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