Kevin Weiss, Angel Investor

Kevin Weiss is the CEO of Monterey Financial Services, a 35‑year‑old specialty finance company that helps businesses unlock growth through consumer finance programs. Monterey buys performing and non‑performing loans and services third‑party receivables across industries and credit tiers. Kevin also serves as an Advisor at Reforge, where he leads the go‑to‑market strategy for Reforge for Teams (B2B). Previously, Kevin co‑founded Talyo, a platform designed to make reference checks 10x easier for hiring and investing decisions. His career reflects a consistent focus on building scalable financial and operational solutions, blending leadership in specialty finance with entrepreneurial product development. As an angel investor, Kevin has backed ventures across technology, energy, fintech, and consumer services. His portfolio includes OneRange (learning & development), Clarify (AI CRM), Bedrock Energy, Carry1st, DRATA, Sensorium Therapeutics, Spline, and XOS, among others—reflecting his interest in startups that combine innovation with practical impact across diverse industries.