Matthew Franey
Co-Founder, Chief Executive Officer
Matt began his career in financial services as a lowly intern on a sell-side equities trading desk on Wall Street, where he specialized in getting coffee, making copies, and picking up lunch. In the 15 years hence, he held various roles at such firms as Ernst & Young, Morgan Stanley, and FIS. Most recently, Matt directed business development for Celera Systems LLC, a leading provider of technology and data solutions to asset managers, broker-dealers, and insurance companies, leading a substantial growth effort in their data management platform, SalesStation.
Somewhere in all of that he spent a year at a Merrill Lynch branch office in Midtown Manhattan and quickly came to the realization there had to be a better way. Ever since, he’s been obsessed with making life easier for investors and believes that they should not have to understand his bio in order to receive good financial advice.
Matt has a B.S. and M.S. from Lehigh University with a focus on Accounting, Finance, and Information Analysis.
mitchell boyd
Co-Founder, Chief Operating Officer
Mitchell Boyd is a Milwaukee-based compliance professional specializing in international trade and supply chain operations. A Green Bay native, Mitchell graduated from the University of Wisconsin-Milwaukee with a B.A. in both economics and international studies.
Throughout Mitchell's academic and professional career he has worked for and assisted multiple startups with conceptualizing, developing, and launching products into the market. As a lifelong student of finance and public policy, Mitchell seeks to optimize the relationships between investors and their financial advisers.