Mission & Vision

Mission: Deepen relationships between business owners and their most trusted advisor.

Vision: We envision a world in which all business owners get quality financial advice.

Core Values

• Say the thing you think you cannot say – builds trust
• Assume Positive Intent – us vs. the problem, not vs. each other
• Cultivate Curiosity – ensures growth, strong opinions loosely held
• Best-self Meritocracy – do what it takes to show up ready to perform

Loom Overview

https://www.loom.com/share/a5c8a786f40746579f68df6f6c677934

Founder Brief

Speed is often a strategy in and of itself. So those who run faster will win over time. I read that this week and it resonated. We value speed deeply, and it is showing up all over the business today. From product development, to engineering + implementation, to customer success and sales.

@Dan Wilson had a record month of individual advisor bookings w/ over $50k booked. I shared with the team the great Ken Griffin quote “if we are all gonna eat, someone’s gotta sell” . This is no small feat when you think about our stage and it’s great to see the year get off to such a hot start on that front.

Back to speed, I will share a couple of examples of just how fast we are moving:

• We closed Allworth ($35b RIA) on a $15k/year firm license in one call
• Last month we shared a prototype of a look-a-like business feature we were exploring/testing. We got feedback, we debated, and we killed it. Sometimes it’s the features you don’t develop
• On the flip side, this month we shipped major enhancements to the doc processor, have built several new prototypes (more in the product dev section on this from @Alex Michaels) that we have conviction on — moreover, we have three big bets that we will ship in the next 90 days that will
  • deliver a ton of value to our existing clients
  • allow us to consider additional pricing bands
  • expand our market dramatically