Our Team

We champion and proudly integrate our values into every aspect of what we do. Whether we are engaging you as a potential customer firm, supporting your unique configuration and integration requirements, or enabling adoption and support —our goal is to get more people globally into financial planning.

President & CEO

Chief Product Officer

Chief Technology Officer

Chief Revenue Officer

Chief Financial Officer

Chief Legal Officer

Executive Vice-President,
Operations

Executive Vice-President,
Software Development

Executive Vice-President,
Strategic Advice

Executive Vice-President,
North America Distribution
& Marketing

Vice-President,
Product Delivery North America

Vice-President,
Product Management -
Financial Planning

Tyler McNaughton

Vice-President,
Strategic Accounts

Vice-President,
Strategic Product Solutions

Vice-President,
Sales & Distribution, EMEA

Vice-President,
Product Management, EMEA

Head of People and Culture

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See Getting Started

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Please contact our Media Team at Conquest@streetcredpr.com

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See our Careers page