Calliope was built on a conviction: that benefits is heading where wealth management already went — and that the firms who read the data early will own the next decade.
Two operators who spent their careers inside finance, HR technology, and the benefits ecosystem — now building the AI layer for it.
Founder & CEO
Roughly fourteen years across finance, HR technology, and software sales leadership — including private wealth at BNY Mellon and Merrill Lynch, and go-to-market at the HR-tech platform Fuel50.
She watched the fiduciary shift reshape wealth management firsthand, and saw the same forces gathering in benefits.
Co-Founder & BD
A career spent inside the benefits-technology ecosystem, with early-stage work across health and benefits platforms serving employers, brokers, and members.
He leads business development and brings the relationships and ecosystem fluency that turn a deployment into real engagements.
We're the AI consultancy that actually knows benefits.
We bring Claude — plus pre-packaged and customizable MCPs, toolsets, and skills — into the way your team already works, grounded in five years of filings and your own book. Renewal prep, prospect diligence, market sizing, fee benchmarking: the analyst work, deployed inside your stack.
The ground under benefits is shifting — expanding disclosure, PBM transparency, and DOL enforcement that now turns on documented process. A fiduciary standard is arriving, the way it did in wealth management a decade ago. We're here to help firms meet it.
CAA disclosure, PBM reform, tightening enforcement — “can you defend this fee?” is becoming a routine question. We turn the filing record into the documented, benchmarked answer.
Where the data exists, we interpret it. Where it’s thin, we infer. Where it’s missing, we define the shape of what’s absent — so a dead end becomes a starting point.
Every answer is anchored to the filing record and your own systems — analysis your team can stand behind, working inside the tools they already use.
If you see the shift too, let's talk about bringing AI into your firm.