ABOUT US
OUR MISSION
We’re on a mission to bridge the financial advice gap. Using AI as a digital private banker, so everyone can reach their goals.
THE TEAM
Jeremy Takle
Co-founder and CEO
26 years building consumer banks globally (Barclays, EnterCard, Klarna).
Ben Harvey
Co-founder and CPO
20 years building banking products globally (Barclays, EnterCard, Oakbrook).
Denisa Dan
Marketing
Graphic designer and photographer, previously at a design and marketing agency.
Mark Pope
Technology
25 years developing data products. Founded and sold Pivotal iQ (HG Insights, Progressive, Datamonitor).
Dexter Awoyemi
AI Engineering
12 years leading data and AI engineering innovation (AI clarity, Yapily, Genome England, FT, Citi)
Andy Hunns
Creative
25+ years as creative leader on client and agency side, including as buyout co-owner (Virgin / Clinic, Barclays, Chelsea FC).
Dan Bolland
CFO
22 years in bank finance and analysis and CFO advisory practice (BPP, HBOS, Barclays, KPMG, Sia Partners).
David Dominguez
Design
16 years of product design experience in consumer and banking (Fjord, ITV, Farfetch, Ebay, Natwest group).
OUR ADVISORS
Stephen Jones
30 years in senior roles across banking (UK Finance, Santander, Barclays, Citigroup, Schroders).
Danny Lopez
CEO Glasswall. NED Innovate Finance. Former Diplomat and Banker.
Olu Omoyele
Regulatory & Risk Consultant. Former Bank of England Senior Manager.
Helene Panzarino
Fintech Programmes Director, Lecturer, Advisor and Author.
Keith MacDonald
Wealth sector advisor, former Head of Wealth Management and Partner at EY, Capco
Stuart Tootal
Leadership Expert and Author. Former Security Executive and Commander 3 PARA.
Greg Davies
Applied Behavioural Finance & Decision Scientist. Formed first Behavioural Finance team.
Ian Tyler
Senior Advisor. Former Bank Treasury Executive and Professional Services Partner.
OUR GROWTH PARTNERS
