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Our mission

We help our clients live their best lives.

Your goals inform everything we do.

This singular focus
informs everything we do.

Team working together around a big desk

Who we are

About Domain Money

We are a team of deeply experienced industry experts, part of the team that developed Marcus by Goldman Sachs, SoFi and Clarity Money.

After decades inside and out of storied financial institutions, we realized that traditional wealth management is way too inaccessible for most people.

It’s time for a revolution in wealth management.

The “right” thing to do with your money should never be some big secret. You should be able to talk with an expert financial advisor and understand exactly what steps to take to achieve your life goals. We invite you to try Domain Money today.

Our Investors

We're honored to have attracted leading financial services investors who have backed innovative companies such as Betterment, Venmo, NerdWallet and Square.

Ashton Kutcher
Ashton Kutcher
Actor, producer,
entrepreneur
Marc Benioff
Marc Benioff
Founder and CEO,
Salesforce
Joe Lonsdale
Joe Lonsdale
Founder
Palantir, Addepar

Team

Adam Dell
Founder and CEO

Adam was most recently a partner at Goldman Sachs where he served as Head of Product of Marcus by Goldman Sachs. There he built foundational products like Marcus Invest, Marcus Checking and the market leading mobile application Marcus Insights. Prior to Goldman, Adam founded four companies, including Clarity Money, acquired by Goldman Sachs (GS); MessageOne, acquired by Dell (DELL), Buzzsaw, acquired by Autodesk (ADSK) and Civitas Learning, acquired by Francisco Partners. Adam served as an adjunct professor at both the Business School at Columbia University and the University of Texas School of Law. He holds a B.A. in Political Economy from Tulane University and a law degree from the University of Texas School of Law. He likes big ideas, long walks on the beach and spending time with his family.

Joanne Bradford
Chief Money Officer

Joanne Bradford, Chief Money Officer at Domain Money, excels in making financial planning simple and empowering people to achieve their life goals. She champions a flat-free, transparent approach at Domain Money. Bradford's rich technology background includes pivotal executive roles as President of Honey, COO of SoFi, Chief Revenue Officer at Microsoft, and Head of Partnerships at Pinterest, contributing to over $20 billion in value creation. She also serves as a strategic advisor to the Female Quotient, focusing on the Business of Equality, Bradford is a strong advocate for women in business. Additionally, Bradford is on the boards of Kahoot, Cue Health, and Super.com, her advisory practice JBRAD Advisors works with elite CEOs and executives to scale high growth companies and launch new offerings.

Katy Song, CFP®
Chief Financial Planner

Raised in Rye, New York, Katy moved to California in 1993 to attend the University of California, Santa Cruz (Go Banana Slugs!). After graduating in 1997 with honors and a B.A. in Global Economics, she worked for the U.S. Department of Commerce in the International Trade Administration. Katy attended the Haas School of Business at the University of California, Berkeley (Class of 2002), after which she worked as an investment banker for Citigroup. Since 2008, Katy has focused on helping families with young children and couples get their financial lives in order and put them on track for living the life they want. She is a member of the National Association of Personal Financial Advisors (NAPFA).

Yuri Soussov
Chief Technical Officer

Yuri is a long-time veteran of the New York City fintech scene. He was one of the original engineers at Betterment and a founding engineer at Clarity Money. At Goldman Sachs he led large engineering efforts to stand up both the Marcus Invest and Marcus Checking initiatives. Yuri has a diverse background making systems that do everything from weather forecasting and motion capture to algorithmic music composition. Most recently, he was a Lead Engineer building next generation web infrastructure solutions at Amazon. While completing a Masters of Computer Science at New York University, he developed a love for all things Made in NYC. Outside of work you can find him kiteboarding, skiing and playing music along the east coast.

Zeeshan Mian
Head of Frontend Platforms

Zeeshan started programming at the age of fifteen and never looked back; even if it meant a few visits to the chiropractor. Most recently, he was VP of Engineering at Goldman Sachs where he led and scaled the team that built Marcus’ market leading mobile application, serving millions of customers. Prior to Goldman, he led iOS engineering for Clarity Money and mcgarrybowen where he built apps for Intel and Chase. Aside from programming and jamming with talented individuals, he enjoys traveling and reading about life hacks.

Sam Saunders
VP of Product

Sam is passionate about bringing to life best-in-class fintech products. Most recently, she served as Vice President of Product at Marcus by Goldman Sachs, where she built Marcus’ market leading mobile application, Marcus Insights. Prior to Goldman, Sam was a founding employee at Clarity Money, scaling the product to over three million users. Sam holds a B.A. in International Business from her homeland, Australia. When she’s not passionately diving into product, she enjoys spending time with her family.

Velibor Bačujkov
Software Engineer

Velibor is a Software Engineer who has enjoyed coding for over ten years. His previous positions include Software Engineer at Microsoft and Android Developer at Clarity Money. Velibor has a Bachelor’s Degree in Software Engineering from Belgrade Metropolitan University. Besides coding, Velibor enjoys skiing, riding a motorcycle, traveling and is always up for a good medium-rare steak.

Adrianna Adams, CFP®
Head of Financial Planning

Adrianna is passionate about translating complicated financial concepts into goal-oriented solutions. Prior to Domain, Adrianna worked as a financial advisor at Morgan Stanley. In her free time, she enjoys cheering on her favorite Cleveland sports teams or having friends over for Taco Tuesday and book club!

John Tompkins
Backend Software Engineer

John is a backend software engineer based in Seattle. Prior to Domain Money, John was an engineer at Amazon for five years. Most recently, he built solutions to power playback for Prime Video and Thursday Night Football. John’s primary expertise is building services and cloud infrastructure using AWS. John received a Bachelors of Science in Mathematics and Computer Science from the University of Kentucky. When he’s not working, John obsesses over Kentucky basketball, runs, cooks, and plays trivia weekly with his partner and their dog, Harley.

Brian Matthews, CFP®
Head of Investment Strategy

Brian is a former Vice President at Goldman Sachs with over a decade of experience in the Financial Services Industry. Brian loves talking about the markets, has a knack for making intricate concepts easy to grasp and thrives on helping people get their finances on the right track. A native of the Midwest, Brian has a lifelong love/hate relationship with the Minnesota Vikings. He also enjoys golfing, spending time with friends, and is addicted to morning workouts and iced coffee.

Mitchell Kotheimer, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional

From the onset of his career, Mitch has spent his time working in the independent RIA space, focusing on holistic financial planning. Prior to Domain, Mitch worked at Sequoia Financial Group. He has a passion for understanding what is truly important to a client, helping them align their financial life with personal and professional goals. Outside of work, Mitch enjoys working out, watching sports, skiing and spending time on various outdoor projects, and volunteering with a local charity that provides adaptive sports to young people with physical disabilities.

Lee-on Pedahzur
VP of Operations and Chief Compliance Officer

Lee-on is passionate about driving operational efficiency and leveraging automation to scale businesses. Before joining Domain, he led business operations at Harness Wealth and built the operational and technology basis to scale Harness Tax. Lee-on has also built data analytics functions from the ground up, including data warehouses, pipelines, and visualizations, for three early-stage companies. He is excited to see what data and generative AI will unlock in the next decade. Outside of work, he’s busy belly-rubbing his French Bulldog, Connie, and handing out treats to his Pug, Maggie.

Evan Sweeney, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional

Evan has spent the entirety of his career in the Financial Services industry, working for both Fisher Investments and BlackRock before joining the team at Domain. He values not only being able to help people understand the many complexities of financial planning, but helping them feel confident in planning for their future. Evan received his Bachelor’s degree in Finance from Lehigh University, where he also played as an offensive lineman on their football team. Outside of work, Evan loves spending time at home with his wife and two adopted black cats. He also loves trying new restaurants, traveling, working out, spending time with family and friends, and staying active.

Jesse Barron
Financial Analyst

Jesse is a motivated and results-driven professional who enjoys helping individuals achieve their financial goals. Before joining Domain, Jesse was a Paraplanner at Katy Song Financial Planning. He was formerly a Division 1 pitcher at the University of San Francisco, where he also earned his Bachelor's degree. In his free time, he enjoys trying new hobbies and rooting for the San Francisco Giants and 49ers!

Josh Felgoise
Head of Content

Josh joins Domain from Lemonade Insurance where he worked as a content strategist. He received his Bachelor’s degree from Lehigh University in Psychology and loves sharing experiences for guys in their 20s with his podcast, Guyset, available on all major platforms.When he’s not creating content, you’ll find him playing tennis or pickleball, reading, and trying new restaurants.

Joseph Spiers
Head of Growth

Joseph trained as a chancery lawyer before moving to the finance advice industry in 2020. Prior to joining Domain Joseph was the Head of Growth at one of the fast growing advisory firms in London. When not growing amazing businesses Joseph can probably be found cooking, playing chess, cycling or out on a walk with his ginger Cockapoo Beau.

Nina Christofilis
Content and Growth Strategist

Nina previously worked as an Analyst at FUSE VC based in Seattle, Washington before coming to Domain this year as a Content and Growth Strategist. She is passionate about finance, content creation and female empowerment. Outside of Domain, she has a podcast, enjoys working out, spending time with friends and watching basketball.

We understand that money is emotional and we’re here to help empower you to live on your own terms and feel confident that your life and your financial plans are on track.

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