We operated wealth-management firms and partnered with institutional investors. We felt, first-hand, how messy data, unclear metrics, and elusive answers create strategic blind spots. So we built the platform we wished we had.
Built and led an RIA acquired by a large integrator, Levanta's exact target market. He now holds board leadership there, including strategic oversight on AI and business intelligence initiatives. He brings the operator's and sponsor's view: the deal math, the board's questions, and what drives enterprise value.
Led product management, UX research, and customer experience for enterprise wealth platforms at Schwab and Apex, with deep work in data, analytics, and product design. Through client research she has spoken with thousands of advisors at hundreds of firms, including the largest U.S. wealth management firms.