Leadership Team

We are a bunch of wealth-tech enthusiasts with a common goal of making portfolio analysis and planning modern, robust, and accessible.

Pauline Shum Nolan, PhD

CEO & Head of Product

Simiao Zhou, PhD, CFA

Director of Research & Senior Software Engineer

Bruce Seago, MBA

CFO & Director

Melanie Arellano Baratto

Software Engineer

Preet Banerjee, DBA

Partner & Director

Armaan Zaffino, BBA

Product & Client Success Manager