Helping Women and Families Invest Smarter, Retire Stronger.

We start by getting to know you - your money, your family, and your goals. Through 3–4 friendly, hands-on sessions, our team will build your customized financial roadmap - complete with a detailed action list for retirement, investments, education, tax planning, and liquidity needs.

Your plan is entirely yours to keep -whether you implement it on your own or with our help. No strings attached!

Already have a plan or simply don’t want one? no problem! - skip directly to Step 2 and start investing!

Once you're ready to invest, we’ll help you set up and automate your savings - from retirement accounts (IRAs) to education funds (529s) - so your money is always working hard toward your goals, even when life is full.

Next, we’ll design an investment strategy that’s balanced, risk-adjusted, and built to generate you both growth and income, while also protecting you from the ups and downs of the market as you get closer to retirement.

Life doesn’t always go as planned - and that’s exactly why protection matters. We’ll help you put the right safeguards in place, like life and disability insurance, so you can face life’s curveballs with confidence, knowing your loved ones are protected.

We’ll also guide you through legacy & estate planning, so your family is protected and your wishes are clear.

CEO & FOUNDER

Lydia is an Investments Specialist with 15 years of experience driving strong, risk-adjusted returns across both private and public markets. Before founding Zyon Capital, Lydia held senior investment roles at top-tier institutions including Liberty Mutual Investments, BlackRock, Barclays, and Goldman Sachs.

Lydia holds an MBA in Finance from the Wharton Business School and a B.A. in Economics. She is a CFA candidate and holds FINRA Series 7, 66, 79, and SIE licenses.

ADVISORY BOARD MEMBER

Stephanie is a FinTech entrepreneur, strategic advisor, and venture capital expert who has helped raise over $210 million in funding for startups. As the Co-Founder and CEO of Diadem Capital, Stephanie connects founders with a network of 1600+ highly engaged venture capital partners.

Steph’s background includes senior roles at Goldman Sachs, Citi, and Berenberg. She holds an MBA from Georgetown University.*

ADVISORY BOARD MEMBER

Gilah is a Senior Marketing Manager at NICE, a leading global SaaS provider. She specializes in designing and executing multi-channel campaigns that drive qualified leads, nurture customer relationships, and generate revenue across international markets.

Gilah holds a Master’s degree in Political Science with a concentration in Conflict Management, and a Bachelor’s degree in Political and Behavioral Science from Ben Gurion University.*

ADVISORY BOARD MEMBER

Michal is the Founder of Oaktree Holdings and a seasoned real estate investor with deep expertise in residential and multifamily properties. She draws on her background in technology, management, and strategic consulting from her time at Deloitte to identify high-potential investment opportunities.
Michal holds an MBA from the Wharton School and a B.Sc. in Industrial Engineering & Management from Ben Gurion University.*

ADVISORY BOARD MEMBER

Sharon is a senior technology executive with over 15 years of experience leading business and technical initiatives across startups and Fortune 500 companies. She brings a hands-on approach to launching and scaling ventures, with deep expertise in operations, product, and strategic growth.

Sharon holds an MBA from Reichman-Wharton joint program and a B.Sc. in Electronics Engineering from Tel Aviv University.*