For Fintech Startups · Wealth Management
You’re a founder-led company navigating a complex industry you may not have grown up in. Craig brings the wealth management expertise, the product process, and the bandwidth — so you can focus on building your company.
Years in Fintech & Wealth Mgmt
The Problem
Early-stage Fintech founders wear every hat. That works until product strategy starts competing with fundraising, hiring, sales, and marketing. Something has to give — and it’s usually the product.
You’re raising capital, hiring a team, closing sales, and still expected to own the product backlog. Product management works best when it has a dedicated champion.
You may be a repeat entrepreneur, but the RIA / wealth management channel is unique. Understanding custodians, compliance nuances, and advisor workflows takes years — Craig already has them.
Without a disciplined PM, roadmaps fill up with nice-to-haves. The result: a product that does many things okay instead of one thing exceptionally well.
The Solution
With Craig managing the product backlog and day-to-day PM responsibilities, you get your time back to focus on growth — fundraising, hiring, partnerships, and sales.
Craig navigates the wealth management space — identifies the right partnerships, integrations, and competitive positioning — so you don’t spend years learning the industry the hard way.
Strip away the noise. Craig applies rigorous MVP scoping to help you launch a lean, functional product faster — one that actually solves advisor pain rather than adding to it.
Feature prioritization grounded in real user research and market data — not gut feel. Plus requirements definition and clear documentation your dev team can actually use.
How It Works
A founder-friendly process that creates focus fast, without losing sight of the realities of an early-stage company.
Align on vision, backlog state, and immediate priorities.
User interviews, market analysis, and competitive review.
Prioritized backlog, MVP scope, and quarterly plan.
Sprint management, vendor oversight, and stakeholder updates.
Iterate to product-market fit, then scale or hand off.
The Landscape
The RIA technology landscape is one of the most complex in financial services — hundreds of vendors, fragmented integrations, and advisors who evaluate every new tool against deeply entrenched workflows. Craig knows this landscape from both sides.
Wealth management fintech is not just another SaaS category. CRM, planning, portfolio management, aggregation, compliance, reporting, and marketing tools all intersect — and product decisions rarely happen in isolation.
Your Partner in the Independent Channel
Craig has worked for leading custodians, built fintech platforms from scratch, and understands the commercial and product-side dynamics that make the RIA market different from every other financial vertical.
Ready to Get Your Roadmap on Track?
A quick conversation to see if this is the right fit. No pitch, no pressure.
