Brandon Chapman, CFP, CLU

Founder

Brandon is a born entrepreneur. He"s been building businesses for the last 10 years and while building his financial planning practice realized that the technology solutions available weren’t intuitive enough to run a scalable practice.ng background in product development and market research. She is skilled at aligning product features with customer needs and business goals.

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Meet our dedicated team of experts

Saketh Poori
Software Development Intern
Bryan Trieu
Business Development Intern
Amardeep Sangha
Software Development Intern
Aaron Janes
Technical Lead
Niccolò Bellentani
Business Development Intern
Ivy Wang
Marketing & Communication Coordinator
Roujyar Darvish
Product Designer
Sahib Singh
Software Developer
Christopher Yourth
Intermediate Software Developer
Shirin Escarcha
Creative Consultant
Brandon Chapman, CFP, CLU
Founder
Brad Hartfield
Director of Sales & Business Development