financial-planning
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Eléonore Crespo Is Planning for the Plan After the Plan
The Pigment co-founder learned to read uncertainty as a physicist, an operator and an investor. Now she is trying to turn the spreadsheet - corporate life’s most stubborn compromise - into a living map of what comes next.
Rachel Eccles Is Marketing the Conversation Before the Money
The English major turned fintech executive has spent her career making complicated subjects easier to enter. At eMoney, her real product is not software alone - it is permission to begin a useful conversation about money.
Brett Bernstein’s long bet on independence
He left Merrill Lynch without taking the usual check, built XML Financial Group from his own pocket, and learned that scaling a wealth firm is less about collecting offices than keeping people.
Adam Holt Drew Finance Back to One Page
Before Asset-Map became software used to organize trillions in financial instruments, it was Adam Holt's hand-drawn answer to a stack of reports nobody wanted to read.
Hank McLarty Built a Wealth Firm Like a Football Team
The former Auburn linebacker turned a bruising lesson about quitting into a 20-year experiment in team-based advice, humility, and the strange art of knowing when a founder should join a larger huddle.
David Bull Wants to Turn the Family Fortune Into a Family Business
The Ark Financial founder has a simple diagnosis for entrepreneurial wealth: the experts may all be competent, but nobody owns the seams. His answer is an operating system for the business of the family.
Dee Ann Remo Built a Wealth Firm Around the Work Money Cannot Do Alone
A former KPMG tax partner turned a filing-cabinet view of wealth into a multi-family office - then made community, continuity and difficult conversations part of the balance sheet.
Raygar Khailany Is Turning the Financial Plan Into a Finished Product
After two decades helping advisors outsource the work around advice, the PlanScout co-founder made a sharper bet: the most useful planning software may arrive with people attached.
Alok Goel Is Turning the CFO's Rearview Mirror Into a Windshield
After Google, two major Indian startup exits and five years in venture capital, Alok Goel returned to operating with a stubborn question: why can so few companies see where they are going? Drivetrain is his attempt to make the answer visible.
Sylvia Kwan
Dr. Sylvia Kwan is the CEO and Chief Investment Officer of Ellevest, the New York-based investment advisory firm built to help women build and manage wealth. A Stanford PhD and holder of both the CFA and CAIA designations, she designed the gender-aware investing algorithm at the core of Ellevest's platform and, in 2025, succeeded founder Sallie Krawcheck to lead the company. With more than three decades in financial services, including founding-team roles at Financial Engines and a stint at Charles Schwab, Kwan is a leading voice on impact investing, alternatives, and closing the gender wealth gap.
Lily Vittayarukskul
Lily Vittayarukskul is the co-founder and CEO of Waterlily, a San Francisco AI company that predicts when a person will need long-term care, for how long, and what it will cost - then helps families figure out how to pay for it. A child prodigy who started college at 14 and interned at NASA by 16, she pivoted from aerospace engineering to healthcare after her aunt's terminal cancer diagnosis exposed how unprepared most families are for the cost of caregiving. Waterlily runs more than 500 million data points through proprietary AI models, has raised roughly $10 million from investors including Genworth, Nationwide and Edward Jones Ventures, and landed Lily on the Forbes 30 Under 30 list.
Kenneth Lee
Kenneth Lee is the Chief Financial Officer and Treasurer, and Executive Vice President of Finance and Administration, at Southern New Hampshire University, one of the largest nonprofit providers of online higher education in the United States. Since 2018 he has steered the money behind a 16,000-employee institution that turned a small regional college into a national online powerhouse, overseeing finance, accounting, financial planning, treasury, tax, internal controls, procurement, and the campus and facilities themselves. A two-time Harvard graduate and former A.T. Kearney partner, Lee spent seventeen years in consulting and senior corporate roles before deciding the most interesting balance sheets were the ones attached to a mission.
Julio Martinez
Julio Martinez is the co-founder and CEO of Abacum, an AI-native financial planning and analysis (FP&A) platform he launched with Jorge Lluch during the first week of Spain's COVID-19 lockdown in April 2020. A former M&A lawyer turned Citigroup banker turned fintech venture builder, he built the product he wished he had had during two decades inside finance. Abacum has raised more than $100 million from investors including Atomico, Creandum, Scale Venture Partners, Cathay Innovation and Y Combinator, and now serves hundreds of mid-market companies across more than 30 countries from offices in New York, London and Barcelona.
Parmvir Basra
Parmvir Basra is a finance leader at Vapi, the developer-first voice AI platform backed by Peak XV, Bessemer, and Kleiner Perkins. With nearly a decade of FP&A and corporate finance experience spanning PagerDuty and BrightEdge, Basra joined Vapi in late 2025 as the company scaled through its $50M Series B and crossed 1 billion calls processed. He brings rigorous financial modeling and strategic business partnering to one of the fastest-growing AI infrastructure companies in Silicon Valley.