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Min Investment
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$100
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No. Investors
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16
Company Description
1.
Our first solution is one-click optimization powered by our AI engine, AIDA.
Key Deal Facts
Uses AI to deliver personalized retirement income solutions
Institutional client base (wealth management firms & others)
As of 12/31/21, over 120,000 retirees serviced with 103B+ in assets
Bootstrapped over 11 years and validated with two large enterprises
Current contracted minimum ARR is $3.1 million
CEO: former FinTech Executive at Citigroup and Bank of America
Management Team / Advisory Board Bios
Stephan Granitz
Chief Analytics Officer; Former Sr. Intelligence Analyst, U.S. Army
Elias Zaretsky
Chief Technology Officer; Former Architect at Verizon Enterprise Cloud and Nokia
Stacy McDowell
Chief Product Officer; Former VP, Retirement Product at E*TRADE
Rakesh Kaul
Investor & Strategic Advisor; Former CEO, Hanover Direct; Former Advisor, The Carlyle Group
Shankar Iyer
Investor & Strategic Advisor; CEO, Intertrust; Former Founder & CEO, Viteos
Roger Ochs
Investor & Strategic Advisor; Former CEO, HD Vest
Shaun Mathews
Investor & Strategic Advisor, Former Sr. MD, Voya Investment Management
William Eagan
Investor & Strategic Advisor; Former Sr. Investment Banker
V. Chandy
Investor & Strategic Advisor; Former Sr. Partner of Strategy& PwC
