Trusted Advisor to CEOs Navigating growth,
scale and complexity
Former operator at Capital One, Goldman Sachs, Schwab, and Betterment partnering with investor-backed leadership teams to turn strategy into execution.
why execs
work with me:
Built inside major financial institutions
Scaled venture-backed fintech platforms
Trusted by investors during inflection points
Who I Work With:
Venture-backed fintech CEOs approaching scale
Founders transitioning from product to revenue execution
Leadership teams navigating institutional partnerships
Companies preparing for next-stage growth or investor scrutiny
SERVICES
Companies typically engage me when growth outpaces execution, leadership complexity increases, or institutional partnerships become critical to the next stage of scale.
Drawing on deep operating experience inside leading financial institutions, I help companies navigate partnerships, negotiations, and institutional decision processes within the traditional financial services landscape. This includes positioning effectively with large partners, aligning incentives, and structuring engagements that drive long-term strategic outcomes.
As organizations grow, complexity increases faster than operating clarity. I help leadership teams establish decision frameworks, operating cadence, and accountability systems that translate strategy into consistent execution — enabling companies to scale without losing focus or velocity.
When early product success isn’t translating into repeatable revenue, leadership teams often face competing priorities across product, sales, and execution. I work with CEOs to clarify where true product-market fit exists, align go-to-market strategy with customer demand, and establish the operating focus required to convert momentum into sustainable growth.
Companies frequently reach a stage where founder-led sales and early wins must evolve into a structured, scalable revenue model. I partner with CEOs and leadership teams to define growth strategy, design repeatable sales processes, and make critical early hiring and organizational decisions that enable durable revenue expansion.
book your appointment
Schedule your free consultation today to see if our services might be a fit.
Note: I work with a limited number of leadership teams each year to ensure deep engagement.
What People Are Saying
“I’ve worked closely with Cynthia for over ten years, from her leadership role at Betterment building the 401(k) business — now exceeding $20B in assets — to her work with us as an operating partner at Treasury Venture Fund. We frequently introduce Cynthia to portfolio CEOs at pivotal moments of growth. Founders trust her quickly because she pairs strategic insight with practical operating experience that drives real results.”
Eli Broverman, Co-founder of Betterment and Partner at Treasury Fund
“I sought out Cynthia to help us think through distribution and scale as we pursued partnerships with several marquee institutions in traditional financial services. She brings a rare combination of strategic insight and practical operating experience, with a deep understanding of how to navigate complex organizations to achieve the best outcomes for the business.
Niya Dragova, CEO and founder of Candor
“As we evaluated which markets to prioritize and whether to sell directly or through large distribution partners, Cynthia helped us cut through the noise and focus on the highest-leverage path. She brought structured thinking, deep institutional insight, and a clear understanding of go-to-market tradeoffs that allowed us to move forward with confidence. Her guidance materially shaped how we approached market expansion and scale.”
Ro'ee Margalit, CEO and founder of Rotate (acquired by Checkpoint Software)founder
Cynthia Loh is a CEO advisor and operating partner who works with growth-stage and investor-backed companies navigating critical inflection points in product, sales, and organizational scale. She has built and scaled businesses inside Capital One, Goldman Sachs, Schwab, and Betterment, and now works with venture and private equity backed companies navigating critical growth inflection points.
She holds a B.A. in Cognitive Science with a focus on Artificial Intelligence from the University of California, Berkeley, and an MBA from Stanford University. She is a Chartered Financial Analyst (CFA) charterholder and a member of YPO in Boulder, Colorado.
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