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The Great Wealth Transfer is coming, and wealth managers are missing it
I spotted a fascinating post from Stephany Kirkpatrick on LinkedIn that gets straight to the heart of one of the biggest opportunities and failures facing wealth management today. Stephany is a successful founder and entrepreneur who founded Orum in 2019, sold it to Stripe in 2025 and has now started another venture called Pretty Smart……
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The Great Wealth Transfer is coming, and wealth managers are missing it
I spotted a fascinating post from Stephany Kirkpatrick on LinkedIn that gets straight to the heart of one of the biggest opportunities and failures facing wealth management today. It’s an important post by someone who is a successful founder and entrepreneur. She founded Orum in 2019 which was acquired by Stripe in 2025 and has……
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The Great Wealth Transfer is coming, and wealth managers are missing it
I spotted a fascinating post from Stephany Kirkpatrick on LinkedIn that gets straight to the heart of one of the biggest opportunities and failures facing wealth management today. It’s an important post by someone who is a successful founder and entrepreneur. She founded Orum in 2019 which was acquired by Stripe in 2025 and has……
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The Great Wealth Transfer is coming, and wealth managers are missing it
I spotted a fascinating post from Stephany Kirkpatrick on LinkedIn that gets straight to the heart of one of the biggest opportunities and failures facing wealth management today. It’s an important post by someone who is a successful founder and entrepreneur. She founded Orum in 2019 which was acquired by Stripe in 2025 and has……
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The Great Wealth Transfer is coming, and wealth managers are missing it
I spotted a fascinating post from Stephany Kirkpatrick on LinkedIn that gets straight to the heart of one of the biggest opportunities and failures facing wealth management today. It’s an important post by someone who is a successful founder and entrepreneur. She founded Orum in 2019 which was acquired by Stripe in 2025 and has……
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The Great Wealth Transfer is coming, and wealth managers are missing it
I spotted a fascinating post from Stephany Kirkpatrick on LinkedIn that gets straight to the heart of one of the biggest opportunities and failures facing wealth management today. It’s an important post by someone who is a successful founder and entrepreneur. She founded Orum in 2019 which was acquired by Stripe in 2025 and has……
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The Great Wealth Transfer is coming, and wealth managers are missing it
I spotted a fascinating post from Stephany Kirkpatrick on LinkedIn that gets straight to the heart of one of the biggest opportunities and failures facing wealth management today. It’s an important post by someone who is a successful founder and entrepreneur. She founded Orum in 2019 which was acquired by Stripe in 2025 and has……
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The Great Wealth Transfer is coming, and wealth managers are missing it
I spotted a fascinating post from Stephany Kirkpatrick on LinkedIn that gets straight to the heart of one of the biggest opportunities and failures facing wealth management today. It’s an important post by someone who is a successful founder and entrepreneur. She founded Orum in 2019 which was acquired by Stripe in 2025 and has……
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Things worth reading: 1st October 2026
Things we’re reading today include … Nubank denies active Monzo takeover talks after shares plunge King’s bank Coutts hit with new lawsuit after ‘debanking’ Fintech is entering its next phase. Here’s what will shape it in 2027 We need ‘right to intervene’ in AI amid growing threat, says Bank of England boss Regulating AI ‘not……
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It’s not about payments … it’s about trust
I just did an interview with LVTX about the future of payments. Sharing it here, fyi: What is one of the biggest structural inefficiencies in the payments and financial services ecosystem that still hasn’t been solved? One of the biggest structural inefficiencies in financial services today isn’t payments or settlement. It’s digital trust. The fact……