Every client gets your best work.
Wealth firms bring extraordinary expertise and care to their clients. Yet much of an advisor’s week goes to paperwork, data entry, and moving between disconnected systems—hours that could go to understanding clients and applying judgment.
We built OnTrade to change that equation.
OnTrade connects a firm’s data, systems, investment thinking, and workflows in one AI-native operating platform. AI agents gather information, build the complete client picture, and prepare the work. Everything runs inside the firm’s processes, under the guidance of its professionals.
Advisors gain time for relationships and advice, investment teams extend their best thinking across the entire book, and leadership sees the firm clearly. The result is what wealth management has always aspired to deliver: white-glove service for every client.
Founders & leadership with experience across technology, investing, and risk.
We’ve spent our careers building and leading technology, investment, and risk organizations at some of the world’s most influential companies. We came together around a shared belief: advisors should have more time to advise, and every client should receive the firm’s highest standard of service.
Raji is a technology executive who has built and led large-scale platforms at Amazon, Yahoo Finance, and Opendoor. She was an early leader in Amazon Marketplace and AWS and later served as CTO of Opendoor.
Matt spent 12 years at Amazon, where he served as GM of several major businesses. He later served as CEO of Digg, co-founder and CEO of Pro.com, and was Senior Vice President at Opendoor.
Zach spent more than 20 years at Bank of America, including over four years as Chief Investment Officer, before serving as Chief Risk Officer at Opendoor. He also served on the US Treasury Borrowing Advisory Committee.
Jean built systems for investment research, quantitative finance, and brokerage. As co-founder and CTO of Quantopian, he built its research and trading infrastructure, and was a director of engineering at Robinhood.
Advisors
OnTrade is advised by people from the firms that define modern finance and technology.
“I’ve watched this industry promise change my whole career. OnTrade is the first AI platform I’ve seen do real, accountable work inside a wealth firm.”
“OnTrade turns AI into measurable outcomes, helping wealth firms lower costs, accelerate growth, and improve the client experience, with value delivered in days.”
“Growth magnifies a firm’s strengths and its complexity in equal measure. OnTrade extends what makes a firm exceptional across every advisor and office.”
Backed by Madrona and General Catalyst. Headquartered in Seattle.