Meet the founders

The team behind Steward

Ami Shah

Ami Shah
Co-founder - CEO| Certified Financial Planner® | Harvard Business School | Harvard College

Experience
I started Steward after working as a certified financial planner and wealth management consultant for the past decade, and seeing two troubling trends. First, personal finance has been made unnecessarily complicated even for very smart people. Second, too many families are stuck in a no man's land between going it alone and the white-glove financial planning available only to ultra wealthy.

Why Steward
The good news is that there is a clear, structured, evidence-based set of rules on how, where, and when to both save and invest in a tax-optimized way to achieve your goals.  These are the same rules that white-glove financial planners use for their high net worth clients.  I hate that so far this guidance has only been available to the 1% percenters.

That's why I started Steward -- software built on this same set of rules -- to help the other 99% maximize their returns, cut out unnecessary expense, and save on taxes.

Making the most of money, so I can:
Play the harp. Donate to youth mental health causes. Give my daughter opportunities I didn't have.

Viktor Muller

Viktor Muller
Co-founder - CTO| Harvard Business School | Budapest University of Technology and Economics

Experience
I started my career as as software developer after studying computer science. I went on to learn about leadership, business and finance working as a strategy consultant at BCG. I found a home in between by becoming a product manager, at Twilio and most recently at Europe’s leading fintech startup OakNorth.

Why Steward
Coming out of grad school, my wife and I had a bunch of basic questions about our personal finances: “Were we on track to have “enough” for a comfortable retirement?”, “How were our investments performing?“, “Were we invested appropriately?”

When I went hunting for technologies to help us, I was disappointed that I couldn’t find good ones. I found myself building my own system with Google Sheets and macros on weekends. Even though I’d studied finance and advised banks for many years, I struggled to implement best practices consistently without sound advice. I made half the returns that I could have if I consistently followed a simple investment strategy.

I’m determined to help families avoid the mistakes I made and to make the benefits of these simple strategies accessible to everyone without having to become a finance guru.

Making the most of money, so I can:
Eat out with my wife. Debate policy. Go on road trips.