Increase Retirement Growth Effectively

Hedgeness helps financial institutions and advisors grow their retirement business through intelligent, AI-powered software solutions. 

We partner with organizations and financial professionals to help them attract, engage, and retain more retirement clients with greater efficiency and confidence. 

About Us

Hedgeness is an AI-powered platform designed to help financial institutions and advisors improve how they attract, engage, and serve retirement clients.

 

Our platform brings sales, marketing, and data tools together into one seamless ecosystem for financial advisors, institutions, and distribution teams. 

 

We focus on the full digital journey — from the first interaction to long-term client relationships — enabling smarter engagement, stronger alignment, and better outcomes.

Our Mission

What we do day in and day out

Focus

Obsess over the client and advisor journey that leads to long-term retirement success

AI Analytics

Software that removes friction from everyday sales and marketing processes

AI Workflows

Gather, connect, and transform data into clear, actionable insight using AI

Innovate

Leverage the latest advances in AI to deliver incredibly efficient, modern workflows

Leadership

Jay Singh, CEO

Jay partners closely with clients to implement solutions and drive product innovation at Hedgeness. He brings over two decades of experience in financial services and technology development. He joined Olde Investments in 1999 and had a ten-year financial services career culminating at Morgan Stanley. After that, he consulted on technology and finance strategy for startups and mid-sized companies before co-founding Hedgeness in 2017. He holds a BA in Political Science from Belmont Abbey College, NC.

Srini Rao, CTO

Jay partners closely with clients to implement solutions and drive product innovation at Hedgeness. He brings over two decades of experience in financial services and technology development. He joined Olde Investments in 1999 and had a ten-year financial services career culminating at Morgan Stanley. After that, he consulted on technology and finance strategy for startups and mid-sized companies before co-founding Hedgeness in 2017. He holds a BA in Political Science from Belmont Abbey College, NC.

Harsh Muthal, ABM

Harsh helps Hedgeness in developing and executing sales initiatives. He is recognized as an entrepreneurial sales and business manager who has led corporations towards growth and profitability. He has worked at Unilever, IBM, and Motorola in senior positions. ​He has an MBA in Marketing from University of Bombay and Executive Education from Thunderbird School of Global Management.​

John Gibbons, ABM

John guides Hedgeness on overall business strategy and navigating the financial services sector’s changing needs from growth, efficiency, and risk perspectives. His career spans over two decades of executive roles at financial services companies: Director at Merrill Lynch, Chief Financial Officer at Freddie Mac, and EVP at Wells Fargo. He has an MBA in finance from The Wharton School, and a BA in Social Studies and a PhD in Government from Harvard University.

Leverage the Hedgeness platform to grow retirement assets

Let’s talk about how Hedgeness solutions can support your workflows and growth goals.