We’re building an intelligent financial
assistant to improve your financial health
and grow your wealth faster.

Who We Are

We’re a small team of technologists who think quality financial advice is too expensive, and too difficult to access. We want to change this, so we’re building useful, friendly technology, to give you the advice and planning help you need - nothing more.

  • Hart Lambur

    CEO & Founder

  • Max Lane

    Business Development

  • Josh Owen

    Software Engineer

  • Andrew Loyola

    Software Engineer

  • Colin Corcoran

    Software Engineer

  • Will Bancroft