Turning Savers Into Investors
Advice, education and tools that help people invest and get better with their money
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
Venmo
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
