We're on a mission to...
Give you
peace of mind
on the journey towards 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 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?”
“ How do I know if I have forgotten some of my 401(k)s?"
If you don’t know the answers to these questions, you’re not alone. We built Beagle to help guide you towards retirement no matter where you’re at in your journey.
OUR CULTURE
This
is how we
roll
01.
 
Serve the customers. That's why the company exits.
02.
 
Do what you say you're going to.
03.
 
"A good plan, violently executed now, is better than a perfect plan next week."
04.
Be direct and kind.

WHO WE ARE

Our Founders

Cyrus Ghazanfar avatar
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Cyrus Ghazanfar
CO-Founder & CTO
Jeffrey Tha avatar
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Jeffrey Tha
CO-Founder & CRO
Shuo Jiao avatar
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Shuo Jiao
Co-Founder & CEO
Cyrus Ghazanfar avatar
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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.
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 avatar
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Jeffrey Tha
Co-Founder & CRO
JT brings over 20 years of experience in financial services and FinTech. He started his career in Sell-side equity research at JPMorgan and also spent several years working on the Buy-side as a senior research analyst. In addition to capital markets experience, JT was previously co-founder and CEO of Meetyl, a SaaS FinTech startup that became adopted by over 1k institutional asset managers. Meetyl was acquired by Glass, Lewis & Co. in 2014. JT graduated from U.C. Berkeley with a degree in economics and is a CFA charterholder.
JT brings over 20 years of experience in financial services and FinTech. He started his career in Sell-side equity research at JPMorgan and also spent several years working on the Buy-side as a senior research analyst. In addition to capital markets experience, JT was previously co-founder and CEO of Meetyl, a SaaS FinTech startup that became adopted by over 1k institutional asset managers. Meetyl was acquired by Glass, Lewis & Co. in 2014. JT graduated from U.C. Berkeley with a degree in economics and is a CFA charterholder.
Liko Sonexarth avatar
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Liko Sonexarth
Full Stack Developer
Having worked at several startups, Liko brings a strong background in full-stack and mobile application development experience to Beagle. His familiarity with software spans across solutions built for small businesses and larger enterprises applications.
Having worked at several startups, Liko brings a strong background in full-stack and mobile application development experience to Beagle. His familiarity with software spans across solutions built for small businesses and larger enterprises applications.
Mariana Vidal avatar
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Mariana Vidal
Lead UI/UX designer
Having worked with design agencies and product development teams across multiple industries, Mariana brings a deep passion for functional and aesthetically clean designs. Her experience spans over 10 years in product design, branding and illustration.
Having worked with design agencies and product development teams across multiple industries, Mariana brings a deep passion for functional and aesthetically clean designs. Her experience spans over 10 years in product design, branding and illustration.
Shuo Jiao avatar
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Shuo Jiao
Co-Founder & CEO
Shuo was a cofounder at Health IQ, one of the fastest growing life insurance companies that has raised over $135M in funding to date. He has also led the growth of Landing, a flexible living startup with $100M+ in funding. Prior to his startup life, Shuo was a researcher at Fred Hutch studying colorectal cancer using genome data.
Shuo was a cofounder at Health IQ, one of the fastest growing life insurance companies that has raised over $135M in funding to date. He has also led the growth of Landing, a flexible living startup with $100M+ in funding. Prior to his startup life, Shuo was a researcher at Fred Hutch studying colorectal cancer using genome data.
Rick Parker avatar
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Rick Parker
Advisor
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.
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.
Join our team.
Join our team.
Join our team.
Join our team.