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Stephany Kirkpatrick, Founder & CEO of Orum, joins the Harness Wealth Board

Harness Wealth

DECEMBER 14, 2022

As an experienced executive and entrepreneur, Stephany has spent the last decade building technology to optimize financial outcomes for individuals – first at LearnVest where she holds patents for the design of its financial planning software, and now at Orum, a B2B Fintech company that is powering faster payments.

Certified Financial Planner 52
Certified Financial Planner Tax Planning Taxes B2B 52
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Transcript: Joanne Bradford

The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. That led to their investment. Microsoft’s investment in Facebook. Joanne Bradford : No, I’m a, like, I think I invest with my human capital, right? And so they have done that and they’re a B2B company right now.

Startup 143
Startup Advertising Engineering Numbers 143
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