Putting our clients first since 2013

For more than 7 years, we’ve been empowering clients by helping them take control of their financial lives.

Vision

Become the world’s leading personal finance company. With a professional system – optimal – transparent

History

Our managers start with investments. They understand what is needed and best to make an effective and optimal investment

Culture

Bring personal finance globally. Optimal personal financial investment service – transparent and professional

Our Leaders

We are a group of passionate, independent thinkers who never stop exploring new ways to improve trading for the self-directed investor.

Peter Morrison

CO-Founder & CEO

CEO, Founder and Chief Managing Officer of Gemi Capital

Mark Harris

Lead Analysts

Head of Research, Gemi Capital, 10-year investment experience at SoftBank, CFA Level 2

Dennis Olson

Marketing Manager

Director of Marketing – Communications for Asia

Driven, motivated people who believe that personal engagement, a sense of ownership, and a commitment to investing gives them control over their financial futures

Approximately 1,200 financial consultants

$117.9 billion enrolled in advisory solutions

100,000+ financial plans provided to date

We’re always looking for talent

Got what it takes to work with us? Great! Send us a link to your resumé or portfolio to become part of our talent pool.

See Job Openings