Working with Catchlight


Thousands of data points are sourced from multiple global vendors and layered with internal, proprietary models to fuel your firm’s data-driven strategy.


Proprietary AI models developed exclusively for the wealth management sector are designed to help you work smarter, not harder.


Catchlight is exclusively aimed at servicing the independent RIA marketplace, with deep expertise and understanding of its unique growth challenges.

Founded in 2020, Catchlight’s mission is to address the challenge of helping independent RIAs scale and grow organically through the use of powerful data and proprietary AI models.

Working at Catchlight

Catchlight is for the creative, the supportive, the scrappy, and most of all, the obsessively outcomes focused. You’ll be arriving at the first chapter of our story, and you’ll be entrusted to play a key role in determining how it unfolds. You’ll work alongside exceptional people who insist on doing their best work, with an eye on delivering the greatest user value in everything that they do.


Leadership team


Wilbur Swan

  • Former VP, Strategy and Product, Enterprise Platform, Refinitiv and Thomson Reuters.
  • Co-founder ContactNet, SaaS sales intelligence solution, with successful sale to Thomson Reuters.
  • Co-founder two additional Boston startups.
  • MBA, Dartmouth College

Yelena Melamed

Head of Product
  • Former VP of Product Management for Fidelity Custody & Clearing Services
  • Intermediary and investor facing portfolio management and trading solutions; strategy development, product management and go to market packaging
  • 21-years experience in Advisor platform tech
  • Wharton SII

Jon Palmer

  • Former VP Engineering Alignable, a social network startup serving four million small and medium businesses
  • Similar roles at Nanigans, and
  • Co-founder of ContactNet, which Thomson Reuters acquired in 2008.
  • PhD Mathematics, Oxford University

Meredith Lambert

Head of Design & Customer Success
  • Former Associate Creative Director at PublicisSapient, a global technology and digital marketing consultancy.
  • Led Fintech and innovation projects with clients such as TD Bank, Lloyd's Bank, and Citizen's Bank.
  • Led design at an MIT Media Lab healthcare startup, acquired by NantHealth
Tony Ezzat

Tony Ezzat

Head of Data Science
  • Former VP of Data Science at ezCater, Nanigans and Kayak
  • Expertise in optimization, matching and analytics
  • PhD and BS in Computer Science, MIT
Conor Rood

Conor Rood

Director, Sales
  • Former Head of Sales of two previous fintech for advisors' startups: Totum Risk & factorE (acquired by iCapital Network)
  • Direct RIA experience as VP of Business Development at AlphaCore Capital which grew from 200m to 500m AUM during that time
  • Previous roles in Asset Management/Alternative Investment wholesaling

Dan Gilmartin

Head of Marketing
  • Former CMO at Alignable, a social network startup serving millions of small and medium businesses
  • Similar roles at Where, Pingup, and BlueConic
  • Led digital marketing at PayPal
  • Villanova University
Bruce - Headshot (2)

Bruce Karten

Vice President, Sales
  • Former Chief Revenue Officer TPNI Engage
  • Former Financial Services Cloud, Salesforce
  • Former VP Sales, StreetEvents, acquired by Thomson Reuters
  • Boston University