Personalized banking and wealth guidance for every customer.

Steve founded Monstro and leads the company from New York. Before Monstro he spent twenty years in tech, banking, investments and wealth management, including thirteen years advising families and running a family-office practice. He previously founded an independent wealth management firm and led it through its acquisition by a national firm. That experience is why Monstro exists: the advice model works, but there are only so many bankers and advisors, so most customers go months or years without a real conversation about their money. Monstro is built so a regulated institution can give every customer continuous, personalized, governed guidance, digitally — and become the first contact for every financial decision.