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About

About Us

Our venture-backed team has over 50 years of experience working with systematic investment management, and software development. By leveraging machine learning, data science and automation, we help advisors manage portfolio risk in near real-time.

Backed by premier venture capital

Backed by premier venture capital
Backed by premier venture capital

Leaders

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Akhil Lodha

Co-founder & CEO

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Read What They Do

Minhee Park

Chief Product Officer

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Alexey Piskovatskov

Director of Engineering

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Advisors

Our Advisor

Raymond DiNunzio

ex-Head Western Division , UBS PWM & Managing Partner, TOS Advisors

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Our Advisor

Tim Kochis

Former CEO and Chairman of Aspiriant & Former Chairman CFP Board

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Our Advisor

Tom Mahoney

Sr. Managing Director, Tangent Capital Partners

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Our Advisor

Stephen Langlois

President, Kestra Financial & Chief Revenue Officer, eMoney

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Our Advisor

Doug Fritz

CEO, F2 Strategy & CTO, First Republic Private Wealth

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Our Advisor

Anil Arora

CEO at Envestnet Yodlee, Vice - Chairman at Envestnet

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Our Advisor

Michael J. Curcio

Chief Brokerage Officer at E*TRADE

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Our Advisor

Matt Hougan

Managing Director, Informa PLC & Former CEO, ETF.com

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Our Advisor

David Mahoney

Former CEO, McKesson Corporation

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Our Advisor

Kurt Eckert

Partner, Wolverine Trading

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Our Advisor

Tito Pombra

Former Chief Compliance Officer, Matthews Asia

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Our Advisor

Ralph Drybrough

Co-founder, Managing Partner, Fort Point Capital Partners

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Our Advisor

John Fawcett

CEO, Quantopian

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Our Advisor

Mike Furlong

CEO, Indio Technologies

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Our Advisor

Sasha Orloff

CEO, LendUp

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