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Our Team

We're dedicated to revolutionizing wealth management through innovative SaaS and Fintech solutions 

Meet our Team

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Simran Kang

  • LinkedIn

Founder & CEO

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Adam Mckilligan

  • LinkedIn

VP of Sales

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Rolando López Castro

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Sales Development Representative

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Jonathan Ricci

  • LinkedIn

COO & CFO

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Izel Ersoy

  • LinkedIn

Head of Product

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Aradia Garcia

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Senior Full Stack Engineer

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Ed Mosqueda

  • LinkedIn

CTO

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Katie Gillespe

  • LinkedIn

Customer Success Manager

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