Jeremi Karnell — Chief Product · Data · AI Officer

Two decades in wealth and asset management.

1. 2026 — Present

   Advisor, AI & Data Strategy

   Independent

   Selective advisory for wealth, fintech, and regulated-data firms putting AI into production.

2. 2026

   Interim Chief Product Officer & Advisor

   VastAdvisor

   Stood up the product function and shipped the v1.0 launch of a governed AI growth platform in five months; 11 epics and a product-focused AI agent swarm.

3. 2022 — 2026

   Head of Data & Analytics

   Envestnet

   Built enterprise Decision Intelligence across 100,000+ advisors and 12M+ client relationships. Grew assets through the insights engine from ~$70B to $290B and surfaced an estimated $65B asset-conversion opportunity.

4. 2016 — 2022

   CEO, Co-Founder & Board Member

   Truelytics

   Founded the first end-to-end advisor transition management platform for RIAs, Wealth Enterprises, and their advisors; acquired by Envestnet in 2022.

5. 2012 — 2014

   Co-Founder

   OfferGraph

   Co-founded a big-data and causal-analysis firm; acquired by Polygraph Media in 2014.

6. ~15 Years

   Co-Founder

   One to One Global

   Roughly 15 years building and running the company.

Let’s talk.