Product Manager
About the job
- The candidate must have at least 3 years of experience in Product Management or a related role.
- The candidate must have excellent communication skills.
- The candidate must demonstrate strong product intuition.
- The candidate must have an analytical mindset.
- The candidate must be able to simplify complex problems.
- The candidate must have experience working closely with engineers.
- The candidate must be comfortable making decisions with incomplete information.
- Talk to customers every day.
- Gather and prioritize product feedback.
- Define product requirements.
- Partner with Engineering and Design throughout development.
- Prioritize the roadmap.
- Analyze usage and customer behavior.
- Write clear user stories and acceptance criteria.
- Coordinate product launches.
- Measure feature success and iterate quickly.
- Help define Verlo's long-term product strategy.
- SaaS experience.
- AI product experience.
- Fintech experience.
- Startup experience.
- Experience with product analytics tools.
About the company
Verlo provides an AI-powered CRM for wealth management. It automatically updates client data by syncing with custodians (like Schwab and Fidelity), document storage, calendars, and communication tools, and can join and transcribe meetings to generate notes and action items, with an AI chat that answers questions using cited data. It stands out by delivering a self-updating, data-connected view that unifies contacts, pipelines, tasks, documents, and meeting histories in one place for advisors. Its goal is to reduce administrative work, improve efficiency, and strengthen client relationships through a centralized, data-driven view of client information and interactions.
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
N/A
Founded
2024
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Simplify's Take
What believers are saying
- Verlo launched with first customers on February 7, 2026.
- A June 12, 2026 Form D disclosed $3.5 million seed financing.
- August 2026 job postings say Verlo is proving traction with solo advisors and small firms.
What critics are saying
- Retellio shut down in January 2026, showing Verlo already needed a hard pivot.
- Verlo's June 2026 Form D shows only $3.5 million against enterprise wealthtech incumbents.
- If Schwab and Fidelity syncs fail, compliance teams block deployment by 2027.
What makes Verlo unique
- Brent Pretty shipped AI workflow automation at Verafin before founding Verlo in 2024.
- Verlo syncs custodians, calendars, documents, and meetings into one advisor workspace.
- Verlo's July 28, 2026 site claims 800+ custodians and major collaboration tools.
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Benefits
- Remote Work Options
- Flexible Work Hours