Catchlight AI is dedicated to helping advisors be more efficient in their outreach, personalize their approach, and be increasingly effective in converting leads to new clients. Through rich data intelligence and proprietary AI powered insights for sales and marketing, Catchlight pinpoints an advisor's best opportunities. Catchlight helps advisors quickly identify which leads to pitch and how to best engage them.

Business Development

Sales

Software

Catchlight

Catchlight's headquarters in Boston, MA, United States

Wilbur Swan

Shannon Flood

Mahesh Pai

Yelena Melamed

Meredith Lambert

Daniel Gilmartin

The Engineering Team at Catchlight AI is responsible for developing and maintaining the sophisticated technological infrastructure that powers the company's AI-driven solutions for advisors. This involves creating and optimizing APIs, managing robust data engineering processes, building scalable applications, and ensuring reliable cloud infrastructure. Their collaborative efforts enable the seamless delivery of rich data intelligence and actionable insights, helping advisors identify and engage with high-potential leads effectively.

Engineering Team

The Data Science Team at Catchlight AI leverages advanced data analytics and proprietary AI to develop tools that assist financial advisors in efficiently identifying and converting leads. They focus on creating data-driven insights to pinpoint optimal client engagement strategies, enhancing outreach personalization and effectiveness.

Data Science Team

The Leadership Team at Catchlight AI is responsible for setting the strategic direction of the company, driving growth, and overseeing the overall performance of their respective departments. This includes formulating business strategies, enhancing the AI and data science capabilities, optimizing sales and marketing efforts, and continuously innovating the product to better serve financial advisors.

Leadership Team

The Product Management Team at Catchlight AI is responsible for defining and driving the product vision and strategy. They collaborate with engineering, sales, and marketing teams to develop AI-powered solutions that enhance advisors' outreach efficiency, personalization, and lead conversion. This team ensures that the product offerings align with market needs and deliver significant value to financial advisors.

Catchlight

Org chart

Teams

Engineering Team

Data Science Team

Leadership Team

Product Management Team

Offices

Catchlight

Org chart

Teams

Engineering Team

Data Science Team

Leadership Team

Product Management Team

Offices

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