About CHIP (Changing How Individuals Prosper)
We started with a question the industry refused to answer.
Why is it that people who work hard, earn well, and want to do better with their money still feel like financial services wasn’t built for them?
CHIP, Changing How Individuals Prosper, was built to answer that. Not with another app or another robo-advisor, but with real human professionals, matched to real human situations, working as a coordinated team.
2,000+
People who’ve found their financial team through CHIP
25+
Credential types in our vetted professional network
5
Financial personas designed to meet you where you are
Who We’re Building For
Real people. Real families. Wealth that actually lasts.
CHIP exists for the households the financial industry overlooked: first-generation wealth builders, growing families, and entrepreneurs who were told to “just figure it out.”
We match you with a coordinated team of diverse, vetted professionals, so the people you love inherit clarity, not confusion.
Our Mission
Our mission is to help you find the right financial professional.
At CHIP we want to find every diverse financial professional and put them all in one place. We want to prepare you with the language to ask for help, and to know who to talk to when something about your money doesn’t feel right.
We explain:
- what financial professionals actually do
- when you may need support
- how different parts of your financial life connect
- how to ask better financial questions
Because understanding the language changes how people make decisions.
Plain Language, Always
We translate financial complexity into plain language, not because our users can’t handle complexity, but because nobody should have to decode their own financial life.
Coordination, Not Referrals
We don’t just hand you a name. We build you a team: professionals who know each other, talk to each other, and work together on your behalf.
Radical Relevance
Generic advice is useless advice. Everything CHIP delivers (content, professional matches, guidance) is built for exactly where you are in your financial journey.
Growth Without Gatekeeping
Financial knowledge shouldn’t require a prior relationship or a minimum account balance. CHIP is free to start because access to clarity shouldn’t be a privilege.
Built for the Long Game
CHIP grows with you, from your first financial conversation to the legacy you leave. We’re not built for a single transaction. We’re built for a lifetime.
Generational Impact
The decisions you make today don’t just affect you. CHIP is built with generational wealth in mind, because prosperity should compound, not stop at one generation.
Our Story
Built from lived experience, not market research.
The Problem
Financial services wasn’t built for everyone
Too many people (first-gen wealth builders, entrepreneurs, growing families) kept hitting walls. Not because they weren’t capable, but because the system assumed they’d already know the rules.
The Insight
The problem wasn’t access to professionals
There were plenty of financial advisors. The problem was fit: people didn’t know who they needed, professionals didn’t understand their clients’ real stage, and nobody was talking to each other.
The Solution
CHIP: a matching system built on clarity first
We built the Money Archetype framework to identify exactly where someone is in their journey, match them to the right professionals, and make those professionals work as a team. Clarity before commitment. Always free to start.
Today
2,000+ people matched. Growing every day.
CHIP is a female-owned, minority-owned financial wellness platform serving people who are serious about building something that lasts, for themselves and the generations that follow.
Our Commitments
What we stand for.
Female-Owned
CHIP was founded by a woman and is operated by women in leadership. That matters, especially in an industry where it’s rare.
Minority-Owned
We build for communities that have been underserved by financial services, and we are one of those communities.
No Conflicts of Interest
CHIP doesn’t take commissions from professionals for placement. Matches are based on fit, not fees.
Free to Start
The quiz, the persona, the match, and the first intake conversation: free. Because clarity shouldn’t cost anything to access.
Meet the Team
The humans making financial clarity possible.
Leadership, advisors, and community members working to change how individuals prosper.
Founder & CEO
Dana L. Wilson, MBA
Executive Leadership
Read bio →Chief Development Officer
Keysha McNeil
Growth, Partnerships & Professional Network
Read bio →Chief Technology Officer
Malcolm Paul
Product & Engineering
Read bio →Interim CMO
Eugenié George, MBA, CFEI
Cultural Coins & Education
Read bio →Chief Financial Officer
Jonathan Leak, MBA
Finance & Operations
Read bio →Board of Advisors
The strategic minds in our corner.
Senior operators advising CHIP on growth, positioning, and the operational rigor required to scale a financial wellness marketplace.
Advisor
Kerel Cooper
Marketing & Go-to-Market Strategy
Read bio →Advisor
Cameo Roberson
Operations Strategy
Read bio →Advisor
Dr. Tyra Edmond
Community Advocacy and Business Strategy
Read bio →Ready to meet your team?
Start with a 3-minute quiz. End with clarity, confidence, and a financial team that actually works for you.