Let's Humanize Finance

Keeping Up with Savings Instead of Keeping Up with the Kardashians: Building a Wealth Management Platform for Everyone. Matt Cohen is the Founder and CEO of Invest Forward, an innovative and holistic wealth management solution that aims to help the everyday American manage their entire financial life in a simple, transparent, and low cost way. Matt has been very thoughtful about building out the Invest Forward platform and I’ve never seen him as excited about his work as he has been with Invest Forward. He’s built out a strong set of partnerships and has a good set of investors (including Transamerica Ventures). Matt has a strong background at the intersection of finance, technology, and making an impact. Matt has been a Partner at City Light Capital, a top impact investment VC firm that he helped build from the ground up. He also has finance and startup experience as a banker at Citi and Bear Stearns and was a founding member / VP of Business Development at Netfolio, an early 2000s fintech startup. Americ