We are scientists, psychologists, wealth managers and technologists.

Our team came together on a shared mission: to make investing more engaging, relatable and—dare we say it—emotionally intelligent.

Iain Gillespie

Co-Founder & CPO

Iain Gillespie, Co-Founder & CPO

A founder and product focused executive, Iain's passion is making the complex more intuitive. He has spent nearly a decade in financial services with Aberdeen Standard Investments, leading acquisitions focused on getting closer to the end customer through thematic investing, ESG and private markets. He ultimately realised the power to solve that problem lay in technology, transitioning from M&A to HTML, learning web development at the University of Pennsylvania. At night, he built prototypes for ideas he had to better align investors with their wealth, one of which is now Positivly. He founded Positivly in 2019 harnessing positive psychology science to better match investors to products and advice, using a Financial Personality Test. 

A founder and product focused executive, Iain's passion is making the complex more intuitive. He has spent nearly a decade in financial services with Aberdeen Standard Investments leading acquisitions focused on getting closer to the end customer through thematic investing, ESG and private markets. He ultimately realised the power to solve that problem lay in technology, transitioning from M&A to HTML, learning web development at the University of Pennsylvania. At night, he built prototypes for ideas he had to better align investors with their wealth, one of which is now Positivly. He founded Positivly in 2019 harnessing positive psychology science to better match investors to products and advice, using a Financial Personality Test. 

Dr Vinay Nair

Co-Founder & Co-Chairman

Dr Vinay Nair, Co-Founder & CEO

Vinay has always sought to challenge the status quo in investing. He has founded numerous companies linking investments and technology (55ip, Magnifi, Positivly, and Clout) as well as running a quantitative hedge fund (Ada Investments). As a teacher at Wharton and MIT he focuses on venture capital, private equity and entrepreneurship. He is passionate about the power financial markets have to effect change in the world and in 2008 authored “Investing for Change”.

Vinay has always sought to challenge the status quo in investing. He has founded numerous companies linking investments and technology (55ip, Magnifi, MIO) as well as running a quantitative hedge fund (Ada Investments). As a teacher at Wharton and MIT he focuses on venture capital, private equity and entrepreneurship. He is passionate about the power financial markets have to effect change in the world and in 2008 authored “Investing for Change”.

Lisa Mougin

President & COO

Lisa Mougin, President 

Lisa was a member of the executive team that built ALPS Fund Services into a leader in the mutual fund and hedge fund industries. During the span of 20 years at ALPS, Lisa led the Sales and Relationship Management Teams to achieving significant growth of the firm's client base and revenues. In 2017 Lisa took a sabbatical from her career to move to Barcelona, Spain with her family and spent time there focused on philanthropic work related to refugees. She combines her experience in the investment management industry with her passion for helping others, to lead Positivly in its quest to build stronger connections between individuals, their advisors and their investments.

Lisa Mougin, President & COO

Lisa was a member of the executive team that built ALPS Fund Services into a leader in the mutual fund and hedge fund industries. During the span of 20 years at ALPS, Lisa led the Sales and Relationship Management Teams to achieving significant growth of the firm's client base and revenues. In 2017 Lisa took a sabbatical from her career to move to Barcelona, Spain with her family and spent time there focused on philanthropic work related to refugees. She combines her experience in the investment management industry with her passion for helping others, to lead Positivly in its quest to build stronger connections between individuals, their advisors and their investments.

Dr Tal Ben-Shahar

Founding Advisor

Dr Tal Ben-Shahar, Founding Advisor

Tal has dedicated his life to studying happiness and how to enhance our wealth in the “ultimate currency”. He has over 20 years experience as a teacher, writer and entrepreneur in the areas of positive psychology and leadership. He taught the most popular class at Harvard. He has written several best-selling books including ‘Happier’ (2007) and ‘The Joy of Leadership’ (2017).

Tal has dedicated his life to studying happiness and how to enhance our wealth in the “ultimate currency”. He has over 20 years experience as a teacher, writer and entrepreneur in the areas of positive psychology and leadership. He taught the most popular class at Harvard. He has written several best-selling books including ‘Happier’ (2007) and ‘The Joy of Leadership’ (2017).

Anil Arora

Executive Co-Chairman

Anil Arora, Executive Co-Chairman

Anil is a pioneer in personal finance platforms and data-driven intelligence. He currently serves as a board member at Envestnet which he joined after their acquisition of financial data aggregation leader Yodlee, where he served as Chairman and CEO. Anil brings a wealth of experience in using technology and data to create better investor outcomes.

Anil is a pioneer in personal finance platforms and data-driven intelligence. He currently serves as a board member at Envestnet which he joined after their acquisition of financial data aggregation leader Yodlee, where he served as Chairman and CEO. Anil brings a wealth of experience in using technology and data to create better investor outcomes.