Our Mission

At Trim, we’re building an AI assistant that automatically takes care of your financial life.

We started with the easy stuff. Need to cancel an old subscription? Trim started doing that way back in 2015. We built more nifty features that save you money, like automatic Comcast bill negotiation. So far, we’ve saved our users millions of dollars by automating little pieces of their day-to-day finances.

Now we’re starting to work on the hard stuff. Will I have enough money to retire someday? Which credit card should I get? Can my car insurance switch automatically to a cheaper provider?

The more we talk with you, our users, the more opportunities we see for Trim. Keeping track of your financial life is hard. Some days, it can feel nearly impossible. We believe that Trim can make it easy.

In five to 10 years, they say, your car will drive you around, while you put your feet up and watch the world go by out the window. No fender-benders, no stress, no time lost in traffic.

We’re building the equivalent of a self-driving car for your financial life. In five to 10 years—and hopefully sooner!—Trim will be able to manage basic financial decisions for you. Trim will steer you around the potholes (credit card debt, too-expensive insurance, late fees). Trim will make sure you have enough gas in the tank to get to your retirement destination. And Trim will free you from worrying about whether you’re making the right financial decisions.

You’ll always have an override button. But as you use Trim more and more, we hope to gain your trust, and keep it for the rest of the drive.

Our mission is to make you financially healthy. Every day, Trim will work to take you closer to the goal of 100% financial health. We’re excited to help.



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Thomas Smyth

Co-Founder and CEO

Before starting Trim, Thomas was an investor at Core Innovation Capital, a venture capital firm that invests in high-growth financial technology companies, including NerdWallet, CoverHound, Ripple Labs, and Oportun (Progreso Financiero). Previously, Thomas built a company in Zambia that sold solar-powered lights and phone chargers to rural, off-grid households. He graduated from Yale with a degree in Political Science.

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Daniel Petkevich

Co-Founder and CPO

Prior to founding Trim, Dan ran sell-side growth analytics & strategy at Redfin, co-founded Octane Lending, and was product manager for the Climate Corporation's satellite imagery platform. He graduated from Yale with a degree in Physics.

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Nick Fishman


Nick has over a decade of software engineering experience and is passionate about solving high-impact problems with technology. He co-founded his first profitable startup business in high school. He previously worked at Google, where he built applications for Google Books and Google Play Music, and Minerva Project, where he was one of the early engineers building its core learning platform. He graduated from Cornell University with a BS in computer science, magna cum laude, and a minor in Spanish.

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Will Tachau

Software Engineer

Will last worked at Originate, a software company that focused on great products and strong partnerships. He has spent years developing and growing his own projects, including an app to avoid parking tickets. Will loves the opportunity to help people improve their personal finances at scale. He graduated from Pomona College with a degree in Computer Science.

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Pardha Ponugoti

Software Engineer

Pardha worked in the financial sector as an options trader immediately after college. He then transitioned to software engineering, working for an adtech startup called LiveRamp. Now at Trim, he is excited to assist people in managing their personal finances. Pardha graduated from Yale University with a degree in Applied Mathematics.

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Ryan Jue

Director of Growth and Marketing

Prior to Trim, Ryan was the Head of Acquisition Marketing at Lumos Labs, the market leader in brain training games. Before Lumos, Ryan has had over eight years of technology-focused finance experience including Mergers & Acquisitions at Merrill Lynch, Equity Research at Wedbush Securities, and Investment Research at Primarius Capital. Ryan graduated from the University of California, Berkeley with degrees in Electrical Engineering & Computer Science and Industrial Engineering & Operations Research.

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Jeanne Lee

Software Engineer

In high school, Jeanne developed a financial management application with her dad to help manage her family's small business. The application now maintains records for a number of small businesses as well as her own personal finances. Today, she's excited to improve the state of personal finance for Trim's growing user base. Jeanne graduated from Amherst College with degrees in Computer Science and Music. She last worked as a software engineer at LiveRamp, an adtech startup.


We’re backed by a world-class consortium of private venture capital investors with a combined 100+ years of experience in financial technology investments.

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