Brian Bonewitz

About Brian Bonewitz

I spent ~20 years in wealth management — managing ~1B+ in AUM, equity analyst, building advisory teams, supporting advisory teams, operations, and learning exactly how institutional-grade practices operate from the inside out.Then I saw where AI was heading. And I made a calculated move.In 2024, I joined RAFA AI as Head of Product. Because I was one of the few people who understood both sides of the equation: what advisors actually need, and what AI can actually deliver.Since then I’ve worked with our brilliant team of AI engineers, Data scientists, Design, and Developers to build a fully Agentic Operating Platform & our AI Transformation Group.I’ve closed institutional deals with RIA firms managing billions in AUM, brokered strategic partnerships in the succession planning and tax intelligence verticals, and managed integrations across the major custodians and CRMs in the space.The domain expertise isn’t decoration. It’s why enterprise clients trust the product roadmap. It’s why integrations get scoped correctly the first time. It’s why the AI workflows we build hold up. And as we continue to grow, it was time to wear two hats: Product & Customer Success. Because I can walk into any financial services firm, understand their operation in minutes, understand what needs to be done, and deliver. Our team’s strength is deep technical expertise and domain expertise, and we move fast.Most people in AI don’t understand wealth management. Most people in wealth management don’t understand AI. I’ve lived both.If you’ve read this far, feel free to send a message if you you’d like to schedule a time to talk.

Experience

1. Head of Customer Success

   Rafa Ai

   Jul 2025 — Present

   Serve as the transformational partner for RAFA PRO’s enterprise RIA clients — guiding firms from initial deployment to full AI-native operations. Own the client relationship at the C-suite level, translating complex AI agent workflows into measurable outcomes: reduced compliance overhead, accelerated prospect conversion, and consolidated SaaS spend. Build the success infrastructure — playbooks, onboarding systems, and support operations — that converts enterprise clients into long-term advocates and reference accounts. Directly influence product roadmap through structured client feedback loops.Close and manage enterprise deals end-to-end. Brokered and executed strategic partnerships with fintech platforms in the succession planning and tax intelligence verticals, expanding RAFA’s addressable ecosystem

Education

• UNC Charlotte School of Professional Studies

  Data Analytics Certificate

  2018 — 2019

• University of South Carolina

  Bachelor's degree, Finance and Financial Management Services