Team

Samir Vasavada

Co-Founder & CEO


Background in Startups & Operations. Consulted with large Financial Services firms & Tech Companies (Microsoft, BCG, Deutsche Bank) on FinTech, AI and Mobile Development. Entrepreneur-In-Residence at several Venture Funds.

Runik Mehrotra

Co-Founder & CTO


Background in ML/AI research, consults globally with Financial Institutions (MassMutual, RBC Royal, BlackStone Capital, Deutsche Bank, Morgan Stanley) on AI in Portfolio Management. Buy-side Consultant for Gerson Lehrman Group. Attended Wharton/Penn Engineering.

Dr. Josh Woodruff Ph.D.

Lead Data Scientist


VP at Morgan Stanley, Yale Undergrad, UT Austin PhD in Ops Research & MD. Modeling Director at IBM. Research with Robert Shiller.

Dr. Marc Ettlinger Ph.D.

AI/ML Engineer


Google NLP Artificial Intelligence Team Head & UC Berkley Neurolinguistics/NLP PhD, Head of AI at Conversant

William Namen

Lead Software Engineer


Background in Operations at Fisher Investments & EverBank Financial. Developed Automated Business Intelligence reporting for CBS Interactive. Developed Kylie for Business Dashboard application for Kylie.ai

Robert Owen

Director of Sales & Business Development


Over 20 years in Sales & Business Operations. RIA/Financial Advisor for 10+ years. Developed SMA/UMA Portfolio Management platform aquired by E*Trade. Lead E*Trade's Corporate Services and Stock Plan advisory teams. CFP, AAMS, CRPC.

Dr. Joerg Osterrieder Ph.D.

ML Scientific Advisor


Executive Director at Goldman Sachs, Quant & Portfolio Researcher at major hedge fund. PhD in Financial Mathematics.

Jonathon Aikman JD

Advisor


Oxford MBA, sits on a Federal Reserve Bond board, prior CIO at Pinnacle Asset Management. Author of "When Prime Brokers Fail" for Bloomberg & Professor of Artificial Intelligence and Finance at Queen's University