Product Vision · Strategic Depth · Commercial Execution
Joel Lewis
Strategy and product executive building at the intersection of capital and code. Writing about WealthTech, product leadership, and the business of building technology.
Latest Insights
On WealthTech strategy, product leadership, and the business of building.
What Would You Say You Do Here?
The articulation gap limits both your career and your AI effectiveness. A structured interview tool built for context engineering revealed something unexpected about self-knowledge.
The Onboarding Problem Is a Revenue Problem
Wealth management spends billions optimizing portfolios and basis points — then loses clients to a PDF intake form. The highest-leverage moment in the client relationship is the one nobody has redesigned.
The Best I Could Build in a Week
A week-long prototype proves the advisor desktop is the easy part — and the $5M infrastructure beneath it is the real constraint
The 5-Month and $5M Button
Why the real constraint on wealth management innovation is not the front end — it is everything beneath it
Selected Work
Products built to stay close to the craft — and to the customer.
Advisor Desktop
A fully functional wealth management advisor desktop — household views, portfolio analytics, AI workflows — built in one week by one product leader.
Client Onboarding
An LLM-driven conversational interview that replaces PDF intake forms with a 10-minute adaptive conversation — producing a structured financial profile, risk assessment, and draft IPS.
Two Bobs
A conversational tool that turns your expertise into installable AI skills — no code, no prompt engineering.
Penny
A family finance app where kids earn real compound interest on their allowance — the Bank of Mom & Dad.
Decent Investing
A free, jargon-free guide to building a strong financial foundation — for people who want a plan, not a pitch.
Finance Skills
81 Claude Code skills covering investment management, compliance, trading, and advisory operations — open-source.