Revolutionizing wealth management

See our approach and meet the leadership team.

Our approach to making money simple

Ensure financial advice is affordable and accessible to everyone
We aim to democratize financial well-being by building products and a brand that is simple, approachable, and affordable for all.
Make finances approachable
We provide holistic net worth tracking by bringing income, net worth, spending, investments, assets, and liabilities all into one platform.
Build a solution that is dynamic to our members' needs
We support members across a wide range of financial decisions from family planning, to saving for a house, eyeing retirement, and more.

We work in collaboration with People Teams to guide employees through their finances, helping with comp, benefits, equity, and reducing your liability.

Team members

MATT WATSON
1660758931704
CEO
Atul Kakkar
Atul@2x
CPO
Gustavo Silva
Gustavo@2x
CTO
Paul Meister
Paul@2x
SVP of Commercial
Alex Lavian
Alex@2x
VP of Marketing
Arian Hassanalizadeh
General Counsel & Chief Compliance Officer

Backed by leading investors

felicis 1Frame 1GC Logo White 1Founders_Fund_logo_(2015) 1

Join our team

Ensure financial advice is affordable and accessible to everyone
We aim to democratize financial well-being by building products and a brand that is simple, approachable, and affordable for all.
Make finances approachable
We provide holistic net worth tracking by bringing income, net worth, spending, investments, assets, and liabilities all into one platform.
Build a solution that is dynamic to our members' needs
We support members across a wide range of financial decisions from family planning, to saving for a house, eyeing retirement, and more.

We work in collaboration with People Teams to guide employees through their finances, helping with comp, benefits, equity, and reducing your liability.