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Empowering Advice Firms.
Founder & CEO
Leith Thomas
Operations & AFSL Compliance
Jackson Tidswell
Head of Software Development
Frank Wang
Head of Portfolio Administration
Nilesh Chauhan
Portfolio Administration
Suzy Dimitrevski
If your firm wants to work with a team who has built and operated an advice firm, who understands your world and who can speak your language — we should talk.
