In this episode of Fintech Mavericks, Nicole Casperson and Drew Glover sit down with Emily Green, Head of Wealth Management at Ellevest, to talk about bold pivots, purpose-driven leadership, and the future of wealth for women.

Since joining Ellevest in 2017, when the company had just $40 million AUM, Emily has helped scale the platform to over $2 billion, all while staying rooted in one mission: getting more money in the hands of women.

Emily unpacks Ellevest’s recent decision to sunset its robo-advisory product and transition clients to Betterment, allowing the firm to double down on high-impact wealth management and financial planning. From leading through industry shifts to helping women navigate the Great Wealth Transfer, this conversation dives into what it means to serve a generation of women demanding more values alignment, financial clarity, and control over their legacies.

Plus, Emily shares stories from the early startup days, her biggest leadership lessons, and what it felt like to leave corporate life behind to help build something that could change the world.

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Follow the hosts:

🔹 Nicole Casperson: https://www.linkedin.com/in/nicole-casperson-0820a5133/ 

🔹 Drew Glover: https://www.linkedin.com/in/drewbailerglover/ 

🎧 Hit play to hear from one of fintech’s most innovative leaders!