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WealthManagement EDGE Podcast

WealthManagement EDGE Podcast: Breaking Conventions for Inclusive Equity with Dana Wilson

From finance to fintech disruption, CHIP founder Dana Wilson redefines fear and empowers change.

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In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Dana L. Wilson, CEO and founder of CHIP (Changing How Individuals Prosper). Dana’s journey from banking to fintech innovation is a remarkable one. With awards for diversity and inclusion, as well as thought leadership, she’s been recognized as a “One To Watch” in Fintech by Money 20/20. Known as the mastermind behind “Dana Disrupts” (@DanaDisrupts), she offers unique insights into reshaping the financial sector to be more inclusive for people of color, ensuring a seat at the wealth table for all.

Specifically, Nabia and Dana talk about:

  • Dana’s unconventional journey from banking to entrepreneurship
  • Closing the wealth gap in America
  • Facing the fear of failure and embracing challenges for personal growth
  • The importance of self-care to fuel success


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Connect With Nabia Jenkins-Johnston:

Connect With Dana L Wilson:

About Our Guest:

Dana L. Wilson, MBA, has over 15 years of experience in the financial services industry. In 2021, InvestmentNews recognized her as a “See It Be It Role Model” for her diversity, equity, and inclusion work. In addition, to receiving two company awards in 2021 from Think Advisor for her work in diversity and inclusion and thought leadership. She was named “One To Watch” in Fintech from Money 20/20 and received an award as a 2021 Trailblazer from Black Women In Media. She was named one to change the face of Wealth Management in 2022 by Wealth Management and named as one of 41 Top Influencers for Financial Advisors in 2023 by Indigo Marketing Agency.]

She graduated from North Carolina Central University, where she received her Bachelor of Business Administration (BBA) with a concentration in Marketing. She also graduated from Penn State University, Smeal School of Business, with her Master’s in Business Administration, studying Strategic Leadership and completing a concentration in Corporate Innovation.​

Dana is the Founder & CEO of CHIP (Changing How Individuals Prosper), a B2B financial services marketplace that makes it easy to find Black and Latinx, financial professionals.


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