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

CEO

Heather Holmes

Head of Engineering

Hamish Bray

Head of Product

Mark Akeroyd

Head of Operations & Company Secretary

Allirah Rehac

Meet Our Board

Our board has a track record of commercial success across the wealth industry.

Executive Director

Heather Holmes

Non Executive Director

David Stephen

Non Executive Director

Brent Brodeski