What happens when a consumer decides they're ready for financial advice?

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We don't exactly know…

People are looking for help with their money but are turned off by words they don’t understand, are overwhelmed with long, impersonal lists of advisors to pick from, and sometimes they just aren’t ready to get started.

What we do know

There’s an opportunity to greatly improve the consumer journey which directly leads to improved lead generation & client acquisition for companies and their financial advisors.

The goal is to not only learn about the consumer and where they are in terms of the ‘stages of change’, but give them more power to make better decisions when they’re ready to make those decisions.  We do this by letting consumers know how well the advisor matches to them while at the same time helping financial advisors work with the best clients for them.

Success is built on trust. Trust is built on empathy.

Couplr uses AI and data science to more about what consumers and advisors are looking for to best match financial advisors with the best warm inbound clients for them across a variety of human and financial dimensions.

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About Couplr

The Couplr fintech client acquisition 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?

After years in the financial services industry, founder Derek Notman saw one pivotal issue: a lack of empathy and trust in professional financial relationships, especially for people looking to hire a financial advisor.  In other words, lead generation was broken.

Knowing that human connection was foundational to success, Derek started the journey to find a solution that truly works.  A smart fintech lead generation solution matching clients and financial advisors.

The result feels magical, but are based on financial psychology, behavioral finance, and math.

Investors and Financial
Advisors Deserve Better

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.

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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.

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Meet the Couplr Team

Derek Notman

Derek Notman, CFP®

  • CEO & Founder at Couplr
  • Founder at Conneqtor (acq. Dec. 2023)
  • 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

Brent Theisen

  • CTO and Technical Co-Founder at Couplr
  • Founding Engineer at Womply
  • Senior Software Engineer at Jellyfish (acq. Microsoft)
  • Grew and led teams of 150+ developers
  • Multiple Startups & Exits Experience
Meghaan Lurtz

Dr. Meghaan Lurtz

  • Chief Behavioral Officer 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
Steve Prew

Steve Prew, MBA

  • Business Development at Couplr

  • 25+ Years in Financial Services

  • MBA in Strategic Management

  • US Navy Veteran

  • VP of Business Development at The American College

About the Founder

Hi, I’m Derek Notman and I’m on a Mission to fix Money.

I’m a financial advisor turned fintech CEO and founder at Couplr, an AI-driven technology company helping solve the lead generation problem for the wealth management industry.
I’m also the co-host of the Rethink Financial Advice Podcast with fellow fintech founder and friend Adam Holt.

I entered the financial services industry in 2006 and experienced a high level of success early on winning the NAIFA New Advisor of the Year Award for the State of Vermont. I spent 16 years at New York Life and now run my own RIA.

In 2013 I transitioned my practice into a Virtual model which led to me founding the online training program, Conneqtor, to help advisors do the same.

I’m also a Husband and Father, Dual Citizen, Delta Million Miler, Car Enthusiast, and Aspiring Surfer. I’ve been recognized as the 40 Under 40 Class of 2019, Riskalyze Advisor Appreciation Award 2022, WealthManagement.com Wealthies Rising Star of the Year Award Winner 2022, ThinkAdvisor Luminaries finalist 2023, and was actually once compared to “The World’s Most Interesting Man”!

Derek Notman

Couplr is SOC 2 Type 2 Compliant

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