Our Team

We’re dedicated to revolutionizing wealth management through innovative SaaS and Fintech solutions

Meet our Team

Simran Kang

Founder & CEO

Ed Mosqueda

CTO

Adam Mckilligan

VP of Sales

Fergus Parkinson

Strategy and Operations Lead

Izel Ersoy

Head of Product

Katie Gillespe

Customer Success Manager

Amrit Kaur

Marketing Manager

Rolando López Castro

Sales Development Representative

Liam Ma

Customer Success Associate

2

Aradia Garcia

Senior Full Stack Engineer

Aneesha Ann Aloysious

Customer Support Engineer

Simon Lee

Junior Software Engineer

Guillermo Sanchez

Senior Frontend Developer

Esther Escobar

Frontend Engineer

Gaurav Saini

QA Engineer

Amanda Misek

Junior Software Developer

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