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Stan Perry — Chief Operating Officer · Asseta · New York City Metropolitan Area.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
Stan Perry is Chief Operating Officer at Asseta. He develops the operating structures that support the company’s team and client growth. Before becoming COO, he served as its Head of Growth. His earlier financial-technology work included leadership roles at Broadridge, Vise and SAI360. He holds a degree from Gettysburg College.
Experience
Chief Operating OfficerCurrent
Feb 2025 – Present
Building and leading operations, compliance, revenue, and go-to-market functions from the ground up at a seed-stage AI platform built for the family office ecosystem. Translating founding vision into scalable execution across every non-eng function. Joined as a Founding Employee and built the operational infrastructure that took the company from 0 to 1. Key accomplishments: → Architected and implemented CRM, billing, customer success, compliance, rev ops, GTM, hiring, onboarding, contracting and talent acquisition functions from nothing, designing each system from first principles rather than inheriting a playbook → Led a full company rebrand (3x), overseeing creative direction, messaging, and market repositioning to define a category instead of compete in one → Modernized the company's digital presence and brand identity to resonate with institutional buyers → Coordinated the seed round raise and executed an integrated PR and marketing campaign that generated thousands of leads and demo requests → Shattered pipeline generation records for [23x] consecutive months → Recruited, interviewed, assessed, and onboarded new team members, scaling the organization from 3 to [24], hiring with founder-mode rigor at every seat → Current mandate: AI-Pill the entire company and drive agentic workflows in every department, taking us from 1 to N