ecosystem. He's a professional wh ... o would be a find for ANYONE seeking a cofounder.
Nick Adams
We worked together  •  Cofounder & President, Care Thread. Previously National Account Manager - Key Accounts, Gilead Sciences.
Charlie Kroll is a very successful entrepreneur, evidenced by his successful exit of Andera, the FinTech company he started and ran as CEO. ... He has served as an advisor to my company, Care Thread, Inc., since our inception, and his ability to quickly cut through the muck and consistently make the right decision has been essential to our success. I'd recommend him to anyone who is serious about starting a company and building a real business to solve customer's problems. He has my highest recommendation as an entrepreneur and person. Sincerely, Nick Adams
Jack Templin
They're my friends  •  Partner, Betaspring and Co-Founder & CEO, Lockify. NYU grad.
Charlie has already proven that he's a great entrepreneur. :-)
Jonathan Bittner
They're my friends  •  CEO / Cofounder, Splitwise. Previously Teaching Fellow / Teaching Consultant, Harvard University. Harvard grad. Yale grad.
Charlie is a great mentor to Splitwise and a valuable sounding-board for me as CEO. He's made a big impact in the Providence start-up commun ... ity, and is a well-connected Fintech expert known throughout the country. I have tremendous respect for Charlie's focus, tenacity, thoughtfulness, and his accomplishments as an entrepreneur and CEO.
Kirsten Lambertsen
Founder, CEO, Kuratur, Inc. Formerly founder of All startups since 1997.
He has deep experience as a successful entrepreneur who has overcome serious hurdles in order to succeed. He was one of my favorite start-up ... mentors at the Betaspring accelerator program when I went through. I can't recommend Charlie high enough. He is a great guy and savvy dude.
Ashwini Anburajan
They're my school  •  Consultant, Various Media Organisations. Previously Director of Partner Development, BuzzFeed. Brown grad.
Charlie started a company while in college and sold it successfully a decade later. He has an an entrepreneurial story that most of us can o ... nly dream of. He's thoughtful, analytical, driven and savvy.
David Olk
They're my friends  •  Co-Founder, COO, CFO, ShopKeep POS. Previously Director, Mergers & Acquisitions, IAC.
Charlie already is a great entrepreneur. He's an all around amazing guy who has successfully built and exited a software business. He knows ... the challenges, has seen the movie many times, and is a proven leader. I learn a lot from Charlie every time we get together so I'm happy to provide this referral.
David S. Kidder
They're my advisor  •  Co-Founder, Bionic Solution and Creator and Author, The Startup Playbook.
Charlie and I are new friends, but I did not hesitate to support him in connecting to the startup community in New York. He's very smart and ... very accomplished founder. Having a leader who has crossed the finish line, is a huge testament to his talent and will.

Ian White
CTO and Co-Founder, Sailthru and Technical Advisor, The Business Insider. Brown grad. Brown grad.
Anyone who has the chance to learn from Ian or work with him should jump at it - he's strategic, entrepreneurial, technical, co-founder of o ... ne of the top tech companies in NYC, and an all-around good guy.