Our Team

  • Aaron Schumm


    Co-founded FolioDynamix, sold to Actua in 2014
    15+ yrs of FinTech , FinServ & wealth management experience, including Northern Trust, Citigroup, & Fiserv
    MBA, Duke University, Fuqua School of Business,
    BS in Finance, University of Illinois

  • Joshua Keay

    Chief Product Officer

    Founded Magnetism Studios, created over 20 apps
    Founder & CEO of Spontaneously, Inc.
    Worked for Apple, Airbnb & IAC
    10+ yrs of software product design focused on consumer applications
    BA, Massachusetts College of Art & Design

  • Joe Pampel


    Lead Principal Consulting Engineer at Sungard
    IT Strategy & Cloud Director at Paladyne
    CTO at Ardsely Partners
    18 yrs of FinTech & FinServ experience
    BA, Business Management, Pace University

  • Mike Shuckerow

    Chief Compliance Officer

    18+ years legal and regulatory experience.
    Lobbied Congress directly related to DOL Fiduciary Rule.
    In House career spent at UBS, Citigroup and Columbia - Threadneedle. Multiple CCO roles.
    Admitted to bar in NY and CT. BS Northeastern University.
    JD St. John's University School of Law.

  • Elsa Chan

    VP Business Development

    Co-founded Jetlun and Asoka.
    15+ years in Consumer Electronics, Internet-of-Things, Smart Cities, and Energy Management experience.
    Holds four patents.
    BA, San Francisco State University.

  • Zainab Noorali

    Client Success Manager

    10 years of retirement industry experience including J.P. Morgan Asset Management and Empower Retirement
    Holds Series 7 and 66 Licenses
    BS, Business Administration, UC Berkeley, Haas School of Business

  • Joshua Forstater, CFA

    VP Customer Development

    7+ years of FinTech & FinServ Experience
    DOL strategic consulting at PwC
    MBA, Columbia Business School
    BS & BSBA, Villanova University

  • Harsh Khurana, CFA

    Director, Compliance & Operations

    6+ years of FinTech & FinServe Experience
    Compliance Officer at New Mountain Capital
    BS, Finance & Economics, WPU

  • Antonio Gonzalez

    Senior Technical Architect

    15+ years of FinTech & FinServ experience as a full stack engineer & manager
    Full stack engineer
    Attended Dartmouth & UMASS, Amherst

  • Mark Shilshtut

    Principal Software Architect

    12+ years of FinTech experience
    FinTech developer for Merrill Lynch, Citigroup, Goldman Sachs & Security Scorecard
    MS, Technology Management, Columbia University. BS, Computer Science & Economics, State University of New York, Stony Brook

  • Leif Droms

    Software Developer

    B.S., Brooklyn College
    Background in Cancer and Stem Cell Research

  • Seong Kim

    Full Stack Engineer

    Consultant at FIS (Sungard), Trader WTS Proprietary
    B.A. Computer Science, Rutgers

  • Bradford Sykes

    Operations Support

    MBA & JD, Emory University
    Admitted to Bar in GA
    Holds Series 65 Licences

  • Troy Tarr

    Special Business Advisor

    20 years experience in the Retirement Services industry.
    Notable senior executive and business development positions with 3D Asset Mgmt, Aspire Financial Srvs, NRP (now LPL), JPMorgan Asset Mgmt & Morgan Stanley. Industry contributions: Industry speaking engagements, published articles, industry expert and key contact for retirement advisors

Our Investors