Ian is a seasoned WealthTech founder and CEO of VastAdvisor, building AI-native systems that help wealth management firms scale client acquisition, compliance, and marketing intelligence. He previously co-founded and sold Truelytics to Envestnet and brings deep operating experience in go-to-market execution and regulated financial services.

Phil is COO and Co-Founder of VastAdvisor, overseeing Customer Success and AI Compliance. He’s a seasoned operations leader with deep expertise in scaling AdTech platforms, driving growth, and building enterprise partnerships.

Eli is a seasoned technology leader and Chief Technology Officer of VastAdvisor, where he leads the architecture and development of AI-native systems powering organic growth for wealth management firms. He previously served as CTO of Truelytics through its acquisition by Envestnet and went on to lead engineering across Envestnet Data Solutions.

Edoardo is Chief Data Officer at VastAdvisor, leading data science strategy and model innovation. A former Harvard professor, he brings deep expertise in causal inference and AI model design to advance predictive intelligence.

William is Chief Financial Officer at VastAdvisor, overseeing financial strategy, governance, and operational performance. A seasoned finance leader, he brings deep expertise in corporate planning and value creation to support the company’s long‑term growth.

Zachary leads Customer Success at VastAdvisor, partnering with advisors and enterprise firms to drive measurable results. He focuses on onboarding, training, and client success to ensure lasting growth and adoption.