About
Zfolio empowers financial institutions to measure, manage, and report the carbon footprint of their loans and investments with precision and ease.
Our industry-leading platform combines the most comprehensive emissions data with high-quality analytics, providing unmatched portfolio coverage and data quality scores. Designed for asset managers, asset owners, banks, and insurers, Zfolio enables clear emissions calculations across all relevant asset classes, helping you benchmark performance and track why financed emissions change over time. With Zfolio, you can confidently disclose your financed emissions and align with industry standards on sustainable finance.
Leadership
Dan Rissin
Dan has over 20 years of experience in financial technology and entrepreneurship and has recently completed an MSc in Climate Change Management and Finance at Imperial College London.
He founded AlphaDesk, a very successful financial software company, providing trading, risk, accounting and operational tools, which was acquired by Refinitiv (now part of LSEG) in 2019. Previously he founded TrueRisk, an early leader in enterprise risk management systems and derivative securities modelling.
Clients included major banks as well as investment managers and hundreds of smaller organizations, including for example, JP Morgan, Bank of America, Morgan Stanley, Goldman Sachs, CalPERS, Royal Bank of Canada, Barclays, Deutsche Bank, BNP, Santander, MUFG Bank and National Australia Bank.
In addition to his MSc, Dan has an MBA from the University of Toronto, a BSc Engineering from the University of Cape Town and is a CFA charterholder.
Peter Howard
Peter has a 20-year career helping organizations understand climate-related risks, opportunities, technology and disclosure. Peter’s previous experience includes working for carbon capture and utilization companies, carbon accounting software platforms, provincial governments and as a management consultant.
Peter has helped climate tech startups raise $35 million in funding, and led carbon capture and utilization technology deployment at Fortune 500 companies. As a management consultant at PwC, Peter worked with major international companies including Bombardier and Microsoft to develop emissions inventories, analysis and reduction strategies, as well as identification of climate-related risks and opportunities.
Peter received his Masters of Environmental Studies (Diploma in Business and the Environment) from York University in Toronto, and a BSc from Dalhousie University. Peter also teaches climate change strategy at the University of Toronto.
Advisors
Jason Taylor
Jason is a capital markets professional with over 20 years’ experience. He founded Climate Finance Advisors, a boutique sustainable investing and environmental finance firm. Previously he led the development of the sustainable finance strategy for two Canadian banks. He completed an MBA focused in sustainability, strategy, and innovation management at McGill/HEC Montreal, and he is a CFA and CAIA charterholder. He is currently pursuing a masters in sustainability management at HEC Montréal. He serves as a board and investment committee member of the Foundation of Greater Montreal.
Kevin Galliers
Kevin has extensive experience in financial technology as an IT professional and in the financial services software sector, having started his career at Standard Chartered. He now advises, and invests in, technology providers focused on the digital transformation of the finance sector, helping to develop revenues based upon brand/market awareness, and go-to-market/sales strategy.
Outside of family, sailing takes up the rest of his time.
Book a demo today
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