About Us
Building Authentic Relationships Through Strategic Outreach
Poseidon helps wealth advisors grow their practice by combining personalized prospecting with authentic storytelling, so you can connect with the right clients who value what you bring to the table.
Our Mission
We built Poseidon to solve a problem we kept seeing: talented wealth advisors spending countless hours on prospecting that didn't convert, using generic templates that felt impersonal, and struggling to stand out in a crowded market.
The advisors who were winning weren't just better at managing money—they were better at building relationships. They showed up consistently, shared their expertise generously, and positioned themselves as the obvious choice when prospects were ready to commit.
But scaling that kind of authentic, personalized outreach? That's where most advisors hit a wall.
So we created a platform that gives advisors leverage on their authenticity—tools that help you show up consistently, personalize at scale, and track what's actually working, all without losing the human touch that makes prospects want to work with you.
What We Do
Personalized Outreach at Scale
Send messages that feel one-on-one, even when you're reaching hundreds of prospects.
Content That Positions You as the Expert
Turn your insights into LinkedIn posts, emails, and nurture sequences that build authority.
Integrated Communication Hub
Manage email, LinkedIn, and calls all in one place—never miss a conversation.
Analytics That Actually Help
See what's working, what's not, and where to focus your energy for maximum ROI.
Trusted by Advisors Who Win
Our clients have landed meetings with executives at the world's most respected companies.
Higher Response Rates
Hours Saved Monthly
Advisors Served
Meet Our Team
A team of technologists and sales experts working together to transform how advisors grow their practice.
Ash Bhoopathy
CEO
Ex-Sequoia Capital wizard turned serial entrepreneur. Currently mastering the ancient arts of pizza making, espresso brewing, and gelato crafting between board meetings.
Aaron Barreiro
CRO
Sales and marketing maestro who can close deals and craft the perfect cortado with equal finesse. Coffee is his fuel, growth is his game.
Michael Charkin
CTO
Carnegie Mellon CS grad who codes like poetry and cycles like the wind. Conquers mountains despite a rebellious knee that has other plans.
Andrew Charkin
Head of Product
Product visionary by day, pastry virtuoso by night. Designs user experiences as carefully as he layers his croissants. Passport always ready for the next adventure.
Andrew Sumitani
COO
Serial exiter with a growth hacker's soul and PPC wizard powers. Bluffs his way through poker nights but never bluffs about conversion rates.
Bibek Bohidar
SEO + Growth Lead
SEO sorcerer and CRO alchemist who turns traffic into gold. When not optimizing conversion funnels, he's exploring new countries and collecting life lessons like souvenirs.
Somesh Pradhan
Media Specialist
Video editing virtuoso who makes pixels dance to his rhythm. Obsessed with mastering every cut, transition, and effect until perfection is achieved.
Alessandra Laurent
Interviewer and Media Specialist
Master storyteller who extracts the most compelling narratives from every conversation. Turns interviews into art and media into magic.
Ready to Build Authentic Connections?
See how Poseidon helps wealth advisors like you grow their practice through strategic outreach and authentic relationships.