TEAM

James Wu

Founder & CEO

• Former Executive Director of Risk Management Analytics at MSCI
• 15+ years of experience designing & selling investment tools for institutional investors
• MBA, UC Berkeley
• BS in Computer Science, Columbia University

Matt Kelso

Founder & CTO

• Former Senior Director of Analytical Solutions at RMS
• 20+ years of experience in FinTech and SaaS, building multiple web-based products from scratch
• MBA, UC Berkeley
• MA & BA, Stanford University

Feng Tang

Senior VP, Analytics

• Former Senior Portfolio Analyst at Financial Engines
• 10+ years of experience working in financial services and technology sector
• BA in Applied Mathematics, UC Berkeley

Xiaohan Wang

Research Analyst

• Former researcher in Berkeley Institute for Data Science
• Graduate with Distinction in General Scholarship
• B.A in Applied Mathematics and Statistics, UC Berkeley

Tae Hyon Lee

Data Scientist

• Current MBA student with emphasis in Information Systems, San Francisco State University
• BA, Business Economics with specialization in Programming in Computing, UCLA

Joanna Lai

VP, Sales & Marketing

• 10+ years of marketing, operations, and business development experience across different technology sectors
• Former program manager at Google where she managed engineering resource distribution across 30+ offices
• MBA, University of Michigan
• BS, UC Davis

Yulia Gnatyuk

Business Development & Marketing

• 9+ years of marketing, sales and management experience
• Former Sales Director at Medstar
• MBA, San Francisco State University
• BS, Volgograd State Medical University

Vijay Rao, CFA, FRM

Principal Consultant

• Former VP of Product Development at Alpha Omega
• 15+ years of experience in the finance technology sector
• Former portfolio manager for a family office and a fixed income trader for BlackRock
• BA in Economics, Columbia University

Rebecca Williams

Executive Administrator

• 10+ years of administrative experience in a variety of office settings

• M.Ed., the University of Arkansas
• B.S. in Education, Indiana State University

 
 

ADVISORS

Stanford Au

Advisor

• CTO at UL Information and Insights
• 25+ of experience in executive and senior engineering leadership roles at Silicon Valley companies
• BS in Electrical Engineering & Computer Science, UC Berkeley

Jonathan Hudacko

Advisor

• 20+ years of financial services and business management experience
• 15+ years at MSCI (Barra, RiskMetrics)
• Previous co-founder and COO of Pluribus Labs
• MBA, UC Berkeley
• BA, Stanford University

Brian McLoughlin

Advisor

• Managing Partner of Peer Capital Management
• Previously a general partner at Upfront Ventures for 13 years, where he invested in fintech startups
• MBA, Wharton School of Business
• BA, Rutgers College