About Us

Building a connected and collaborative investing community

Echo Investing is a FinTech platform that offers a complete ecosystem for all people, the experienced and the inexperienced alike, to learn about investing, share portfolios and investment philosophies, and interact via our internal social media. What makes Echo unique is our ability to connect expert investors and influencers with the novice. Here, the new investor connects with individuals they can benchmark and trust while benefiting from their investment expertise by copying their portfolios. (We call this “echoing.”) Expert investors who have demonstrable track records monetize their investing skills in a way that easily and securely helps the broader community while benefiting themselves financially and professionally. “Robinhood meets Patreon” captures our long-term vision.

Meet The Team

Daniel Jones, MAcc

CEO & Co-Founder

Omar Gutierrez, MD

COO & Co-Founder

Kathi Soohey

CMO & Co-Founder

Jayson Rogers

Co-Founder; Strategy & Funding

Jay Riemenschneider

Strategy & Funding

Matthew Hartmann

Product & Crypto


Julian Shereda-McKenna


Wesley Williams, JD


Patrick Chirdon


Cyberfinite Solutions

Software Engineering

Outside GC LLC

General Counsel

Our Partners