PV stands for transformational and ethical leadership.  PV’s experience encompasses being an early-stage entrepreneur, venture capitalist, and an advisor to mid-market private-equity backed companies over the last two decades. He currently serves as the CEO and the board of WealthEngine. PV serves on a public board as an independent director at Appian… Read More


Bob serves as CFO at WealthEngine and is a well-known senior executive for Washington area tech high-growth companies. Prior to WealthEngine, Bob was CFO at companies such as UrbanStems, Optoro, and Clarabridge – all PE-backed software brands in the region. He has raised over $400M in equity and debt financing… Read More

EVP & Chief Marketing Officer

Raj Khera serves as EVP and Chief Marketing Officer where he helps to create more value for customers through thought leadership, education and product enhancements. Raj is a past CEO and Co-founder of two multimillion-dollar SaaS businesses, GovCon and MailerMailer. Both businesses were acquired by public companies in 1999 and… Read More

Michael Peterson
SVP, Customer Operations

Michael Peterson serves as Senior Vice President of Customer Operations. In his role, he oversees customer experience and professional services. Michael is responsible for customer success, technical support, and delivery of predictive modeling and analysis services. Previously, Michael was SVP of customer success at Echo360. His focus was on serving… Read More

Elizabeth schiffmann
VP, Product Management

Elizabeth found her interest in product management at WealthEngine. As VP of Products, Elizabeth enjoys working with the product, UX, and technology teams to improve client offerings and focus on innovation. It serves her role well that she’s worked in several other areas at WealthEngine which help her work with… Read More

Abhishek Sharma
Director of Engineering

Based out of WealthEngine’s Bangalore office, Abhishek Sharma serves as Director of Engineering. An accomplished professional with 17+ years of experience, Abhishek manages the engineering team in India. He has built high-end technology solutions and high-performance teams for various corporations in the past. Abhishek started his career as a developer… Read More

VP, Nonprofit Sales

Adam has nearly 15 years of experience working in the non-profit space throughout multiple departments including Advancement, Major Gifts, Prospect Research. In his role as VP, Nonprofit Sales, Adam is passionate about helping organizations reduce the cost to raise a dollar. Adam has been WealthEngine for four years and has… Read More

VP, Customer Success

As VP, Customer Success, Josh Vichness is proud to lead the energetic team entrusted with client support and communication that is not only key to our clients’ success, but is at the heart of WealthEngine’s Core Values. Josh brings nearly two decades of support experience to WealthEngine, having managed teams… Read More

Akshatha Ramanathan
Head of Customer Analytics

Akshatha serves as the Head of Customer Analytics overseeing teams in WealthEngine’s Bangalore office. She empowers customer growth and retention in addition to supporting business development efforts. Akshatha brings 14+ years of experience in customer growth and engagement, working at FTSE 100 companies across North America, Europe, and Asia. She… Read More

VP, Finance

Shikha has worked in finance for over 16 years. She is a WealthEngine veteran who has been with us for about 8 years. In her role, Shikha oversees all things finance. She is known to run a tight ship along with her proficiency with financial statements, payroll management and financial… Read More

General Counsel

Ashima comes to WealthEngine with well-rounded legal experience consisting of commercial litigation and as in-house counsel for companies across various different industries. Previously, Ashima was Senior Counsel at comScore, Inc., where she was part of the legal department that won the Association of Corporate Counsel’s 2018 Outstanding Law Department award… Read More