Turning Savers Into Investors

Advice, education and tools that help people invest and get better with their money

Powered By GoldBean

Powered By GoldBean

As well as helping individuals invest, we also help banks and credit unions take their customers further on their journey to financial health. Use GoldBean content and software to create personalized advice, portfolio recommendations and educational experiences. Our unique approach includes using a customers spending history to build a portfolio including stocks that they are familiar with.

GoldBean Executive Team

We don't look, or think, like most of the finance world. We are a team of Engineers,
Marketers, Financial Compliance & Data people. Our frustration with the disconnect between
personal consumption (which drives the economy) and personal finance (from which the 'already
wealthy' benefit most) inspired us to become a registered investment advisors and to apply a more
empowered, personal and data-driven approach to investing.


Jane BarrattFounder & CEO


Husani OakleyCTO


Peter ZdanowiczCOO/Chief Compliance

Investors & Advisors

Our investors and advisors include the best and
brightest from the investment, insurance, banking
and tech worlds

Adam Berger

Founder, ezbds, ex-Bloomberg Black

Christine Goodwin

Data Engineer

Delano McFarlane


Janet Hanson

Founder, 85 Broads, ex-Goldman Sachs

Dani Hughes

Founder of Divine Capital

Zohar Swaine

Founder, Mink Hollow Advisors, ex-TD Ameritrade

Whitney Johnson

Co-Founder, Rose Park Advisors, Author

Susan McPherson

Founder, McPherson Strategies

Stewart Owen

Co-Founder, mcgarrybowen

GoldBean In The World


43 West 23rd Street, 6th Floor
New York, NY 10010
+1 347 566 1825

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This website is operated and maintained by Vested Interest Co (DBA GoldBean), an SEC Registered Investment Advisor