OUR TEAM

Our Team

Key Team Members

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

Distribution

Lavu Vallabh

Alignment of values

If your firm wants to work with a team who built and ran an advice firm on exactly this structure, who understands your world and can speak your language, we should talk.

Book a discovery call