What we saw

changed everything.

We spent over a decade helping build one of Latin America’s most successful investment platforms. From a small brokerage to a $20B public company, we saw firsthand what finance can achieve at scale.

But we also saw something else.

A silent majority, underserved. People trying to make smart choices with money — but without real support. Advisors stretched thin. Clients overwhelmed. Technology not keeping up with people’s real needs.

So we asked ourselves:

What if financial guidance felt proactive? Personal? Effortless? Scalable? What if we could blend the intelligence of AI with the care of human relationships — at scale?

These questions sparked everything. We left comfort to build conviction. We tested it in real life, with real clients — proved that it works — and never looked back.