Redefining the Future ofFinancial Advice
We're on a mission to democratize access to sophisticated wealth management through the power of Generative AI.
Making Sophisticated Wealth Management Accessible to All
We believe that advanced wealth management capabilities should be accessible to all financial professionals, not just the largest institutions. Through the power of AI, we're making that vision a reality.
Meet the Team
A team of builders, operators and quietly obsessed problem-solvers who believe wealth advice should feel more human — and more helpful — for everyone.
Michael Davies
CEO
Engineering and product leader with 15+ years building financial and AI systems across DBS and major insurers. Focused on creating clear, practical tools that modern advisors and customers can rely on.
Avenash Kabeera
Technology
ML Engineer with 12 years at FactSet building large-scale financial data systems and several years at Agoda developing machine learning platforms. Brings deep expertise in distributed systems and scalable ML architecture.
Annabelle Lin
Revenue
Commercial leader with over 20 years across consulting, enterprise technology, and financial services, including roles at EY, Google, and Citibank. Skilled in navigating institutional requirements and driving long-term partnerships.
Shiyin Chan
Product
Product strategist and builder experienced in leading product and go-to-market across various tech verticals. Brings a deep understanding of user needs and a passion for building intuitive, user-friendly solutions.
