Founder and operator
Co-founded and bootstrapped AdvizorPro and PlanPro while working across product, technology, data, AI, customers, market research, and company operations.
About
Founder and operator who turns complex markets into useful software.
Hesom Parhizkar builds and scales enterprise software by connecting product strategy, engineering execution, trusted data, AI, customer workflow, board-level communication, and company priorities.
Hesom is a co-founder, CPO, former CTO, and product/technology executive who has spent his career building enterprise software in markets where the product is only as strong as the data, workflow, and operating discipline behind it.
His work has included bootstrapping a wealth-tech platform, helping scale a financial data company through major growth and acquisition, leading product and engineering teams, reducing infrastructure cost, improving delivery cadence, and translating customer pain into products people actually use.
Areas of Expertise
The operating range is product, AI, data, technology, customers, and company strategy.
AI and data products
Builds AI-enabled workflows on trusted data foundations, including source authority, entity resolution, data quality, lineage, and user feedback loops.
Wealth-tech and financial data
Works deeply in advisor intelligence, RIA movement, financial data platforms, ETF distribution signals, recruiting context, and enterprise wealth-tech workflows.
Enterprise SaaS leadership
Has led product, engineering, cloud, architecture, reliability, cybersecurity SaaS, and growth-stage operating work across several company stages.
Capital-model range
Has operated across bootstrapped, VC-backed, and PE-backed environments where growth path, reporting, margin, speed, and board expectations differ.
Board and diligence perspective
Has presented to boards, participated in board meetings, and supported diligence from both sides of the table across product, technology, data, and growth questions.
Founder and operator story
At AdvizorPro and PlanPro, Hesom works across product, technology, data, AI, market research, customer discovery, and company building. The work began with a clear market need: wealth-management teams needed better intelligence about advisors, firms, movement, and opportunity.
The product challenge was to turn fragmented inputs into a trusted system customers could use every day. That required making the first product decisions, shaping the data model, building the operating cadence, hiring and leading technical teams, staying close to sales and customer success, and scaling the platform with the discipline expected of enterprise SaaS.
Product and technology philosophy
Hesom believes strong products come from a few repeated habits: understand the customer workflow, respect the data, keep the architecture legible, and make tradeoffs explicit. Good AI starts with data quality, context, and a clear business process, not a model demo looking for a use case.
He prefers product systems that are simple to explain, hard to fake, and built with enough technical depth to survive real enterprise use. Across Apptega, SecurEnds, Wela, eVestment, and AdvizorPro, that has meant pairing executive-level strategy with direct product, engineering, cloud, data, and team operating work.
Wealth-tech and financial data focus
Wealth-tech sits at a demanding intersection of relationships, regulation, fragmented public records, advisor movement, firm behavior, and fast-moving market context. Useful software in this category has to be credible to executives, precise enough for operators, and practical enough for frontline teams.
Hesom’s work in advisor intelligence and financial data platforms has shaped a practical point of view on data quality, workflow design, and the role of AI in high-trust markets. Earlier experience at eVestment gave him a deep view into institutional financial data platforms, enterprise analytics, customer expectations, and the operating discipline required to scale from early team to market-leading platform.
Personal note
Outside of company building, Hesom is a curious builder, father, and Atlanta-based operator. He values clear thinking, high-agency teams, and conversations with people who are building useful things.
For focused context, see the advisory and diligence page, case studies, and operating philosophy.
Contact
A practical partner for product, data, AI, and growth questions.
The best conversations usually start with a specific market, customer, product, or operating problem.