Our story

Investing like a pro shouldn't require being one

Warren started with a simple frustration: the best research, portfolio tools, and automation were locked away behind big balances and steep learning curves. We thought everyone deserved better.

Why we built Warren

Most people don't have the time to read filings, model risk, or watch the market all day — but they still want to invest well. We built an AI partner that does the heavy lifting and explains itself, so good investing feels approachable instead of intimidating.

Where we're going

Warren began as a mobile app and is now coming to the web — the same chat-driven research, AI-built portfolios, and autonomous agents, on a bigger screen. This is just the start of an investing partner that grows with you.

What we believe

Transparency over black boxes

Every recommendation comes with the reasoning and the numbers behind it. You should always know why.

Built for everyone

The tools the pros use, in plain English — no jargon, no minimums, no gatekeeping.

You stay in control

Agents act on your mandate, with approvals and a full worklog. Warren works for you, never around you.

Meet the founders

Two founders and a founding engineer obsessed with making investing smarter, fairer, and a lot less stressful.

LS

Lay Soni

Co-founder & CEO

Product-focused builder obsessed with making complex investing tools feel effortless for everyone.

BP

Baljinder Padda

Co-founder & CIO

ML and Quant Analyst at Morgan Stanley. Brings institutional-grade quantitative thinking to Warren's AI engine.

DB

Dylan Bassey

Founding Engineer

Software Engineer at VodafoneThree. Architects and builds the full-stack systems powering Warren.

Come invest with us

Join Warren and put AI research, portfolios, and agents to work — free to start.

Warren is not a registered investment advisor. Nothing here is investment advice.