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Isaac Freckleton
CEO and Founder at Eve Financial
Professional Background
Isaac Freckleton is a distinguished business leader with a passion for finance and an impressive track record in both operational and executive roles across various sectors. Currently serving as the Chief Executive Officer at Eve Financial, Isaac has established himself as a visionary in the financial services industry, spearheading innovative approaches to money management that prioritize customer satisfaction and financial accessibility. Under his leadership, Eve Financial has experienced significant growth and recognition in the market, reflecting Isaac's commitment to excellence and forward-thinking strategies in finance.
Before joining Eve Financial, Isaac was the Chief Operating Officer at Fundwise Capital, where he honed his skills in operational efficiency and strategic planning. His leadership facilitated the expansion of the company’s outreach and improved overall service delivery, which culminated in a high level of client satisfaction. His previous role as Founder and CEO of Alta Sol showcased his entrepreneurial spirit and expertise in launching successful companies that blend technology with financial solutions to address real-world challenges.
Isaac's journey into the finance field began with his position as a Research Analyst at Peak Venture Capital, where his analytical skills and deep understanding of market trends were instrumental in guiding investment decisions. His academic experience as President of the MYC2G at BYU Marriott School Student Council provided him with the foundation for a robust professional network and leadership skills that have benefited him throughout his career.
In earlier roles, Isaac demonstrated his capacity for managing teams and processes in positions such as Sales Team Manager at Romney Pest Control and Route Manager at Alterra Pest Control. These roles laid the groundwork for his understanding of business operations—an essential skill set that he applied in higher-level executive positions.
Education and Achievements
Isaac Freckleton's academic achievements are as remarkable as his professional milestones. He graduated from Health Careers High School with an impressive GPA of 92/100, illustrating his commitment to academic excellence and dedication to learning. Following high school, he pursued further education at the Marriott School of Management, earning a Bachelor of Business Administration (BBA) with a concentration in Finance, graduating with a stellar GPA of 3.80. This strong academic foundation equipped him with the necessary skills and knowledge to succeed in the complexities of financial management and business strategy.
His education has been a powerful driving force in shaping his career, allowing him to integrate theoretical knowledge with practical applications. As a student at the Marriott School, Isaac actively engaged in initiatives that amplified his leadership abilities, such as his role as President of the MYC2G organization. This experience not only deepened his understanding of team dynamics but also fostered a spirit of cooperation and advocacy among his peers.
Through his academic endeavors, Isaac developed a strong analytical mindset that has proven invaluable in his professional journey, particularly during his tenure at Peak Venture Capital, where research and analysis are pivotal to making sound investment choices. He continues to be a learner at heart, constantly seeking new opportunities to enhance his expertise in finance and leadership.
Achievements
Isaac Freckleton's career is marked by several notable achievements that underscore his expertise and effectiveness as a leader. As the Chief Executive Officer at Eve Financial, he has led the company to unprecedented growth and success in a competitive landscape. His innovative strategies have not only drawn in a diverse customer base but have also garnered recognition in the industry for their effectiveness.
His previous experience as the Chief Operating Officer at Fundwise Capital enabled him to implement operational changes that streamlined processes and improved service delivery. Through keen oversight and strategic planning, he contributed to the company’s stability and growth during a challenging time for many businesses.
As a founder of Alta Sol, Isaac demonstrated entrepreneurial agility by bringing forth a new venture that reflects his values and vision for the financial landscape. His ability to identify market needs and develop tailored solutions has been a hallmark of his career.
In addition to his role in corporate leadership, Isaac has also significantly contributed to the BYU Marriott School Student Council, where he inspired initiatives aimed at fostering leadership and collaboration among students. His time as a Research Analyst at Peak Venture Capital allowed him to sharpen his analytical skills, directly informing investment strategies that have impacted venture funding success.
Isaac has a proven ability to lead teams and manage projects effectively, as seen during his time as Sales Team Manager at Romney Pest Control and Route Manager at Alterra Pest Control. These early experiences provided him with the groundwork necessary to develop into the accomplished executive he is today and have contributed to the strong leadership and managerial skills he showcases in his current role.
Overall, Isaac Freckleton's journey reflects a committed pursuit of excellence in finance and leadership, supported by a solid educational background and a wealth of experience across various leading roles in the financial services industry.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.