Our mission is to empower every investor to build a portfolio they believe in.
We are a team of investors, engineers, data scientists, operations experts and business leaders with one ambition - to build a better financial future, for everyone.
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The result of our experience, reflections, and insight is an innovative new platform designed to actively help wealth advisors and institutional investors build and manage portfolios that align personal values with investment objectives, at scale.
Technology Matters.
We work relentlessly to uncover and capture opportunity to help our client do their jobs better. We deliver a powerful patent pending technology-driven solution that puts our clients in control of every aspect of their clients portfolio. We take care of the complexity on the back end so our clients can focus on what they do best - designing, building and managing portfolios that meet their stakeholders' unique needs.
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Philosophy
We invest in our greatest asset - people. We have experienced leaders to guide us, supported by a world-class operations team, who we believe are the best engineers and data scientists in the industry. They embody our values: Innovation, Excellence and Integrity. And together, we are a formidable team, tasked with building the leading investment platform for investors and delivering consistent and reliable results.
Values
Innovation
From founding the leading portfolio intelligence system to building the first data-driven alpha platform, we are consistently pushing the limits and boundaries to help investors achieve better results.
Excellence
We have assembled a team of extraordinary individuals who embody excellence in everything they do. We are constantly learning and improving, and are committed to pushing beyond the status quo.
Integrity
Our team has fostered strong relationships with asset owners and managers over the years to earn their confidence. We believe that transparency is essential to trust, and we collaborate closely with our clients and partners to ensure they understand exactly how our processes work and why our approach is so effective.