The Team

Built by people who have worked inside RIA practices

The Advisorbriefs founding team combines direct RIA operations experience with deep expertise in wealth-tech CRM integrations and financial language modeling.

Ethan Friedman, CEO and Co-Founder of Advisorbriefs
Ethan Friedman
CEO & Co-Founder

Spent three years as a client service associate at a Stamford-area RIA managing 140 client households before founding Advisorbriefs. Yale BA, Economics.

Lila Okonkwo, CTO and Co-Founder of Advisorbriefs
Lila Okonkwo
CTO & Co-Founder

Previously a software engineer at a Boston wealth-tech company building Redtail CRM integrations for independent RIA practices. MIT, Computer Science.

Desmond Achebe, Head of RIA Partnerships at Advisorbriefs
Desmond Achebe
Head of RIA Partnerships

Six years as a regional sales manager at Redtail Technology covering independent RIA practices in the Northeast. Knows the CRM landscape from the inside.

Yuna Watanabe, ML Engineer at Advisorbriefs
Yuna Watanabe
ML Engineer

MS in Computational Linguistics from Brown University. Prior fine-tuning work on financial document summarization at a Boston NLP startup focused on structured extraction from unstructured financial text.

Want to talk to the team?

We do all product demos personally. If you manage a small RIA practice and want to see whether Advisorbriefs fits your workflow, book a 30-minute call.

Book a Call