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.
Formerly Advent International, UBS
Harvard (BA), Oxford (MSc.)
Formerly Advent International, Bain & Company
Harvard (BA Economics)
Head of Engineering
Formerly Hellosign, Founder at Zenploy
ENSEA (MSc. EE), SUNY Buffalo (MSc. CS)
Fmr. EVP and Head of Corp Dev at LPL
Fmr. Chief of Strategy at EQIS.
USF (BA) & Yale (MBA)
Fmr. MD, Head of Global BD, and CMO at BlackRock iShares.
Stanford (BA) & Columbia (MBA)