Open technology. Open collaboration. Endless possibilities.
We believe that delivering choice, value and innovation to the self-directed financial market through open and simple technology fosters a vibrant community of traders, providers and developers.
We’ve made it our mission to:
With Peter's experience across top financial institutions, such as E*Trade, Bank of America and TradeKing, he anchors a customer-first focus to the brokerage offering. Peter defines the brokerage product and collaborates closely with the technology team.
FPRIME Capital Investments is the private investment arm of the owners of Fidelity Investments. They are a global venture capital firm investing in healthcare and technology, with a heritage that spans four decades.
David is Managing Partner of F-Prime Capital’s Tech Fund. He is focused on FinTech and data analytics and has led investments in Flywire, Kensho (acquired by S&P Global), FutureAdvisor (acquired by BlackRock), Toast, Quovo (acquired by Plaid), Cloudant (acquired by IBM), EVEN Financial, Unison and Axoni. David was a co-founder of Sensoria and VP of Product Strategy at Into Networks, a Fidelity Ventures and Venrock-backed company. David was also a senior executive at Cisco Systems and held early positions with J.P. Morgan & Co. and The Boston Consulting Group.
Robert C. Kopple co-founded the firm Kopple and Klinger in 1992, but has been specializing in estate planning, taxation, and business law his entire career. He is highly respected for his skill in assisting clients with complex estate and gift tax issues and issues inherent in the transfer of family wealth and family businesses.