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