About Couplr

The Couplr fintech lead generation solution for financial advisors is a byproduct of frustration, 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.

We created Couplr to help companies and their financial advisors acquire more clients in a way that feels natural to increase product & services placement, increase financial advisor success rates & retention, all while making the client feel great about their decision to work with them.

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 Financial Psychology
  • 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