About Nino
Financial advice should help you keep more of what you build.
Why we started Nino
We started Nino because financial planning felt stuck in an old model: expensive, reactive, and built for people who already had access to the best advisors.
Modern software can uncover planning opportunities that used to be reserved for the wealthiest households. Nino brings that tooling together with CPAs and CFPs across taxes, investments, equity, crypto, real estate, and cash.
Our goal is simple: make sophisticated financial planning accessible to more people.
The team
The dream team for modern financial planning.
JL
Jon Lerner
CEO & Co-Founder
KMKenan Mesic
Engineering & Product Lead
VTVera Tzoneva
GTM Lead
CBCharlie Barmore, CPA, CFE
Tax Lead
LLLevi Larsen, CFP
Financial Planning Lead
GCGarrett Cahill
Sales
VCVicki Chen
Design
ACAnusha Chillara
Engineering
DMDylan Melotik
Engineering
LALeo Antelyes
Engineering
JJJulian Jacobs
Engineering
NNino
Advisor
Backed by the best



