Powering the
Meaning in Money

We’re building a transformational platform to help people discover the meaning in money and how to make the most of it.
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
CEO, Founder
Mary Huang
Mary Huang
Chief of Staff
Dave St. Geme
Dave St. Geme
Head of Product, Co‑Founder
Ian Lyons
Ian Lyons
Head of Engineering, Co‑Founder
Joe Lonsdale
Joe Lonsdale


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

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