

Founded in 2019
A multi-asset digital wealth management platform for community banks and credit unions. Today we support passive and active investing in over 10,000 individual stocks and ETF's, over 70 cryptocurrencies and precious metals.Our vision is to be the Amazon of digital wealth management connecting financ...

Andreea Danila
Investor

🌎Ben Soppitt
Founder and CEO
Founder
Edward Cortis
Co-Founder & CTO
FounderAnna Piliposyan
Head Of Operations

Miles Webb
Advisor - Risk & Platform Operations

Max Osbon
Member Of The Board Of Advisors
Antonio Brown Jr
Customer Success Analyst

Hector Garcia
Operations Manager
Andrew Harris
Corporate Development Advisor