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Financial planning for every employee, everywhere.

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Matt Watson
Co-Founder & CEO

Matt Watson

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Joao De Paula
Co-Founder & CTO
Atul Kakkar
Chief Product Officer
Paul Meister
Chief of Staff
Wallis Finger
General Counsel
Justine J.
Executive Assistant To Chief Executive Officer
Shivani Parikh
Vice President Operations
Alex Wagner Lavian
VP of Marketing
Jena D.
Customer Success
Nathan Allen
Enterprise Customer Success Manager
Hassan P.
Customer Success Manager
Elaine Chigueira
People Operations
Jennifer Yu, CFA
Financial Wellbeing Consultant, Origin
Marwa Fahmy
Human Resources Manager
Talat Q.
Money and financial wellbeing coach
Beatriz D.
UX Researcher
Vitor Pinho
Design System Manager
Chad Schneider
Head Of Strategic Alliances