Revenue {R}Evolution 2026 | May 12, 2026
ProFundCom is the digital marketing platform built for asset managers and hedge funds. Founded in 2003 by Paul Das, the firm unifies email, data, web, and social media activity into a single system — the industry standard for measuring digital engagement and converting it into capital flows. ProFundCom serves over 400 global asset managers and hedge funds with over $1T in AUM from offices in London and New York.
Paul Das, Founder and Managing Director, will speak at Revenue {R}Evolution 2026.
Jump is the AI-powered intelligence platform reshaping how financial advisors work. As of early 2026, more than 32,000 advisors are on the platform — nearly one in ten in the United States — with 2,000 joining each month. Jump automates the administrative work around advisor-client meetings: notes, CRM updates, follow-ups, compliance. The platform can help save advisors an estimated 250 hours a year, freeing time for client service. Liam Hanlon, VP of Strategy and Head of Insights, will speak at Revenue {R}Evolution 2026.
Clarista is AI architecture for financial services that unifies real-time data, documents, and analytics into an intelligence layer for fast, auditable decisions across wealth, private markets, and insurance. Robust governance is embedded throughout. Founded by Suvrat Bansal, former Chief Data Officer at UBS Asset Management and Head of Data Strategy at Credit Suisse, Clarista was built to solve the problems Suvrat experienced firsthand. Suvrat will demonstrate Clarista on the Stevens stage at Revenue {R}Evolution 2026.
ROI Training is one of the most decorated cloud and AI training organizations in the world: a ten-time Google Cloud Partner of the Year and nine-time Training Industry Top 20 Company, serving more than 1,000 enterprise clients globally. The firm delivers AI training across Google Cloud, AWS, Microsoft Azure, and Databricks, from executive fundamentals to advanced agentic AI development. Dave Carey, CEO and Co-Founder, will speak at Revenue {R}Evolution 2026.
Wheelhouse is a strategic AI platform built for asset managers and regulated financial firms, launched in November 2025 in partnership between BlackMoss and VShift. The platform unifies sales, marketing, strategy, and compliance into a single production system, with positioning, brand, and regulatory guidelines embedded at every step. Co-founders Larry Black (formerly Global Head of Marketing, FTSE Russell) and Al Collins (founder and CEO, VShift) will speak at Revenue {R}Evolution 2026.
Narrative Alpha is the consultancy producing Revenue {R}Evolution 2026. Founded by Rick Lake, CAIA, CETF, CBDA, the firm builds thought leadership, narrative architecture, and communications programs to drive distribution for asset managers and alternative investment sponsors. Rick is the creator of the Promptwright framework and the 7 AI Prompt Archetypes, tools that help financial professionals apply generative AI to client engagement and revenue acceleration. Narrative Alpha produced Revenue {R}Evolution 2026 in partnership with the School of Business at Stevens Institute of Technology and Stevens’ Hanlon Financial Systems Center.