We Deliver Financial Clarity

We believe in a future where financial self-sufficiency is accessible to everyone, transforming lives and fostering thriving communities

Our Core Values

The principles that guide everything we do

🎯

Integrity & Accountability

Guided by our unwavering principles and ethical standards, we uphold integrity and accountability in every decision and action.

🔥

Passion & Dedication

Fueled by unwavering passion and dedication, we approach our mission with enthusiasm, persistence, and a relentless drive to make a positive impact.

🚀

Proactive Innovation

Anticipating our partners' needs and challenges, we take action to continuously improve all we do, embracing continuous innovation and exploring new ideas, technologies, and methods.

🏆

Expertise & Results

Leveraging our deep expertise in fintech, we prioritize tangible results and impactful outcomes, ensuring our actions generate meaningful benefits and deliver clarity.

🤝

Partner-Focused

We deliver tailored solutions and insights that make meaningful impacts to nonprofits, businesses, and public sector organizations we serve.

💡

Continuous Improvement

We drive progress and transformation to better serve our partners, constantly pushing boundaries to deliver impactful solutions in the fintech industry.

Meet Our Team

Technology and business leaders driving financial empowerment

Mike - CEO

Mike

Chief Executive Officer

Bought a Commodore 64 as a kid with his own money, still has it. (Yes, it still works!) Climber of literal and figurative mountains, aviation enthusiast, coffee lover, spicy food seeker. Loves cheering on Denver teams with his family. Oh, and embraces complicated home projects. Also . . . a three-time CEO with expertise in SaaS, GovTech, and FinTech. Brings startup/scale/operate experience across multiple industries. Nuclear Engineer, United States Navy. MBA from Edinburgh School of Business.

Matt - CTO

Matt

Chief Technology Officer

Two-time Technology Executive with 20 years experience with four companies across three industries. B.S. University of Kentucky, Computer Science. Kentucky Wildcats Basketball superfan. Can still beat his three sons at cornhole. Loves chess, homebrewing, cooking, and spending time with his family.

Dave - CRO

Dave

Chief Revenue Officer

SaaS, GovTech, FinTech, and Non-profit Industries experience with 15+ years of executive experience in Business Operations, Development, and Product Management. B.S. University of Delaware, Business Administration. Loves outdoor adventures with his family, good coffee, and problem solving. Best high-shelf reacher on the team. Yes, that is an East Coast accent.

Eric - VP

Eric

Vice President

10+ years of software product and customer management success. Loves dogs, books, and detailed feature requests. Mountain enthusiast. PowerPoint hotshot. Detroit Lions fan (before it was cool).

Elizabeth - CMO

Elizabeth

Chief Marketing Officer

10+ years of technology marketing leadership across multiple industries. B.S. Kansas State University, Business Marketing. Bookish, but in a fun way. Loves Christmas, tennis, travel, cooking, puzzles, and spontaneous family dance parties. Probably the best tree climber you know.

Holly - VP

Holly

Vice President

20 years of experience building human center programs in education, nonprofits, & startups. MBA from University of Colorado / BA in communication from Truman State University. Unapologetic KC Chiefs fan for over 4 decades and basketball enthusiast at all levels (pro, college, and competitive HORSE). Lover of books, cleaning supplies and her Mini Goldendoodle.