Our Team
We’re dedicated to revolutionizing wealth management through innovative SaaS and Fintech solutions
Meet our Team
Simran Kang
Founder & CEO
Jonathan Ricci
COO & CFO
Ed Mosqueda
CTO
Adam Mckilligan
VP of Sales
Izel Ersoy
Head of Product
Katie Gillespe
Customer Success Manager
Aradia Garcia
Senior Full Stack Engineer
Rolando López Castro
Sales Development Representative