We built the infrastructure when managed accounts became the operating layer for a generation of advisory growth. We sat across from advisory firms, asset managers, custodians and wealthtech providers. We understand how the world operates today, but more importantly, the way the world needs to operate in the future.
Why we exist
We created Field to be a foundational infrastructure that connects the industry more closely. As you do that, you unlock value, you grow faster, you operate more efficiently, and most importantly, clients receive the advice and service they expect from our industry.
Holistic Advice
Operating Leverage
Organic Growth
A Firm Worth More
The Team
Bill Crager
Founder & CEO
Bill Crager is Founder of Field, an innovation firm building the digital infrastructure to unify private market systems and create more intelligent connectivity across the wealth ecosystem. As Co-Founder and former CEO of Envestnet, he helped redefine how financial advice is delivered, growing the company to oversee $5.4 trillion in client assets and serve more than 107,000 advisors, making it the market-leading managed solutions provider by platform assets, accounts, and advisors served. At Field, he is focused on helping the industry navigate a new era of convergence where integrated experiences and modern infrastructure elevate the wealth management profession and empower advisors to serve their clients and grow their businesses.
Ivan Zlatar
COO
Ivan is a startup leader who has spent the past thirteen years helping grow companies primarily in AI and financial technology, ranging from inception to post-IPO. Most recently, he was the CEO of Atom Finance, a capital markets data platform that was acquired in 2024. Prior to that, he was a seed-stage employee at Vise, leading sales & partnerships through the company's initial stages, and Kensho, which was acquired by S&P Global in 2017. Ivan spent the early years of his career at Twitter and Bank of America Merrill Lynch. He works to help guide companies from idea to scale with a focus on culture and sustainable growth.
Dan McKeefrey
CFO
Over the past decade, Dan has built and scaled finance functions at early-stage companies serving RIAs, financial institutions, and asset managers. He has led capital raises, strategic M&A, restructurings, and other critical financial transformations to increase enterprise value.
Most recently, Dan served as CFO of FIDx where he led fundraising and helped scale a marketplace for advisors to deliver income, protection, and retirement solutions to clients. Earlier in his career, Dan led valuations of business enterprises, financial assets, and investment opportunities for wealth practices at Ernst & Young.
Dan is a CFA charterholder and a CPA licensed in Pennsylvania.
Kristi DeStefano
Chief of Staff
Kristi has spent the last eight and a half years as a strategic and operational partner to Bill Crager. Her career began in hospitality sales at Hyatt before moving into management consulting at CEB (now Gartner), enabling sales leaders and their teams to outperform. Those years sharpened her instincts for client needs and cross-functional collaboration. Today, she enables Field's leadership team by driving internal communications, organizational initiatives, and supporting the operational infrastructure that keeps a fast-moving company running. Well-networked across the wealth management and fintech industries, Kristi is known for her precision, judgment, and ability to anticipate what's needed before it's asked.
Matt Quinn
Head of Engineering
Matt leads engineering at Field, where he directs the development of innovative technology solutions. With over a decade of experience building software for the financial services industry, he brings deep expertise in translating complex concepts into elegant, scalable products. Previously Head of Engineering at VillanovaTech (formerly Apprise Labs) from 2019–2024, where his team built award-winning products deployed by Envestnet and MoneyGuide. He began his career as a software engineer at eMoney Advisor, where he spent seven years (2012–2019) building financial planning solutions used by advisors nationwide.
Kyung Min
Head of Design
Kyung is a product design leader with 16+ years of experience in fintech, enterprise platforms, and consumer products. He has contributed to digital products and experiences for companies including Comcast and Bank of America, focusing on product strategy, UX, and visual design. He has worked closely with cross-functional teams to shape product direction and improve user experiences from concept to launch. His work centers on creating clear, practical products that support both business goals and customer needs.
Maegan Liegel
General Counsel
Maegan brings over a decade of experience navigating fintech's nuanced legal landscape. Her practice spans data rights management, complex commercial transactions, IP litigation and strategy, AI and emerging technologies, and product counseling across the full software lifecycle — experience that informs her approach to the unique legal challenges at the heart of data infrastructure. Before joining Field, Maegan was an attorney in the IP and Technology Transactions practice at Paul, Weiss, Rifkind, Wharton & Garrison LLP, where she advised clients on the evolving legal landscape surrounding AI and data. Over the course of her career, she has counseled organizations ranging from early-stage startups to Fortune 100 companies, developing a breadth of perspective that shapes her pragmatic, business-minded approach to legal strategy.
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