About Zom
Built for the advisors who move markets
Zom is an advisory intelligence company focused on clarity, governance, and consistency. We believe advisors deserve systems that respect their expertise while reducing operational drag.
Mission
Institutional-grade intelligence for every advisor
Give advisors the same institutional-grade intelligence and operational clarity that the largest firms take for granted.
Independent advisors shouldn't have to choose between personalized service and operational efficiency. We're building the tools that let them have both: technology that scales their expertise without compromising their approach.
Why Zom Exists
Advisors spend too much time reconstructing context
The problem
Every client conversation starts with the same routine: pull up the CRM, check the custodian, review recent notes, scan for upcoming events. Advisors spend hours each week just getting oriented before they can actually advise.
Our solution
Zom exists to remove that cognitive tax and elevate every client interaction. We surface the right context at the right time, so advisors can focus on what they do best: making thoughtful decisions for their clients.
We design for the real advisory workflow: client context, investment policy, and firm oversight. The result is intelligence that feels grounded, not speculative.
Philosophy
Our view on advisors and AI
AI should respect advisor judgment
We build systems that reinforce professional standards rather than bypass them. Advisors have earned their expertise through years of experience and education. AI should augment that judgment, not replace it with generic outputs.
Firm policy matters
Every firm has its own investment philosophy, compliance requirements, and client service standards. Our platform is designed to understand and enforce those boundaries, not override them with one-size-fits-all automation.
Compliance is non-negotiable
Financial advisors operate in a regulated environment for good reason. Our tools are designed to work within existing regulatory frameworks, support audit requirements, and maintain the paper trail firms need.
Team
Small team, focused execution
We are builders, operators, and advisors working together to make intelligence feel native to the advisory workflow.
Dom Carfagno
Founder, CEO
College of Charleston
Dom founded Zom to give independent advisors the same institutional-grade tools and intelligence that large firms have. With a background in finance and technology, he's focused on building products that save time and elevate client relationships.
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Roman Buono
COO
Yale University
Roman oversees operations and strategy at Zom, ensuring we deliver on our promise of institutional-quality tools for independent advisors. His experience in scaling operations helps us maintain quality as we grow.
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Josh Cureton
CSO
Penn State University
Josh handles strategy and operations, working to align our product development with advisor needs. His insights help shape Zom's roadmap and ensure we're building what advisors actually need.
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Apinan Yogaratnam
Senior AI Engineer + Backend Advisor
University of Toronto
Api combines AI engineering with backend architecture expertise to build robust, scalable systems. He ensures Zom's infrastructure can handle the demands of real-time market data and AI processing.
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Kamal Feracho
UI/UX Engineer
Georgia Tech
Kamal designs and builds the interfaces that make Zom intuitive and powerful. With a focus on user experience and visual design, he ensures every interaction feels polished and professional.
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Dinesh Yadav
Backend Development Engineer
Georgia Tech (MSCS, Computing Systems)
Dinesh comes from Johnson Controls, where he built distributed backend systems using microservices, Kafka, and Elasticsearch. He brings 4+ years of experience in scalable distributed systems, SaaS, and backend development with Python, Java, Spring Boot, and is completing his MSCS in Computing Systems at Georgia Tech.
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Pranav Donepudi
AI Security & Observability Engineer
Rice University (MSCS)
Pranav is an AWS Certified Cloud Practitioner focused on strengthening security and observability across the platform. He has built production AI systems at scale, including an AI-powered recruitment chatbot with OpenAI GPT-4 and AWS, and brings experience in secure RESTful APIs, microservices, and enterprise React and Angular applications.
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Connect with our team for a walkthrough of how Zom supports advisory firms.