There is a $6.6 trillion hole in America’s retirement fund. Half of all workers aren’t saving anything, and only 1 in 2 actually have access to a work-place retirement plan. Of the companies that offer 401(k)s, over half of their employees aren’t satisfied, and high fees cost retirees $100,000s.
We believe everyone should have access to a retirement plan offering bespoke low-cost investments, without burdening their employers with excessive cost or legal and admin hassle.
Management Team
Rikin Shah
Co-founder & CEO
Rikin is an expert in algorithmic trading and risk management. He was responsible for trading $6 billion daily and developing trading algorithms at UBS for large pension fund clients. He has a Bachelor of Engineering in Computing from Imperial College London and holds a Series 65 license. He enjoys road biking and snowboarding.
Jessie Li, CFA
VP of Business Development & COO
Jessie is a specialist in portfolio construction. She worked for BlackRock where she created custom investment solutions for institutional and intermediary clients. She is a Chartered Financial Analyst (CFA) and has a Bachelor of Arts in Economics from UC Berkeley. She is a trained chef, sommelier, and an avid skier.
