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.
C-suite meetings landed at
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 B.
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.
Andrea B.
Interviewer and Media Specialist
Asks the questions that make advisors forget the camera is rolling. Equal parts coach, director, and hype squad.
Bibek B.
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.
Andrew C.
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.
Michael C.
CTO
Carnegie Mellon CS grad who codes like poetry and cycles like the wind. Conquers mountains despite a rebellious knee that has other plans.
Vidya C.
Video Editor
Cuts hours of footage into seconds of scroll-stopping story. Believes every frame should earn its place.
Christine J.
Video Editor
Polishes rough takes into videos people actually finish. Considers caption timing a love language.
Santosh K.
Video Editor
Timeline wizard with an ear for rhythm. Finds the beat in every conversation and trims everything that doesn't serve it.
Alessandra L.
Interviewer and Media Specialist
Master storyteller who extracts the most compelling narratives from every conversation. Turns interviews into art and media into magic.
Danilo P.
Business Development
The friendly first hello behind many of our client relationships. Books the meetings, warms the rooms, and never misses a follow-up.
Somesh P.
Media Specialist
Video editing virtuoso who makes pixels dance to his rhythm. Obsessed with mastering every cut, transition, and effect until perfection is achieved.
Andrew S.
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.
Ready to build authentic connections?
See how Poseidon helps wealth advisors like you grow their practice through strategic outreach and authentic relationships.
Flat fee. No basis points. Your book stays 100% yours.