Seasoned operators who’ve scaled AI in regulated environments.
Before Impruve, our team led AI and data initiatives across SaaS, finance, and higher education, supporting millions of end users and navigating the realities of messy data, audits, and real operational risk. That experience shapes how we help RIAs move beyond point tools and toward durable, evolving AI systems.
“For over 25 years, I’ve been at the forward edge of testing and shaping wealth-tech. The Impruve team is hands down the strongest team in wealth-tech right now. From their ability to grasp & architect data strategy, to their intuitive instinct for mapping AI workflows to pragmatic process methodology,these folks are the real deal. Unmatched.”
Michael Tanney, CEO of Person Wealth
Former MD at Magnus Wealth ($2b AUM)
Former MD at Goldman Sachs
The Impruve Leadership Team
Impruve is led by operators with deep experience building AI systems in regulated, data-sensitive environments. Our leadership team blends technical depth, product intuition, and real-world operating experience to help RIAs move from experimentation to durable, evolving AI systems.
Mike Shannon
Cofounder, CEO
Previous:
SaaS CEO, $0 - $20m ARR & PE-exit journey (Packback)
Pioneered “Instructional AI” in a compliance-heavy industry; 600 largest higher-ed institutions spanning 3 million users.
Fast Company & Time Magazine’s “Most Innovative” recognitions
Danny Shannon
Cofounder, CTO
Previous:
Database Infrastructure at JP Morgan Chase
Led AI engineering at Tier 1 VC portfo (Sequoia & a16z)
Built advanced options trading databases as a full stack engineer at elite boutique (Maven Wave, Acq. by Atos)
Jordan Campbell
Partner, Chief Data Officer
Previous:
Director, AI & Data Engineering at PE-backed company.
Full-stack Data Strategy Experience ( covering: data/analytics engineering, NLP/ML, data warehouse infra)
Full stack engineer, computational finance, and AI/ML
Jessica Tenuta
Product and UX Advisor
Nationally recognized UX design & product leader, Forbes 30 Under 30 and Chicago Tech 50 on Fire
Nick Currier
Fractional CFO
Experienced CFO and CPA, with experience navigating multiple M&A transactions.
Our Talent Network
Impruve was built by operators who have spent more than a decade building companies, data platforms, and engineering teams well before generative AI became a buzzword. Through that work, we’ve developed deep relationships across the Chicago tech ecosystem and beyond, including some of the most experienced data, AI, and platform engineers in the industry.
Our network reflects the environments we’ve operated in: regulated enterprises, scaled SaaS businesses, top-tier academic institutions, and high-performance consulting and investment firms. These relationships inform how we think, how we build, and how we support RIAs as long-term partners navigating an AI-native future.
Our company values
Be fearless in the face of change.
We act with pragmatic boldness in the face of challenges that others shy away from; replacing knee-jerk 'no way' thinking with curious 'why not?' problem-solving.
Build only what’s truly needed.
We focus identifying the most important problem in your business, and then work to find the simplest solution that moves you forward. We don’t push for complex builds if a simple off-the-shelf tool works.
Impact >
Activity
We focus on what drives real impact, not what looks impressive. Activity is easy. Results are what matter.
Compound Impruvement: 1.01^365
We believe in the power of small, consistent improvements. Long-term success comes from compounding 1% gains, not dramatic leaps.
Trains on Tracks on Time (T3)
At the frontier of innovation, we're ruthlessly organized. We operate with systematic clarity, predictable rhythms, and consistent execution.
Advisor AI Design Council
Aditi Kapadia
CEO, WealthIQ
Nisiar Smith
CEO, Courtside Wealth Partners
Marium Sohail
COO & Head of Teams, One Wealth
Tyler Murphy
CEO Strongside Asset Management
Founder at Wysopal Wealth Planning | Formerly Mariner Wealth Advisors
Brett Wysopal
Partner, VistaMark Investments | Former VP, Bernstein
Bill Seyfarth
CEO, Modern Wealth
Featured in New York Times, ABC, NBC, Morningstar, MarketWatch
Alan Rhode
If you’re interested in shaping the future of wealth tech with bleeding-edge experimentation & first-access, apply to become a member of Impruve’s Design Council!
And more…
What is Impruve’s Advisor AI Design Council?
Impruve’s Advisor AI Design Council is a curated group of forward-thinking advisors who help shape how AI actually gets built for wealth management.
While our RIA clientele tends to sit in the mid- to upper-market, we stay close to the most entrepreneurial advisors in the industry. This group operates in the trenches, experimenting early, pressure-testing ideas, and helping us understand what truly works before solutions scale.
With the Design Council, we ideate new workflows, record podcast conversations, and prototype features in real advisory environments. The result is AI that reflects how advisors really work, not how vendors assume they do.
Interested in being involved?
