Leadership

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Shaan

Co-Founder/CEO

Shaan previously worked at Goldman Sachs, Marcus by Goldman Sachs, Clarity Money, and other financial technology startups for 4 years in various product and growth roles. He graduated from Cornell and is an Airbnb Superhost along with his family. He is from the San Francisco Bay Area.

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Avi

Co-Founder/CTO

Avi previously was the co-founder and CTO of a seed-funded business messaging startup for 3 years. Prior to that, he worked at various startups and tech companies, including Amazon. He graduated from UC Berkeley and is a property manager along with his family. He is from the Atlanta area.

Our Values

Client Service

We operate with a service mindset, constantly working to earn our clients’ trust and exceed their expectations by understanding their business and enabling them to scale.

Excellence

We aspire for excellence in our performance for our clients, our partners, and our industry.

Integrity

We make decisions that allow us to be proud of our firm and insist on the highest ethical standards, transparency with our team members and clients, and learn from our experiences.

Partnership

We prioritize collaboration among team members and with our clients to drive our business.