Interview with Derek Notman Founder & CEO of Couplr
Published: September 8, 2026
Duration: 19:35
Derek is a CFP® with 20+ years in financial advice. He helps hundreds of families and business owners plan for retirement, weather life events, and stay invested through market cycles. In 2013, He tooks his practice fully virtual, an early bet that technology could make advice more accessible and human at the same time.
Founded & CEO of Couplr AI in 2022 because the way most people find a financial advisor is broken. Directories match on geography and credentials which misses what actually determines whether the relationship lasts: fit, communication style, and how you make decisions. Couplr’s engine uses 1,300+ behavioral and fin...
Founded & CEO of Couplr AI in 2022 because the way most people find a financial advisor is broken. Directories match on geography and credentials which misses what actually determines whether the relationship lasts: fit, communication style, and how you make decisions. Couplr’s engine uses 1,300+ behavioral and fin...