An all-in-one wealth management dashboard and expert financial advisory service. (Remote)
Hiring history: first listed 2025-01-07, 3 roles posted through 2026-10-06.
Last 90 days
Senior Financial Planner, Senior Financial Planner, Senior Financial Planner, Account Executive, Account Executive, Senior Account Executive, Account Executive, Financial Planner, Financial Planner, Financial Planner, Senior Financial Planning Associate
David Cusatis · Co-founder
Head of Public Relations
Andrés Monteoliva · CEO
Older
account executive
Bobby · Founder