Our Team
We’re dedicated to revolutionizing wealth management through innovative SaaS and Fintech solutions
Meet our Team
Simran Kang
Founder & CEO
Ed Mosqueda
CTO
Adam Mckilligan
VP of Sales
Fergus Parkinson
Strategy and Operations Lead
Izel Ersoy
Head of Product
Katie Gillespe
Customer Success Manager
Amrit Kaur
Marketing Manager
Rolando López Castro
Sales Development Representative
Liam Ma
Customer Success Associate
Aradia Garcia
Senior Full Stack Engineer
Aneesha Ann Aloysious
Customer Support Engineer
Mykyta Ivanov
Quality Assurance Engineer
Malena Aguiar
Senior Software Developer
Esther Escobar
Frontend Engineer
Amanda Misek
Junior Software Developer