Dedicated to the prosperity of financial professionals and their clients
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.
- 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
- 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