Unlocking Financial Wisdom: A Deep Dive with Simon Bentholm, CEO of DreamPlan

In a recent episode of the "Founder Wisdom Podcast", Charles welcomes Simon Bentholm, the CEO and founder of DreamPlan. Simon, with a background in behavioral science and machine learning, discusses the inception of DreamPlan and its mission to democratize financial well-being. He emphasizes the gap in the market where middle to low-income families often lack the financial advice they need. DreamPlan aims to bridge this gap by offering advice on optimizing assets, from pensions to investments, and even mortgages. Interestingly, the platform is free for users, with the company earning when users make a transaction based on their advice. The conversation also touches on the importance of treating mortgages differently from other debts and the potential for significant financial gains with the right advice. Simon reveals that DreamPlan is currently operational in Denmark, with plans to expand to other markets.