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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
A smiling, bald man in a gray suit jacket and blue shirt, standing indoors against a gray wall. A smiling, bald man in a gray suit jacket and blue shirt, standing indoors against a gray wall.

Previously

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

Education

  • BA, University of Oregon
A woman with long blonde hair and a black blazer smiles warmly at the camera. She is indoors with blurred hanging lights and windows in the background. A woman with long blonde hair and a black blazer smiles warmly at the camera. She is indoors with blurred hanging lights and windows in the background.

Previously

  • PEAK6 Investments

Education

  • BA, Columbia University
A young man with short brown hair, wearing a dark suit jacket and a white shirt, is smiling at the camera. The background is blurred and appears to be outdoors near a building. A young man with short brown hair, wearing a dark suit jacket and a white shirt, is smiling at the camera. The background is blurred and appears to be outdoors near a building.

Previously

  • Microsoft
  • Samsung Information Systems America

Education

  • MEng, Cornell University
  • BS, Sonoma State University
A smiling man with glasses, a beard, and a receding hairline, wearing a blue blazer and patterned shirt, stands indoors with blurred lights and greenery in the background. A smiling man with glasses, a beard, and a receding hairline, wearing a blue blazer and patterned shirt, stands indoors with blurred lights and greenery in the background.

Previously

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

Education

  • MEng, Massachusetts Institute of Technology
  • BS, Massachusetts Institute of Technology
A man with short gray hair, wearing a dark suit jacket and light blue collared shirt, smiles at the camera in a bright indoor setting with blurred background details. A man with short gray hair, wearing a dark suit jacket and light blue collared shirt, smiles at the camera in a bright indoor setting with blurred background details.

Previously

  • Discover Financial Services
  • Mayer Brown

Education

  • JD, IIT Chicago Kent College of Law
  • BA, Case Western Reserve University
A man with dark hair and a beard, wearing a navy suit and tie, smiles at the camera in a modern office with large windows and potted plants in the background. A man with dark hair and a beard, wearing a navy suit and tie, smiles at the camera in a modern office with large windows and potted plants in the background.

Previously

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

Education

  • BA, SUNY New Paltz
A woman with straight, shoulder-length dark hair smiles at the camera. She is wearing a black top and an earring, standing in a brightly lit indoor setting with blurred background elements. A woman with straight, shoulder-length dark hair smiles at the camera. She is wearing a black top and an earring, standing in a brightly lit indoor setting with blurred background elements.

Previously

  • Penson Financial Services

Education

  • BA, Texas A&M University
A man with short brown hair and blue eyes, wearing a blue and white checked button-up shirt, smiles in front of a blurred window background. A man with short brown hair and blue eyes, wearing a blue and white checked button-up shirt, smiles in front of a blurred window background.

  • 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.