Josh Trujillo
CEO
- Background in aerospace engineering and enterprise sales.
- Produced $5M in annual new business for a Fortune 500 company.
- Grew an engineering services business from $0 to $500K in revenue in one year.
Our Mission
We want to give financial advisors the leverage of a 50 person sales and marketing team for a fraction of the cost.
The people behind the growth engine
Our Team
Technology, sales, marketing, and advisor expertise come together in one team built to help financial advisors grow.
Sayan Roy
CTO
- Graduated summa cum laude from CU Boulder.
- 5+ years writing production-grade software for Bank of America and numerous startups.
Phill Klein
Advisor
- Former CEO of FinLync.
- Grew the company to a $240M valuation and sold it to Workday.
- Former Head of Digital Wealth at Deloitte.
Savanna Campbell
Events Extraordinaire
- 10+ years of experience throwing events.
- Generated over $5M in donations and new business.
- Past clients: the Colorado School of Mines, Denver Chamber of Commerce, and the Humane Society.
Gilly
Mascot
- Looks cute.
- Barks.