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Ramona Ortega

Startup Founder at WealthBuild: Lawyer, Innovator, Finance, BlockChain, Web3 💥 POLITICO IMPACT LEADER 💥 VOX Talent 💥 Named one of 2020's Most Notable Women in Financial Advice by Crain's Business⭐️

Ramona Ortega is the founder and CEO of WealthBuild.ai, a fintech company focused on making financial literacy and services accessible to underserved communities, particularly Latinos.13 She is also the founder of My Money My Future, a digital personal finance platform for multicultural millennials.5

Ortega has a diverse background spanning multiple industries:

  1. She began her career in journalism, working for 60 Minutes.3
  2. She later worked as a corporate securities attorney in New York, focusing on complex securities litigation.5
  3. Ortega has experience in public policy, having worked on the implementation of Dodd-Frank and regulation of private funds at the U.S. Securities and Exchange Commission.5

Her educational background includes:

  • B.A. from the University of California, Los Angeles
  • J.D. from Fordham University School of Law, focusing on Corporate Law45

Ortega is passionate about closing the racial wealth gap and empowering communities through financial education.2 She has been featured in various media outlets, including Forbes, CNN, TechCrunch, and American Banker.5

In addition to her entrepreneurial ventures, Ortega is:

  • An angel investor
  • An expert in equity crowdfunding
  • A contributor to TechCrunch and Huffington Post on issues of law, tech, and diversity
  • An advisor with Latino Startup Alliance and Black & Brown Founders5

Her latest venture, WealthBuild.ai, aims to leverage AI technology to provide personalized financial guidance and make financial literacy more accessible to a broader audience.3

Highlights

Mar 27 · youtube.com
Ep 1: Ramona Ortega – Financial Mastery for Latina Entrepreneurs
Ep 1: Ramona Ortega – Financial Mastery for Latina Entrepreneurs
Jan 3 · youtube.com
A Guide to Financial Empowerment with Ramona Ortega - YouTube
A Guide to Financial Empowerment with Ramona Ortega - YouTube
Jan 1 · eventible.com
Ramona Ortega Speaking Profile | The Gazebo- Speaker Directory
Ramona Ortega, CEO and Founder, My Money My Future

Related Questions

What inspired Ramona Ortega to transition from corporate securities attorney to financial empowerment advocate?
How does WealthBuild AI differ from other financial planning tools?
What are some key strategies Ramona Ortega recommends for Latina entrepreneurs?
Can you share more about the investment boot camp Ramona Ortega created?
How has Ramona Ortega's background influenced her approach to financial literacy?
Ramona Ortega
Ramona Ortega, photo 1
Ramona Ortega, photo 2
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Location

Brooklyn, New York, United States