All investors are unique. Their experiences should reflect that.
We’re on a mission to personalize the investor experience and make investing a more powerful driver of financial well-being. We hope to change the world of wealth in ways that personalized delivery has changed movies, music, and more. In a world where every individual is unique, we believe in the power of AI-based personalization to match individuals to financial advice and investments is necessary to driving wealth goals.
Speed sets us apart.
We’ve built a template for repeatable and rapid innovation.
Start with frictions that investors face and address with fin (investment algos + science) and tech (ai + innovative software).
MVPs built in 3 months with production ready products in 6-12 months. Real-time feedback from ecosystem of asset managers and financial advisors.
Products designed to discover drivers of personalization, provide answers and enable ability to act.