Our Team

  • Aaron Schumm

    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

    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

    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

    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

    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.

  • Paul Newmann

    Paul Newmann

    VP Sales

    Head of Intermediary Distribution at Betterment for Business
    Vice President, Sales & Relationship Management at Mesirow Financial
    Sales & Marketing Consultant for Empower
    8 years FinTech & FinServe Experience
    BBA, Finance Loyola University Chicago
    Holds Series 7 + 66 Licenses

  • Zainab Noorali

    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

    Joshua Forstater, CFA

    VP Customer Development

    10+ years of FinTech & FinServ experience, including Nomura Securities, Deutsche Asset Management, and Betterment
    DOL & wealth management strategy at PwC Strategy&
    MBA, Columbia Business School
    BS & BSBA, Villanova University

  • Antonio Gonzalez

    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

    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

  • Patrick Bounaix

    Patrick Bounaix

    Senior Engineer

    15+ years experience as architect/developer/consultant
    Designed, developed, and delivered solutions for startups to enterprise clients in finance, pharmaceutical, insurance, and retail
    Microsoft Certified Professional
    BS in Computer Science, NYIT

  • Leif Droms

    Leif Droms

    Software Developer

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

  • Seong Kim

    Seong Kim

    Full Stack Engineer

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

  • Daniel Tsang

    Daniel Tsang

    Computer Systems Analyst

    Full-Stack Engineer at Indochino Inc.
    Software Developer at Hootsuite Media Inc.
    BSc in Computer Science, University of British Columbia

  • Daniel Aronov

    Daniel Aronov

    Technical Product Manager

    16+ years of IT experience
    Business Analyst/Technical Lead at UBS
    Information Management Consultant at MMC
    MS, Information Systems Management, Stevens Institute Of Technology
    BS, Computer Science & Statistics, State University of New York, Stony Brook PMP

  • Bradford Sykes

    Bradford Sykes

    Operations Support

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

  • David Quester

    David Quester

    Special Sales Advisor

    Vice President BlackRock
    DCIO and Retirement Investment Management Consultant
    Fintech experience with financial advisors through launch of BLK iRetire income planning tool, training and promotion across partner channels
    30 years financial services experience, half of which was focused on retirement.
    Last firms included Citigroup Asset Management and Legg Mason Asset management
    BA State University of New York
    Holds series 7/66 and CIMA and AIF designations

Our Investors