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

Joshua Wyss

Joshua Wyss

CEO / Co-founder

Mark Shaw

Mark Shaw

CTO / Co-founder

Graham

Graham Gerlach

CRO / Co-founder

Amir

Amir Friedman

Chief Capital Officer

Graham Keggi

Graham Keggi

Chief Operating Officer

image

Richard Lewis

Chief Compliance & Enterprise Risk Officer

Monica

Monica Kerber

Key Account Executive - Northwestern Mutual

Brenda Newton

Brenda Newton

Key Account Executive

Alaina

Alaina Bravo

Head of Marketing

David

David Guckian

Product Manager

Josh Nittle

Josh Nittle

Product Designer

Alyssa Rodrigues

Alyssa Rodrigues

Loan Servicing Manager

allison-westfall

Allison Westfall

Advisor Success Representative

katie

Katie McAllister

iLOC Success Associate

kahla jacoby

Kahla Jacoby

iLOC Success Associate

Heather

Heather Howard

iLOC Success Associate

Allison Huynh

Allison Huynh

Software Engineer

Derek Faulkner

Derek Faulkner

Software Engineer

Evelyn Cordner

Evelyn Cordner

Software Engineer

John Czaplewski

John Czaplewski

Software Engineer

Robyn Martin

Robyn Martin

Software Engineer

Victor Tso

Victor Tso

Software Engineer

Chris

Chris Spada

Software Engineer

Mark H

Mark Hurwitz

Software Engineer

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
Let’s talk! Submit your inquiry below and our team will be in touch shortly.

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