Our Mission

We're building the future of personal finance: an automated assistant that takes care of your money so you don't have to.

In 10 years, we hope to look back and wonder: How did anyone pay monthly for an Experian credit report they had forgotten about? How could banks make $30 billion per year in overdraft fees? How is it possible that Americans paid $13 billion annually in credit card late fees? We estimate that if all Americans had a personal financial assistant, they could save more than $100 billion per year by switching to the best financial products and cleaning up their expenses.

We had the idea for Trim after looking at our own credit card bills. Thomas had subscriptions to Hulu and Vimeo, neither of which he used. Dan was paying monthly for MailChimp, and worse yet, a renter's insurance policy for an apartment he moved out of a year ago. We considered ourselves to be responsible, financially savvy people. How did this happen?

Personal finance is hard. Our mission is to make you financially healthy. Trim works for you every day with one goal: to save you money. Welcome!



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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.

Daniel 544488eedbc583d43fe8e1884ad0dfcd26e2f6fd241f0783b3d9ec325756f843

Daniel Petkevich

Co-Founder and CPO

Prior to founding Trim, Dan was the product manager for the Climate Corporation's satellite imagery product, which shows farmers satellite images of their fields so they can see if their crops are healthy. Previously, Daniel co-founded Octane Lending, a venture-backed financial technology company, and worked at Redfin, where he focussed on growing the company's listing business. 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.

Will eb513d21d317b5dda2caf199698617e07f4780f3f4414ce880403d95c1d379df

Will Tachau

Senior 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

Senior 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.


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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