Our passion is to help people make the best financial decisions so they can live the life they aspire to live
Striving to build a leading team of financial advisors and technologists to create the modern, all-in-one RIA and wealth management platform.
Our values
venture capital investors
wealth management investors
Five leading firms with a combined AUM of over $200B
Ritik Malhotra
Co-Founder, CEO
Amir Har-El
Head Of Operations
Rajat Deva
Head of Marketing
Gwen Brinsmead
Head of Product & Design
FAQ
Headquarters: New York, NY
Company address: 36 E. 12th Street, Floor 2, New York, NY 10003
CEO: Ritik Malhotra
Founded: 2021
Founders: Ritik Malhotra, Muller Zhang