Our team has spent over a decade managing money for multi-millionaires (and even a few billionaires) on Wall Street. We know how the wealthiest people in the world manage their money which allows us to bring that same expertise to you. At the same time, we’re all millennials ourselves so we totally understand where you are right now and what your priorities are.
About Our Team
Currently, our Founder & CEO, Dani Pascarella, CFP®, is personally working with all of our Wealth Coaching clients. Prior to founding Invibed, Dani was an Investment Specialist at J.P.Morgan, where she managed money for ultra high net worth individuals with assets ranging from $25 million to billions.
She holds a B.A. and M.A. in International Business from the University of Florida and a M.S. in Journalism from Columbia University.
Dani became a licensed stockbroker at age 20 and previously worked at CNBC on the show Mad Money with Jim Cramer.
Invibed is a fintech startup that’s helped over 80,000 millennials build a secure financial future via personal finance education tailored to Gen Y and our Wealth Coaching program, which makes holistic financial planning accessible, affordable, and delightful for millennials.
Invibed is also part of the NYC cohort of Startup Next, powered by Techstars and Google for Entrepreneurs and has been featured in Fox Business, Yahoo! Finance, Elite Daily, and WealthManagement.com.