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We are a prescient fintech investment firm committed to empowering individuals and businesses through innovative financial solutions. Our mission is to provide accessible, data-driven investment strategies that help clients grow and secure their financial future.With cutting-edge technology and a customer-centric approach, we strive to simplify the complexities of investing, ensuring everyone can achieve their financial goals with confidence. We empower clients with innovative solutions across wealth management, financial advisory, real estate, and cryptocurrency. Our expert team offers personalized wealth strategies, harnessing real-time analytics to make informed decisions and maximize returns. From property investments to crypto portfolios, we help you build a resilient financial future. HR and marketing consulting services support businesses in cultivating talent and optimizing brand presence, ensuring sustainable growth. With a forward-thinking approach and diverse expertise, we’re here to drive your financial success and strategic goals.
Explore MoreA product roadmap shows the path ahead, helps teams plan, and guides the delivery of the product.
Project research is the backbone of any successful project. It involves gathering information, setting objectives, and analyzing data to ensure the project is achievable. Without proper research, projects can fail due to lack of knowledge.
Hey there! Just wanted to throw out a framing idea for our upcoming project. Let's start with the big picture and then work our way down to the details. This way we ensure our vision stays on track while also ironing out.
Hey guys, just wanted to share my design first draft! I went for a minimalist look with a pop of color. What do you think? Open to any suggestions or feedback. Can't wait to see how this turns out over all kind of success!
So after lots of reiterations, and endless tweaking, we finally landed on the final design. It's slick, it's modern, and it perfectly captures the essence of what we were aiming for. We couldn't be more excited to launch it!
So we're deep in project development here, and things are coming along nicely. We've got a solid plan in place and our team is firing on all cylinders. There's still work to be done, but we're excited about what we're building.
Alright folks, it's time to get this project off the ground! We've been talking about it for weeks, and now it's time to launch. We've got all the pieces in place, so let's get to work and make this thing happen!
PHD, MSC, BSC, COFOUNDER, ADVISER , FINTECH EXPERT & SOFTWARE ENGINEER
Jane Choi is a seasoned fintech expert and engineer, bringing a robust background in finance, technology, and innovation to the rapidly evolving financial technology landscape. As the co-founder of Excellwave, a pioneering fintech company, Jane is dedicated to transforming financial services through cutting-edge solutions that enhance efficiency, security, and accessibility. Jane’s unique blend of expertise in software engineering and finance positions her as a visionary leader in the fintech space.
Jane’s academic journey spans top institutions worldwide, where she gained comprehensive skills that underpin her work in fintech. She holds an MBA from Seoul National University, where she refined her leadership and strategic management capabilities. Her deep understanding of financial principles was reinforced by her studies in accounting at Peking University and in finance at the South Korean Open University. She further specialized in software engineering at the University of California, equipping her with the technical skills critical to building secure, scalable financial platforms. Additionally, her experience at Salford Business School enriched her with a global perspective on business administration and management in finance.
Jane leverages her extensive education and experience to drive Excellwave’s mission of advancing digital finance. Her work focuses on developing user-centered, technology-driven solutions that meet the evolving needs of the industry. Passionate about innovation, she continues to push boundaries in fintech, empowering her company and clients to thrive in a digital-first world.
With over a decade of experience in the financial services industry, Sally Yeon, CFP®️, specializes in providing comprehensive wealth planning strategies and investment management advice to affluent individuals, families, and business owners. In addition to her responsibilities as Partner and Senior Investment Advisor at Excellwave, Sally leads the team’s financial planning initiatives with the firm belief that all clients should have a good understanding of both their financial and life goals.
Prior to co-founding Excellwave, Sarah served as a financial advisor with UBS Financial Services, Inc. for nine years. Her previous experience in the information technology consulting industry, combined with more than two and a half decades in a family-owned and operated real estate business, gives her the unique perspective and background needed to provide the team’s clients with advice that is truly well-rounded and beyond traditional wealth management. In addition to assisting Excellwave clients with their traditional investments in crypto, aquaculture, and cash, Sally can also lend her expertise in terms of alternative investments including real estate assets, private equity, and more. Sally’s comprehensive and consultative approach to wealth management helps to drive the success of a client’s overall strategic plan and investment portfolio. In addition to holding a CERTIFIED FINANCIAL PLANNER™️ designation, Sally’s credentials include dual degrees from the University of Georgia, where he earned bachelor’s degrees in both Finance and Management Information Systems. Sally and her husband have two daughters and reside in Roswell, Georgia. A proud Taiwan native, Sally is a member of Johnson Ferry Baptist Church, the Financial Planning Association, and the University of Georgia Alumni Association.
With nearly 25 years of experience in capital markets and wealth management, Philip Gates is a founding member of Excellwave. Prior to co-founding the firm, he was with RBC Wealth Management for nine years, following previous experience working in similar capacities at Barclays Wealth and Morgan Stanley Private Wealth Management. His resume also includes several years of venture capital and private equity experience as part of Deutsche Bank Alex. Brown, where he was an assistant vice president in the Capital Markets Group in the early aughts before transitioning to the Private Wealth Group in 2007. Before returning to study for his MBA, Philip worked in international business development as a sales engineer for an overseas-based manufacturing company in Taiwan. Philip earned a bachelor’s degree in Civil Engineering from the Georgia Institute of Technology in addition to an MBA from Johns Hopkins University. He currently serves both alma maters as a member of the The Georgia Institute of Technology School of Civil and Environmental Engineering’s External Advisory Board, as well as a representative on the Carey Business School Dean’s Alumni Advisory Board at Johns Hopkins University.
As a founding partner of Excellwave advisory , Arden is excited to provide highly personalized wealth management services to his clients. Prior to co-founding Excellwave, spent eight years at RBC Capital Markets working with ultra-high-net-worth families in addition to managing several of the firm’s relationships with asset managers, hedge funds, and state pension. Arden also has a wealth of knowledge in the institutional sector as he spent more than a decade heading up the institutional equities division in the Southeast at Lehman Brothers and Barclays. In this role, he was responsible for helping portfolio managers and analysts at hedge funds, state pension funds, and long-only asset managers make investment decisions. Prior to joining Lehman Brothers. A proud graduate of the University of Georgia,Arden has served on the Board of UGA’s Terry College of Business and Student Managed Investment Fund program for the pa
Milly is an accomplished investment professional with a diverse background in private equity, investment banking, and financial journalism. Early in her career, she honed her expertise as a private equity investment professional at Metalmark Capital, where she played a pivotal role in managing and executing complex investment strategies. Her experience at Greenhill & Co. further solidified her skills in due diligence, mergers and acquisitions (M&A), leveraged buyouts, and various financial transactions across multiple industries.
In addition to her finance career, Milly has a strong passion for the cryptocurrency space. She previously served as a crypto specialist, leveraging her insights and knowledge to navigate this rapidly evolving market. Milly also contributed to the financial landscape as a journalist, primarily writing for Bitcoin Magazine and covering various aspects of fintech. Her unique blend of experience in both traditional finance and emerging technologies positions her as a thought leader in the intersection of finance and innovation.
Milly is dedicated to continuing her journey in the finance industry while exploring new opportunities within the digital asset space.
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