sec-registered
(2)
Matt Watson
Matt Watson is the co-founder and CEO of Origin, a Boston-based fintech that in September 2025 launched what it calls the first SEC-regulated AI financial advisor. A former Citigroup high-yield credit trader who previously co-founded Indio Technologies (acquired by Applied Systems in 2019), Watson has raised more than $75 million for Origin from Founders Fund, Felicis, General Catalyst and 01A to make certified-financial-planner-quality advice available to people who normally can't afford it.
Steven Woods
Steven Woods is the founder and CEO of Stirlingshire Investments, a New York based, SEC-registered, FINRA-member broker-dealer trying to rewire how financial advisors get paid. He started at 26 with a GED, cold-calling for $500 a day, and grew into an advisor producing millions before walking away to build a 'Hybrid Broker-Dealer' that lets advisors keep 100% of their fees and commissions with zero expenses. His 'advice on demand' model gives clients three choices: trade free, pay only when recommendations make money, or hand over full management. He frames the whole project around one question: 'How do we make this better?'