Percapita is a financial services company focusing on financial wellness for everyday people and communities. Its platform closes the gap between financial services and financial wellness and focuses on individual stories, financial needs, and aspirations.

Consulting

Percapita

The New York Metropolitan Area office focuses on strategic development, product analysis, and enhancing organizational culture.

New York Metropolitan Area

Alex Ehrlich

Verta Maloney

Alex Brunson

Maripat Alpuche

Tony Pizi

Keith Mestrich

Aliah Greene

This department focuses on high-level strategy, decision-making, and oversight of organizational functions.

Executive Leadership

This department analyzes customer feedback and product data to enhance user experience and ensure compliance with regulatory standards.

Customer Insights

This department oversees the execution of platforms, manages infrastructure, and ensures security while providing deposit and payment solutions.

Platform and Infrastructure

This department focuses on providing expert business solutions and overseeing project implementations.

Consulting and Project Management

The Product & Project Management Team at Percapita is responsible for strategically planning, executing, and managing the lifecycle of financial wellness products and services. This team collaborates closely with various departments to ensure that products meet customer needs, drive financial wellness, and align with the company's mission and objectives. They leverage analytics, development expertise, and business consultancy to optimize product performance and project execution.

Product & Project Management Team

This department manages customer support and operational processes to enhance service delivery.

Percapita

Org chart

Teams

Executive Leadership

Customer Insights

Platform and Infrastructure

Consulting and Project Management

Product & Project Management Team

Support Operations

Offices

Percapita

Org chart

Teams

Executive Leadership

Customer Insights

Platform and Infrastructure

Consulting and Project Management

Product & Project Management Team

Support Operations

Offices

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