Founded by Industry Veterans

Three Markets. One Mission.
Democratizing Institutional Portfolio Management

Born from frustration with traditional wealth management, our founders combined 50+ years of institutional experience from Singapore, New York, and Geneva to create systematic portfolio management tools for self-directed investors.

$2.3B+
Assets Tracked
10,000+
Active Users
25+
Countries Served
50+
Years Combined Experience

Meet the Founders

Three institutional veterans who left traditional finance to build transparent, systematic portfolio management tools for sophisticated investors.

DWC
Singapore
Singapore
Dr. Wei Chen
Chief Quantitative Officer
"Mathematics doesn't lie. Markets are noisy, but the underlying patterns are discoverable through rigorous quantitative analysis."

Former quantitative researcher at GIC (Singapore's sovereign wealth fund) and Deutsche Bank Asia. PhD in Mathematical Finance from NUS.

Experience

12+ years

Education

PhD Mathematical Finance, National University of Singapore

Previous Roles

  • Senior Quant Researcher - GIC (2018-2023)
  • VP Quantitative Research - Deutsche Bank (2015-2018)
  • Quantitative Analyst - Temasek Holdings (2012-2015)

Core Expertise

Quantitative ModelingRisk ManagementSystematic StrategiesAsian Markets
MR
New York
New York
Marcus Rodriguez
Chief Trading Officer
"Discipline beats emotion every time. The best traders are the most boring ones - they follow their rules religiously."

20-year veteran trader from Goldman Sachs and JPMorgan. Managed institutional portfolios exceeding $2B across multiple market cycles.

Experience

20+ years

Education

MBA Finance, Wharton School

Previous Roles

  • Managing Director - Goldman Sachs Asset Management (2015-2022)
  • Executive Director - JPMorgan Private Bank (2010-2015)
  • VP Portfolio Trading - Morgan Stanley (2004-2010)

Core Expertise

Institutional TradingMarket StructureExecution AlgorithmsRisk Control
PD
Geneva
Geneva
Philippe Dubois
Chief Portfolio Officer
"True wealth preservation comes from understanding that preservation and growth are not mutually exclusive - they require systematic discipline."

Former senior portfolio manager at UBS Wealth Management and Credit Suisse Private Banking. Specialized in multi-asset allocation for UHNW clients.

Experience

18+ years

Education

MSc Finance, HEC Lausanne; CFA Charter

Previous Roles

  • Senior Portfolio Manager - UBS Wealth Management (2016-2023)
  • Associate Director - Credit Suisse Private Banking (2011-2016)
  • Investment Advisor - Pictet & Cie (2006-2011)

Core Expertise

Asset AllocationPrivate WealthMulti-Asset StrategiesEuropean Markets

Our Journey

From institutional frustration to democratizing professional portfolio management

2019
The Meeting
Wei, Marcus, and Philippe met at the CFA Institute's Global Investment Conference in Singapore. Despite different backgrounds, they shared frustration with traditional wealth management's opacity and high fees.
2020
Market Crisis Validation
During COVID market volatility, their systematic rebalancing approaches significantly outperformed traditional advisory models. They began collaborating on unified methodologies.
2021
Technology Platform
Launched the first version of systematic portfolio management tools, initially serving 50 institutional contacts and family offices.
2022
Retail Expansion
Democratized institutional-quality portfolio management for self-directed investors. Grew to 1,000 users managing $100M+ in tracked assets.
2023
Scale & Recognition
Reached 10,000+ users tracking $2.3B+ in assets. Featured in Financial Times, Barron's, and invited to speak at institutional conferences.

Our Mission

Transparency
Every methodology disclosed. Every assumption documented. No black boxes.
Accessibility
Institutional-quality tools at retail-friendly prices. No minimums, no gatekeeping.
Systematic
Rules-based approaches that remove emotion and bias from investment decisions.
"We believe sophisticated investors deserve sophisticated tools, transparent methodologies, and fair pricing. The traditional wealth management industry has failed on all three."

That's why we left our institutional careers to build something better.