formerly Prospect.
Company Information
Website
Employee count
79
Industry
Financial Services
Headquarter
Santa Monica, California, United States
Kate B.
Director of Impact & Wealth Manager
Kari Jean Glosser, CFP®
Director of Innovation
Spencer Sherman, MBA, CFP®
Founding Partner and Executive Chairman
Brent Kessel
CEO and Co-Founder
Annemarie Happée
Director of Technology & Database Administrator