Our Team

Silicon Valley innovation meets Wall Street expertise

Expert Team with 15+ Years Average Experience

Our team combines Silicon Valley tech innovation with Wall Street financial expertise to revolutionize value investing.

Michael Roberts

Founder & CEO

Former Wall Street analyst with 12 years experience. Inspired to democratize value investing after attending Berkshire Hathaway annual meeting. Holds MBA from Wharton School.

Elena Rodriguez

Chief Technology Officer

Former Google AI Lab researcher with PhD in Computer Science from Stanford. Leads AI algorithm development and platform architecture. Published over 20 papers on machine learning.

David Chen

Chief Investment Officer

Former Goldman Sachs portfolio manager with 18 years investment experience. Expert in value investing strategies and portfolio management. CFA charterholder.

Strategic Partnerships

Working with industry leaders to deliver excellence

Stanford AI Lab

Wharton School

S&P Global

FINRA & SIPC