Partner with Innovation
Join forward-thinking investors who recognize the transformative potential of AI-powered financial planning technology
Explore PartnershipReshaping Financial Advisory
The financial advisory landscape is experiencing a fundamental shift. Traditional planning methods that once took weeks now happen in hours. Our AI-powered platform doesn't just automate existing processes – it creates entirely new possibilities for advisors and their clients.
We've built something that advisors actually want to use. After working with over 300 financial professionals across different markets, we learned that sophisticated technology means nothing if it complicates their daily workflow.
That insight shaped everything we've developed. From portfolio optimization to risk assessment, each feature solves real problems that advisors face when managing client relationships at scale.
Market Performance
Year-over-year expansion in active advisory firms using our technology across North American markets
Total client assets processed through our planning algorithms during 2024-2025 period
Typical duration for comprehensive financial plan generation, down from industry standard of 6-8 hours
Advisory firms report higher client satisfaction and retention when using our integrated planning tools
Leadership Team
Experienced professionals who understand both financial markets and technology scaling challenges
Celestine Holbrook
Former Goldman Sachs quantitative analyst who led digital transformation initiatives for three major investment banks. Celestine's background in both traditional finance and emerging fintech gives her unique insight into what institutions actually need from AI-powered tools.
Araminta Fairweather
Built partnership networks for two successful fintech exits, including a 0M acquisition by State Street. Araminta focuses on creating genuine value for advisory firms rather than just technology adoption, which explains our unusually high retention rates.
Investment Inquiry
We're selective about our investment partners. We prefer working with investors who understand the financial services industry and can contribute strategic value beyond capital.