1089. Insights: Why does wealth management arrive too late?

About this episode:

For many founders, selling a company is seen as the finish line. But some of the biggest financial decisions around an exit happen long before the deal is done - so why does wealth management so often arrive too late?

Host David Brear is joined by Stephany Kirkpatrick, founder of Pretty Smart Money and Orum, and Kate Moody, Customer Strategy Director at 11:FS, to explore why traditional wealth management struggles to build trust with founders, what major life events reveal about the industry's product-first approach, and how better planning, technology and AI could reshape the future of financial advice.

This week's guests:

Stephany Kirkpatrick - Founder Pretty Smart Money

Kate Moody - Customer Strategy Director at 11:FS

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About Fintech Insider:

Fintech Insider by 11:FS is a bi-weekly podcast that covers everything from finance and banking to technology and the latest trends in financial services.

Our expert hosts, with hands-on industry experience, are joined by key decision-makers, VCs, and top reporters from across the financial landscape, including guests from companies like Stripe, Revolut, Plaid, PayPal, and Monzo. Together, they break down the biggest news and innovations shaping the space.