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

Yelena Melamed

Tony Ezzat

Meredith Lambert

Daniel Gilmartin

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.

Product Management Team

Engineering Team

Data Science Team

Leadership Team

Product Management Team

About

Team members