We use technology to solve real-world challenges for those who are building great wealth and asset management businesses.
Clients first. Our client-first approach starts with listening to you. It’s the most important step in our process.
We understand your business and love to solve problems in the wealth and asset management space.
We know how to improve and utilize data in ways that drive tangible business results.
We have deep knowledge of areas like AI, ML, NLP, big data and behavioral economics.
Chairman of the board- Founder and CEO of Purefacts
Director of the Board
Director of the Board- President and CEO of Stratford Group and ThinkRF
Director of the Board - Senior Investor at Canadian Business Growth Fund
NYT Bestselling Author; Host Last 8% Morning Podcast; Co-Founder, IHHP
Author; Venture Capitalist; TV personality
Managing Partner, Round 13 Capital; TV Co-host, The Disruptors
Founder & CEO
CFO & Managing Director
Chief Operating Officer
Chief Technology Officer
Interim Chief Revenue Officer