Kelly Waltrich, Angel Investor

Kelly Waltrich is the Founder and CEO of Intention.ly, a premier growth consultancy and marketing agency for financial services. She is a Growth Advisor in multiple fintech firms. She was a former Chief Marketing Officer of Orion and eMoney Advisor. She was also a former AVP and Director of Advisor Marketing and Communications at Janney Montgomery Scott. Kelly is also an angel investor with a strong interest in the MarTech and FinTech industries. Her portfolio includes Bento Engine, a B2B fintech SaaS company focused on the intersection of technology and impactful wealth management advice.