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About Us

We're on a mission to lead the change for the next generation of Wealth Tech products that customers deserve. We've built & scaled industry changing fintech and platform products at startups and large tech companies.

Amol Patil

Amol Patil

Co-Founder & CEO

LinkedIn Profile

Amol is a fintech Product leader having built and led teams at Square & Carta. At Square, he drove multiple org-wide product initiatives and led several platform products at Carta and WePay from greenfield, scaling to millions of users.

SquareCartaWePay
Carnegie Mellon University
Ahrar Monsur

Ahrar Monsur

Co-Founder & CTO

LinkedIn Profile

Ahrar has built and led technical teams in platform and machine learning products while at Google and Carta. He has architected enterprise-scale technical infrastructure focused on AI/ML platforms for Enterprises.

GoogleCartaOneVest
University of Waterloo