We want to save time for your practice.

Founders

CO-FOUNDER & CEO

Anand Sheth

With two decades of experience working in the financial advisory world, Anand brings an insight into the amount of work that financial advisors and their teams do day in and day out to help clients. He is focused on using technology to make everyday tasks more automated for financial advisors so they can serve more clients. A most important goal for him is the ease of use of technology with power behind it.  

CO-FOUNDER & CTO

James Hill

Solving problems is a natural gift for James. Over 18 years working his way up in technology development field has enabled him to master the craft, but more importantly an innate ability to understand the problem he is trying to solve. Having developed software that processes millions of records, he has joined Anand with his quest to solve the challenges in the financial advisory world.

ADVISOR

Tim Jenkins

Tim provides us with valuable advice on this software journey. Having co-founded SendGrid, being part of Techstars and leading the firm with his co-founders to IPO and eventual sale to Twilio for $3B, his experience is invaluable.

Get in touch

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Our Vision

We are steadfastly focused on helping financial advisors grow and scale.  






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