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Derek Notman

Founder & CEOCouplr AI

Orlando, FL

Member Since April 2023


Financial Software Development
Innovation & Creativity
Client Acquisition


I'm a REBL Dad on a mission to fix our relationship with Money. Hi, I'm Derek! I dislike ties, love flip-flops and board shorts, and enjoy challenging the status quo. I was born in Ireland to a South African mother and German American father. I have a passion for world travel and adventure and believe it or not was actually compared to "The World's Most Interesting Man", although I am not sure I deserve it! A few bits about me: ● Dual Citizen ● Delta Million Miler ● Husband and Father ● Car Enthusiast ● Aspiring Surfer ● Jumped out of a plane, willingly! ● NAIFA Leading New Advisor of the Year Award for the State of Vermont 2008 ● 40 Under 40 Class of 2019 ● Riskalyze Advisor Appreciation Award 2022 ● Wealthies Rising Star of the Year Award Winner 2022 ● Money Nerd ● Fintech Founder

Published content

Nine Steps You Can Take Right Now to Build a More Financially Stable Future

expert panel

Taking even just one of these steps can set you on a better path toward financial success. Financial surprises often seem to crop up at the most inopportune times — your car breaks down, you have an unexpected medical bill, your air conditioner needs to be replaced. All of these situations, paired with poor money habits or a lack of financial planning, can create a major hole in your budget, leaving you feeling scared or anxious about how you’re going to climb back out. But whether you have unexpected expenses, you spend above your means or you feel like you’re behind on saving for retirement, the key to finding stability is intention. Here, the financial and investment experts of Kiplinger Advisor Collective walk through the steps anyone can take right now to start building a more financially stable future and why doing so is key to living the life you want. 

Six Factors to Consider Before Choosing Your Financial Adviser

expert panel

Not only can a financial adviser help you align your money with your future goals, but they can also provide a certain peace of mind that lets you be sure your money is working for you instead of against you. But not all financial advisers are created equal, and not all are going to be a good fit for you and your goals. So before you narrow down your list, consider the following factors suggested by the financial and investment experts of Kiplinger Advisor Collective to be sure your potential pick has your best interests in mind.

10 Promising Sectors for Growth and Investment (Even in the Current Economic Climate)

expert panel

While talks of a recession, mass job layoffs and housing market uncertainty may be making would-be investors timid when it comes to investing in the current economic climate, in any market, there will always be those industries which continue to thrive and innovate despite any obstacles. Driven by cultural and consumer needs and interests, these promising sectors remain ripe for growth and investment.  As leaders in the finance and investment community, the members of Kiplinger Advisor Collective have a few thoughts of their own when it comes to promising industries in today’s economy. Here, they share their top sectors for growth and investment—from cybersecurity to energy transition and various industries in between—and why they believe these areas show so much potential.

Company details

Couplr AI

Company bio

Leveraging AI & data science to connect clients with financial advisors for the right reasons, at the right time & place. Go to to learn more and book a demo.


Financial Technology (Fintech)

Area of focus

Financial Technology (Fintech)
Behavioral Finance
Wealth Management

Company size

2 - 10