Our Mission
To leverage modern, financial technology to help nonprofits grow
Our Values
The values that drive everything we do
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Be Kind
To be kind means we think of others and service to them first. We operate with integrity, understanding, and open, candid communication. We choose to assume the best in others and create a warm, welcoming, and inclusive environment for our customers and team members.
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Do Excellent Work
To do excellent work means we have high standards and we deliver results. We work with efficiency and focus. We are self-directed, do hard things, and take responsibility for producing quality products, experiences, and service.
Meet our team of experts
We believe in thoughtful financial stewardship, good relationships with our clients, transparency, ease of use, and high quality nonprofit financial management. We look forward to serving you.
Karen Houghton
Chief Executive Officer & Founder
Ross Hendrickson
Chief Strategy & Finance Officer
Kasey Hardin
Head of Growth
Lauren Patrick
Head of Marketing
Leah Martindill
Head of Product
Nick Sardo
Head of Engineering
Jason Oliver
Client Support Operations Lead
Andrew Nicely
Software Engineer
Austin Rowe
Senior Full Stack Engineer
Nate Johnson
Client Solutions Specialist
Kathryn O'Day
Board Member
Jay Love
Board Member
Guilherme Hadlich
Board Member
Arvin Poddar
Software Developer
Iggy
Fundraising Hero
We are a Registered Investment Advisor for Nonprofits. As your fiduciary partner, we come alongside your organization to help steward the impact of your gifts.