About Us
Our mission is to democratize access to wealth by focusing on use cases where Generative AI can make the greatest impact.
Co-founding Team
Soo Yung Cho
CTO
Soo Yung Cho
CTO
Soo Yung Cho
CTO
Dominic Tully
CRO
Dominic Tully
CRO
Dominic Tully
CRO
David Goerz
CIO
David Goerz
CIO
Dominic Tully
Head of Sales and Operations
Alex Leung
Founding Principal Engineer
Alex Leung
Founding Principal Engineer
Dominic Tully
Head of Sales and Operations
Kanishk Parashar
CEO
Kanishk Parashar
CEO
Kanishk Parashar
CEO
Select Advisors and Investors
Select Advisors and Investors
David Meister
Head of Enterprise Sales, Addepar
David Meister
Head of Enterprise Sales, Addepar
David Meister
Head of Enterprise Sales, Addepar
Jamie Signorile
Head of Enterprise Sales Engineering, Addepar
Jamie Signorile
Head of Enterprise Sales Engineering, Addepar
Jamie Signorile
Head of Enterprise Sales Engineering, Addepar
Laks Srini
Co-founder /CTO Zerodown, Zenefits
Laks Srini
Co-founder /CTO Zerodown, Zenefits
Laks Srini
Co-founder /CTO Zerodown, Zenefits
Rashelle Salimi
Partner, Cerity Partners
Rashelle Salimi
Partner, Cerity Partners
Rashelle Salimi
Partner, Cerity Partners
Jon Xu
Co-founder / CTO FutureAdvisor (acq Blackrock)
Jon Xu
Co-founder / CTO FutureAdvisor (acq Blackrock)
Jon Xu
Co-founder / CTO FutureAdvisor (acq Blackrock)
Bryant Chou
Co-founder /CTO Webflow
Bryant Chou
Co-founder /CTO Webflow
Bryant Chou
Co-founder /CTO Webflow
Backed by
Ready to Future-Proof Your Wealth Management Firm?
Ready to Future-Proof Your Wealth Management Firm?
Ready to Future-Proof Your Wealth Management Firm?
