Experts driving your success

Our dedicated team combines diverse skills and experience to provide the best SaaS solutions tailored to your needs.

+100k

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Lucas Sullivan

Chief of Executive Office

Lily Mitchell

Chief Operating Officer

Jordan Smith

Chief Technology Officer

Sarah McKenzie

Product Manager

Alex Patel

David Ramirez

Annualized costs consist of an up front setup fee and an ongoing fund services fee over 10 years. Annualized cost assumes a 10-year fund lifetime.