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, credit unions, and investment advisors 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