Build Stronger Financial Distribution Experiences
Hedgeness helps insurance carriers and asset managers strengthen product distribution through intelligent, AI-powered software solutions.
We partner with financial institutions to help their sales, marketing, and distribution teams communicate product value, engage advisors and agents, and operate through more connected and efficient workflows.
This immediately establishes the institutional customer while preserving advisors and agents as important participants.
Client Engagement
Workflows
Growth Opportunities
Connected
Intelligence
AI • Data • Workflows
Institutions
AI Insights
Teams
Clients
Connected Journey
A BrighterRetirement Future
Engage
Engage advisors and agents with more relevant experiences
Understand
Gain deeper insights with data and AI
Connect
Unify teams, tools and workflows
Grow
Build stronger relationships and create more distribution opportunities
Helping Financial Institutions Strengthen Product Distribution
Hedgeness is an AI-powered financial technology company built to help insurance carriers and asset managers improve how they market, explain, and distribute complex financial products.
Our platform brings together AI, sales enablement, digital product experiences, data, and engagement tools into one connected ecosystem for wholesalers, distribution teams, advisors, and agents.
We focus on the full distribution journey—from meeting preparation and product positioning through illustrations, interactive tools, CRM-connected follow-up, and actionable insights.
By connecting technology, data, and workflows, Hedgeness helps financial institutions engage more intelligently, operate more efficiently, and create better experiences throughout the distribution ecosystem.
Built for Financial Services Distribution
Hedgeness supports insurance carriers and asset managers with technology designed to improve product education, distribution, advisor and agent engagement, and the broader financial-product experience.
Distribution
Brighter
Outcomes
Insurance Carriers
Support product education, illustrations, advisor engagement, calculators, and distribution workflows through connected digital experiences.
Insights
Stronger
Conversations
Asset Managers
Help wholesalers and distribution teams communicate investment strategies, strengthen product engagement, and create more meaningful advisor conversations.
Advisors
Enrich
Client Lives
Distribution Teams, Advisors and Agents
Equip wholesalers and distribution teams and the financial professionals they serve with better information, digital tools, and actionable insights for more effective product and client conversations.
What We Do Day in and Day Out
Our approach is centered on the people, workflows, and technology that shape better financial services experiences.
Technology
Better
Outcomes
Focus
We stay focused on the distribution journey and the experiences that contribute to stronger advisor and agent engagement, clearer product positioning, and better outcomes.
AI and Analytics
We build software that removes friction from everyday sales and marketing processes and turns information into clearer, more actionable insight.
AI Workflows
We gather, connect, and transform data to help financial professionals work more efficiently across preparation, engagement, and follow-up.
Innovate
We continuously explore advances in AI and modern technology to create more efficient and practical workflows for financial services organizations.
Financial Services Experience Meets Modern Technology
Financial services organizations operate across complex products, multiple systems, evolving client expectations, and highly specialized distribution workflows.
Hedgeness combines financial services experience with technology, product development, data, and AI expertise to build practical solutions for insurance carriers and asset managers.
Our technology supports areas including AI-powered meeting preparation, financial calculators, illustration workflows, digital engagement, APIs, data insights, and sales and marketing processes.
Rather than introducing technology in isolation, we create solutions that fit into existing institutional workflows and help distribution teams better support wholesalers, advisors, agents, and client conversations.
Brighter Outcomes.
Financial Services
Experience
Modern
Technology
Hedgeness
Bridging PossibilitiesMeet the Leadership Team
Experienced leaders across financial services, technology, strategy, and business development help guide Hedgeness as we build practical solutions for a changing financial services landscape.
Ideas
Possibilities
Jay Singh
CEOJay 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
CTOSrini guides the Hedgeness engineering team on architectural and operational strategy. He has 25+ years in the IT industry with focus on technology platforms, product development, and enterprise architecture. He has worked in the Banking and Finance domains through IT Services (TEKsystems, TCS) and product development (Dearborn Financial Services). He has a Masters in Engineering from IIT, Madras and a BE from Bangalore University.
Harsh Muthal
ABMHarsh 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
ABMJohn 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.
Ideas
Technology
Retirement
Outcomes
Build Better Distribution Experiences with Hedgeness
Bring together AI, technology, data, and financial services expertise to create more effective product, advisor, agent, and distribution experiences.