Joe Proto
Angel Investor
New York, United States
Joe Proto is a seed investor in New York focused on SaaS and FinTech. Joe Proto is Chairman and CEO of Transactis, part of his three decades in the billing and payments industry as a senior executive and successful entrepreneur. Prior to Transactis, he launched REMITCO, a payments company acquired in 2000 by First Data, as well as Financial Telesis (CashFlex) which was acquired in 1992 by CoreStates, now part ofWells Fargo. Joe co-founded Windham Ventures (an innovation leader in healthcare and med tech), and is a limited partner at Metamorphic Ventures (digital media and e-commerce) and ff Venture Capital (technology). Joe is Chairman of SpendSmart Payments Company (SSPC: OTC) a fast growing mobile loyalty platform with 3.5 million digital subscribers. Joe is a member of various financial services organizations including the Association for Financial Professionals (AFP), he is Co-Chair of the Consumer Payments Advisory Committee of the Payments Innovation Council as well as serving on the Board of Advisors at the National Automated Clearinghouse Association (NACHA), and is a frequent speaker at conferences in the financial technology industry.
- Total investments:
- 5
- Last investment:
- Lead investor:
- 0%
Last updated:
For AI agents: llms.txt
Industries Joe Proto invests in
Stages Joe Proto invests in
Countries Joe Proto invests in
Contacts
| Type | Contact | Validation |
|---|---|---|
| Work email | ||
| Personal email | ||
| Work phone | ||
| Personal phone | ||
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Investment Focus
Industry
- SaaS 2 (40%)
- FinTech 2 (40%)
- Payments 2 (40%)
- B2B 1 (20%)
- Banking 1 (20%)
Stage
- Seed 2 (40%)
- Series B 1 (20%)
- Funding Round 1 (20%)
- Venture - Series Unknown 1 (20%)
Investments
| Company | Description | Round | Links |
|---|---|---|---|
| Finexio is a smart B2B payment network. The Finexio network eliminates commercial paper check spend by identifying and routing payments through a unique “network of closed loop networks”. Payments on the Finexio rails are seamlessly pushed into a supplier’s bank accounts at fees substantially lower than prevailing commercial payment costs.Finexio integrates into large payment aggregators, accounts payable automation, and procurement software platforms to enable them with a more efficient payment modality. | $8M / Venture - Series Unknown / Aug 25, 2021 | ||
| Kinema is building the world's largest network of alternative theaters - enabling organizers across the world to host unique events in-person and online. | $2M / Seed / May 01, 2021 | ||
| Monit is an award-winning financial intelligence platform for leading financial institutions who want to provide business customers with embedded ‘digital CFO’ tools and enhanced analytics/targeting capabilities for bankers and marketing teams. The two-sided platform includes highly desirable SMB features (cashflow forecasting, industrybenchmarking, business valuation, etc.) as well as data-driven relationship deepening tools and insights for bankers. Built by a team of former bankers, Monit’s mission to help banks and credit unions win in the increasingly competitive SMB market. Monit is headquartered in Boston, MA with a fully US-based team. The company is privately funded with investment from TTV Capital, JAM FINTOP, Runway Venture Partners, Correlation Ventures, and bank partners. Optional: Learn more at http://www.MonitApp.io and engage with Monit on LinkedIn or Twitter. | $5.2M / Seed / Apr 13, 2021 | ||
| Finexio is a smart B2B payment network. The Finexio network eliminates commercial paper check spend by identifying and routing payments through a unique “network of closed loop networks”. Payments on the Finexio rails are seamlessly pushed into a supplier’s bank accounts at fees substantially lower than prevailing commercial payment costs.Finexio integrates into large payment aggregators, accounts payable automation, and procurement software platforms to enable them with a more efficient payment modality. | $23M / Series B / Oct 14, 2020 | ||
| Transactis transforms traditional paper billing and payment processing by enabling businesses of all sizes to replace paper bills, statements, invoices, payments and documents with more efficient digital alternatives.Transactis goes to market exclusively with resellers—financial institutions, technology companies, printers and business processoutsourcers—to provide their customers with secure, configurable, white-label, industry-leading SaaS solutions. More than a technology provider to resellers, Transactis is a full-service business partner, delivering a broad and deep suite of sales, marketing, technical and operational support, empowering resellers to more successfully serve their clients.Transactis meets the strictest regulatory and compliance requirements including HIPAA, SSAE 16, PCI Level 1, and SOC 2. Transactis’ investors include ff Venture Capital, MacAndrews & Forbes, Metamorphic Ventures, Safeguard Scientifics, StarVest Partners, Capital One, Fifth Third Bank, PNC, TD Bank and Wells Fargo. | $3.5M / Jan 01, 2008 |
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FAQ
What does Joe Proto invest in?
Joe Proto invests primarily in SaaS, FinTech and Payments startups, most often at Seed and Series B stage. Most of the 5 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.
How do I contact Joe Proto?
Public channels for Joe Proto include LinkedIn. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.
When did Joe Proto last invest?
The most recent investment recorded for Joe Proto closed in Aug 2021. Shizune tracks 5 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Sep 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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