Ramona Ortega
Ramona Ortega is a serial entrepreneur with professional experience that spans journalism, the nonprofit world, corporate law, and financial planning. Today she is a leading figure in diversifying the financial services industry, and her life journey is one of hard work, resilience, and courage.
A…
Episode 36: Creating Opportunities, with Ramona Ortega
Ramona Ortega is the founder and CEO of My Money, My Future. Ramona grew up in Napa, CA; her parents were farmers and didn't go to college. Her career has spanned journalism, cooking, policy and advocacy, corporate law and now entrepreneurship. In this episode Ramona talks about the importance of h…
Get That Dinero! | Radar 2021
Latinx financial experts-turned-influencers are using their social media platforms to normalize conversations about money and advocating for better financial literacy—something that has traditionally been a taboo subject in many Latinx families, nor has it been prioritized in primary education. And…
Live At CHROMA with Special Guest Ramona Ortega
Season 2 of Rewriting The Playbook is coming to you live from CHROMA 22 in Philadelphia. Join our host Josh Torres as he sits down with Ramona Ortega, Founder of My Money My Future and WealthBuild to learn about how she thinks about money as a tool of freedom and empowerment for communities of colo…
Latina Wealth Management: A Guide to Financial Empowerment with Ramona Ortega
Ramona Ortega, Founder of WealthBuild and My Money My Future, empowers us to build a better financial future this week through the incredible power of AI. Focused on the day-to-day financial issues of hardworking people, Ramona wants to bridge the wealth gap and knowledge gap so that Latinos can th…
153: For the Love of Money - A Heartfelt Conversation on Navigating Your Financial Future Together
In this episode, Luis speaks with Ramona Ortega. Ramona is the CEO & Founder of WealthBuild, an AI-powered financial co-pilot that helps people make smarter financial decisions and build wealth. She previously founded, My Money My Future, a financial literacy and inclusion platform. She is an award…
Become the CFO of Your Life with Ramona Ortega
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Ep. 28 - Using Content for Good with Ramona Ortega
Highlights from the conversation:
Ramona’s background and career (7:24)
The story of My Money Future (11:36)
How Ramona transitioned into a tech platform (21:09)
Concerns about moving to Web3 (26:55)
Moving from content to product (34:22)
On the horizon (38:03)
Keep up with Ramona:
Twitter: https…
Bringing smarter, accessible wealth management through agentic AI
Can agentic AI solve the scalability challenge in wealth management while expanding access to underserved communities?
Ramona Ortega believes it can, but only with the right foundation. She explains how WealthBuild has moved from basic chatbots to RAG and now to agentic workflows that can deliver…
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