Our Approach

Backed by leading investors including former Wells Fargo CEO Richard Kovacevich, we represent the next generation of financial software, combining the best minds in technology and finance to provide end-to-end cloud-based web client solutions for targeted acquisition, risk analysis, and performance management.

Our customers range from large publicly traded companies with billions in assets under management to smaller boutique firms. Our technology has been featured in TechCrunch, Bloomberg, Business Insider, and many other leading publications.