Founder, CEO
Founder, Client Advice
Founder, Technology & Product
Chief Technology Officer
Head of Investment & Financial Life Solutions
Co-Head of Product
Head of Client Advice
Head of Financial Life Strategy
Head of New Client Relationships
Client Advice Processes & Control Lead
Client Adviser
Head of Corporate Partnerships
Head of Business Relationships
Head of Risk & Compliance
Head of Talent Experience
Head of Client Service
Trading & Operations Manager