Khash Sarrafi Background

Khash Sarrafi

Business & Technology Executive

Empowering founders, executives, and teams to turn technology into growth. 25+ years of experience in business strategy, product leadership, digital transformation, and scaling ventures.

About Me

Driving Innovation Through Experience

I believe true leadership is about rolling up your sleeves and building what matters—systems, teams, and solutions that make a real difference. My passion is rooted in solving complex challenges, not just for organizations, but for the people they serve: patients, clients, and communities.

Over the past five years, I had the privilege of founding and leading TeleMeet, where we reimagined digital engagement for highly regulated industries. My approach is always hands-on, blending strategic vision with the grit to deliver results that last.

For me, this work is more than a career—it's a calling. I thrive at the intersection of technology and human impact, driven by a relentless curiosity and a commitment to doing things the right way.

I'm equally passionate about giving back. As an educator and mentor, I lead programs in AI, robotics, and entrepreneurship, believing that innovation starts with empathy, inclusion, and empowering the next generation.

Hands-On Leadership, Proven Results

Proven Builder & Exit Leader
Envestnet, Ernst & Young, MOGO
C-Suite & Board Advisor
Transformation, growth, and operational excellence
Management Consulting
Complexity, opportunity, and lasting change
Innovation & AI Leadership
AI, data, and automation for real-world impact
Tech Project Advisor
ResilientDB, Apache Foundation
Fortune 500 Partner
JPMorgan, BofA, Merrill, Fidelity, J&J, Novo Nordisk
Scale & Operations
$600M+ budgets, 2,000+ global teams
Powerful Network
Curated teams of world-class experts for every project
Mentorship & Next-Gen Leadership
Empowering future leaders through education, coaching, and inclusion
25+
Years Experience
4
Successful Exits
$3B+
Value Created
But what matters most: a passion for building, a bias for action, and a belief that technology should always serve people.
Services

Focus Areas

Specialized expertise to drive your business forward

🚀

Enterprise Digital Transformation

AI/ML integration, cloud migration, data governance, and operational excellence for Fortune 500 companies.

💰

Fintech & Wealth Management

Retirement platform development, regtech solutions, compliance, and wealth management technology.

🏥

Healthcare Technology

AI-driven patient engagement, HIPAA-compliant platforms, clinical communication systems, and healthcare analytics.

🎯

M&A Strategy & Integration

Exit planning, acquisition strategy, post-merger integration, and value realization.

🧑‍💼

Executive Leadership

Fractional CTO/CIO, board advisory, team building, and strategic technology leadership.

🎓

Education & Training

AI/Robotics curriculum development, entrepreneurship education, and technology skills training.

Experience

Career Journey

Multiple successful exits to public companies

NEW

RevestIQ Consulting Launched!

2024–Present
RevestIQ Consulting

Strategic technology advisory for regulated industries—helping leaders turn tech into growth.

Learn more at revestiq.com

Instructor - AI, Robotics, Entrepreneurship

2024–Present
Union County Public School

Revamped CTE curriculum aligning with industry standards. Teaching AI, Robotics, Project Management, and Software Development.

CEO & Co-Founder

2020–2024
TeleMeet Inc.
Acquired by International SaaS Firm

Built AI-driven engagement platform serving healthcare and finance. Strategic partnerships with Merrill Lynch and LPL Financial.

Senior Vice President, Head of Retirement

2015–2020
Envestnet Inc.
Acquired by Bain Capital

Led $7 trillion retirement market entry. Built industry's first unified retirement-wealth platform. Generated $150M+ revenue growth. Managed $100M+ budget.

CEO & Co-Founder

2005–2015
Castle Rock Innovations
Acquired by Envestnet

Transformed consultancy into regtech SaaS leader in retirement data. Adopted by 20+ of top 25 broker-dealers including Fidelity.

Global Director of IT

2007–2008
Timex Inc.

Managed IT operations for global brands across 5 countries. Oracle ERP deployment. Achieved 15% cost savings through vendor negotiations.

Head of e-Business & Global Data Warehouse

2005–2007
United Technologies

Managed $600M IT budget and 2,000-member global team. Unified reporting solutions for Carrier, Pratt & Whitney. SAP ERP implementation.

Executive Managing Director / CIO

1996–2005
Tallan Inc.
Acquired by Ernst & Young

Scaled from $10M to $500M revenue. Healthcare and financial services focus. Key role in $1B+ acquisition by CMGI and resale to Ernst & Young.

Innovations

Academic Roles

Faculty & Instructor Positions

Instructor at Columbia University

1996–2000

Innovation and Technology

Lecturer at University of Connecticut

2004–2010

Entrepreneurship and Technology

Testimonials

What Clients Say

Khash's expertise was instrumental in transforming our compliance infrastructure. His strategic vision helped us navigate complex regulatory requirements.

Head of IT, Fortune 500 Financial Services

A true technology leader who delivers. Khash helped us scale from startup to successful exit, always focused on sustainable growth.

CEO, Acquired FinTech Startup

His deep understanding of both technology and business drove our digital transformation success. Exceptional at translating vision into execution.

CTO, Healthcare Enterprise

Notable Clients

Fortune 500 companies and industry leaders

  • Ameriprise
  • Atria Wealth Solutions
  • Bank of America
  • Cambridge Investment Research
  • Cetera and Avantax
  • Fidelity
  • Guardian Life Insurance's Park Avenue Securities
  • Kestra Financial
  • Lincoln Investment Planning
  • LPL Financial
  • MassMutual's MML Investors Services
  • Merrill Lynch
  • Morgan Stanley
  • NASDAQ
  • Northwestern Mutual
  • Osaic
  • Principal Securities
  • Raymond James Financial Services
Ameriprise
Ameriprise
Led 401k compliance initiatives, data management, and fiduciary services.
Finance
Contact

Let's Connect

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