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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

Founder & CEO

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Adam Mckilligan

VP of Sales

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Aradia Garcia

Senior Full Stack Engineer

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Jonathan Ricci

COO & CFO

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Izel Ersoy

Head of Product

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Rolando López Castro

Sales Development Representative

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Ed Mosqueda

CTO

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Katie Gillespe

Customer Success Manager

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