We are a team of seasoned financial analysts with decades of combined experience across the finance industry—from wealth management to corporate FP&A. Our lead analyst has been a CFA charterholder since 2017, had worked at major tech companies in Silicon Valley, and has served as an advisor to ...more

We are a team of seasoned financial analysts with decades of combined experience across the finance industry—from wealth management to corporate FP&A. Our lead analyst has been a CFA charterholder since 2017, had worked at major tech companies in Silicon Valley, and has served as an advisor to multiple public companies.less