Dave O'Brien joined IA Capital as an Advisory Partner after leading Agreement Express and Zywave, where he built a track record in agency tech and onboarding infrastructure, including KYC, AML, underwriting, and workflow automation for wealth management and payments firms. He grew Zywave into a vertical SaaS company nearing $100M in revenue and later split Agreement Express into two sales—its payments business to NMI and its wealth management technology to Advisor360°—a pattern of scaling and then strategically dividing a company that stands out in his background.