About Zom

Advisor intelligence,built around judgment.

Zom exists for advisory firms that want leverage without losing the human standard their clients trust. We connect the context, policy, follow-through, and review trail around every client relationship.

Meet the team

The mission

Give independent advisors the operating leverage of a much larger firm without flattening how they serve clients.

We are building the intelligence layer between the systems advisory firms already use and the decisions they need to make. The work is practical: prepare better, follow through faster, preserve the review trail, and keep every recommendation grounded in firm truth.

team members

Leadership, GTM, advisors, engineering.

new voices

Marketing, investing, growth, and partnerships.

operating thesis

Make advisor intelligence accountable to real firm work.

How we build

Clear principles, shipped into the product surface.

Judgment

Advisor-led by default

Zom is built to reinforce professional judgment, not route around it. Every workflow keeps the advisor in the seat where context, trust, and accountability matter.

Human accountable

Context

Source-grounded intelligence

Client notes, household history, portfolio data, firm policy, and open obligations should meet in one working surface so the team is not rebuilding context before every conversation.

Firm memory

Governance

Compliance is product design

Books and records, disclosure posture, review trails, and policy boundaries are treated as first-class product requirements rather than cleanup work after the fact.

Audit-ready

Leverage

Small teams should feel larger

The best advisory teams already know what excellent service looks like. Zom exists to help that standard travel across more households without making the practice feel impersonal.

Capacity without drift

Why Zom exists

Advisors spend too much of the day reconstructing context.

Zom removes that cognitive tax by making the next best action visible alongside the evidence, obligation, and policy that support it.

We design for the meeting before the meeting.

The highest-leverage moment is often prep: what changed, what was promised, what the client cares about, and what the advisor should not miss.

We care about the handoff after the meeting.

Summaries, tasks, CRM updates, documents, emails, and compliance trails should move as one governed workflow.

We ship with firm policy in the loop.

A platform for advisory work has to respect how each firm thinks, reviews, supervises, and communicates.

Team

The people carrying the standard.

Full team page

Leadership

Founder, CEO

Dom Carfagno

College of Charleston

Dom founded Zom to give independent advisors the same institutional-grade tools and intelligence that large firms have. With a background in finance and technology, he's focused on building products that save time and elevate client relationships.

Vision & Strategy

COO

Roman Buono

Yale University

Roman oversees operations and strategy at Zom, ensuring we deliver on our promise of institutional-quality tools for independent advisors. His experience in scaling operations helps us maintain quality as we grow.

Operations & Growth

CSO

Josh Cureton

Penn State University

Josh handles strategy and operations, working to align our product development with advisor needs. His insights help shape Zom's roadmap and ensure we're building what advisors actually need.

Product Strategy

GTM & Advisors

VP, Marketing & Growth

Malkit Kaur

B2B Marketing Leader | 2025

Mal leads marketing and growth at Zom, building the brand, the demand engine, and the GTM motion that gets the platform in front of the firms it serves best. Award-winning B2B leader with a track record in fintech, CXM, and AI-powered marketing across SaaS organizations that scale.

Brand, Demand & GTM

Strategic Advisor

Stephen Gallant, CFA

CFA Institute

Stephen brings decades of capital-markets experience and CFA discipline to how Zom thinks about portfolio intelligence, risk views, and the working language of the advisory practice. He helps us keep the product honest about what an advisor actually needs in the seat.

Investments & Practice

Growth & Strategy

Ben Vecchiarelli

Independent

Ben works across growth, partnerships, and firm operations at Zom, helping translate the platform's capabilities into the language advisors and principals actually speak. Hands-on with prospects, partners, and the daily work of running a small, careful team.

Growth & Partnerships

Engineering

Senior AI Engineer + Backend Advisor

Apinan Yogaratnam

University of Toronto

Api combines AI engineering with backend architecture expertise to build robust, scalable systems. He ensures Zom's infrastructure can handle the demands of real-time market data and AI processing.

Infrastructure & Scale

UI/UX Engineer

Kamal Feracho

Georgia Tech

Kamal designs and builds the interfaces that make Zom intuitive and powerful. With a focus on user experience and visual design, he ensures every interaction feels polished and professional.

Design & Experience

Backend Development Engineer

Dinesh Yadav

Georgia Tech (MSCS, Computing Systems)

Dinesh comes from Johnson Controls, where he built distributed backend systems using microservices, Kafka, and Elasticsearch. He brings 4+ years of experience in scalable distributed systems, SaaS, and backend development with Python, Java, Spring Boot, and is completing his MSCS in Computing Systems at Georgia Tech.

Backend & Distributed Systems

AI Security & Observability Engineer

Pranav Donepudi

Rice University (MSCS)

Pranav is an AWS Certified Cloud Practitioner focused on strengthening security and observability across the platform. He has built production AI systems at scale, including an AI-powered recruitment chatbot with OpenAI GPT-4 and AWS, and brings experience in secure RESTful APIs, microservices, and enterprise React and Angular applications.

Security & Observability

The invitation

Bring us one real workflow.We'll show you where Zom fits.

A focused walkthrough with the founding team, grounded in the way your firm prepares, advises, follows through, and supervises.