Our Story
With 60+ years of combined experience in financial services & fintech, our leadership team has observed first hand the inefficiencies in the way companies access capital and M&A markets today.
We created SocraticsAI because we wanted to bring top-tier advisory services to every small & mid-size company.
Our Team
Experience Meets Innovation
Tim Eun, MBA
Founder, CEO
>$7B M&A executed, $200M+ revenue generated, $70M+ venture capital raised
Derek Boman, MBA
Co-founder, Product & Marketing
Decade of fintech product & user experience design leadership
Johan Joseph, CFA
Sales & Customer Success
35 years of strategy consulting to financial institutions
Andrew Cohen, CFA, CPA
Financial Modeling & Services
6+ years of CFO, corporate finance, private equity & transaction advisory.
Strategic Advisors
Empowered by Industry Leaders
Open Positions
