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Meet the leadership redefining what’s possible in wealth tech

Changing the way our industry operates. Democratizing access to financial markets. Meet our brilliant, visionary, and tenacious leaders. Staying on course even when the work is hard.

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Previously

  • Convergex
  • G-Trade
  • Pershing

Education

  • MBA, Rutgers University
  • BA, Wesleyan University

Previously

  • Nasdaq
  • Ferring Pharmaceuticals
  • Samsung Electronics America
  • 24 Seven Inc.

Education

  • BA, University of Oregon

Previously

  • PEAK6 Investments

Education

  • BA, Columbia University

Previously

  • Microsoft
  • Samsung Information Systems America

Education

  • MEng, Cornell University
  • BS, Sonoma State University

Previously

  • Stripe
  • Capital One
  • Betterment
  • Rent The Runway
  • Group Commerce
  • Google
  • DoubleClick

Education

  • MEng, Massachusetts Institute of Technology
  • BS, Massachusetts Institute of Technology

Previously

  • Discover Financial Services
  • Mayer Brown

Education

  • JD, IIT Chicago Kent College of Law
  • BA, Case Western Reserve University

Previously

  • BNY Mellon
  • Pershing
  • Smith Barney
  • Manufacturers Hanover Trust

Education

  • BA, SUNY New Paltz

Previously

  • Penson Financial Services

Education

  • BA, Texas A&M University

  • Our vision

    To be the trusted technology that powers the digital economy.

  • Our mission

    To be the market-leading financial technology and data provider driving disruption and innovation for the future of wealth creation.

  • Our purpose

    Frictionless investing for everyone.

  • Our values

    Put the client first 

    Our clients are at the heart of what we do, so we always make decisions with them in mind.

    Innovate for lasting impact 

    Create long-term impact through curiosity, practicality, and purpose.

    Be collaborative, respectful, and inclusive 
    Collaborate with clarity, an open mind, and the goal of lifting up those around you.

    Think like an owner and operate ethically 

    Lead by example through accountability, integrity, and a growth mindset.

    Embrace change and evolve together 

    Be open. Be nimble. Be the change that turns ambiguity into opportunity.