Mohit Daswani Biography and Net Worth

Director of Oportun Financial

Mohit Daswani is the Chief Financial Officer of SimplePractice, a web-based electronic health record solution. Prior to joining SimplePractice, Daswani was the Chief Financial Officer of ThoughtSpot, Inc. an A.I.-powered analytics company, where he led the finance and accounting, people, legal, corporate development, IT and real estate teams. He has also served as Head of Strategy and Finance at Square (now Block) during a period of rapid revenue growth, and was CFO of Payments, Platform and Risk at PayPal as the company was decoupling from eBay. A veteran of the investment banking and private equity industries, Daswani developed vertical expertise in financial services, healthcare, and IT, as a Principal at JMI Equity, a Principal at FTV Capital, and previously as a long-tenured private equity professional at J.P. Morgan. Daswani earned his MBA from Harvard Business School and a BA in Economics from Columbia University.

What is Mohit Daswani's net worth?: The estimated net worth of Mohit Daswani is at least $220.94 thousand as of December 13th, 2024. Mr. Daswani owns 41,924 shares of Oportun Financial stock worth more than $220,939 as of December 5th. This net worth evaluation does not reflect any other investments that Mr. Daswani may own. Learn More about Mohit Daswani's net worth.
How do I contact Mohit Daswani?: The corporate mailing address for Mr. Daswani and other Oportun Financial executives is 2 CIRCLE STAR WAY, SAN CARLOS CA, 94070. Oportun Financial can also be reached via phone at 650-810-8823 and via email at [email protected]. Learn More on Mohit Daswani's contact information.
Has Mohit Daswani been buying or selling shares of Oportun Financial?: Mohit Daswani has not been actively trading shares of Oportun Financial during the last ninety days. Most recently, on Friday, December 13th, Mohit Daswani bought 7,420 shares of Oportun Financial stock. The stock was acquired at an average cost of $3.90 per share, with a total value of $28,938.00. Following the completion of the transaction, the director now directly owns 41,924 shares of the company's stock, valued at $163,503.60. Learn More on Mohit Daswani's trading history.
Who are Oportun Financial's active insiders?: Oportun Financial's insider roster includes Jonathan Coblentz (CFO), Mohit Daswani (Director), Patrick Kirscht (Insider), Raul Vazquez (CEO), and R. Williams (Director). Learn More on Oportun Financial's active insiders.
Are insiders buying or selling shares of Oportun Financial?: During the last year, Oportun Financial insiders bought shares 2 times. They purchased a total of 32,420 shares worth more than $125,688.00. During the last year, insiders at the sold shares 2 times. They sold a total of 12,617 shares worth more than $59,912.36. The most recent insider tranaction occured on September, 10th when insider Kathleen I Layton sold 4,214 shares worth more than $27,980.96. Insiders at Oportun Financial own 9.3% of the company. Learn More about insider trades at Oportun Financial.
Information on this page was last updated on 9/10/2025.

Mohit Daswani Insider Trading History at Oportun Financial

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction	Details
12/13/2024	Buy	7,420	$3.90	$28,938.00	41,924

Mohit Daswani Buying and Selling Activity at Oportun Financial

Oportun Financial Company Overview

Oportun Financial Corporation provides financial services. The company offers personal loans and credit cards. It serves customers through online and over the phone, as well as through retail and Lending as a Service partner locations. The company was founded in 2005 and is headquartered in San Carlos, California.

Today's Range

Now: $5.27

$5.19

$5.28

50 Day Range

MA: $5.26

$4.51

$6.39

2 Week Range

Now: $5.27

$3.45

$9.24

Volume

329,761 shs

Average Volume

376,163 shs

Market Capitalization

$232.57 million

P/E Ratio

7.98

Dividend Yield

N/A

Beta

1.24