Core 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
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
Rebecca Wiiliams
Executive Administrator
• 10+ years of administrative experience in a variety of office settings
• M.Ed., the University of Arkansas
• BS in Education, Indiana State University
Xiaohan Wang
Research Analyst
• Former researcher in Berkeley Institute for Data Science
• Graduate with Distinction in General Scholarship
• BA in Applied Mathematics and Statistics, UC Berkeley
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