1
Total investments
0
Early stage
0
Mid stage
0
Late stage
2y
Years active
Experience · 3 entries
All (3)
Investments (1)
Founder (1)
2024
2022
Co-founder & CEO
Mar 2022
We provide financial advice services at-scale.
Our mission? Make high-quality financial advice more accessible for everyone, through modern technology and scalable distribution.
Our branded, co-branded and white-label financial advice solutions are distributed via employers, insurance brokers and pension funds to individuals. We help individuals make confident financial decisions around pension and life events.
2017
Associate, Investment Banking
Jul 2017
J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients interests first.
J.P. Morgan is part of JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
© 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.