Raising VC funds to "Change How Individuals Prosper"​.

It was a pleasure to meet Dana Wilson, CEO and Founder of CHIP - Changing How Individuals Prosper. Let us just take a moment to appreciate what a cool name that is for a company focused on financial inclusion and prosperity for everyone !

Dana is a seasoned financial services industry professional with many years of experience in investment advisory and marketing roles. She is known for creating long-lasting client relationships, fostering successful collaborative partnerships, and driving social impact through emerging technologies.

To watch my interview with her, please click the video below:

Dana's company, CHIP (Changing How Individuals Prosper), is a B2B2C financial services marketplace that makes it easy to find Black and Latinx financial professionals.

She not only helps you find a great financial advisor but also helps you learn the intricacies of managing your finances, starting with understanding a lot of jargon. For example, she helps you learn the difference between AWMA, CFA, ChFC, and CDFA even before you contact one.

If you talk to her, it is clear, she firmly believes there is a financial advisor for everyone. She is focused on creating a platform to empower everyone through conversation, understanding, and education.

I enjoyed my conversation with her and wish her great success in "changing how individuals prosper".

For more info visit our Website and LinkedIn Page. Like and subscribe to our youtube.com channel to get automatic updates and see the latest videos and industry highlights.

Fintech Next

Sheela Ursal is the founder and CEO of Fintech Next . She has worked for over two decades in product management and marketing for SaaS payments and e-commerce global enterprises and startups, for the likes of Amazon, Western Union, and Netopia (bought by Google), launching payment products and expanding internationally. In the last four years, her focus has been on advising and investing in Fintech startups and she has been a speaker and presenter at many events and conferences.

http://www.fintechnextventures.com
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