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Categories
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Technology, Financial Services
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Min Investment
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$250
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No. Investors
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52
Key Deal Facts
Agentic AI that unifies learn→plan→act. From budgeting, tax, investing, retirement in one app.
Built for Millennials inheriting $4.8T by 2025 ($89T by 2048). The time is now.
Valuation cap of $50M; shipping 2–3 releases a month.
Product built on AI to guide users from learning to investing
A leadership team with 75+ years of experience, $1B AUM, multiple exits.
Management Team / Advisory Board Bios
Charles (CJ) FolliniFounder and Chief Executive OfficerTufts, Harvard & LSE alum. MIT AI fund adviser & Multi-Family Office CIO with multiple 7x exits. Merging deep institutional pedigree with Agentic AI to turn financial complexity into autopilot wealth for the next generation.wearenoyack.com, Mohamed KonéChief Technology OfficerAgentic AI and software powerhouse specializing in scalable AI and Python ecosystems. Previously CTO at Lockbridge, he builds the robust, secure, and accessible technical backbone driving our Agentic AI platform. Led web application development., Paola SaladinChief of StaffThe operational engine driving Noyack’s execution for over three years. She bridges strategy and action, ensuring seamless organizational alignment and translating our Agentic AI vision into daily market reality., David MerrillChief Marketing OfficerFordham MBA and growth strategist driving user acquisition. He combines data-driven analytics with brand storytelling to scale our reach, ensuring our revolutionary wealth solution lands in every investor's hand., Stephen RobieChief Financial OfficerNYU Stern MBA & CPA with deep expertise in high-growth corporate finance and REITs. He brings institutional-grade financial rigor, strategic governance, and capital market mastery to our rapid expansion.