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Sylvia S. Kwan

CEO and Chief Investment Officer

Ellevest

23

Sarah Levy

CEO

Betterment

Industry: Wealth Management, Female-Focused Investment

Industry: Wealth Management, Robo-Advisory

Sylvia S. Kwan is an investment executive and fintech pioneer serving as CEO and CIO at Ellevest. Renowned for developing innovative investment solutions that leverage technology to enhance efficiency and execution quality. Her extensive expertise spans digital platforms and high-net-worth client management, with a particular focus on impact investing strategies.

Betterment’ s CEO, Sarah Levy directs this leading digital investment platform with strategic precision. She drives the growth of Betterment’ s automated investing and savings solutions while maintaining fiduciary responsibility to clients. Sarah’ s leadership balances technological innovation with wealth management fundamentals, expanding Betterment’ s market position through diversified product offerings.

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60 fintechmagazine. com