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We give investors simple, personalized services to help them manage their wealth. Our mission is to bring innovative next generation wealth services to key industry players and investors with the goal of solving today’s trust gap and helping today’s busy online consumer better control their wealth, and life.


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Alex Sauickie
President & CEO
Chris Fagan
SVP, Global Operations
Ken O’Brien
SVP, Global Head of Sales
Carlos Simões
SVP, Strategic Partnerships

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