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 & Company Secretary

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

David Stephen

Non Executive Director & Lumiant Ambassador

David Haintz

Executive Director

Chris Dadej

Non Executive Director

Brent Brodeski

Non Executive Director

Sue Viskovic