Our story
After spending decades working in financial services, we witnessed tens of billions in annual investor losses due to advisor misconduct and a lack of performance.

Disheartened to see bad actors, failure to fulfill client needs, a convoluted and complex cloud of cleverly disguised intermediaries and products, we were determined to give the power back to you.

Our ethos is founded on transparency. It inspired us to create a simple, fast, and intuitive service. Our goal is to elevate the wealth management industry and bring clarity and insight to every investor.