Family Unwrapping

Our Story

As founders with tenured careers within the financial industry; we understand the possible challenges that exist when it comes to finding direct access to credible financial professionals of color.

 

Therefore, our mission is to create direct visibility for financial professionals of color to change the racial wealth divide that exists in the United States. 

Let's Make An Impact Together!

Terance Takyi

CPO | Head Of
Partnership

Dana L. Wilson

CEO | Founder

Douglas Rubenstein

COO | Head Of Advisor Intake
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Our Team
Yes...This Is Us Too...

CHIP IS NOT A BROKER-DEALER, REGISTERED INVESTMENT ADVISOR, OR ANY OTHER TYPE OF INVESTMENT FIRM. WE DO NOT SELL INVESTMENT PRODUCTS OR GIVE INVESTMENT ADVICE AND WE ARE NOT, NOR DO WE NEED TO BE REGISTERED WITH ANY REGULATORY BODY. CHIP IS A FINANCIAL TECHNOLOGY PLATFORM BUILDING CONNECTIONS AND BRIDGING THE WEALTH GAP FOR FINANCIAL PROFESSIONALS OF COLOR AND THE CLIENTS THEY SERVE.  YOUR PRIVACY IS IMPORTANT TO US AND YOUR PERSONAL INFORMATION WILL

NOT BE SHARED OR ADDED TO A DISTRIBUTION LIST FOR FURTHER SOLICITATION WITHOUT YOUR CONSENT.

There Is A Financial Professional For Everyone

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