Roman Steinberg
Founding Engineer @ Formulary · Ex-Investment Banker turned builder · React, Python, LLM & Agentic Orchestration, Data Integrations
- Role
- Founding Engineer at Formulary Financial
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Roman Steinberg
From Wall Street to code. Full-stack engineer with experience in building SaaS platforms from 0-to-1, scaling data infrastructure, and orchestrating AI pipelines. Former investment banker who brings product mindset, customer-first thinking, and fluency in complex business domains. Track record of shipping production-grade systems that drive revenue-critical workflows behind tangible business outcomes.
Experience
Founding Engineer
Sep 2025 — Present
Building modern AI-powered fund administration infrastructure and web platform for private markets — from document intelligence to real-time portfolio analytics with full data lineage from source files to final outputs.Formulary delivers comprehensive fund administration — accounting, reporting, compliance, audit, capital activity, and LP communications — all on a single platform designed to keep the data accurate, synthesized, and accessible in real time. We combine AI, automation, and human expertise into unified workflows, empowering our clients to deeply understand fund performance data and drill down into underlying logic with confidence.
Education
Fullstack Academy
Software Engineering
2020 — 2021
HEC Paris
Exchange Semester, International Finance
2012 — 2012
NYU Stern School of Business
Bachelor of Business Administration - BBA, Double Major: Finance and Statistics
2011 — 2014
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