Tanmoy Roy

I'm a product management leader with 20+ years at asset and wealth management firms in North America, with deep expertise in operations and technology across front, middle and back office.

Today I'm the wealth management product lead on a consolidation of 40+ family offices ($5B–$70B AUM each). Like a private-equity roll-up, the program reduces operational and technology debt so the group can scale under one global brand. Day to day I standardise the processes, controls and technology used by advisors, billing, onboarding and reporting teams.

I advise CIOs and MDs on end-to-end transformation and on functional, operational and enterprise data governance decisions, and I lead techno-functional delivery teams. I also invest in start-ups and write for financial publications such as dividend.com and etfdb.com.