Derek Notman

Founder and CEO at Couplr AI

Speaker

I entered the financial services industry in 2006 and experienced a high level of success early on which I attribute to the philosophy of "do what is right for my clients and eventually I will get paid." After 3 years I started my own firm.

In 2013 I made the decision to transition my practice to a Virtual model. I did this to best serve my unique clientele while also ensuring a great life-work balance for me to spend more time pursuing my passions and enjoying more of life's moments with my wife and son. I am no longer taking on new clients other than direct referral for my RIA.

Knowing the financial industry & profession as both an advisor & fintech founder has given me unique perspective on how to address and tackle some large problems which I am laser focused on via my four dimensions with:
● Couplr
● Conneqtor
● Rethink FA Podcast
● Intrepid Wealth Partners