Remove B2B Remove Certified Financial Planner Remove Financial Advice
article thumbnail

Stephany Kirkpatrick, Founder & CEO of Orum, joins the Harness Wealth Board

Harness Wealth

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.

article thumbnail

Transcript: Joanne Bradford

The Big Picture

And so they have done that and they’re a B2B company right now. So I worked with a certified financial planner called Katie Song when I was at SoFi. And, and Gimme One More 00:52:22 [Speaker Changed] Financially Fearless by Katie song, which was written out of a need Facebook group. Should I buy another home?

Startup 146