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.


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


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


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