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As an experienced executive and entrepreneur, Stephany has spent the last decade building technology to optimize financial outcomes for individuals – first at LearnVest where she holds patents for the design of its financial planning software, and now at Orum, a B2B Fintech company that is powering faster payments.
And so they have done that and they’re a B2B company right now. So I worked with a certifiedfinancialplanner called Katie Song when I was at SoFi. It is a, a very strong platform for advisors, RAs, and, you know, a lot of them are using it at domain money. And I think eventually they’ll be a B2C company.
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