Our mission & vision
We're revolutionizing how asset managers and financial advisers serve taxable clients - delivering sophisticated, practical solutions that drive better after-tax outcomes.

The people behind the platform
A combination of asset-management and technology experience from Vanguard, Jefferies, and Composer - building the tax-managed infrastructure we always wished we had.

John Hill, CFA
Co-founder & CEOJohn leads our go-to-market work with asset-manager partners, supporting offer design, content, and sales. He spent a decade at Vanguard, where he pitched and built its direct-indexing product. CFA charterholder.

Scott Shumway
Co-founder & CTOScott has 15+ years of software experience across real estate, finance, and higher education. At Jefferies he led front-end development for the firm's internal data platform, supporting every business unit from wealth management to risk and compliance.

Kyle Birmingham, CFA
Head of Portfolio ManagementKyle oversees portfolio construction, investment research, tax methodology, and trading. He began his career at Vanguard in strategy and investment management, including overseeing its multi-billion-dollar active equity franchise. CFA charterholder.
Over forty years at the world's largest managers
Successful wealth management takes nuance and a thoughtful partnership between an adviser and the portfolio managers they entrust with their clients' assets. We've lived both sides.






Join the team
We're a small team building serious infrastructure. Follow along on LinkedIn to stay updated on all open roles.
