digital-advice
(2)Legend
Legend
Executive · Operator
Rich Steinmeier and the business of getting out of the way
His first paycheck bought mustard-yellow parachute pants; his career led to the machinery behind financial advice. At LPL Financial, Rich Steinmeier is testing how much a large company can do for people who value their independence.
rich-steinmeier · lpl-financialRead →
Founder · Executive · Operator
Margaret Hartigan
Margaret Hartigan is the founder and CEO of Marstone, a Providence-based digital wealth management platform that banks and financial institutions white-label to deliver investing and planning tools to clients of all means. A former top-quintile Merrill Lynch financial advisor, she launched Marstone in 2013 to demystify and humanize finance, raised a Series B in 2024, and was named Innovator of the Year at the 2025 US Fintech Awards.
fintech · wealth-managementRead →