Driven professionals who are passionate about building financial independence and career success. With James in sales at a large enterprise IT Services company and Lisa as a product manager at a late-stage data & analytics startup, they are both deeply embedded in the tech industry. They appreciate digital-first platforms that offer seamless, intuitive experiences, instant updates, and concise, outcome-focused communication. Transparency, ease of use, and alignment with their values are paramount in their decision-making process, and they tend to be loyal to brands that deliver consistent, high-quality experiences. When it comes to investing, James and Lisa are motivated but still developing their knowledge base. A significant portion of their wealth is tied up in company stock, creating an over-concentration in these assets. They supplement this with ETF investments and, in James’s case, a few individual stock picks. Although they aim to invest regularly, their current portfolio lacks diversification, which is leading them to consider adding less-correlated assets, such as venture capital, for better long-term stability and the potential for outsized returns.

A strategic thinker in his mid-30s, Stephen works as a senior consultant at a Big Four firm, balancing a demanding role with a growing family. He’s confident in public markets and has built a disciplined portfolio over time, but he’s hungry for greater efficiency and upside. He gravitates towards platforms that offer an experience that feels simple and easy to use yet secure and trustworthy. Stephen follows industry news, engages in financial forums, and respects brands that speak clearly and confidently. His income is strong and stable, but his time is limited, so he needs a platform that respects both. He’s cautious but open-minded, drawn to private markets as they fit his model for calculated growth.

Maria is 37 and runs a successful SME in the engineering sector. She’s built her business from the ground up and now employs over 20 people. Maria’s income is solid but highly dependent on her business performance, and while she’s financially savvy, she doesn’t have the time or bandwidth to manage a complex investment portfolio. She has a mix of retained earnings, a rental property, and conservative pension funds but wants to put surplus capital to bettter long-term use. She’s skeptical of traditional financial advisors who oversell and underdeliver, and she’s increasingly curious about higher-upside opportunities that don’t require her to become an expert. She values platforms that cut to the chase, feel professional, and respect her time. She wants a trustworthy, well-structured gateway to vetted opportunities - not hype or noise.

Sophia and Alex are driven professionals navigating the demands of high-performance careers, parenting, and long-term wealth planning. Alex is a VP of Sales at a global cloud infrastructure firm - analytical, structured, and disciplined in his decision-making. Sophia is a marketing director at a global healthcare company - strategic, sharp, and focused on outcomes. Time is tight, but ambition runs high. They value platforms that simplify complex decisions, offer clarity without noise, and deliver a trustworthy experience they can rely on. Their approach to investing is deliberate: they hold ETFs and blue-chip stocks. With much of their net worth tied up in Alex’s company equity, they’re actively looking for diversification, and see private market investing as a way to balance stability with long-term upside. They’re not looking for hype. They want clean UX, thoughtful structure, and transparency. Brands that respect their time, and help them build wealth with confidence, win their loyalty.

When researching, we found that people who work in the tech industry are the perfect profile for Shuttle. They are tech-savvy, digitally native and tend to have invested in tech companies via their employee stock options if not also via public equities. These personas have been created based on our research and are an amalgamation of the people we spoke with. If you’re keen to learn more but are unsure whether Shuttle fits your goals, then our Founders would be happy to jump on a call with you and answer any questions you might have. Just reach out to us via chat and we’ll find some time that works for you.