Our Team

We are on a mission to democratize access to wealth. We are focused on use cases where Generative AI can have the largest impact.

Cofounding Team Bios

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Soo Yung Cho

CTO
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David Goerz

CIO
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Jeff Magder

Principal Engineer
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Kanishk Parashar

CEO
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Dominic Tully

Head of Sales and Operations
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Alex Leung

Founding Principal Engineer
Select Angels and Advisors

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David Meister

Head of Enterprise Sales, Addepar
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Jamie Signorile

Head of Enterprise Sales Engineering, Addepar
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Laks Srini

cofounder/CTO Zerodown, Zenefits
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Rashelle Salimi

Partner, Cerity Partners
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Jon Xu

cofounder/CTO FutureAdvisor (acq Blackrock)
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Bryant Chou

cofounder/CTO Webflow
Lead Investors

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Nate Rodland

General Partner, Elefund; co-founder Robinhood
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Serik Kaldykulov

General Partner, Elefund
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Ross Glasser

General Partner, Elefund
Backed By

YC