Who is building this

Operators who have run the plumbing.

Retirement infrastructure is unglamorous, heavily regulated, and unforgiving of people learning it on the job. This is a team that has already carried plan money, filings and audits — not a team reading about them.

Executive team

The people accountable for it.

Co-founder 01

Barry Mione

Regulatory & Financial Operations

Barry has built the plumbing behind two waves of market access. He co-founded DLJdirect — one of the first online brokerages — through its sale to E*Trade, then ran customer operations at E*Trade and served as a vice president at BNY Mellon. In 2015 he co-founded SaveDay to bring 401(k) plans within reach of small employers, owning the regulatory and financial-operations function. He won a Leadership in Fintech award in 2019 and was nominated Austin Business Journal CEO of the Year the same year.

Co-founder 02

Albert Swantner

Technology

Albert has taken a company from first commit to acquisition and then done the harder thing — inherited someone else's production financial system and made it trustworthy. He co-founded Mobile Tech RX as CTO and grew it from an idea to its acquisition by Repairify, then served as CTO of SaveDay, where he owned the recordkeeping platform Fates is built on. Bachelor's and master's in mechanical engineering from UT Austin, where he was inducted into the Academy of Distinguished Alumni; partner at The Fund.

Co-founder 03

Landon Forshage

Engineering

Landon is a senior engineering leader with more than a decade architecting secure financial systems, and was part of the Mobile Tech RX team through its merger with Repairify. He co-owns the recordkeeping engine behind Fates and runs the review gate on every money-movement change that reaches it — the unglamorous discipline that decides whether a retirement platform can be trusted with a participant's balance. Texas A&M University.

Why it matters here

The moat is that this work is tedious.

Anyone can announce access to private markets. Very few will do contribution-limit math under §415(c), screen prohibited transactions under §4975, value an illiquid position defensibly at year end, and file it. That is the work, it is the reason incumbents route around it with pooled vehicles, and it is what this team has already built once.