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

Wilbur Swan

Jeremy Branstad

Yelena Melamed

Tony Ezzat

Meredith Lambert

Daniel Gilmartin

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

Engineering Team

Leadership Team

Data Science Team

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Engineering Team

Leadership Team