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Leadership Team
We are a bunch of wealth-tech enthusiasts with a common goal of making portfolio analysis and planning modern, robust, and accessible.
Pauline Shum Nolan, PhD
Founder & Head of Product
Simiao Zhou, PhD, CFA
Director of Research & Senior Software Engineer
David Varadi, CFA, MBA
Business Development Manager
Bruce Seago, MBA
CFO & Director
Armaan Zaffino, BBA
Product & Client Success Manager
Preet Banerjee, DBA
Partner & Director
Lexie Rivard, BSc
Frontend Software Developer
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