Our Team

Levo was founded by a team of quantitative hedge fund managers who wanted a better banking experience for themselves. Our deep expertise in the financial industry has allowed us to craft a superior alternative to a checking account that covers all of your spending needs, without forcing you to give up investment returns.

Zach McCormick

CEO and Head of Product

Dillon Martin

COO and Head of Compliance

Nick McCormick

Lead Developer

Justin Clark

System Architect

Ready to put your money to work?

We’re hard at work getting Levo ready for its public launch. Join our waitlist now to be one of the first to get a Levo account.

Levo Financial is not a bank. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Banking services are provided by Synapse’s Bank partners, Members FDIC. Banking services include bank accounts (Individual Spending Accounts) and debit card usage for Levo users. The issuing bank information will be found on the back of your debit card.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which should be read carefully before investing.

Levo Financial users must be 18 years of age or older, reside in the U.S. with a valid U.S. address, and have a valid SSN.

All accounts are subject to approval and you may cancel email subscriptions at any time.

This content, developed by Levo Financial, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

Apple Pay, Google Pay, and Samsung Pay are trademarks of Apple Inc., Google LLC, and The Samsung Group, respectively.