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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.

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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 she did a plan for me personally and answered the questions, can I retire? And so we offer that plan for $2,500. 00:29:28 [Speaker Changed] Yeah.

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