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We're dedicated to revolutionizing wealth management through innovative SaaS and Fintech solutions
Simran Kang
Co-Founder & CEO
Adam Mckilligan
VP of Sales
Gregor Campbell
Account Executive
Jonathan Ricci
Co-Founder
Izel Ersoy
Head of Product
Aradia Garcia
Senior Full Stack Engineer
Ed Mosqueda
CTO
Katie Gillespe
Customer Success Manager