Hi, we're Beagle.
Give you peace of mind with your retirement
At Beagle, our mission is to give people peace of mind with their retirement.

We weren’t taught about money, let alone how to invest it. Yet our retirement depends on it.

“Will I have enough to retire?”
“How do I know if I have forgotten some of my 401(k)s?”
"How do I figure out how much I'm paying in fees?"
“Am I making any mistakes in my retirement investing that I’ll regret in 20 years when it’s too late?”

It’s okay if you don’t know the answers to these questions because you’re not alone. We built Beagle to help guide you towards retirement no matter where you’re at in your journey.

About US
Balancing technical and entrepreneurial excellence
Cyrus Ghazanfar
Co-Founder & CTO
Having led technical teams at various startups, Cyrus is an experienced engineer and entrepreneur who self-taught himself computer programming while completing his bachelor's degree in Economics. Recently, he was co-founder and CTO of a deep tech travel company, Pilota, which got acquired in 2021. Cyrus holds a M.Eng. degree in computer science from Cornell University.
Jeffrey Tha
Co-Founder & CRO
With over 20 years of experience in FinTech and financial services, JT started his career at JPMorgan and has worked on both the sell-side and buy-side within capital markets. JT also has extensive experience as an entrepreneur and leader. He was previously a co-founder and CEO of Meetyl, a SaaS-based FinTech company that was acquired by Glass, Lewis & Co. JT graduated from U.C. Berkeley with a degree in economics and holds a CFA degree.
Liko Sonexarth
Full Stack Developer
Having worked at several startups, Liko brings several years of full-stack and mobile application development experience to Beagle. Liko’s experience with software spans across solutions built for small businesses to large enterprises and corporations. Liko graduated from the National University of Laos with a bachelor’s degree in computer science and has taken part in several volunteer campaigns to build software and raise funds that promote tourism in SE Asia.
Mariana Vidal
Lead UI/UX designer
With 10 years of hands-on experience in UI/UX, product design, branding and illustration, Mariana has worked with design agencies and product development teams across multiple industries, She brings a deep passion for functional and aesthetically clean designs. Her work can be seen throughout Beagle’s product. Mariana graduated from Nueva Esparta University with a bachelor’s degree in Graphic Design.
Shuo Jiao
Co-Founder & CEO
An experienced FinTech entrepreneur and leader, Shuo was previously co-founder and Head of Growth & Analytics at Health IQ, one of the fastest growing FinTech companies that has raised over $135M in funding to date. Shuo also spent time as Head of Growth & Analytics at Landing, a growth stage firm that has raised over $140M. Shuo started his career as a cancer research biostatistician after obtaining his Ph.D. in statistics from the Univ of Nebraska.
Rick Parker
As CEO of a multi-billion dollar registered investment adviser, Thurston Springer, Rick graduated from Indiana University with a degree in finance and minor in business foundations from the Kelley School of Business. Following his college graduation, he entered the residential custom construction industry. In 2008, Rick transitioned to the financial industry where he began employment with Thurston Springer.
The DNA of our business

Our values are what makes us unique, drives our company culture, and governs everything we do.

Team work
What makes us unstoppable lies in our ability to collaborate, listen to one another, and draw on one another’s strengths.
We’re honest, transparent and committed to doing what’s best for our customers and our company.
Customer focus
We work hard to exceed our customers' expectations and deliver a better experience than our competitors.
We believe in the importance of fresh thinking and approach things in new and different ways.