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Powering the meaning in money

We’re building technology to help people discover the meaning in money, and make the most of it.

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Insight Meets Experience

We are a team of experienced industry experts and successful software business builders. Our investors are visionary venture capitalists and leaders in wealth management.

David Barnard

David Barnard

President & CEO

Former Head of the Private Wealth at AllianceBernstein.

Mary Huang

Mary Huang

Head of Commercial

Former Peloton, 1stdibs.

Dave St. Geme

Dave St. Geme

Head of Product, Co‑Founder

Former Head of Product at Origin, Blend

Ian Lyons

Ian Lyons

Head of Engineering, Co‑Founder

Former Engineering Leader at Blend

Focus Financial Partners
Rockefeller Capital Management
Core Values

Our core values reflect who we are, how we work and how we approach building transformational products.

When our customer wins, we win.

Everything we do is centered around creating transparency, empowerment, and efficiency. Our mission is to help our customers unlock the meaning in their client’s money.

The best ideas come from healthy debate.

Any idea that stimulates a thoughtful, multi-dimensional discussion is worth considering. We have no pride in authorship and value diverse perspectives.

We go further together.

We believe that working together is the best way to achieve success. We are individually accountable but always support teammates in the achievement of our collective goals.

Sprint towards discovery.

We move quickly in our path to create reliable and intuitive products for our customers. We value testing and experimentation in R&D, over inaction.


Be REAL: Resilient, Empathetic, Accountable, Low-ego. We persist through difficulties, listen to one another, own up to our word, and stay humble

Join our team!

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