We build and run companies in tech, finance, and law, where regulation stops everyone else.
A private holding company that builds the software, holds the licenses, and operates the businesses across technology, finance, and law. Each one starts with what the last one already built.
What we build for one line becomes infrastructure for the next.
A holding company earns its existence when the parts make each other stronger. Ours do, in a specific and traceable way.
Our regulatory and compliance team clears terrain other builders avoid. Our engineers build the systems those businesses run on. When a system proves itself, it becomes a product, and the next business starts with it already built. Underridge began as our own underwriting tool and now serves our wealth, insurance, and investment lines. CRMRidge and RidgeSocials run our own sales and marketing before they run anyone else's.
We build it, we run it on ourselves, and then we sell it.
Six entities. One engine.
Regulated advisory and counsel alongside operating lines, each held directly by the parent.
Greenridge Technologies
A frontier engineering team, forward-deployed and build-to-suit, shipping institutional-grade software for medical, financial, and legal operators, and building products and companies from zero to one. Our in-house suite runs the group before it ships to market.
Greenridge Ventures
The group's general-partner and investment-management vehicle, structured to deploy outside capital into private funds with discipline. It also convenes Valley Tech Lab, a free founder program in the Rio Grande Valley.
Greenridge Wealth
Discretionary and advisory management of client capital under a registered investment adviser, built around a fiduciary standard.
Greenridge L&C Advisors
Regulatory, licensing, and compliance advisory for firms whose business depends on a regulator's approval, led by a former SEC examinations senior counsel.
Greenridge Insurance
Risk management and wealth management belong under one roof. Commercial and family-office insurance advisory for the same clients our advisers serve, held to the same standard.
Greenridge Media
The group's media and intellectual-property arm, publishing books and ideas for builders, including Mental Models and the Startup Spotlight newsletter.
How it compounds.
Underridge↗
Built because our own investment and insurance teams needed a faster way to underwrite. It now runs deal analysis for Greenridge Wealth, Greenridge Ventures, and Greenridge Insurance, and it is available to outside operators.
CRMRidge↗ & RidgeSocials↗
Built to run our own pipeline and our own marketing. They still do. They are also products.
Greenridge L&C Advisors↗
Exists because every business we build touches a regulator. Having that capability in-house is why we can enter markets that stop other builders, and it is available to companies operating in the same terrain.
The pattern is the same every time: build it for ourselves, prove it on ourselves, then sell it.
Governance. Each entity holds its own registrations and licenses, with risk ring-fenced at the entity level and a single chain of ownership to the parent. Separation is how we protect clients; alignment is how we serve them.
A partner-led company.
The people who build our businesses stay on to run them, and every one of them answers to the same high standard of care.
Amy Herrera
Co-founder and board director of Lifted Ventures, a profitable CPG, distribution, and e-commerce company serving customers nationwide, and a six-year PepsiCo veteran across key-account and foodservice sales. A Captain in the U.S. Army Reserve who oversaw S1 operations for a 600-soldier aviation battalion, decorated with the Army Achievement and Benjamin Harrison Medals and a Distinguished Honor Graduate of her officer leadership course. She holds an MBA, earned with a 4.0, from Liberty and a degree from Texas A&M.
Ben Kushner
CEO of Greenridge Technologies, leading engineering and the group's technology platform. A games and software engineer trained at Rensselaer Polytechnic, he shipped Low Poly Mouse Game to Steam with 5,000+ downloads, has published multiple App Store titles, and placed first in New Jersey in the TSA Video Game Design competition. Previously a controls engineer at Universal Creative.
Christina Paris
Founder & CEO of Paris CFO Strategies, with a private-equity background and more than a decade of accounting leadership across Aprio, Wipfli, and American Axle & Manufacturing, where she served as assistant controller. She holds a Master of Accounting from Indiana Wesleyan and leads finance, reporting, and the operating model across the group.
Roberta Vassallo
A securities attorney barred in New York and the District of Columbia, Roberta spent over 15 years inside the regulators she now helps clients navigate, Senior Counsel in the SEC's Office of Compliance Inspections and Examinations, Principal Counsel for Enforcement at FINRA, and Senior Regional Attorney at the FDIC. She is CLO of Greenridge Group, CEO of Greenridge L&C Advisors, and CCO of Greenridge Wealth, advising on Regulation D and blue sky compliance, investment adviser registration, multi-state money transmitter licensing, venture fund formation, and more. JD, California Western School of Law (Dean's Honor List); PhD, Washington University in St. Louis.
Spencer Gareiss
Founder & CEO of Greenridge Group and author of Mental Models. At Robinhood he built Robinhood Derivatives from zero to one and led launches across short selling, the Legend trading ladder, the Cortex scanner, and Robinhood Ventures, earning the firm's Founder's Award. He is co-founder of /mkt and chairman of Lifted Ventures, holds the Series 7, 24, 79, 65, and 3, and passed CFA Levels I and II in the 99th percentile. A summa cum laude graduate of Arizona State (Barrett Honors) and a Captain in the U.S. Army Reserve, decorated with the Army Commendation Medal.
Micale "Mick" Allen
A Managing Partner operating coast to coast at the intersection of sports finance, institutional partnerships, and venture strategy. He serves as Senior Vice President of Business Development for Blockchain Market (/mkt) and Director of Bowl Partnerships for the U.S. Army Bowl. At X10 Capital and Big League Advantage he sourced equity investments in future athlete earnings, and at the NFL Players Association he ran event logistics and player marketing. MS, SNHU; BS, Morgan State. Recognized by Front Office Sports, Forbes the Culture, and the National Football Foundation.
Let's talk about what you're building.
If you are building or running something in regulated terrain, medicine, finance, or law, start here. We will route you to the right entity.
Or email inquiries@greenridgegroup.org directly.