Rethinking household finance

How we work, and the people doing the work.

Our principles for calmer money

Keep good guidance affordable for every household

We build tools and a brand that stay plain-spoken, patient, and priced for the people who were never offered an advisor.

Put the whole picture in one place

Cash flow, savings, investments, property, and debt are tracked together, so a decision never rests on a spreadsheet you forgot to update.

Adapt as life actually changes

Members arrive for a first apartment, a growing family, a career break, or a retirement date — the plan moves with them.

We work alongside People teams to guide employees through their finances, helping with pay, benefits, equity, and the questions that follow.

Team members

Margot Delacroix

Portrait of Margot Delacroix — photo by Jake Nackos on Unsplash

Chief Executive Officer

Ravi Subramanian

Portrait of Ravi Subramanian — photo by Korede Adenola on Pexels

Chief Product Officer

Tomás Eiríksson

Portrait of Tomás Eiríksson — photo by Ben Khatry on Pexels

Chief Technology Officer

Noor Haddad

Portrait of Noor Haddad — photo by Thanh Xuan Nguyen Ly on Pexels

SVP of Commercial

June Okonkwo

Portrait of June Okonkwo — photo by Foto Sushi on Pexels

VP of Marketing

Wesley Brandt

Portrait of Wesley Brandt — photo by Prince on Pexels

General Counsel & Chief Compliance Officer

Backed by long-term partners

Join the team

See open roles
$12 for year one — ends soon

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