About Us

Building the Future of Financial Infrastructure

Our mission is to empower Credit Unions with the agentic intelligence required to bridge the gap between legacy core systems and modern capital markets.

Our Mission

Empowering Credit Unions through
Agentic Intelligence.

Our mission is to empower Credit Unions with the agentic intelligence required to bridge the gap between legacy core systems and modern capital markets. We are dedicated to transforming fragmented financial data into a unified source of truth that unlocks institutional liquidity and drives sustainable balance sheet growth.

$1B+

Transactions Processed

50+

Products Scaled

10+

Years Experience

Our Story

The Inside Story

We're a team of ex-banker, business and product leaders and ex-entrepreneurs with deep domain experience in Financial services. Collectively, we've built and scaled products used by global top-tier banks, credit institutions, and large fintechs.

Our journey began with a shared frustration: the inefficiencies and limitations with access to wall street for all leading to much better balance sheet management. We intimately understand the pain points of credit teams and solving them by leveraging AI technology expertise, access to wall street like sofistications along with user-centric design and unified data infrastructure

Leadership

Meet the Founders

Yogesh Gorjilla

Yogesh Gorjilla

Mannat Saini

Mannat Saini

Manoj Sarda

Manoj Sarda

Built by leaders from

Our team brings experience from world-class organizations

Goldman Sachs
UBS
Jefferies
Oracle
Flipkart
Jupiter
Skit
Goldman Sachs
UBS
Jefferies
Oracle
Flipkart
Jupiter
Skit