Built by people who know financial services from both sides.

Wheelhouse brings together two kinds of experience that rarely sit in the same room: deep financial services marketing leadership and decades of strategy, technology and operating work inside complex enterprises.

Larry Black, Co-founder

Larry Black | Co-founder

Larry comes to Wheelhouse from inside financial services. A long-time CMO and co-founder of BlackMoss AI, he has held senior marketing leadership roles across asset management, indexes and financial services. He has spent his career thinking about how complex financial firms explain what they do, bring products to market, support sales teams and build stronger client relationships.

Al Collins, Co-founder

Al Collins | Co-founder

Al comes to Wheelhouse from the strategy, operations and technology side. He is founder and CEO of VShift and has spent decades helping large organizations use technology strategically to solve real-world business problems — especially where systems, data, process and organizational complexity get in the way. And with Al’s name looking like “A-I” in most fonts, how could henot have created a company like Wheelhouse?

Why the combination matters.

AI projects can fail in two opposite ways. Some start with an exciting technology and go looking for a business problem. Others have a strong business idea that never survives contact with the systems, processes and controls required to make it real.

You might say Wheelhouse was built from both directions at once: What should the business do, and how can that realistically be done inside a regulated enterprise?

The team behind Wheelhouse has worked with the most respected brands in financial services.

First American
Alliance Bernstein
New York Life
Blackstone
ProShares
PGIM
Prudential
J.P. Morgan
T. Rowe Price
Charles Schwab
S&P Global
MSCI
Credit Suisse
LSEG
Chubb
The right humans
in the loop

Our team has decades of experience helping firms in regulated industries adopt new technologies and bring complex initiatives to market faster.

We offer the perspective of senior marketing and communications leaders from inside the financial services industry, making sure every strategy is relevant, credible and growth focused.

We built Wheelhouse AI to help you get real value from AI – modernizing sales and marketing, elevating client engagement and driving sustainable growth.