Ekaterina & Jan
Professionals at Work.
One of us had spent years as a Head of AI Engineering, building advanced models and decision systems. The other had led large-scale tech projects in the FMCG space, responsible for products used by millions of customers.
Professionally, we were used to data, rigor, and clear decision frameworks. At home, with our own money, things looked very different.
Our investments were scattered across broker apps, spreadsheets, and half-remembered notes. We were doing "the right things" on paper, saving, investing regularly, diversifying, but basic questions were hard to answer:
- ? How is our family portfolio really doing?
- ? Are we taking the right level of risk for the life we want?
- ? What happens to our plan if markets fall or our income changes?
Every review turned into a small project. We could see account balances, but not the full picture of our wealth, risk, and future income. That gap is what pushed us to build something for ourselves.
