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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
Backed

Experience from top companies

Experience
Experience

Team

TEAM ADVISORS
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Akhil Lodha

Co-founder & CEO

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Steve Sears

Chief Investment Officer

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Michael Drumm

Director, Sales

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Robert Mackey

Sales Development Representative

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JR Formanek

Director, Customer Success

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Neha Wadhawan

Director, Product Management

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Minhee Park

Product Designer

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Alexey Piskovatskov

Project Manager

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Guillaume Decerprit, PhD

Senior Researcher, Data Science

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Michael Smith

Technical Architect

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Ashley Shea

QA Engineer

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Andres Spinetti

Full Stack Engineer

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Alberto Sanchez

Full Stack Engineer

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Annie Joseph

Software Engineer Intern

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Naomi Machado

Software Engineer Intern

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Ralph Drybrough

Co-founder

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David Mahoney

Former CEO, McKesson Corporation

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Kurt Eckert

Partner, Wolverine Trading

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Matt Hougan

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

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Michael J. Curcio

Chief Brokerage Officer at E*TRADE

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Sasha Orloff

CEO, LendUp

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Tom Mahoney

Sr. Managing Director, Tangent Capital Partners

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Anil Arora

CEO at Envestnet Yodlee, Vice - Chairman at Envestnet

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