Thomas Duriez

Founding product leader at a WealthTech startup, AI-powered platform giving UHNW advisors (B2B, B2B2C) a complete view across public and private assets, with proactive insights and client portal. Own product end to end: strategy, build, GTM, client success.

+ Built the product from zero to $1M+ ARR: defined strategy and roadmap, shipped a production-ready MVP in under 8 months, secured first paying clients.

+ Assembled and led the cross-functional team (product, UX, customer success) from day one.

+ Ran 100+ advisor interviews and structured feature testing to drive product-market fit (workflows, visualizations, positioning)

+ Owned GTM: messaging, demos, sales enablement, pricing input to drive full commercial motion

Worked with C-suite leaders at major banks and wealth firms to solve high-stakes strategy and transformation challenges. Led consultant teams (3–5) and collaborated across borders and departments.

Product & Strategy for Wealth Management

+ Shaped the strategy behind an open banking-based tool for UHNW client advisors—defined needs, scouted vendors, and led delivery.

+ Helped design a multi-family office offering for a major bank—value prop, operating model, and business requirements.

+ Built the business case for a new WM product from the ground up. Financial model, go-to-market plan, operating model.

+ Defined open banking strategy for a top Canadian bank—benchmarked global trends, mapped competitive landscape, and proposed new business models.

Enterprise & IT Transformation

+ Designed and rolled out a global operating model for the IT division of one of the largest wealth firms in the U.S.

+ Led the creation of a 3-year strategic plan for the IT division of a major Canadian bank—brought together 100+ stakeholders for full buy-in.