Megan E. Morrice

Advising & Consulting

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Passionate about Financial Services Industry Solutions Since 2004

Megan E. Morrice , Impact FinTech Consultant

✦Impact Investing

✦ Digital Financial Technology

✦ Financial Inclusion

✦ SRI/ESG Investing

Megan is committed to integrating her background in financial services with her professional experience in sustainability to use the power of business to solve social and environmental problems. She currently is working on a matchmaking platform for clients to find advisors who specialize in sustainable investing, and issues such as gender equity. Megan previously lead client and partnership development at HIP Investor, a global leader in impact investing. Her professional background working as a financial advisor and as a wholesaler allows her to work with clients and understand the internal challenges faced in the financial services industry. In 2015, she did a fellowship at Confluence Philanthropy, an international network that helps move philanthropy in the direction of mission-aligned investing. She holds an MBA in Sustainable Management from Presidio Graduate School. Megan is passionate about helping individuals and organizations understand their financial options, align their money with their values, and creating financial products that best serve the needs of people.

Current Engagements

ValuesAdvisor is a fintech startup revolutionizing the way investors find financial advisors. It's an online matchmaking platform that helps investors find a values-aligned investment advisors that meet their financial, social, and environmental goals. 

I work as the Chief Operations Officer, helping to build the initial business, manage the website development, as well as fundraising. 


Previous Consulting Clients