Tomorrow’s Technology. Today’s Wealth.
To transform wealth management with a unified, modular platform that empowers institutions and advisors to deliver seamless client experiences, scale with confidence, and shape the future of investment advice.
Our Values
Bold
We’re not afraid to think big and reach for the stars. We embrace challenges of all kinds.
Innovative
We find new ways to solve old problems. Instead of catching up, we lead the charge.
Inclusive
We believe that wealth is for everyone. We also foster an inclusive culture—all people are welcome here.
Trustworthy
We create trust by doing everything with honesty and transparency.
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Flexible
We've not only created a flexible platform, but we believe in being flexible in how we work and think.
Leadership
Our leadership team brings together decades of experience in both finance and technology.
Amar Ahluwalia
CEO
Jakob Pizzera
COO
Nathan Di Lucca
CTO
Our Investors
