Chief Product · Data · AI Officer

Jeremi Karnell

I build the data and AI layer underneath wealth management platforms.

Wealth Management & Regulated-Industry
Austin, Texas.

$70B → $290B advisor intelligence scaled2 founder exits

01 — About

Two decades in wealth management.

Two companies founded and sold — one of them to the company I then ran data for. I set the standards for permission-aware, auditable AI in regulated industries: entitlements, lineage, metadata, privacy, data quality, human oversight, and explainable recommendations.

Most firms can buy models; almost none can answer who is allowed to see what, where a number came from, and whether they can prove it to a regulator eighteen months from now. That’s the work.

Top skills

Data Products
Big Data
FinTech
AI Innovation
Product Strategy

02 — Experience

2026 — Present
Advisor, AI & Data Strategy
Independent
Selective advisory for wealth, fintech, and regulated-data firms putting AI into production.
2026
Fractional Chief Product Officer
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.
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.
2016 — 2022
CEO, Co-Founder & Board Member
Truelytics
Founded the first end-to-end advisor transition management platform; acquired by Envestnet in 2022.
2012 — 2014
Chief Product Officer
OfferGraph
Co-founded a big-data and causal-analysis firm; acquired by Polygraph Media in 2014.
~15 Years
Co-Founder
One to One Global
Roughly 15 years building and running the company.