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Co-Founder & CEO
Nick Downey
Nick brings almost two decades of experience across financial advice, advice technology and practice operations. He leads Halosoft’s strategy and product vision, ensuring the platform is built around the real needs of advisers, paraplanners and licensees.
Co-Founder & Head of AI
Sam Patterson
Sam leads Halosoft’s AI and advice reasoning capability. With deep experience inside advice businesses, he ensures Halosoft’s technology understands the context, structure and practical requirements of producing financial advice.
Co-Founder & Director
Simon Coombes
Simon is the founder of Direct Wealth and a co-founder of Halosoft. He brings deep experience in scaling advice businesses and ensures Halosoft remains grounded in the operational realities of running a modern financial advice practice.
Head of Product
Matthew Townsend
Matthew leads product strategy and delivery across Halosoft. He works closely with advisers, designers and engineers to turn complex advice workflows into simple, practical and intuitive product experiences.
Head of Technology
Deniz Aybey
Deniz leads Halosoft’s technology architecture and engineering strategy. His focus is building secure, scalable and reliable systems capable of supporting the next generation of AI-powered advice workflows.
Head of Design
Resty Antiquin
Resty leads product and brand design across Halosoft. She focuses on creating clean, intuitive and efficient user experiences that make powerful advice technology easy for advisers and support teams to use.
Lead Engineer
Jan Earvin Gemenez
Earvin leads engineering delivery across the Halosoft platform. He helps turn product strategy into reliable software, with a focus on integrations, platform performance and high-quality execution
Co-Founder & CEO
Nick Downey
Nick brings almost two decades of experience across financial advice, advice technology and practice operations. He leads Halosoft’s strategy and product vision, ensuring the platform is built around the real needs of advisers, paraplanners and licensees.
Co-Founder & Head of AI
Sam Patterson
Sam leads Halosoft’s AI and advice reasoning capability. With deep experience inside advice businesses, he ensures Halosoft’s technology understands the context, structure and practical requirements of producing financial advice.
Co-Founder & Director
Simon Coombes
Simon is the founder of Direct Wealth and a co-founder of Halosoft. He brings deep experience in scaling advice businesses and ensures Halosoft remains grounded in the operational realities of running a modern financial advice practice.
Head of Product
Matthew Townsend
Matthew leads product strategy and delivery across Halosoft. He works closely with advisers, designers and engineers to turn complex advice workflows into simple, practical and intuitive product experiences.
Head of Technology
Deniz Aybey
Deniz leads Halosoft’s technology architecture and engineering strategy. His focus is building secure, scalable and reliable systems capable of supporting the next generation of AI-powered advice workflows.
Head of Design
Resty Antiquin
Resty leads product and brand design across Halosoft. She focuses on creating clean, intuitive and efficient user experiences that make powerful advice technology easy for advisers and support teams to use.
Lead Engineer
Jan Earvin Gemenez
Earvin leads engineering delivery across the Halosoft platform. He helps turn product strategy into reliable software, with a focus on integrations, platform performance and high-quality execution
