Fractional Product Management · Wealth Management

Senior PM Expertise. Without the Full-Time Cost.

Strategic product leadership for RIAs and Fintech startups — on a part-time or contract basis. 20+ years building best-in-class platforms across the independent wealth management channel.

20+

Years in Fintech & Wealth Mgmt

20+

Years of Product Experience

$200k

Saved vs. Full-Time PM Hire

Week 1

Start Delivering Value

Who I Serve

Built for Two Types of Clients

Craig works with firms and founders who need experienced product leadership, but not necessarily a full-time executive hire.

Registered Investment Advisors (RIAs)

Independent advisory firms that need expert guidance navigating vendor selection, software implementation, and tech-stack optimization — without pulling key staff off their day jobs.

Fintech Startups

Early-stage companies in wealth management that are still founder-led and not yet ready for a $200k+ full-time PM — but need serious product strategy to hit product-market fit.

Core Services

What I Do

A high-octane plug-in that provides strategic leadership similar to a C-level executive or Senior PM — at a fraction of the cost.

01

Strategy & Roadmap Development

The “North Star” work. Ensuring you’re building the right features — or assembling the right suite of tools — to win in your market.

02

Product-Market Fit Discovery

Running a detailed discovery process to flush out real requirements and drive projects to conclusion.

03

Execution & Project Leadership

Bridging the gap between vision and reality. Working with vendors and internal teams to deliver.

04

Organizational Scaling

When you’re ready to grow beyond fractional, I help build the foundation for what comes next.

Fractional Product Management · Wealth Management

20+ Years at the Intersection of Fintech & Wealth Management

Craig Uhlenkott is a Product Strategist with deep roots in the independent RIA channel. He’s worked for leading custodians and Fintech companies — managing product for a market leader in financial planning software, running the industry’s most successful Salesforce reselling program, and developing a cryptoasset platform for advisors.

His passion lies in building solutions that advisors and their clients genuinely love. No learning curve. No generic playbooks. Just real-world expertise applied on day one.

Why Fractional

The Smart Alternative to a Full-Time Hire

 💰 

Cost-Efficient

Get 20+ years of experience for the price of a junior hire. No salary, no benefits, no long ramp-up period.

 ⚡️ 

Day-One Speed

Skip the 3-month learning curve. Deep domain expertise means Craig starts delivering value in week one.

 🎯 

Honest Objectivity

No internal politics. No agenda. Just the hard truths your product or platform needs to hear.

Proven Results

Measured Impact Across Product, Growth, and Adoption

A track record of product growth, platform adoption, and measurable business impact.

$40B+

AUM Platform Adoption

Across 30 firms

$2M+

Revenue Growth

With no marketing spend

40%

Advisor Engagement Rate

Strong platform participation

20%

Revenue Per Customer

Increase through product impact

350,000+

SaaS Platform Users

Across a scaled software platform

90 of 100

Top U.S. Insurance Firms

Served through platform reach

$15M → $40M

Company Growth

During Craig’s tenure

Companies Craig Has Worked With

Craig has an extensive history working with leading firms across wealth management, SaaS, and financial services.

Ready to Get Started?

Let’s Talk About Your Product

Whether you’re an RIA navigating vendor chaos or a Fintech founder juggling too many hats — there’s a smarter way forward.