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A Unique Heritage. Unrivaled Expertise. Solutions with Impact.

Surveyor combines modern technology with diligent client service to elegantly solve your toughest trade surveillance and best execution analytics challenges.

Our Story:
Performance Through Practice

Having a robust, high-performance trade surveillance and analytics system has never been more important. Take it from us.

Surveyor was first developed over a decade ago by proprietary trading firm Trillium Trading. After facing fines for inadequate trade surveillance, the firm transformed its compliance approach. Unable to find a commercial solution that met its standards, Trillium built its own platform. Years of strong performance later, Surveyor became its own company, giving institutions of all sizes a modern, best-in-class platform for comprehensive supervision.

We know firsthand what it takes to rapidly implement trade surveillance. We also know what compliance and trading teams need to do their jobs effectively. Building on that experience, we introduced Surveyor Best Ex, a powerful best execution analytics engine teams can adopt alone, or alongside Surveyor Trade Surveillance for a more connected view across the trade cycle.

Our commitment is to help teams work more efficiently, reduce friction between functions, and make trade data go further.

Learn how Surveyor can support your team

Our Approach

Surveyor is a robust trade surveillance tool guided by principles that underpin our approach – from software development and client interaction to how we build and train our team.

Diligence

We maintain the high standards of accuracy our clients need to operate with confidence

Innovation

We constantly seek new ways to improve our products and services, leveraging cutting-edge technology and user feedback

Reliability

We deliver elegant solutions that are secure, scalable, and ensure compliant outcomes that respond to ever-changing regulatory standards

Collaboration

We foster a culture of teamwork and mutual respect, both within our company and with our partners and clients

Impact

We measure our success by the commercial and instructive value we create for our stakeholders

The People
Behind the Platform

Our team combines a broad range of FinTech, RegTech, trading, and trade surveillance expertise with a client service mindset. Your compliance is our priority.

Lee Maschler

Founder & Owner

Lisa Balter Saacks

President

David Vins

Vice President, Engineering & Technology

Watras_Melissa_HS

Melissa Watras

Director, Product & Partnerships

Charlie Roberts

Director, Client Management

Robert Cope

Director, Markets & Operations Strategy

Vanessa Cuervo

Senior Manager, Marketing

Damon Grandbouche

Product Manager

Adam Cohen

Lead Technical Account Manager

Arnaud Goullet

Director of Software Development

Benjamin Peikes

Lead Architect

Awards & Recognition

See Yourself @ Surveyor

We’re always seeking passionate, talented individuals with a background in SaaS, RegTech, or the capital markets to join our team. Want to spend the next chapter of your career building robust processes to help financial institutions safeguard markets?
View Open Roles

See Yourself @ Surveyor

We’re always seeking passionate, talented individuals with a background in SaaS, RegTech, or the capital markets to join our team. Want to spend the next chapter of your career building robust processes to help financial institutions safeguard markets?

We are seeking a motivated and qualified Software Engineering Intern to join our innovative technology team for Summer 2025.

Apply Now

Lee Maschler

Founder & Owner

Lee drives the strategic vision and growth of Trillium Surveyor, leveraging his extensive experience in building successful financial services firms.

“Leadership is about inspiring others to reach heights they never imagined possible.”


Who is one historical or business figure you admire?

Abigail Johnson – The granddaughter of Edward C. Johnson II, who founded Fidelity Investments, Abigail Johnson took over as CEO and significantly expanded the company’s global presence. Under her leadership, Fidelity became one of the largest and most influential financial services companies in the world.


What’s one important lesson you’ve learned in your career?

One important lesson I’ve learned in my career is that success often hinges on perseverance—grit, determination, and consistently showing up.  Adversity is an opportunity to prove your resilience and commitment to your goals.

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Lisa Balter Saacks

President

Lisa guides Trillium Surveyor’s strategic direction and growth plans, bringing her deep expertise in the B2B, SaaS, and fintech landscapes to solve complex business challenges.

“The best ideas in the world aren’t successful without the right process. We need to pursue big ideas, learn from what doesn’t work, and apply what does work to creatively solve problems for our stakeholders.”


Who is one historical or business figure you admire?

Julie Sweet, Chair & CEO of Accenture. Julie is passionate about transforming legacy processes for the digital world, and how that transformation intersects with company culture. She is an inspiration as we work to ensure Surveyor can achieve this level of impact. We seek varied perspectives and collaborate constantly help our clients become more resilient and build a culture of compliance.


What’s one important lesson you’ve learned in your career?

Transparency matters, always. Whether it’s building a new feature or communicating internally with your team, honesty and integrity create an invaluable foundation of trust.

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David Vins

Vice President, Engineering & Technology

David leads Trillium Surveyor’s engineering and technology organization, driving scale, security, and innovation to transform compliance into an edge in an AI world. A product-obsessed technology executive, he has spent his career building teams and products to solve hard problems and deliver outsized impact. 

“Good decisions compound and time is the real currency, so make sure you’re solving the right problem.”


Who is one historical or business figure you admire?

Ernest Shackleton. The ice had other plans. But he adapted, reoriented the mission, found a way, and brought everyone home, alive. So make the hard choice. Lead from the front. Never forget your crew.


What’s one important lesson you’ve learned in your career?

The most valuable word in engineering leadership? No. No to the wrong problems, no to reinventing wheels, no to owning what someone else already solved. That discipline is what empowers velocity and outsized impact.

 

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Melissa Watras

Director, Product & Partnerships

Melissa focuses on keeping the Surveyor platform current with technological and regulatory evolution and delivering innovative solutions to the RegTech space.

“I am a firm believer in changing the narrative around compliance, from a routine back-office function to one that plays a dynamic role within the firm and creates value for all stakeholders.”


Who is one historical or business figure you admire?

My favorite historical figure hasn’t changed much since third grade: Florence Nightingale. Besides being the mother of nursing, she was also a pioneer in data visualization – we owe histograms to her!


What’s one important lesson you’ve learned in your career?

This is another answer that may be from third grade, but the best advice I’ve received is to be respectful to everyone you cross paths with. It is a small world, and you never know who you will work with again and who may be helpful in the future!

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Arnaud Goullet

Director of Software Development

Arnaud ensures the Surveyor platform is always evolving with new features, client-requested enhancements, and adherence to the latest security standards.

“Software development is like a puzzle, and I truly enjoy the opportunity to bring together so many complex pieces to modernize critical functions like trade surveillance.”


Who is one historical or business figure you admire?

Steve Jobs. His mantra of staying focused on creating simple solutions for end users while doing incredibly complex engineering work was inspiring. He once said that “Great things in business are never done by one person – they’re done by a team of people.” I wholeheartedly agree with that philosophy.


What’s one important lesson you’ve learned in your career?

Always keep learning – mistakes are part of the process.

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Charlie Roberts

Director, Client Management

Charlie leads Client Management at Trillium Surveyor, working closely with clients to help them strengthen oversight programs and get long-term value from the platform. He brings more than 15 years of experience in client-facing roles across SaaS and data with a deep understanding of the demands placed on trading and compliance teams.

“We suffer more in imagination than in reality”

– Seneca


Who is one historical or business figure you admire?

Julius Rosenwald, Sears, Roebuck & Co.

An innovative leader, using simple & creative ideas to solve problems. Between him and Richard Sears, they helped to pioneer a lot of modern convenience and service that we see as everyday minimum expectations.


What’s one important lesson you’ve learned in your career?

No matter how busy we are, there is always time for a reality check and empathy.

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Robert Cope

Director of Business Development

Rob focuses on driving company growth while building and reinforcing strong client relationships. As a longtime trader at a proprietary trading firm, he brings a unique perspective on the value of trade surveillance.

“At Trillium, I gained a firsthand perspective on the value of Surveyor in minimizing risk and accelerating trade surveillance processes. I truly enjoy helping Surveyor’s clients and prospects realize the same value.”


Who is one historical or business figure you admire?

Vasco de Gama. He was the ultimate explorer – the founding father of ocean trade and an amazing example of perseverance. He proves that the unknown is just an obstacle to overcome. If it doesn’t exist, find a way to create it. Vasco surrounded himself with a strong team to make the unknown a reality, and our modern economy is forever indebted to him.


What’s one important lesson you’ve learned in your career?

Whatever you do, do it with integrity. If you don’t, building strong teams and long-lasting client relationships is impossible. Remaining true to yourself and the people around you makes difficult decisions and situations easier.

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Benjamin Peikes

Lead Architect

Ben drives the development of Surveyor’s full range of trade surveillance and best execution tools, harnessing his knowledge of engineering, math, and programming to deliver exceptional solutions.

“Our engineering team has a knack for building complex functionality in a simple, intuitive manner. We’re proud that clients enjoy similarly great experiences in using our platform.”


Who is one historical or business figure you admire?

I’ve always been a fan of the physicist Richard Feynman. He was brilliant, but he also had an enthusiasm for teaching and simplifying complex concepts. He had a playful personality, was a great storyteller, and brought love into everything he did in life, from physics to bongo drums.


What’s one important lesson you’ve learned in your career?

The biggest lesson I’ve learned is that you want to work with people you trust and who have the same interest in solving problems as you do. Once those qualities are there, the other pieces usually fall into place.

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Vanessa Cuervo

Senior Manager, Marketing

Vanessa supports Trillium Surveyor’s marketing strategy and growth initiatives, helping bring the company’s expertise and solutions to market in a clear, engaging way. She focuses on thought leadership, events, campaigns, and client communications that help trading and compliance leaders stay informed on evolving market structure and oversight priorities. Her work supports meaningful industry conversations while strengthening brand growth and visibility.

“I believe the best ideas create impact when they become stories that start meaningful conversations.”


Who is one historical or business figure you admire?

Adena Friedman. I admire how she has helped lead innovation in financial markets while navigating constant change. Her ability to balance long-term strategy, technology, and trust in a highly complex industry is especially inspiring.


What’s one important lesson you’ve learned in your career?

People ultimately choose to work with people. I’ve found that trust, credibility, and making it easy to work together are often the biggest factors in any decision.

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Damon Grandbouche

Manager, Technical Accounts

Damon applies his varied experience and entrepreneurial expertise to guide clients and help them realize maximum value from Surveyor’s cutting-edge RegTech capabilities.

“Our team is motivated, communicative, and service-oriented – all qualities that directly translate into real results for our clients.”


Who is one historical or business figure you admire?

Steve Jobs. His empathetic management style nurtured creativity within his team, establishing a culture of innovation that ended up revolutionizing our interaction with technology. His approach emphasized collaboration and mutual understanding, which became the foundation for Apple’s groundbreaking products and services.


What’s one important lesson you’ve learned in your career?

Embrace a growth mindset and challenge yourself to take on new tasks and responsibilities. Whether it’s expanding your knowledge or taking on an unfamiliar role, it’s never too late.

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Adam Cohen

Lead Technical Account Manager

Adam works closely with clients as they navigate changing market structure and rising oversight expectations. He helps firms drive meaningful impact from Surveyor’s oversight and analytics platform, while building trusted, long-term partnerships. Adam is known for genuinely caring about the teams he works with and delivering a strong client experience. 
 

“The best solutions come from listening. Every client’s data tells a different story, and our job is to translate that into something that protects their business and gives their team confidence.”


Who is one historical or business figure you admire?

Warren Buffett. He has spent his career proving that patience and good decisions compound over time. A good reminder to focus on the long game, not the noise. 


What’s one important lesson you’ve learned in your career?

Say yes to new projects. You learn faster when you’re a little out of your depth, especially with a good team around you. 

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