Our Journey

Follow our path from concept to reality

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January 15, 2024

Phase I

March 30, 2024

Phase II

June 15, 2024

Phase III

September 1, 2024

Phase IV

Phase I

Initial data collection and model architecture design

Our journey began with comprehensive data collection and the architectural blueprint of our AI system. This foundational phase involved identifying key data sources, establishing collection protocols, and designing the core architecture.

Achievement 1Achievement 2Achievement 3
Initial data collection and model architecture design

Our Team

Sarah Johnson

Sarah Johnson

Chief Investment Officer

With over 15 years of experience in investment management, Sarah leads our investment strategy with expertise in global markets and risk assessment.

Michael Chen

Michael Chen

Head of Financial Planning

Michael specializes in comprehensive financial planning for high-net-worth individuals, with a background in tax optimization and retirement planning.

Olivia Rodriguez

Olivia Rodriguez

Institutional Client Director

Olivia manages relationships with our institutional clients including pension funds and foundations, with over a decade of experience in client retention.