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3557

Valerie Mosley

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Valerie Mosley
CEO & Co-Founder of
BrightUp (2020)
About

Valerie Mosley, CFA, is the Co-Founder and CEO of BrightUp (legally Upward Wealth, Inc.), a B2B2C fintech platform on a mission to democratize wealth-building, financial wellness, and personal well-being for working families.

Before founding

Valerie earned her MBA in Finance from The Wharton School at the University of Pennsylvania and spent over 20 years at Wellington Management, a global investment firm, where she rose to Senior Vice President, Partner, Portfolio Manager, and Investment Strategist, personally managing billions in fixed income assets.

Founder Insights

A sought-after speaker on financial literacy and personal empowerment, Valerie also chairs Valmo Ventures, her own advisory and investment firm focused on companies that generate both profit and societal value.

Experience

Valerie has served on the boards of DraftKings, Eaton Vance, Envestnet, and Caribou, and has advised New York State's Common Retirement Pension Fund; she also serves on Obama's Presidential Board of Advisors on Historically Black Colleges and Universities.

Scale & Impact

BrightUp has attracted backing from Kapor Capital, Collab Capital, Black Tech Nation Ventures, Gratitude Railroad, and MassChallenge, partnering with employers to deliver low-cost emergency loans and holistic financial coaching to underserved employees nationwide.

3557

Valerie Mosley

BrightUp
Co-Founder
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Valerie Mosley

Company(s)

BrightUp

Industry

Fintech

Year Founded

2020

Stage/Funding

Seed

Company Location

us

Connect

About

Valerie Mosley, CFA, is the Co-Founder and CEO of BrightUp (legally Upward Wealth, Inc.), a B2B2C fintech platform on a mission to democratize wealth-building, financial wellness, and personal well-being for working families.

Before founding

Valerie earned her MBA in Finance from The Wharton School at the University of Pennsylvania and spent over 20 years at Wellington Management, a global investment firm, where she rose to Senior Vice President, Partner, Portfolio Manager, and Investment Strategist, personally managing billions in fixed income assets.

Founder Insights

A sought-after speaker on financial literacy and personal empowerment, Valerie also chairs Valmo Ventures, her own advisory and investment firm focused on companies that generate both profit and societal value.

Experience

Valerie has served on the boards of DraftKings, Eaton Vance, Envestnet, and Caribou, and has advised New York State's Common Retirement Pension Fund; she also serves on Obama's Presidential Board of Advisors on Historically Black Colleges and Universities.

Scale & Impact

BrightUp has attracted backing from Kapor Capital, Collab Capital, Black Tech Nation Ventures, Gratitude Railroad, and MassChallenge, partnering with employers to deliver low-cost emergency loans and holistic financial coaching to underserved employees nationwide.

About

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