Manish Jain

Manish Jain is a fintech founder and former venture investor. He began his career on Wall Street, joining J.P. Morgan as an analyst around 2011 and rising to Vice President at JPMorgan Chase & Co. (2012–2016), where he worked in portfolio strategy and investment roles. He earned his degree from New York University's Leonard N. Stern School of Business and holds the Chartered Financial Analyst (CFA) designation.

In 2016 he moved into venture capital, joining Trilogy Equity Partners, a Greater Seattle-based early-stage firm founded in 2006 by former entrepreneurs and operators. As a Principal on Trilogy's Venture Team (2016–2020), Jain sourced and supported early-stage Pacific Northwest startups and served as a board observer at portfolio companies including PushSpring (2016–2019) and Boundless Immigration (2018–2019). The stub contact data ([hidden], 425-458-5900) reflects this Trilogy tenure.

Since leaving Trilogy in 2020, Jain has become a startup founder himself. He is Co-Founder and CEO of Mezzi, an AI-powered fiduciary wealth-management platform that combines large language models with SEC-registered advice to help high-net-worth investors manage portfolios. Jain has spoken about growing up around personal finance — his mother was a financial advisor — and about Mezzi's use of deterministic, logic-based systems to avoid AI "hallucinations" in financial advice. He has appeared on Bloomberg, Yahoo Finance, and various fintech podcasts discussing AI in wealth management.

Beyond his professional roles, Jain has served on the Finance & Investment Committee of the Washington State Opportunity Scholarship (2018–present) and on the Executive Committee of NY+Acumen (2012–2014).

• Stage: Seed and early-stage venture, consistent with Trilogy's model of backing founders at the earliest stages in the Pacific Northwest.
• Geography: Strong focus on Greater Seattle and the broader Pacific Northwest startup ecosystem, where Trilogy concentrates its investing.
• Sectors: Software and technology broadly — mobile, SaaS, consumer and enterprise applications, and data/AI; his personal domain expertise centers on fintech and financial services.
• Founder-first approach: Trilogy is "led by former entrepreneurs and operators" and backs founders, and Jain typically engaged as a hands-on board observer rather than a passive check-writer.
• Financial rigor: With a CFA and a J.P. Morgan portfolio-strategy background, Jain brings a quantitative, financial-analysis lens to evaluating early-stage companies.