AI Advisor–Client Matching for Insurance & Wealth Firms

Derek is the heart (and head) behind Couplr. A seasoned wealth strategist turned matchmaker-in-chief, he spent years watching brilliant advisors struggle to find clients they actually clicked with. So, he built Couplr to fix that. Equal parts behavioral geek and fintech realist, Derek blends deep industry know-how with a genuine belief in better connections. He’s the one who turned the “there has to be a better way” moment into a movement—and gave professional matchmaking a much-needed glow-up. When he’s not busy decoding compatibility or making spreadsheets feel romantic, you’ll find him championing a future where trust leads, ghosting is obsolete, and the right matches unlock real potential. He might not wear wings (often), but when it comes to professional chemistry? Derek is Couplr’s cupid.

Meg is Couplr’s behavioral science powerhouse—the one who makes sure our matches are more than just good on paper. With a Ph.D. in Personal Financial Planning (and a background in financial therapy, psychology, and education), she’s spent her career studying what makes people click—emotionally, financially, and everything in between. At Couplr, she’s the architect of our match logic: blending science, empathy, and a deep understanding of human behavior to design connections that actually last. She’s also a partner at Shaping Wealth and a former Professor of Practice at Kansas State University, where she helped shape how the next generation thinks about money, meaning, and human flourishing. Her superpower? Making the invisible dynamics of trust, alignment, and decision-making suddenly feel obvious. If Derek’s our cupid, Meg’s the compatibility whisperer—the one who ensures every match has a fighting chance at becoming something meaningful.

Anton is the engine driving Couplr’s product delivery lifecycle. As Technical Project Manager, he orchestrates the complex dance between technical implementation and business goals, moving beyond development to manage project scope, timelines, and cross-functional coordination. His approach is grounded and strategic, ensuring that the brilliant AI matchmaking logic on paper is successfully translated into a seamless, impactful product experience. When he’s not fine-tuning a project roadmap, he’s probably playing guitar.