We offer a unique, online solution to consumers seeking qualified personal financial planning and advisory services. With our robust weights-based matching algorithm and consumer-centric approach, we see a major opportunity to dominate the business of matching individuals to best fit fiduciary advisors. Our web platform, Wealthramp.com, has been beta tested in two key markets, with compelling CAC stats, and is ready for rollout nationally.

Video Pitch

Management Team

Founder & CEO

Pam Krueger

Creator & Exec Producer of award-winning PBS Series, MoneyTrack. Author, The MoneyTrack Method. Managed team of 40 ($3.2M annual budget) and successfully aired series on 255 PBS stations / 3 seasons. Awards: 2 Gracies, 8 Tellys, Emmy Nominations, & The Financial Literacy Institute’s Most Prestigious Financial Educator of the Year. Schwab Advisor Services platform development team. National spokesperson, Institute for the Fiduciary Standard.


Adam Clarey

In-depth knowledge of next generation data & social/community building technologies. 5+years solid Drupal front/back-end coding experience, architecture design, artificial intelligence as well as working with numerous 3rd party API's. Created marketplace eCommerce systems, advanced search engines and booking system integrations.


Deidre Davi

Former Director of Marketing at Facebook and EVP Strategy at Sterling Brands. Deirdre uses social networks to drive results. She brings 25-years expertience in developing go-to-market strategies for product updates and other initiatives to support overall goals.

Director, Advisor Relations

Britt Doyle

Over 30 years in finance and wealth management, including Kidder Peabody, Merrill Lynch, Citigroup and UBS. Founder of Edgewood Impact, dedicated to educating investors about the psychological and financial benefits of positive social and environmental investing


Vincent DiVito

25 years+ CFO experience from start-up's to $1 billion companies. Managing Partner at Vincent L. DiVito, Inc., consulting and advisory firm, board member and audit committee chair for two NASDAQ listed companies. CPA/CMA.

Chief Strategy Officer

Chris Hynes

Hynes served as an Executive Vice President and In Charge of $2 Trillion dollar Private Asset Management of State Street Global Advisors (SSGA). Mr. Hynes was involved in the sourcing and negotiations of several acquisitions and joint ventures, as well as the evaluation of numerous additional opportunities.