Dana L. Wilson is building the infrastructure for financial equity — one platform, one stage, one community at a time. Founder & CEO of CHIP. Host of The eQuity Blueprint Podcast.
Founder & CEO, CHIP · Speaker · Podcast Host
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Dana L. Wilson is the Founder and CEO of CHIP (Changing How Individuals Prosper)—an award-winning fintech marketplace on a mission to democratize access to financial guidance. CHIP connects individuals, entrepreneurs, and communities with vetted financial professionals, centering equity, transparency, and trust in every interaction. Dana built CHIP to solve a problem she witnessed firsthand: too many people, particularly in communities of color, navigating major financial decisions without the right support. She's changing that.
With more than 18 years across major financial institutions and independent advisory firms, Dana brings rare fluency in both the business of finance and the lived experience of those it has historically left behind. Her work sits squarely at the intersection of finance, technology, and culture—dismantling barriers that have long kept communities of color from accessing coordinated, high-quality financial support.
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"Financial knowledge, opportunity, and visibility should not be privileges — they should be expectations."
— Dana L. WilsonNCCU & Penn State MBA
BBA Marketing to Smeal College MBA, Strategic Leadership & Innovation.
18+ Years in Financial Services
SunTrust, Merrill Lynch, State Farm, independent advisory, Manhattan Wealth Management.
Founded CHIP
Built a fintech marketplace to democratize financial guidance for communities of color.
Building the Movement
2026 PSU Diversity Leadership Award · 2025 Lola M. Parker Outstanding Woman of the Year · Trailblazer, Black Women in Media.
Most people aren't failing with money because they're making bad decisions — they're making good decisions in the wrong financial season. The right move at the wrong time still sets you back. The Financial Seasons Framework helps you name the season you're actually in — Building, Stabilizing, Expanding, or Recovering — so your money strategy finally matches your moment. Seasons are fluid: moving between them isn't failure, it's life. Returning to an earlier season doesn't mean something went wrong — it means you're recalibrating with intention. My Money, My Joy is the talk that makes it click.
Foundation + Systems. Where all wealth begins — and where it begins again. Returning here is recalibration, not regression.
"Building is where wealth begins. Every time."
Consistency + Automation. Lock in your foundation so progress runs on autopilot even when life gets loud.
"Patience here is building compound momentum."
Growth + Legacy. Your foundation is solid and your systems are working. Scale with intention toward generational wealth.
"How much can I make work while I sleep?"
Healing + Recalibrating. The season that demands the most courage to name — and where the deepest transformation happens.
"Recovery is my strategy right now."
From fintech conferences to corporate ERGs, Dana brings sharp insight, personal story, and actionable frameworks to every audience.
The signature talk built on The Financial Seasons Framework. Audiences leave knowing exactly which season they're in financially — and the specific, joyful moves that season demands. No shame. No comparison. Just clarity and action.
Keynote · 45–60 min · Workshop availableMoving beyond awareness into infrastructure and platforms being built right now to change who gets access to wealth.
Keynote · Panel · CorporateThe honest leap from building a company to leading one — the mindset shifts, hard pivots, and the work of scaling yourself alongside the business.
Keynote · Fireside · WorkshopKey insights for small business success — how entrepreneurs build the financial foundation, systems, and confidence to grow a business that lasts.
Keynote · Workshop · CorporateHow founders and organizations build the right partnerships to reach further, faster — turning relationships into real growth, reach, and access.
Keynote · Panel · CorporateAn award-winning fintech marketplace connecting individuals, entrepreneurs, and communities with vetted financial professionals — centering equity, transparency, and trust.
Quality-matched advisors for every life stage and financial need
Education-first approach to building generational wealth
Built for those historically excluded from financial services
Closing the racial wealth gap one connection at a time
Unapologetically real conversations about money.
Season 1 Finale · Sep 29, 2025
Money, Meaning, and the Mountains We Climb with Chris Denson
Sep 22, 2025
Designing With Soul: Leadership, Adversity & Financial Joy with Danielle Fennoy
Aug 18, 2025
The Depths of Our Wealth: History, Heritage & Healing with Tara Roberts
Aug 4, 2025
Beyond the Booth: The Business & Branding of DJ Jon Quick
Every episode challenges assumptions about who builds wealth, how, and for whom. Hosted by Dana, featuring founders, executives, and changemakers rewriting the rules.
Your go-to space for unapologetically real, inspiring conversations about money — the stories behind it, and how financial growth transforms careers, relationships, and lives.
Dana's Substack is where the ideas go deeper — candid notes on building wealth, leading as a founder, and disrupting finance from the inside. Essays, lessons from the journey, and the occasional behind-the-scenes. Free to read, straight to your inbox.
Dana Disrupts
on Substack
Dana's latest essays on finance, founding, and disruption — read them free on Substack.
Dana is a proud member of some of the world's most impactful communities — spaces built for innovators, disruptors, and leaders committed to making a difference.
Part of the global TED community — ideas worth spreading.
Community MemberSupporting underrepresented entrepreneurs building impactful companies.
MemberAlumna of one of the world's foremost leadership development organizations.
AlumniProud member of a historically Black sorority dedicated to public service.
Sorority MemberNamed One to Watch in Fintech at the world's leading fintech event.
One to Watch · 2024Smeal College of Business MBA — Strategic Leadership & Innovation.
MBA AlumniBBA in Marketing — the foundation of a disruption mindset. NCCU Eagle Alum.
NCCU Eagle AlumDana's work has been featured across leading publications, podcasts, and media platforms since 2020. 30+ press features across 15+ outlets.
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20+ podcast appearances and 12+ video interviews across fintech, financial services, and entrepreneurship platforms.
Dana shares the story of founding CHIP and discusses how advisors could take advantage of the NCAA rule allowing student athletes to earn income off their name.
Dana returns to check in on CHIP's progress — matching consumers and advisors of color and building a vibrant fintech community.
Dana and Dr. Will chat about personal finances, personal branding, and why she founded CHIP.
Dana explains what's behind CHIP and how it is different from anything currently in the financial advisory industry.
Dana joins FMG Suite to discuss how CHIP is improving visibility for advisors of color.
Dana joins the Minority Report to talk about disrupting financial services and the founding of CHIP.
Dana talks about how CHIP helps individuals and professionals of color thrive.
Dana joins HBCU VC to discuss leveraging fintech to build Black wealth and how CHIP is changing access.
Dana discusses how firms can authentically build diverse teams through empathy-driven culture change.
Matt Halloran talks with Dana about DEI in financial services and how people of color can boost visibility.
Dana's founding story — the love of people that drove her to build CHIP and the gap she couldn't unsee.
Dana explains how building and retaining a diverse workforce begins with personal belief.
Video Interview
Changing How Individuals Prosper with Dana Wilson
Video Interview
Finding Black & Latinx Financial Professionals — CHIP
Video Interview
Full Interview — Dana Wilson, Founder of CHIP
Video Interview
Raising VC Funds to Change How Individuals Prosper
Video Interview
Finding Black & Latinx Financial Professionals
Video Interview
Tools for Current Financial Professionals — REAL TALK
Forbes Geniuses · Diversity Reboot
Reshaping The Future of Black Women — with Melissa Bradley
LPL · Advisor Diversity Series
Improving Visibility for Advisors of Color
Carson Excell 2022
How Financial Advice Needs to Change
Power to Fly
Hiring for Values Fit Instead of Culture Fit
OBWS Partnership
OBWS Partnership Announcement — Dana Wilson & CHIP
Video Interview
Dana Wilson — Black Wealth Building & Financial Access
Whether you need a speaker, a collaborator, or a partner in building something that matters — let's talk.
Subscribe to Dana's Substack for candid essays on wealth, leadership, and disrupting finance from the inside — free, straight to your inbox.
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