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WealthTech & InvestmentTech
Deep Industry Expertise.
Proven GTM Strategies
WealthTech and InvestmentTech companies operate in one of the most complex and highly regulated industries. Whether you’re building portfolio management software, advisor tools, trading platforms, or digital wealth solutions, your go-to-market strategy must address compliance, trust, and differentiation in a crowded market.
I bring 15+ years of experience helping WealthTech and InvestmentTech firms successfully position their products, launch into new markets, and drive growth—from startups to billion-dollar enterprises.
Startups
Need to build credibility and attract early adopters
Growth-Stage
Need scalable demand generation and sales enablement
Mature Platforms
Need differentiated positioning for market expansion
Companies I Support
I partner with technology companies that develop data, software, and solutions for the institutional investment, asset management, and wealth management industries. These firms face long sales cycles, complex buyer dynamics, and the challenge of differentiating in a highly competitive market.
I help these technology companies refine their positioning, develop winning go-to-market strategies, and differentiate in competitive institutional and wealth management markets.
Asset Managers & Hedge Funds
Technology providers serving institutional asset managers, hedge funds, and multi-strategy firms. Solutions include portfolio management, risk analytics, performance attribution, and investment decision support.
Private Markets
Software and data solutions tailored for private equity, venture capital, private credit, real estate, and infrastructure investors. Includes fund administration, investor relations platforms, private market data intelligence, and secondary market solutions.
Asset Allocators
(Pensions, Endowments & Foundations, Family Offices) – Technology and data solutions serving institutional asset owners, OCIOs, and family offices. Includes portfolio optimization tools, manager selection platforms, risk management analytics, and alternative investment intelligence.
Wealth Management
(RIAs, Advisors)
Solutions built for registered investment advisors (RIAs), independent financial advisors, and broker-dealer networks. Includes advisor CRM, financial planning software, portfolio rebalancing, and client engagement tools.
Your Challenges
Trust is Everything
New entrants struggle to gain credibility in a risk-averse industry where reputation and track record drive decisions.
Fierce Competition
With an influx of new solutions, standing out requires more than features—it demands clear positioning, compelling messaging, and a strong value proposition.
Complex Sales Cycles
Selling into asset managers, wealth advisors, and institutional investors requires navigating long decision-making processes with multiple influencers.
Aligning Sales & Marketing
Technical buyers and compliance-heavy industries require sales and marketing teams to be fully aligned on messaging, value delivery, and education-based selling.
I specialize in crafting go-to-market strategies that address these unique challenges while helping you stand out from competitors and win market share. Here's how I help.
Industry specific messaging
Speak the language of financial professionals while staying compliant
Persona-based GTM strategy
Target key decision-makers: CIOs, CTOs, Advisors, Portfolio Managers, Compliance Officers & more
Competitive Intel & Market Differentiation
Identify gaps in the market and craft a clear value proposition
Enable your teams
Equip your teams with the right tools to navigate long sales cycles
Tailored Solutions for WealthTech & InvestmentTech Leaders
For Founders & CEOs
"We need to prove our value and gain credibility fast."
✅ I help founders refine their product positioning, craft compelling investor pitches, and build credibility in a risk-averse industry.
For CMOs & Marketing Leaders
"Our messaging is too complex, and isn't resonating with clients"
✅ I help marketing teams simplify their value propositions, align sales & marketing, and implement scalable demand gen strategies.
For Revenue Leaders
"Our sales team struggles to close deals in this highly technical industry."
✅ I create persona-driven sales enablement materials that help sales teams navigate multiple stakeholders and close more enterprise deals.
Start Working With Me
With 15+ years in WealthTech & InvestmentTech - I understand both sides of the market—having worked within financial firms and at the SaaS companies selling to them.
Deep Understanding of the Industry & Personas – I know what messaging resonates with advisors, traders, portfolio managers, and institutional investors.
Proven GTM Execution for High-Stakes Markets – Whether you’re launching a new solution, scaling into new segments, or competing with industry giants, I’ll help you get it right.