Meet the Team.
A team of experts on a mission to change an industry. We’re well-funded and backed by some of the world's largest independent financial advice firms to build the world's leading advice engagement and client experience platform.
The Executive Leadership Team
Co-Founder, Co-CEO, CTO/CPO
Chris Dadej
Chief Evangelist Officer
Heather Holmes
Head of Engineering
Adrian Chung
Global Head of Marketing
Ash Lockett
Co-CEO
Blake Wood
Head of Product
Mark Akeroyd
Head of Operations
Allirah Rehac
Head of Design
Guy Ligertwood
Meet Our Board
Our board has a track record of commercial success across the wealth industry.
Chairman
Jeff Hall
Executive Director
Heather Holmes
Non Executive Director
Brent Brodeski
Non Executive Director
Sue Viskovic
Executive Director
Chris Dadej
Non Executive Director
Santiago Burridge
Non Executive Director
David Stephen
Non Executive Director & Lumiant Ambassador
David Haintz