Intelligent and impartial

We’re breaking open the secretive and opaque private banking industry by giving access to financial knowledge to everyone.
We help people create and personalise their financial plans, and take ongoing responsibility of growing their money, too.
We use a unique blend of expert knowledge and learning algorithms to automate our service, so we can offer financial freedom to people at scale.

Our founders and advisors

Qiaojia Li

Qiaojia Li

Co-founder & CEO

linkedin linklinkedin link

Jun Seki

Jun Seki

Co-founder & CTO

linkedin linklinkedin link

Michael O'Sullivan

Michael O'Sullivan

Investment Advisor

linkedin linklinkedin link

Nick Middleton

Nick Middleton

Business Advisor

linkedin linklinkedin link

Ken Chapman

Ken Chapman

Business Advisor

linkedin linklinkedin link

Roberto Bonanzinga

Roberto Bonanzinga

Lead Investor

linkedin linkedin

Join our team

Our values guide everything we do
Level the playing field
Finance is an unfair game where the uber-rich get richer, while everyone else doesn’t know where to start. This lack of access to knowledge perpetuates wealth inequality. We are here to change this.
For the long-term
We offer impartial advice and do the right thing by our clients like a doctor would his patients. Our relationship with our clients is long-term; we see it like a marriage.
Come as you are
We are an international and open-minded team. We value passion and collaboration more than experience and titles.

Ready to become a client?

Create an account with us in two minutes.