Bridging the financial literacy gap. Listen to the podcast interview with Carla Hoppe
How Carla Hoppe is helping professionals build financial resilience and commercial acumen.
Welcome to #274 weekly newsletter from The Purse.
The Purse Podcast interview (#136): Carla Hoppe
Who they are:
Carla Hoppe is the founder and CEO of Wealthbrite, an EdTech startup dedicated to bridging the financial literacy gap for early-career professionals. With a background in law and financial services at PwC and EY, Carla has seen firsthand the consequences of poor financial confidence in the workplace.
As a first-generation professional from a mixed heritage background, she deeply understands the challenges of navigating the financial landscape without prior exposure or guidance.
What They Did:
Carla took the bold step of leaving the corporate world to create Wealthbrite, a company focused on equipping professionals with financial skills and commercial acumen to help them thrive in their careers.
She successfully raised £200,000 in pre-seed funding, ensuring that the majority of her investors came from underrepresented backgrounds.
Carla's journey is a testament to resilience, vision, and the power of financial education in transforming both individual lives and business outcomes.
Key Takeaways:
Financial literacy is a business imperative:
Financial stress affects productivity, decision-making, and workplace engagement.
Early-career professionals often lack financial confidence:
Employers should prioritise financial education as part of onboarding to support employees from all backgrounds.
Financial resilience is tied to mental health:
Companies must go beyond traditional benefits and recognise the role financial education plays in well-being.
The future of financial education is 'just-in-time' learning:
Training needs to be accessible, interactive, and practical, delivered when professionals need it most.
Women investors are crucial to changing the funding landscape:
Carla shares her insights on why we need more female angels backing female founders.
Smart fundraising strategies matter:
Carla hosted an investor night to streamline her funding process, a brilliant approach for first-time founders.
Carla is on a mission to make financial literacy a core workplace skill—and she’s just getting started.
🎧 Listen to the full episode: see link below.
💡 What are your thoughts? Should financial education be a core part of workplace training?
We’d love to hear from you. Get in touch with Jana via the The Purse website or tweet @jointhepurse and janicka. We do no provide investment advice. Please do your own research or speak to a financial adviser.
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