About Athena Foundry

Engineering quiet infrastructure for the families and stewards who carry tomorrow.

We are a small, deliberate team based across New York, London and Lisbon — building one product, slowly, for the long arc of a family.

2022year founded
38stewards on the team
3cities, one charter
0outside investors that didn't say yes to the charter
Why we exist

A short answer to a question we get often.

In 2021, two of our founders sat in a hospital corridor and could not produce a healthcare proxy. The paperwork existed. It was somewhere. The folder was on a shelf, twenty miles away. The decision could not wait.

That night, the first sketches of Legacy Sage were drawn on a napkin. The name was chosen later. The mission was chosen that night: no family should ever lose a moment that mattered because the paperwork was somewhere else.

Athena Foundry is the company we wished had existed for our own families. We are building it carefully, for yours.

Our principles

Six commitments we are willing to lose deals over.

1. Family-readable, always.

If a grandmother and a tax attorney cannot both use the same page, we redesign the page.

2. Restraint over engagement.

We do not measure success in daily active users. We measure it in moments saved.

3. Data is borrowed, never owned.

We will never sell, rent, advertise against or anonymize-and-resell family data.

4. Encryption is a posture, not a feature.

Client-side encryption is the default; server-readable data is the exception, named explicitly.

5. Build for fifty years.

Every architectural decision is reviewed against a fifty-year horizon. Trends are not invited.

6. The Heartbeat is sacred.

We will not commercialize, gamify or notify against the Heartbeat Protocol. It exists for one reason only.

Milestones

A quiet timeline.

2022 · Q1
Founded

Athena Foundry incorporated in Delaware; first stewardship charter signed.

2022 · Q4
First family onboarded

A multi-generational household in Boston. Still with us today.

2023 · Q2
Heartbeat Protocol shipped

The dead-man's-switch goes live after eighteen months of design.

2024 · Q1
Legacy Alpha released

Tax and fee optimization engine surfaces its first $1M in found wealth.

2024 · Q3
SOC 2 Type I

Independent audit of our control environment completed.

2025 · Q2
Foundry tier launched

Multi-household platform for family offices and institutional stewards.

2026 · Q1
11 modules, $4.2B stewarded

Where we are today — and only the beginning.

The Foundry team

A few of the stewards behind the product.

EM
Elena MercerCo-founder, CEO

Formerly principal at Halcyon; built two trust platforms before this one.

JR
James ReyesCo-founder, CTO

Built encryption infrastructure for two of the world's largest custodians.

PK
Priya KapoorHead of Stewardship

Estate attorney for 18 years; speaks fluent grandmother and fluent IRS.

NA
Noor Al-SayedHead of Security

Former lead engineer on a top-five custodian's HSM program.

DW
David WhitmanHead of Care

Hospital ethicist, palliative care board, twenty-year clinician.

SO
Sara OkaforHead of Design

Designed software for three generations of users; refuses dark patterns.

TB
Tomas BardemHead of AI

Built private-deployment LLM infrastructure for two of Europe's largest banks.

RC
Rebecca ChoiHead of Trust

Audit partner alumna; writes our DPAs and reads every SIG.

See Legacy Sage with your own family in mind.

A private 30-minute walkthrough. No deck. Just the platform, the Heartbeat, and the questions you have been quietly carrying.

Request a private demo →