top of page

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_edited_edited.jpg

Pauline Shum Nolan, PhD

Founder & Head of Product

IMG_5386_edited_edited_edited.jpg

Simiao Zhou, PhD, CFA

Director of Research & Senior Software Engineer

Melanie_edited.jpg

Melanie Arellano Baratto

Software Engineer

IMG_5385_edited_edited_edited.jpg

Bruce Seago, MBA

CFO & Director

David V_edited.jpg

David Varadi, CFA, MBA

Business Development Manager

Preet_edited_edited.jpg

Preet Banerjee, DBA

Partner & Director

Armaan_edited.jpg

Armaan Zaffino, BBA

Product & Client Success Manager

bottom of page