Who We Are
MANAGING PARTNER
Charles Clark
For the past 20 years, Charlie has developed high-performing sales cultures that take market share away from their largest competitors.
His unique perspective on the challenges that entrepreneurial companies face on their way to consistent sales growth was developed early in his career. He is a former entrepreneur who started and sold his company to a global brand, before taking a leadership role at Ernst & Young’s Entrepreneurial Consulting firm.
Charlie held the top sales and business development leadership roles at eMoney Advisor where he perfected his Sales Pistons® methodology. Since then he has successfully implemented it in leading fintech firms in the financial and retirement planning, digital wealth management, portfolio reporting and business valuation sectors.
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Charlie is a sought-after and trusted advisor to CEOs of fintech companies.
MANAGING PARTNER
John DeVincent
John is a seasoned fintech marketing leader with over 30 years of experience building and executing strategies that drive growth, engagement, and retention for fintech and finserv companies.
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John's passion is to leverage my unique expertise in the financial technology community, and he has a background as a former investment advisor to help fintech and finserv companies with their market presence and brand awareness. He has led teams for several top SaaS platforms in the fintech space, including Workplace by OS33, Docupace, and eMoney Advisor, where he developed and implemented innovative programs that are still driving growth today.
John is also an advisor and board member for several fintech companies, such as Asset-Map, Finlocity, and Blueleaf, where he shares insights and best practices with the fintech ecosystem.