A new way to manage your family wealth

We are a Saas company focused on providing banks with a UX driven infrastructure to service private banking and single family office clients.

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A new way to manage your family wealth

We are a Saas company focused on providing banks with a UX driven infrastructure to service private banking and single family office clients.

A new way to manage your family wealth

We are a Saas company focused on providing banks with a UX driven infrastructure to service private banking and single family office clients.

Your Entire Family Office Universe Managed on One Fintech Platform

Consolidated Reporting

Guided and Digitized Facilitation & Governance

Family Office Information Repository

MyFO™ Data Insights 

Team

Simran Kang

Co-Founder

  • CA (PwC)
  • Trusted advisor to SFOs
  • Advisor to 10 billionaire SFOs
  • Family Governance Expert

Alice Chen

Co-Founder

  • Lawyer
  • 5x founder since 2010
  • Exit to PwC
  • HoldCo
  • Multi-family office
  • CitiBank FO Leadership Program

Gautam Banerjee

CTO

  • VP Product, IMAX Labs
  • Product @ Rheo (Best of App Store 2016)
  • Director of Product, Penguin Random House

Devin DeCiantis

Special Advisor, Governance IP

  • Managing Partner, Lansberg Gersick & Associates
  • Professor, Harvard & Kellog
  • Team advises top 200 SFOs globally

Advisors

Bill Dalton

Chief Executive, HSBC Bank (retired)

  • Director, MasterCard Int. Inc.
  • Director, Swiss Re GB plc.

Jeff Tijssen

Global Head of Consulting, 11:FS

  • Chair, TLA FinTech

Dr. Rebecca Homkes

Professor, London Business School

  • Partner, GrowthX Corporate
  • Board Member, Silicon Valley Growth Syndicate

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