Dedicated to the prosperity of financial professionals and their clients
About us
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
CEO
- 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
CTO
- Former VP Engineering Alignable, a social network startup serving four million small and medium businesses
- Similar roles at Nanigans, and Care.com
- 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
Head of Data Science
Conor Rood
Head of 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
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