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 exists.
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
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.
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Beagle, Beagle Invest and Beagle Financials and any related logos and slogans are registered trademarks or trademarks of Beagle Financial Services, Inc. and/or Beagle Invest, LLC (as applicable).

Beagle Invest, LLC is an SEC Registered Investment Advisor. Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC, provides clearing and execution services and serves as qualified custodian for advisory assets of Beagle Invest, LLC clients. Securities in accounts are protected up to $500,000 (https://www.sipc.org).

By using this website, you understand that the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Articles and customer support materials available on this website are for educational purposes only. Use of third party company logos does not imply any affiliation with or endorsement by those companies. Beagle Invest, LLC reserves the right to restrict or revoke any and all offers at any time.

Investing involves risk, including loss of principal. Past performance does not guarantee future results. Consider your investment objectives and Beagle Invest, LLC fees and expenses before investing. Fees for individual ETFs in the portfolios will reduce a client’s return and fee information can be obtained in the individual ETF’s prospectus.

Suggested portfolio recommendations for each client are dependent upon current and accurate financial and risk profiles. Clients should promptly update their profile information on the Beagle website when financial circumstances or investment objectives change.

When deciding whether to rollover a retirement account, you should carefully consider your personal situation and preferences. Information provided by Beagle is only for general purposes and is not intended to replace any individualized recommendations for you to follow a particular suggestion. You should consider all the factors that should be evaluated in a rollover decision including investment options, fees, expenses, penalties and account protections from legal and creditor risks, and make a comparison to your current retirement account. You should consult with your own financial and tax advisor before making a rollover decision.

Beagle Invest, LLC offers Individual 401(k) accounts with loan provisions that allow for participant loans at an interest rate equal to the prime rate plus 1-2 percentage points. Interest on loans paid by clients is contributed back into the client’s Individual 401(k) accounts. Interest paid on loan is non tax-deductible. Loans taken from an Individual 401(k) account can impact the 401(k) account’s investment value, reducing the opportunity to grow the investment. The risks of taking loans from Individual 401(k) accounts should be considered carefully.

Please review our Form CRS, Form ADV Part II and other additional important risks and disclosures on https://meetbeagle.com/legal

Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital.

The information contained on this Website is not intended as, and shall not be understood or construed as, tax advice. It is not a substitute for tax advice from a professional.

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