# Stephen Beavis

**Chief Administrative Officer** — Scottsdale, AZ, United States

> Technology and fintech executive with 10+ years building and scaling businesses, leading teams of 150+, and deploying AI across products and operations.

Career Archetype: **Junction Navigator** (HE-DG) — One of the first Junction Navigators on Saywise

## Links

- LinkedIn: https://linkedin.com/in/stephen-beavis-8a9257169?utm_source=share_via&utm_content=profile&utm_medium=member_ios

## Experience

### Adviser, WithO (2026-08 – present)
United States · Advising on the development and commercialization of WithO and WithU, working directly with engineering and operations to translate product vision into architecture, implementation priorities and launch plans. WithO is an onchain social trading platform in development, bringing together market discovery, community insights, discretionary trading and AI-powered strategy tools. WithU is its companion investing and trading agent, designed to help users research opportunities, build portfolios, execute trades and monitor markets through voice or text. The products are being developed around shared trading infrastructure, targeting crypto, onchain equities and commodities across ecosystems including Hyperliquid and Solana. My advisory work includes: • Product strategy and architecture: Define user journeys, product requirements and the workflows connecting research, portfolio management and execution. • Engineering collaboration: Translate concepts into specifications and interactive prototypes, assess integration requirements and prioritize development. • AI performance and reliability: Shape requirements for conversational intelligence, response latency, accurate trade interpretation and user-controlled trading permissions. • Operational execution: Establish clear ownership, delivery milestones and acceptance criteria, aligning scope and resources with launch priorities. • Commercial strategy: Advise on positioning, onboarding and go-to-market planning to make complex trading capabilities accessible and intuitive.

### Adviser, Moltd (2026-06 – present)
Chicago, Illinois, United States · AI customer-support platform that resolves customer issues, takes approved actions within customer accounts, and identifies relevant upgrade opportunities within the same conversation. • Advise the founder on positioning, pricing, customer segmentation, go-to-market strategy, and the commercial model. • Develop strategic partnerships and distribution opportunities across technology platforms, online communities, agencies, and adjacent service providers. • Support the company’s first funding round through narrative development, investor materials, investor targeting, outreach strategy, meeting preparation, diligence, and follow-up. • Bring the perspective of an early customer, translating live implementation experience into product priorities, onboarding improvements, and commercial proof points. • Help position customer support as a revenue-generating function rather than solely a cost center.

### Chief Administrative Officer, Agent Arcade (2025-01 – 2026-09)
Scottsdale, Arizona, United States · Lead technology and AI initiatives across internal operations and customer-facing products, translating business requirements into system design and release standards. Manage marketing and go-to-market strategy including positioning, pricing, partnerships, and user adoption. Direct investor and infrastructure-provider relationships, aligning product priorities with delivery plans.

### Co-Founder & Managing Director, StemLab Clinic (2025-01 – present)
Scottsdale, Arizona · Own non-clinical P&L, capital planning, and business operations for a clinician-led regenerative medicine practice. Lead marketing and patient acquisition across website, content, and paid media. Direct digital transformation of patient and administrative operations including onboarding, payments, messaging, and treatment-management systems.

### Co-Founder & Chief Administrative Officer, Path (2022-12 – 2025-12)
Remote · Built and operated an integrated digital investment platform for an SEC-registered investment adviser serving several thousand clients with a team of 45. Directed operating systems and processes across client service, portfolio oversight, and risk management. Led an orderly wind-down when customer-acquisition economics did not support further scale, transitioning every client to Gemini and preserving remaining capital.

### Chief Administrative Officer, Stacked Finance Corporation (2018-12 – 2022-12)
Chicago, Illinois, United States · Scaled a non-custodial fintech platform to 150+ employees managing approximately $500 million in client assets and more than $10 billion in trading volume. Built and led the executive team across product, engineering, trading, client service, legal, and finance. Led two strategic acquisitions (Crypto Bots Hub and Alertatron), raised $45 million in institutional capital, and managed restructuring and stakeholder communications following FTX's collapse.

### Fundamental Analyst, The Ilios Group (2016-10 – 2020-12)
Chicago, Illinois · Produced institutional research, valuation, and market-structure analysis on digital assets for professional investors.

### Co-Founder & Analyst, Bravado (2015-09 – 2017-12)
Chicago · Built a paid financial research and advisory business to a daily audience of 100,000 and over $2 million in sales in under two years without outside capital. Used proceeds to fund Stacked.

## Education

### Master of Public Administration (MPA), DePaul University
Cum laude, specialization in Healthcare Administration and Finance

### Bachelor of Science, Arizona State University
Cum laude

## Skills

C-Level, Senior Administration, C Suite, Strategic Planning, Microsoft Office, Microsoft Excel, Leadership, Microsoft PowerPoint, Microsoft Word, Social Media, Customer Service, Start-ups, Investments, AI deployment, Product strategy, Go-to-market, Digital transformation, Fintech, Cryptocurrency trading, Executive leadership, Team building, M&A, Capital raising, Investor relations, Investment management, Financial analysis, Platform development, Operations management, Marketing, Business development

## Credentials

- **Keeping Residents Informed: Illinois Municipalities Using Searchable Online Maps of Lead Service Lines**

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Source: https://saywise.com/member4160 (last modified 2026-10-05T18:09:50.493Z)
