Bootstrapped AdvizorPro from inception into a growth-stage wealth-tech SaaS platform.
Founder and operator
Product. AI. Data. Technology.
Co-founder of AdvizorPro and PlanPro. Former product and technology leader across eVestment, Wela, Apptega, and SecurEnds. I build data-rich SaaS businesses where product strategy, AI, data infrastructure, engineering execution, customer workflow, and company strategy have to work together.
Results that matter
Consistent growth while staying close to customers, market signals, and product adoption.
Helped eVestment scale through enterprise financial data growth before its Nasdaq acquisition.
Scaled a financial advisor platform user base.
AWS-backed platform built for reliability.
Operating Context
Different capital models. Different growth paths.
I have worked across bootstrapped, venture-backed, and private-equity-backed businesses. Each one forces different tradeoffs around speed, margin, roadmap, hiring, reporting, risk, customer commitments, and board communication.
Bootstrapped
Built with customer revenue, disciplined prioritization, direct market feedback, and very little room for waste.
VC-backed
Operated in environments where speed, product-market proof, hiring, and scalable growth systems matter.
PE-backed
Worked inside operating models where repeatability, reporting, margin, integration, and execution discipline shape the path.
Boards and diligence
Presented to boards, participated in board meetings, and supported diligence from both sides of the table.
Executive Operating Range
Founder judgment with product, data, AI, and technology depth.
The work spans early product discovery, enterprise platform scale, AI and data readiness, board-level communication, due diligence, and operating decisions where growth, reliability, revenue, and customer trust all matter.
Advisory and diligence
Board, diligence, AI readiness, product strategy, and technology risk conversations for investors, acquirers, CEOs, and operators.
Case studiesRepresentative proof across bootstrapped wealth-tech, financial data platforms, fintech growth, cybersecurity SaaS, and enterprise execution.
Operating philosophyThe principles behind the work: customer workflow, data trust, AI discipline, architecture clarity, and company-building judgment.
Founder Story
From messy data to market-leading software.
AdvizorPro began with fragmented advisor and market data and a clear customer need. We built trusted workflows, scaled product and platform, and created a system customers use every day to make decisions.
Read the brief View case studiesWhat I Do
- Product StrategyTurn market complexity into strategy, roadmap discipline, customer adoption, and revenue impact.
- AI and Data SystemsBuild trusted data foundations, entity logic, RAG-ready context, and applied AI around real workflows.
- Technology LeadershipLead engineering, architecture, cloud reliability, team cadence, security, and platform scale.
Market Presence
Close to the ecosystem that shapes the market.
I stay close to advisors, asset managers, data providers, sales teams, and enterprise buyers so product decisions are grounded in how the industry actually moves.
View media and appearances Advisory and diligenceIdeas
Points of view on product, data, AI, and company building.
Practical briefs drawn from building enterprise software, data products, AI-enabled workflows, advisor intelligence platforms, and founder-led SaaS companies.
Why clean data matters more than AI models in wealth-tech
A practical look at why model quality depends on the discipline, lineage, and operational reality of the data underneath it.
Read articleThe hidden complexity of advisor movement data
Advisor transitions look simple from the outside. The real product challenge is turning fragmented signals into trusted intelligence.
Read articleFrom spreadsheet to SaaS platform
How early workflows, customer feedback, and data infrastructure can become the foundation for a durable enterprise product.
Read articleMedia
Quoted where wealth-tech decisions are being discussed.
Coverage and commentary in industry publications on advisor movement, RIA growth, ETF distribution, AI adoption, recruiting, and product leadership.
Recent Coverage
WealthManagement.com, Financial Planning, FA Magazine, The Daily Upside.
- Is This the Start of a Financial Advisor Retirement Boom? WealthManagement.com
- AdvizorPro: More Advisors Left the Industry Than Joined in 2025 WealthManagement.com
- Why RIA Valuations Are Climbing and How Tech-Driven Firms Are Winning the M&A Race Advisorpedia
Contact
For product, data, AI, growth, or board-level conversations.
Reach out for thoughtful conversations around wealth-tech strategy, AI execution, data products, enterprise SaaS, or founder/operator work.