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Stacey Levine
CEO and President
Professional Background
Stacey Levine is a seasoned actuarial professional leveraging her extensive expertise to lead Clarity in Numbers, LLC, a prominent firm offering actuarial and employee benefit administration solutions. With an impressive background that includes over 25 service lines tailored specifically for not-for-profits, governments, and businesses of all sizes, Stacey and her team passionately deliver high-quality services with a commitment to lowering costs and increasing responsiveness. Clarity caters to over 250 clients across 40 states, thereby solidifying its reputation as a trusted partner in the domain of employee benefits and retirement planning.
Before founding Clarity, Stacey honed her skills in high-profile positions with some of the most recognized consulting and accounting firms globally. Her previous roles include Director of Actuarial Operations at RSM McGladrey, where she excelled as a Retirement Actuary and Healthcare Actuary. At Hewitt Associates, as a Senior Actuarial Manager, Stacey managed a diverse array of services focusing on retirement benefits, pension plans, and retiree healthcare. Her career began at CIGNA, where she undertook an internship in Corporate Finance, further laying the foundation for her successful actuarial career.
Stacey’s leadership at Clarity is marked by her unwavering belief in providing attractive solutions to businesses that have been underserved by traditional actuarial consultants. With an ideology that promotes accessibility and affordability, her firm stands as a counterpoint to the consolidation trends in the actuarial industry, including large consulting firms that have prioritized high fees.
Education and Achievements
Stacey Levine's educational background is anchored in her Bachelor of Science in Actuarial Science from the prestigious University of Illinois at Urbana-Champaign, where she gained foundational knowledge that set her on her career path in this dynamic industry. Her commitment to professional development is evident through her study in the Women-Owned Business Enterprise (WBE) program, showcasing her dedication to fostering a diverse business environment.
Throughout her extensive career, Stacey has attained several prestigious professional designations, including Fellow of the Society of Actuaries (FSA), Enrolled Actuary (EA), and Member of the American Academy of Actuaries (MAAA). These credentials not only underscore her deep knowledge in actuarial science but also her commitment to adhering to the highest ethical and professional standards in the industry.
Stacey's role at Clarity has afforded her numerous opportunities to establish collaborations across various professional sectors, facilitating introductions and RFP vendor selection processes involving CPAs, attorneys, investment managers, financial advisors, and insurance brokers. This network has proven invaluable for the firm's growth and ability to serve its diverse clientele while maintaining a comprehensive suite of services that include supported employee benefits, retirement plans, and healthcare initiatives.
Achievements
Under Stacey Levine's leadership, Clarity in Numbers has remarkable achievements and milestones that reflect the firm's mission and values. The firm has developed a strong reputation for its tailored solutions, emphasizing how personal service can coexist with robust actuarial insight. Some of the notable service lines include:
- Qualified Defined Benefit Pensions: Providing end-to-end administration covering design, actuarial analysis, and retirement benefits.
- Other Post-Employment Benefits (OPEBs): Delivering cost-effective solutions that manage retiree healthcare costs effectively.
- Active Healthcare Services: Offering design, cost projections, and audits aimed at ensuring comprehensive healthcare management for clients.
- Qualified Defined Contribution Plans: Specializing in IRC section 401(k) and 403(b) plans that cater to the diverse needs of organizations.
- Cash Balance Plans: Facilitating unique pension strategies that combine features of both defined benefit and defined contribution plans, tailor-made for organizations like professional service firms.
- Nonqualified Executive Plans: Creating specialized plans such as SERPs and IRC 457 plans that enhance recruitment and retention strategies for businesses.
The firm’s structure not only focuses on actuarial services but also encompasses partnerships with a variety of experts, including CPAs, financial advisors, and insurance brokers, thereby ensuring comprehensive planning and management of benefits for all clients. Through its strategic focus on lowering billing rates and enhancing responsive service, Clarity in Numbers has positioned itself as a leader in the actuarial industry, fostering trust and satisfaction among its clients.
In conclusion, Stacey Levine exemplifies commitment, expertise, and innovation within the actuarial field. Her journey from a well-educated graduate at the University of Illinois to the President and CEO of Clarity in Numbers is a testament to her dedication to enhancing the landscape of employee benefits and actuarial administration. As a thought leader and visionary in the industry, Stacey continues to inspire the next generation of actuaries and business leaders, paving the way for future advancements in personalized and accessible actuarial services.
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Mesh 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.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
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- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- 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
Mesh 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, Mesh 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 Mesh 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 Mesh 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.
Mesh 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. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh 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.
Mesh 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. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh 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. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
Nexus is Mesh's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
Mesh makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Mesh's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Mesh 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. Mesh 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, Mesh 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.
Mesh 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.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh 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. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh 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 Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh 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, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh 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. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh 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.
Mesh isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Mesh instead of Salesforce, Hubspot, and Pipedrive. Mesh is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Mesh can absolutely serve as your primary relationship management tool.
Mesh is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh 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.
Mesh'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. Mesh 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 Mesh a comprehensive hub for all your relationship information.
Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh'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, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Mesh's elegant design and powerful features. Many users describe Mesh 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 Mesh eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.