Alex Zervakos
Operations and strategy
Co-founder across AI Persona and Cardinal Stacks. Built and run companies under HIPAA, in SEC-regulated financial services, and in healthcare AI. Leads operations, strategy, and client relationships.
Book a free 15-minute callABOUT AI PERSONA
AI Persona exists for founders and small business operators who need a plan for AI, clear follow-up, and modern execution without hiring a full internal team.
WHY WE EXIST
Small businesses are being handed more tools than they can reasonably operate. Chatbots, email platforms, CRM workflows, content calendars, search changes, AI answer engines, social channels, and automation tools all matter. But tools alone do not produce momentum.
AI Persona turns that spread of work into a clear operating system: what to fix first, how tools connect, how to follow up, and what should run without manual effort.
WHO'S BEHIND AI PERSONA
AI Persona is run by the team behind Cardinal Stacks, our sister software studio. Between them, the founders have built and run production systems in the industries with the highest bar for getting it right: a HIPAA mental health platform (Theryo), an SEC filing system wired into EDGAR (Filerlink), and legal case management under attorney-client privilege (Lawtime).
The operating discipline comes from 27 years running regulated filing operations at Securex Filings. Clear scope, documented handoffs, and work you can audit. That is the background we bring to marketing and automation.
THE TEAM
Operations and strategy
Co-founder across AI Persona and Cardinal Stacks. Built and run companies under HIPAA, in SEC-regulated financial services, and in healthcare AI. Leads operations, strategy, and client relationships.
Engineering
CTO and chief software engineer at Cardinal Stacks. Ships production systems across healthcare, financial compliance, and AI-integrated platforms. Sets the architecture standards every engagement is held to.
Technology, AI systems, and legal review
Co-founder, technology and AI systems at Cardinal Stacks. Background in AI systems architecture and parallel-agent orchestration. Built the Cardinal operating stack for AI-accelerated delivery in regulated environments.
Behind both companies: 27 years of regulated filing operations at Securex Filings, and production software shipped across healthcare, financial, and legal.
We build systems that save time, answer questions, and move prospects forward.
AI accelerates production. Judgment keeps the work accurate, useful, and brand-safe.
Your website, lists, CRM, automations, and content should live in accounts you control.
We prefer written quotes, plain deliverables, and no mystery retainers.
BUILT FOR TRUST
Human review before public-facing work ships.
Flat scope and published pricing before paid work begins.
Systems you own: website, CRM, lists, content, and workflows.
We recommend only what returns. If a tool will not pay for itself, we say so and we do not sell it.
Need production software, logins, payments, or regulated data? Our sister studio Cardinal Stacks builds it. Same operators, same flat-fee model.