Derek Notman

I'm building the way people should find their financial advisor, through fit, not luck.

I'm a CFP® with 20+ years in financial advice. I've helped hundreds of families and business owners plan for retirement, weather life events, and stay invested through market cycles. In 2013, I took my practice fully virtual, an early bet that technology could make advice more accessible and human at the same time. I founded 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 financial variables to match consumers with financial advisors on a much more human level. On the firm side, we help wealth and insurance organizations grow more predictably by matching the right prospects with the right advisors from day one with our CouplrMatch product, We also drive organic growth through our prospect and client enrichment tool, Couplr IQ. I the For the Love of Money a LinkedIn newsletter with 20,000+ subscribers on money, fintech, behavioral finance, and what we are learning through our industry work and research. I co-founded the REBL Dads community to help dads become better leaders at home and work. We host an annual gathering on Necker Island. Out of that community, I co-authored REBL Dad, a book revealing what 100+ dads share about successful leadership at home and work, with a foreword by Sir Richard Branson. Outside of work, I'm a husband, dad, and lifelong tinkerer. I love travel, surfing, dogs, and turning wrenches on cars, the hands-on stuff that keeps me grounded. Recognition & press: MassChallenge FinTech 2026 "Most Likely to Change the Industry" 2023 ThinkAdvisor Luminary (Thought Leadership & Education) 2022 WealthManagement.com Rising Star of the Year 2019 In Business Madison 40 Under 40 2008 NAIFA-Vermont New Advisor of the Year Featured in Kitces, WealthManagement.com, Investment Executive, Advisor.ca, ThinkAdvisor, InvestmentNews, and NAIFA Advisor Today Currently: helping consumers find the right financial advisor at couplr.ai, and helping advisors + firms scale predictably with our AI-powered book-intelligence platform.