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2022 — 2025
New York City Metropolitan Area
Modernizing retirement accounts, investing, taxes, and financial planning for entrepreneurs
2021 — 2022
Backed by Accel, YC, Slack Fund. Acquired by Clay
2021 — 2021
Backed by a16z, Thrive Capital, Founders Fund, Kinnevik
2020 — 2021
2019 — 2020
Georgia Institute of Technology