About
I lead the design, development, and deployment of Creative Planning’s AI products and strategy — working at the seam between what an AI product should do for advisors, clients, and employees, and how it actually gets built. I care about the boring stuff that makes delivery real: clear milestones, honest risk tracking, tight feedback loops, and the unglamorous operational work that turns a promising idea into production software people trust with their wealth.
Selected work
Leading the design, development, and deployment of Creative Planning’s AI products and strategy — bringing cutting-edge AI to wealth management to deliver exceptional experiences for advisors, clients, and employees.
Led complex, multi-team AI and cloud transformation programs for enterprise clients — managing $1M–5M+ engagements across data infrastructure, platform modernization, and AI-native capabilities as a player-coach across strategy and hands-on execution.
Defense, finance, healthcare, retail, and tech — leading product strategy and delivery from discovery through production rollout with cross-functional teams of designers, engineers, and researchers.
I write delivery plans the same way I'd write code — precise, testable, and small enough to ship. Vision is cheap; the craft is in the cadence of delivery.
Foundations in business, technology, and the overlap between the two.
Selected clients
Contact
The best way to reach me is email. If you prefer the feed, I'm on the usual places.
contact@karthikpatil.com