About Us

We’re a company that thinks like a bank, innovates like a tech startup, and lives our values as if our future depends on it (because it does).

ZSuite Technologies provides a digital commercial escrow and subaccounting platform to help financial institutions grow commercial deposits and expand business relationships. Property managers, law firms, municipalities, title companies and other industries that heavily utilize escrow and subaccounts provide a tremendous opportunity to grow sustainable, low-cost deposits. This value-added relationship can easily expand to lending opportunities increasing operational efficiency for you and your clients. 

The birth of our company began in 2015 when Leader Bank, a community bank based out of Arlington, MA created an in-house product innovation division. After several successful product launches, Leader Bank and the product innovation team recognized a much bigger vision: to change the commercial banking industry by creating an independent company. 

In the summer of 2019, ZSuite Technologies was founded.

Our leadership

Bankers, compliance experts, technologists, leaders who are passionate about fostering healthy financial institutions and business growth by offering practical, powerful digital tools — that’s the ZSuite Technologies team.  

Meet our leadership team (and please connect with us on LinkedIn!)

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Nathan Baumeister
CEO & Board Member
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Jeff Vanlandingham
Chief Financial Officer
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Aaron Coleman
Chief Sales Officer
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Aaron Junod
Chief Technology Officer
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Jill Feiler
Chief Client Officer
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Toby Mergler
EVP, Biz Dev & Strategy
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Katherine Ring
Chief Marketing & Culture Officer
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Curtis Whiting
VP, Product
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Jay Tuli
Co-Founder and Chairman of ZSuite Tech & President, Leader Bank
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Tom Shen
3-Time FinTech Founder, including Malauzai, now a Finastra Company
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Charlie Plauche
General Partner with S3 Ventures, focused on Enterprise Software companies
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V.G. Narayanan PhD
Professor of Business Administration at Harvard Business School

Give your commercial banking clients the gift of:

  • Effortless subaccounting 
  • Blissfully compliant digital commercial escrow 
  • Automated rent collection 
  • Anxiety-free security deposit management 
  • A 24/7 convenient technology platform 
  • Doing all this without visiting the branch 

Client Base

We currently partner with 85 institutions across the United States of America.

These financial institutions use ZSuite to build their commercial banking portfolios.

We love helping financial institutions to create value for their commercial clients. Whether that means turning your existing clients into raving fans, thanks to how powerful and easy ZSuite’s products are, or helping you differentiate your offerings in the marketplace.  

When you offer ZSuites’ products, people talk and doors open. 

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The culture of our company is unique.

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Our values make that culture wonderful.

We identify our values with specific verbs and symbolize them with corresponding seasons. We embrace this journey as natural part of life and work.

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Focus - Winter

  • Decide what to do (and what to avoid) through reflection and preparation – both short and long-term.
  • Create accountability and be accountable.
  • Practice discipline and consistency.
  • Steward resources carefully.

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Grow - Spring

  • Seek proper nourishment constantly - learning, feedback, mentorship, and self-reflection.
  • Be curious.
  • Lead with hope, humility, and vulnerability.
  • Find a way.

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Celebrate - Summer

  • Celebrate everything – our work, our team, our clients, along with accomplishments and lessons from our failures.
  • Fill life with celebration.
  • Be unreserved in praise and celebration.
  • Express gratitude and appreciation specifically and sincerely.

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Serve - Fall

  • Serve our partners, their clients, our team members, the company, our shareholders, and ourselves. 
  • Demonstrate service through words and actions.
  • Listen... really listen.
  • Empathize first, then love and serve.