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We give investors simple, personalized services to help them manage their wealth. Our mission is to bring innovative next generation wealth services to key industry players and investors with the goal of solving today’s trust gap and helping today’s busy online consumer better control their wealth... Read more

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Lincoln Ross

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Abhi Deshmukh
Chief Data Architect
Sue Summers, CIMA®
Senior Sales Executive
Tali Singh
Quality Assurance Engineer
Abhijit Deshmukh
Chief Data Architect
Robert Bryant
Senior Vice President, Technology
Murad Mehdiyev
Quality Assurance Engineer
Sue Summers
Senior Account Executive
Jeremy Bernstein
Senior UX Designer
Maria Borinsky
Quality Assurance Engineer
Dominique Monayong
Product Manager
Jonathan Owens
Director of Customer Success
Jon Owens
Director, Customer Success
Mark Diese
Customer Success Analyst
Mikita Sirotkin
Software Engineer
Matsvei Zhartun
Senior Software Engineer
Lalit Chaturvedi
Senior Software Engineer
Vishal VNS
Senior Software Engineer
Alyona Ispravnikova
Quality Assurance Engineer
Ivan Asipik
Software Engineer
Dehlia Redker
Data Engineer
Alexandr Yakovis
Lead Software Engineer
Sergey Sadovich
Data Engineer
Ilya Hladki
Software Engineer
Murugadass A
Quality Assurance (Contractor)
Ananya Sudhakar
Software Engineer
Raman Novikau
Software Engineer
Dae Yoon
Software Engineer
Yauheni Zhukovich
Mobile App Engineer
Larry Bryant
SVP of Technology