About Us

Our mission at Inclined is to help people get more value out of their whole life investment, while bringing change to an industry ready to benefit from modern technology.

We’ve built an innovative technology platform that connects policyowners with financial institutions in a unique marketplace that maximizes efficiency, lowers barriers to access, improves customer experience, and fosters competitive rates. The Inclined Line of Credit (iLOC) enables more policyowners to access the cash value of their whole life policies in an easier way than ever before. 
The iLOC requires the lowest minimum cash value of any similar product on the market, opening access to previously unserved policyowners. In addition, our modern online platform replaces the traditionally long and cumbersome process of borrowing against cash value while providing a superior customer experience.

Our Values

simplicity

Simplicity

We act with speed and urgency, and continuously innovate.

empowerment

Empowerment

We collaborate with purpose across our distributed team, openly, inclusively.

transpareny

Transparency

We share with one another early and often, seek input from a broad group, and thrive on feedback.

humility

Humility

We embrace a culture of continuous learning, we take bold action when needed, we promote authenticity.

accountability

Accountability

We take pride in our work, individually and collectively. We do everything we say we’re going to do.

Our Culture

We live by our mission. We are gritty, ambitious, and attracted to problem solving.

Inclined is collaborative, team-oriented, and building a diverse team of people who want to have an impact and support each other in the process. Come learn why we were ranked the #3 Best Place to Work in Fintech in 2024.

 

 

 

Our Team

Josh Wyss web

Joshua Wyss

CEO / Co-founder

Mark Shaw web

Mark Shaw

CTO / Co-founder

Amir Friedman web

Amir Friedman

Chief Capital Officer

Richard Lewis web

Richard Lewis

Chief Compliance & Enterprise Risk Officer

Graham Keggi web

Graham Keggi

Chief Operating Officer

Monica web

Monica Kerber

Vice President of Sales

Branda Newton web

Brenda Mark

Senior Account Executive

Abdullah web

Abdullah Rajput

Senior Account Executive

Eric web

Eric Scheivert

Account Executive

James Hofmann web

James Hofmann

Account Executive

Dylan Fitzsimmons web

Dylan Fitzsimmons

Account Executive

Kelsi Root web

Kelsi Root

Account Executive

Harrison Smith web

Harrison Smith III

Account Executive

Carmine web

Carmine Pannizzo

Advisor Success Manager

Izzy Lanka web

Izzy Lanka

Advisor Success Manager

Investors

Inclined was founded in 2020 and is backed by leading investors including:

Contact Us

Inclined
1 Harbor Drive, Suite 209 Sausalito, California 94965

Customer Service:
1-855-282-0441

 

Current iLOC Clients can also access the Inclined Help Center for immediate help with the most common questions.
Let’s talk! Submit your inquiry below and our team will be in touch shortly.