What we do

We believe that wealth’s potential is limitless, but legacy technology is holding it back. We’ve built a new foundation that unifies and modernizes a fragmented industry. This means we’re making it possible for millions of new and existing investors, at all levels, to harness wealth’s full potential to grow.

We are opening up wealth by breaking down barriers that create complexity and friction.

We are opening up wealth by creating modern, digital-first experiences for our customers and their investors.

We are opening up wealth to make it more transparent and personalized for every investor.

But above all, we are opening up wealth by giving people more freedom to invest in what matters to them. It’s a vision we’re making real through the collective efforts of our people, passion and technology.