Our co-founders Matt Walker, CEO, and Ron Sloop, CTO, bring 20+ years of extensive knowledge and experience from the financial services, insurance, and software technology industries combined. Our primary focus is to deliver solutions and services that provide the support financial professionals need to grow their business and help their clients.
OUR VISION & MISSION
We strive to help the financial services industry connect with people to live well and retire with confidence. Our mission is to create and continue to evolve an operating system which provides financial professionals the ability to become truly efficient in the operation and growth of their business.