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

Bruce Karten

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

Engineering Team

Data Science Team

Leadership Team

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Engineering Team

Data Science Team