Stephany Kirkpatrick, CFP®

CEO

New York, New York, United States22 yrs 6 mos experience

Key Highlights

Expert in payments infrastructure and AI-driven money movement.
Former founder of Orum, now part of Stripe.
Led significant digital strategy initiatives at SoulCycle.

Stackforce AI infers this person is a Fintech expert with a strong focus on digital transformation and financial planning.

Contact

Skills

Other Skills

Retirement PlanningRetirementFinancial PlanningInvestments401kPersonal FinanceInvestment AdvisoryWealth ManagementEstate PlanningAsset AllocationIRA'sBudgetingStrategic Financial Planning401(k) Retirement Savings PlansPensions

About

I build and write about the future of money movement. → Payments infrastructure, stablecoins, agentic commerce, and AI-driven money movement → What actually changes when money moves instantly → How to crack the code on B2B sales → What founders don’t tell you (identity, growth, failures) Former founder of Orum (now Stripe). Advising, investing, and staying close to the next wave of builders.

Experience

Ey

Advisor in Residence

Mar 2026 – Present · 1 mo · New York, United States

Something new ✨

building.......

Feb 2026 – Present · 2 mos

Working on something new.

Stripe

Product

Jul 2025 – Nov 2025 · 4 mos · New York City Metropolitan Area

Orum joined Stripe in July 2025.

Orum.io (we’ve joined stripe)

Founder & CEO

Oct 2019 – Sep 2025 · 5 yrs 11 mos · Greater New York City Area

Orum has joined Stripe.
Orum transforms payment technology for businesses, revolutionizing payment speed, certainty, and orchestration through unified API-based solutions.

Soulcycle inc.

GM - Digital Strategy (Equinox+)

Jul 2018 – Oct 2019 · 1 yr 3 mos · Greater New York City Area

Led the incubation and commercialization of an $90M new to market digital membership and connected hardware platform that led to a $350M capital infusion.

Northwestern mutual

Vice President Digital Products

Aug 2015 – Jul 2018 · 2 yrs 11 mos · Greater New York City Area

Product leader overseeing the the digital innovation portfolio, including patented and proprietary technologies serving 4MM+ clients nationwide across a $32B revenue line of business. Full P&L responsibilities for a scaled subscription business with both direct to consumer and enterprise distribution.

General assembly

GA Course Instructor - Personal Finance

Sep 2014 – Sep 2014 · 0 mo · Greater Los Angeles Area

Learnvest, inc.

2 roles

General Manager - LearnVest & LearnVest @ Work

Promoted

Jun 2014 – Jul 2018 · 4 yrs 1 mo

Managed full P&L responsibilities for LearnVest and LearnVest @ Work, including product development and client experience. Responsible for product, operations, sales and growth, enterprise distribution, compliance and management of a remotely located call center.

VP of Operations & Financial Planning

Jul 2011 – Jul 2014 · 3 yrs

Joining just after the Series A, I was responsible for developing the product strategy and operating structure to launch a fee-only financial planning business to service clients on a nationwide basis. This includes building an RIA business from the ground up, staffing from 0 - 100 within the first two years of operations. It further includes the development of the company's proprietary financial planning software, which is now patented IP.

Pension architects

Director of Retirement Planning

Jul 2003 – Dec 2011 · 8 yrs 5 mos · Los Angeles

I was responsible for building and overseeing the Retirement Planning division, leveraging comprehensive financial planning as a key driver for participant engagement in company sponsored 401(k) plans. My oversight included the development of an in-house financial planning software, built specifically for our unique business model.
With over 60,000 active participants on the platform, I worked with a nationwide team to offer ongoing financial planning and education services at large corporate employers.