We’re a team of brokerage industry veterans building AI to solve core issues for brokerages, RIAs and fintechs - and their clients.

Our Mission

Empower investors with the information they need to manage their financial lives.

We build over buy and focus on the long term.

We believe in making decisions based on what is right for our clients, and that profits will follow.

We believe in our ability to persevere through the inevitable difficulties of creating something new.

We cut waste wherever we see it, and reinvest those savings (either monetary or process/time savings), to create additional value for our clients.

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