Built by operators from the largest enterprises in finance.
Bespoke's team has built and operated systems inside the institutions that run global finance, from market infrastructure at Bloomberg and systematic trading at Macquarie to ultra-high-net-worth wealth management at J.P. Morgan.
We know what it takes to introduce new technology where the work is complex, the stakes are high, and trust is non-negotiable. That experience shapes how we build AI for wealth management.
Bloomberg
Enterprise market infrastructure
Macquarie
Systematic trading, institutional desks
J.P. Morgan
Ultra-high-net-worth practice
The team
Britt
Chief Executive Officer
Built systematic trading infrastructure at Macquarie. Founded an ML-first quantitative fund before “AI” was the category.
Chaz
Chief Technology Officer
Former Division CTO at Bloomberg, where he led engineering for a $200M+ ARR product suite.
Taylor
President
Ran operations for $4B+ wealth businesses at J.P. Morgan and Merrill Lynch. Now building for the advisors she used to serve.
Nikhil
Head of Product
Nearly a decade across product and engineering, most of it at Salesforce, where he led products used by 10,000+ engineers.
Binh
Engineer
Gold, AWS Deep Learning Race. Bronze, European Physics Olympiad. Valedictorian, National University of Singapore.
Haque
Engineer
Six years of product and engineering across finance and web3. Former Mastercard, founded a SaaS product of his own, now building AI-native.
Himanshu
Engineer
Built software for research datasets and a real-time market data aggregator at D.E. Shaw.
Advisors
Rob Foregger
Advisor + Board
Co-founder of Personal Capital, NextCapital and EverBank, three exits including Empower and Goldman Sachs. Now helping Bespoke build the next generation of wealth management. Two decades at the frontier of wealth-tech, championing the bionic advisor and the modern practice.
Justin Gilmore
Advisor
Two decades in systematic markets, from Director at Citadel to early Partner at Hidden Road, where he helped build an institutional franchise to a $1.25B exit. Now bringing systematic execution to wealth.
John Rudio
Advisor
CEO of Echelons Capital, John served as Commander in the Army’s highest tier of Special Operations before joining Goldman Sachs in Private Wealth. An operator at the highest level, he brings exceptional discipline, execution, and strategy to Bespoke.
We've lived this transition before.
Capital markets didn't become system-led by making people work faster. The best firms changed what people did, what technology did, and where human judgment mattered most.
We're bringing that same shift to wealth management, with compliance built into the product from day one.