We’re a tight-knit group of strategists, designers, and builders who believe great work happens when talented people trust each other. Each of us brings a different lens to the table, but we’re all driven by the same thing: helping our clients succeed.
Richard founded the company in 2019 after a decade spent bouncing between investment banking and product leadership roles at high-growth tech companies. Frustrated by how disconnected financial tools were from the people actually using them, he set out to build something simpler.
Today, he leads company strategy and vision, but still finds time to jump into client calls when it matters most. Outside the office, he's a board member for a financial literacy nonprofit and an enthusiastic weekend tennis player.