DataDasher Appoints Industry Veteran Kevin Beard to Advisory Board

Beard brings more than 30 years of experience in advisor recruiting, enterprise growth strategy, and broker-dealer leadership. He is also the co-founder of Atria Wealth Solutions.

DataDasher helps financial advisory firms automate meeting preparation, client summaries, and follow-up tasks, while also surfacing key client insights from their existing systems. The platform integrates with tools like Redtail, Orion, and Bento Engine, giving advisors a single workflow layer for meetings, notes, and follow-ups. It is also SOC 2 certified for security and compliance.

Beard co-founded Atria Wealth Solutions, where he served as Chief Growth Officer. During his time there, he helped scale the firm to nearly 2,500 advisors and close to $1 billion in annual revenue before LPL Financial acquired it. He has also held senior leadership roles at AIG Advisor Group, Royal Alliance Associates, and Rehmann.

He has been widely recognized for his leadership in the wealth management industry. Wealth Solutions Report named him a top Black leader in wealth management in 2022 and 2026 while InvestmentNews recognized him as a leading figure in wealth management innovation in 2023.

"For more than three decades, I've watched administrative work pull advisors away from clients and growth, and now AI providers promise to change that dynamic," Beard said. "But most AI solutions are vaporware, offering limited efficiencies and surface-level intelligence. DataDasher is built around the actual work advisors do every day, so it addresses that problem in a way the whole firm benefits. DataDasher is becoming foundational to how serious advisory firms operate."

Read More:Poetic Raises $50M in Series A Funding Led by Kleiner Perkins

"Kevin has spent decades helping shape how wealth management firms grow and operate," said Alexander Kearns, CEO and co-founder of DataDasher. "He understands what advisors need on the ground and how enterprises evaluate technology at scale. His decision to invest in DataDasher, both as an advisor and as an investor, reflects where serious operators see this industry heading."

About DataDasher

DataDasher is an AI-powered platform built for financial services professionals. Based in San Francisco it help's firms improve efficiency, and reduce costs by automating workflows minimizing administrative work and turning client interactions into structured, actionable insights. The platform enables advisors to save 15+ hours per week per user while strengthening client relationships and delivering advice more efficiently.

Read More:Dapple Raises $30M in Seed Funding to Scale the Enterprise OS Cloud