Built by quants. Built for independent advisors.

Dr. Toby Wade is an investment, AI, and machine learning expert with over 20 years of experience across equities, cryptocurrencies, futures, and currencies.

He has held pivotal roles in hedge funds, financial exchanges, and banking institutions, focusing on alpha research, portfolio management, risk assessment, and trading strategies.

Dr. Wade is proficient in natural language processing (NLP), large language models (LLMs), generative AI, and machine learning applications tailored to financial market research.

His insights have been featured in prominent publications such as the Financial Times, Institutional Investor, CNBC, and Yahoo Finance.

Dr. Wade earned his Ph.D. in Statistics from the London School of Economics and Political Science and currently serves as an Assistant Professor of Data Science and Statistics at New College of Florida in Sarasota.

Dr. Piotr Pomorski is a distinguished leader in machine learning, artificial intelligence, and quantitative research, with a robust background in financial applications.

With over 8 years of experience, he has been at the forefront of integrating cutting-edge machine learning & AI technologies into financial systems, driving innovation and efficiency.

Dr. Pomorski's expertise lies in developing sophisticated models and AI-driven solutions that enhance trading strategies, risk management, and portfolio optimization.

He holds a Ph.D. in Computational Finance from University College London, where he pioneered research on combining regime-switching models with machine learning to predict financial regimes and optimize portfolios.

Dr. Pomorski has held pivotal roles at sell-side and buy-side firms, as well as tech companies, where he led the development of ML-driven trading signals, algorithmic trading strategies, and blockchain analytics. As a Chartered Financial Analyst (CFA), he continues to contribute to the advancement of AI in finance.

Dan is a founding partner at Ontos, a startup accelerator and early stage venture firm focused on AI, crypto, and robotics. He previously served as CEO of BITRIA, the first platform to give RIAs, asset managers, family offices, and private banks direct access to digital asset infrastructure. BITRIA was acquired by Gemini in 2022.

Before that, Dan led artificial intelligence strategy at Anaplan after supporting its global supply chain business in solutions consulting and product marketing. He began his career at DuPont working in the materials and semiconductor divisions.

At DeepVest, Dan advises on growth strategy, partnerships, and the development of AI powered tools for financial professionals.

Daniel specializes in go-to-market strategy, brand, positioning, and demand generation for early-stage B2B companies in fintech and IT. He previously led marketing at BITRIA, a crypto portfolio management platform acquired by Gemini, and went on to build the institutional marketing function at Gemini, delivering growth in multiple institutional market segments.

Daniel has also led marketing for B2B startups in the IT space, including Sedona Systems (acquired by Cisco) and Calient Technologies, contributing to breakthrough enterprise sales and rapid revenue growth. He brings deep expertise in brand positioning, product launches, and building scalable marketing operations for high-growth technology companies.

At DeepVest, Daniel leads marketing strategy and execution to scale the company's visibility and reach among independent financial advisors who can benefit from AI-powered investment intelligence.

Caroline is a finance leader and founding partner at Ontos, a startup accelerator and early-stage venture platform that helps founders turn bold ideas into venture-ready companies. She previously served as CFO and is currently a Board Member at Live In Luxury, a curated luxury real estate platform focused on bespoke residential experiences.

In her career, Caroline has built finance teams, designed accounting frameworks, and modeled equity in fundraises and M&A scenarios, giving founders and executives the insight to make strategic growth decisions. She also co-founded BITRIA, an award-winning digital asset investment platform, which was acquired by Gemini in 2022.

Caroline's expertise spans financial strategy, operational leadership, and tech-enabled business transformation, with a focus on creating scalable frameworks that empower companies to grow efficiently and strategically.