We're revolutionizing wealth management with sophisticated tools, AI-powered insights, and a premium experience for serious investors.
To democratize sophisticated wealth management tools and make them accessible to every serious investor, regardless of portfolio size.
We believe that everyone deserves access to the same level of portfolio management sophistication that was once reserved for institutional investors.
The principles that guide everything we do
Your financial data is protected with bank-grade security and end-to-end encryption.
We optimize for real results, not just pretty charts. Every feature drives portfolio performance.
We believe in the power of community and shared knowledge among sophisticated investors.
Every tool is designed to help you achieve your specific financial goals and objectives.
Our insights are powered by real market data and sophisticated analytics, not guesswork.
Sophisticated tools should be accessible to every serious investor, regardless of portfolio size.
A diverse group of financial experts, engineers, and visionaries
Founder & CEO
Former Goldman Sachs VP with 15+ years in quantitative finance and portfolio management.
CTO
Ex-Google engineer specializing in machine learning and financial data systems.
Head of Product
Former BlackRock portfolio manager with deep expertise in institutional investing.
Become part of the sophisticated investor community that's transforming wealth management.