Our Team

We are technologists, data scientists, and financial industry veterans. We are dedicated to equipping independent professionals with the power of AI to run their practices.

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William Rueter
CEO

 
 

Formerly Advent International, UBS
Harvard (BA), Oxford (MSc.)

Nicholas Moy
COO

 
 

Formerly Advent International, Bain & Company
Harvard (BA Economics)

Ben Dezile
Head of Engineering

 
 

Formerly Hellosign, Founder at Zenploy
ENSEA (MSc. EE), SUNY Buffalo (MSc. CS)

 

Melanie Hardin
Advisor

 
 

Fmr. EVP and Head of Corp Dev at LPL
Fmr. Chief of Strategy at EQIS.
USF (BA) & Yale (MBA)

Jennifer Grancio
Advisor

 
 

Fmr. MD, Head of Global BD, and CMO at BlackRock iShares.
Stanford (BA) & Columbia (MBA)