Founded by ex-Wall Street analysts, our platform launched with a flagship robo-advisor in early 2019. By 2021 we had crossed $1 billion in assets under management and expanded into taxable accounts, IRAs, and crypto-allocation strategies.

Our mission is to democratize access to professional investment strategies. We adhere to evidence-based, academically vetted models:

• Mean-variance optimization for diversified portfolios.
• Factor-based tilts towards value, momentum, and quality.
• Continuous rebalancing to maintain target allocations.

• Transparency — clear fee breakdowns and performance reporting.
• Accessibility — intuitive UI, mobile apps, and tiered account levels.
• Innovation — ongoing research collaborations with top universities.

• Alice Johnson, CEO — 20 years in asset management and fintech entrepreneurship.
• Robert Lee, CIO — PhD in Financial Economics, ex-quant at HedgeFundX.
• Maria Gonzalez, Head of Research — leads a team of data scientists and analysts.

• Goals-based planning tools with scenario simulations.
• Fractional share trading across global markets.
• Social investing community features and copy-trading.

• “Robo-Advisor of the Year” by FinanceTech Awards 2022.
• Secured $75 M in Series C funding led by Growth Partners.
• 100 000+ active investors with average portfolio growth of 12 % annually.