A technology company built around what matters.

Rebecca leads Wealth Nexus with a focus on making asset valuation clear, accessible, and actionable. After navigating the complexity of managing a real-world estate, she saw how difficult it is to understand what things are truly worth — and built Wealth Nexus to change that.

That question became real when she helped manage a complex estate filled with items that didn’t fit neatly into spreadsheets: art, collectibles, and objects with both financial and personal value. What should have been straightforward quickly became time-consuming, opaque, and expensive to navigate.

Before Wealth Nexus, Rebecca built her career across finance and consulting, including leading transactions at RBC Capital Markets, driving operational transformation at Grant Thornton, and developing analytics tools at Accenture and Vitech Systems Group. Across these roles, she saw firsthand how powerful good data can be — and how inaccessible it often is when it matters most.

At Wealth Nexus, she is focused on making valuation intuitive, transparent, and available to anyone who wants to better understand what they own.

Lisette brings deep expertise in financial product development and platform design. At Moody’s, she leads initiatives that turn complex financial data into usable tools. At Wealth Nexus, she focuses on creating intuitive systems that help people move from scattered information to confident understanding.

What drew her to Wealth Nexus is the opportunity to apply that same rigor to a space that has historically been overlooked. Most people don’t have clean, structured data about the things they own, and even when they do, it’s rarely actionable.

Lisette focuses on building systems that bring clarity to that ambiguity — helping users move from scattered information to confident understanding. She is especially passionate about designing products that meet people where they are, whether they’re managing an estate, evaluating assets, or simply trying to get a clearer picture of their financial lives.