Derek Notman

Founder and CEO at Couplr AI

Speaker

Derek N.H. Notman, CFP®, is the Founder and CEO of Couplr AI, a fintech company revolutionizing financial advisor matching through AI technology for insurance and wealth management firms. With nearly two decades in the financial services industry, Derek has extensive experience as both a Certified Financial Planner (CFP®) and fintech founder.

Derek is also the co-host of the "Rethink. The Financial Advice Podcast," where they Rethink the wealth management & insurance industry profession. Previously, he founded Conneqtor, a virtual advisor system acquired in December 2023, and Intrepid Wealth Partners, an RIA where he serves as a CFP®.

As a thought leader, Derek contributes articles on topics like advisor-client relationships and industry challenges. He is active on LinkedIn, sharing insights on financial planning and wealth management. Outside of work Derek loves surfing, working on classic cars, and building the REBL Dads community.