Dylan C. is a seasoned professional in financial services and data analytics, currently serving as an Advisor at Credit Versio and Yuppasoft, Inc. While at Kredit®, Dylan built a revenue base of over $1.1 million within 18 months and architected go-to-market strategies, establishing significant market leadership. Previously, Dylan held various roles including Associate Director at XP Securities and Director at Envestnet | Yodlee, focusing on investment research and sales. Dylan's educational background includes a Bachelor of Business in Finance from Pace University. As a co-founder of a stealth startup, Dylan aims to innovate wealth management for diverse investors.