HQ: Mountain View, CA
Leadership: Joe Lonsdale, Eric Poirier
Opportunity: Creating the first wealth management platform that specializes in data aggregation and portfolio reporting for even the most complex investment portfolios, allowing investors to connect financial goals and preferences with actionable insights.
Vision: Bring data, technology and people together every day to help investors make even better, more informed decisions. Advance prosperity for everyone by making the financial system more data-driven, transparent and fair.