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The Purse Podcast
Jana Hlistova
154 episodes
1 week ago
At The Purse, we track how women are not just participating in finance — they’re transforming it. From angel investors to institutional leaders, from fintech founders to capital allocators, this is where women, wealth, and innovation meet to shape what’s next. (The Purse Ltd).
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Investing
Business
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All content for The Purse Podcast is the property of Jana Hlistova and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
At The Purse, we track how women are not just participating in finance — they’re transforming it. From angel investors to institutional leaders, from fintech founders to capital allocators, this is where women, wealth, and innovation meet to shape what’s next. (The Purse Ltd).
Show more...
Investing
Business
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#136: Financial literacy in the workplace with Carla Hoppe
The Purse Podcast
59 minutes 18 seconds
9 months ago
#136: Financial literacy in the workplace with Carla Hoppe

Carla Hoppe is the founder and CEO of Wealthbrite, whose mission is to help businesses cultivate financially and commercially savvy talent. Wealthbrite was born out of Carla's understanding of the critical need to bridge the financial skills gap, especially among early-career professionals. Carla is a passionate advocate for greater financial literacy to help young people entering the workforce so they can go on to become economically secure.

With a diverse career spanning law and financial services at prestigious firms like PwC and EY, Carla brings a wealth of experience to her role as the founder of Wealthbrite. Her journey as a mixed heritage woman and first-generation professional who went on to have a successful career in finance has given her unique insights into the challenges faced by young professionals navigating the complex world of personal and business finance.

We cover the following in our conversation:

00:12 Meet Carla Hoppe: founder of Wealthbrite

02:07 Carla's journey from corporate to entrepreneurship

03:33 The importance of financial literacy

09:12 Challenges of financial literacy in the UK

13:00 Financial resilience and mental health

18:38 Addressing the financial gender gap

21:49 Inside Wealthbrite: mission and training programmes

26:35 The realities of starting a business

30:50 Fundraising success: Carla's journey

31:05 Navigating the pre-seed round

31:44 Choosing the right investors

33:16 Diversity in startup investing

33:44 Leveraging personal networks

36:19 Investor event strategy

37:56 Key lessons from fundraising

38:46 Challenges with traditional investors

40:00 Current investment climate

41:11 Finding the 'right tribe'

42:28 Encouraging female investors

47:31 Vision for Wealthbrite

50:27 Personal financial strategies

54:58 Policy changes for financial Literacy

58:25 Conclusion

****


The Purse Podcast
At The Purse, we track how women are not just participating in finance — they’re transforming it. From angel investors to institutional leaders, from fintech founders to capital allocators, this is where women, wealth, and innovation meet to shape what’s next. (The Purse Ltd).