About

Versed In Finance (VIF) was created with a novel goal in mind: democratize personal finance knowledge for all.

As a reformed investment banker, I always wondered why the wealthiest among us had the most help building and maintaining wealth.  With unparalleled access to the top financial advisors, lawyers, and accountants, the world’s most affluent individuals had seemingly endless financial insight at their fingertips.

VIF aims to address this perpetual wealth inequality by giving everyone a fighting chance in a world where money is the key to access, and access is the key to opportunity.  Drawing upon over a decade of personal experience on Wall Street, VIF provides straightforward, user-friendly financial education resources, along with timely analysis of current events impacting your wallet.

Personal finance doesn’t have to feel complex or out of reach.  With VIF by your side, it’s never too late to become versed in finance.

Meet our team

Coming soon!

David

Founder

Willow

Chief Happiness Officer