Disrupting
With
Intention

Dana L. Wilson is the Founder and CEO of CHIP (Changing How Individuals Prosper), a trailblazing fintech marketplace that makes it easy to find financial professionals of color. With over 15 years of experience across major financial institutions and independent firms, Dana brings a wealth of expertise in strategic leadership, client advocacy, and inclusive innovation.

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She’s been widely recognized for her impact: named a “See It Be It” Role Model by Investment News, a “One to Watch” in Fintech by Money 20/20, and honored with two ThinkAdvisor awards for thought leadership and diversity. She is a 2023 Investment News Women to Watch Finalist and the 2025 recipient of the Lola M. Parker Outstanding Woman of the Year Award from Iota Phi Lambda. Dana also received a Trailblazer Award from Black Women in Media.

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A proud graduate of North Carolina Central University (BBA, Marketing) and Penn State University’s Smeal College of Business (MBA, Strategic Leadership & Innovation), Dana has held roles at SunTrust, Merrill Lynch, State Farm, and more. She launched her own advisory practice and most recently advised clients at Manhattan Wealth Management in NYC. She’s also served as a Startup Coach for Apps Without Code, empowering new entrepreneurs with business, marketing, and sales strategies.

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As host of The Equity Blueprint Podcast, Dana is changing the conversation around money—highlighting real financial journeys with transparency and purpose. A passionate advocate, speaker, and educator, she’s committed to giving underserved communities access, opportunity, and financial visibility.

Outside of work, Dana is a marathoner, avid reader, proud pet parent, and a member of Delta Sigma Theta Sorority, Inc.