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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
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