About Couplr

The Couplr fintech lead generation solution was specifically built for financial companies and their financial advisors.  Couplr is a byproduct of frustration, first hand experience, need, potential, data science, and the human connection.  Financial advisors and the companies they represent want to help as many clients as possible, but with up to 90% of advisors failing in the first three years this is a constant challenge, yet also a huge opportunity.

Why Couplr?

Lead generation is broken.  People want & need help with their money.  Money is personal, people are looking for an eHarmony experience but at best are getting Tinder with other lead generation solutions.

Couplr was built fundamentally different from the ground up.  Instead of matching clients with the best advisor for them based upon ZIP code and net worth, we connect people on a variety of human & financial dimensions.  We do this by leveraging Couplr in places where people already are.  Having a deep understanding of financial psychology and where people are on the transtheoretical model of change we are able to connect clients with the best advisor for them for the right reasons at the right time at place.

Equally important we provide financial advisors and the companies they serve a predictable, scalable, and cost effective lead generation solution unlike anything else.  By helping financial advisors and the companies they represent acquire more clients in a way that feels natural they will increase product & services placed and increase financial advisor success rates & retention.  Ultimately, we help more people get the most out of their money which will have cascading positive effects for society on a global scale.

What is Couplr?

Couplr is a white-label SaaS solution specifically created & designed for a variety of financial services companies.  Ranging from wire houses & insurance broker/dealers to corporate RIAs and life insurance companies, Couplr can be used to drastically increase lead generation.

The Couplr Mission & Vision

Couplr is on a mission to help the world connect with money, better!  People want help with their money.  Financial advisors want to be the ones helping them.  They both deserve Couplr, a place for connection to realize a mutually beneficial relationship.

We envision Couplr will become the lead generation solution of choice by both consumers and financial advisors.

Meet the Couplr Team

Derek Notman
Brent Theisen
Meghaan Lurtz

Derek Notman, CFP®

  • CEO & Founder at Couplr
  • Founder at Conneqtor
  • Founder and CFP at Intrepid Wealth Partners
  • WealthManagement.Com 2022 Rising Star Award Winner
  • WealthManagement.Com 2022 Industry Awards Finalist (‘Wealthies’)
  • Riskalyze Advisor Appreciation Award – 2022
  • InBusiness Magazine 40 under 40 – 2019

Brent Theisen

  • CTO and Technical Co-Founder at Couplr
  • Founding Engineer at Womply
  • Senior Software Engineer at Jellyfish (acq Microsoft)
  • Multiple Startups & Exits Experience

Dr. Meghaan Lurtz

  • Founding Strategic Advisor at Couplr
  • Ph.D in Personal Financial Planning
  • Certified Financial Behavior Specialist (FBS®)
  • Professor at Kansas State University
  • Lecturer at Columbia University
  • Senior Research Associate at Kitces.com
  • Board Member – Financial Psychology Institute Europe