About Us

Somehow, our schooling doesn’t really prepare us to be masters of finance. Many of us hack together our financial education with advice from our parents (warranted or not), our friends or Google searches. Worse, nearly 65% of divorces are attributed (at least in part) to money.

At Zeta, we believe that mastering your money together is a core skill for every relationship. Using a combination of technology, support and advice, we want to help 130 million American families get ahead of their finances. From planning for your first paycheck to paying for college debt, saving for your first house to prepping for child #1, Zeta’s mission is to help couples and families thrive.

You can read our founding story here.

PS: Your favorite banking app isn’t just built by incredible humans. In fact, we have an entire pack of Zeta Pets who make our work possible everyday. You can meet them here.

Meet Our Team


Founder & CEO

Aditi has been obsessing about personal finance ever since she got her first paycheck. After spending years working alongside young colleagues, she was surprised at the lack of financial support they had. At the same time, she was frustrated by her own experience in trying to combine finances with her significant other. To solve both these problems, Aditi launched Zeta.

Aditi has spent 12+ years at the ground floor of two venture-backed startups (General Assembly, Guild Education) and served as Executive Director at Ashoka, a leading social entrepreneurship organization. She's also a family finance expert at publications like Refinery29, Business Insider & Real Simple. Aditi has a BS/BA in Business & Psychology from UNC Chapel Hill.


Founder & Engineering

Kevin is passionate about building technology and solving problems that enable people to better their lives. During his 12+ years in tech, he's launched a development agency, worked at multiple venture-backed startups (General Assembly, EdSurge, YouEarnedIt) and worked as a software consultant. He's a senior level engineer, full-stack aficionado (yes, even infrastructure), manager, coach, and early-stage product engineer.

Along the way, Kevin was often unsure of how to best handle his finances, especially during a serious relationship, turned engagement, turned marriage. Kevin is in love with the idea of helping couples learn how to do things better, enriching their relationships in the process.



Jess found her passion for personal finance when she learned how to hack online resources to pay off her debt in 1.5 years. She's now committed to helping others learn the same tips and tricks she used to get herself out of debt.

Jess has spent her 10+ years career creating online learning experiences at Viacom, General Assembly, Extension Engine and Columbia University. She's also taught courses on data analytics, Google Scripts and Product Management to more than 1,000 students.

Jess has a Masters in Instructional Technology and Media from Columbia University and a BA in Commerce, Management Information Systems from Concordia University.



Simon is a full-stack developer at Zeta. Having tried many personal finance tools with his wife without much success, Simon is passionate about creating meaningful and relevant experience to users through secure and clean code.

He has previously published mobile apps in the health space, and finds helping people enrich their lives through technology to be incredibly rewarding. Simon has a BBA in Cybersecurity and Information Risk Management.



Anna is a software engineer with a love for education, automation, and simplifying difficult things as much as possible. She brings her previous experience as a senior developer and tech lead at General Assembly to Zeta, with a focus on solving the right problems and helping people change their lives for the better. She loves getting deep into tricky problems and designing elegant, straightforward, and resilient solutions.

Anna's degree in fine arts has given her a unique set of tools she uses to communicate and plan out features, workflows, and processes. When she's not working on the server-side or front-end code at Zeta, she's hanging out with her dog Markov, planning the occasional conference talk, or adding way too many custom emojis to Slack.



Will has spent his career seeking out businesses that enable, educate and empower people to live their best lives. With more than twenty years of marketing experience, he enjoys building out the marketing capabilities for growing innovative companies and developing teams.

Prior to joining Zeta, Will led teams at Stash (aiding millions to better manage their financial health) and Sharecare (focusing on improving people’s physical and mental well being).

Will is fanatical about personal finance and enjoys advising friends and family when called upon - and sometimes not. He graduated from Cornell University with a degree in Business Management and Marketing, and if he is not working, there is a good chance he’s walking the dogs - two rescue pitbulls, Tony and Lily.


Customer Experience Specialist

Brett has spent his career working among some amazing teams looking to disrupt their industries by leveraging tech -- enabling technology to enrich and simplify people's lives. Through his experience, he has become very passionate about using technology to solve everyday problems.

With his experience training and managing teams at Uber and Nuro in the autonomous ride-share and delivery industries, to enabling a new future for how we buy and sell cars at Carvana, Brett hopes to help build and deliver a fantastic, supportive, and fun customer experience here at Zeta. When Brett isn't supporting our awesome customers, you can find him on mountain bike trails, leash-training his cat, and traveling.



Shefali is a brand and digital marketing professional that cares deeply about creating positive social impact through her work. She has almost ten years of experience working in marketing and communications in a variety of industries including publishing, media, and nonprofit.

Shefali's biggest passions are storytelling and speaking to, for, and about real people. She's excited to lead Zeta's content efforts and help the world get to know Zeta, connect with people trying to navigate love and money, and share silly behind-the-scenes photos of the team.

Shefali graduated from New York University's Gallatin School of Individualized Study where she built her own course of study focused on how stories and storytellers shape political history. When not working, Shefali can be found rock climbing, hiking, sometimes wishing she was an elephant caretaker in Thailand, and consuming stories in all forms.



Mofe is passionate about solving today’s problems with code. He completed his Mechanical Engineering degree from Northeastern University but was drawn towards the startup world while discovering his love for beautiful software and applications. Right from college, he began leading engineering teams at startups which ranged from cancer imaging technology to a Fintech bill splitting app. Mofe joined Zeta as a front end engineer to support the development of Zeta’s mobile apps.

You can catch him enjoying jazz during a game of chess on a Saturday evening.



Over his career, Chad has discovered and embraced his passion for startups and the creation of things that drive change. With a marketing background, strength in analytics, and deep experience in growth and optimization, Chad has helped over 20 startups improve their processes and scale their businesses.

Chad also enjoys designing and creating in his free time - challenging himself to build things and work on new projects for his home. However, with 4 kids under the age of 8, free time can be hard to come by.

Backed by World-Class Investors

Our investors include a group of diverse, experienced and hands-on
operators and venture investors from financial and consumer industries.


Deciens Capital
Silicon Valley Bank


Precursor Ventures


Transparent Collective


Weight Watchers






Paypal, 23&Me




So Money Podcast

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The Zeta Joint Card and Joint Account is offered by Piermont Bank, Member FDIC. Zeta Help Inc. is a service provider of the issuing bank. All deposit accounts of the same ownership and/or vesting held at the issuing bank are combined and insured under an FDIC Certificate, up to $500,000. The Zeta Joint Debit Card, provided by MasterCard, may be used everywhere where MasterCard Debit Cards are accepted.