Sonny Kapoor is Co-Founder and CEO of OneDigitalTrust, Inc.
At OneDigitalTrust, we believe that an estate plan is an individual’s most personal document containing deep wishes about family and wealth, and that every adult American should have access to a lifelong estate plan. Such is the vision we aspire to and we are working to profitably integrate this mission-impact into the core economics of our business.
Experience:
- Angel investor and advisor to early-stage companies based in the Washington-metro area (New Dominion Angels); * Management consultant (strategy & operations) to financial institutions with a global/local footprint;
- Senior executive & officer (corporate strategy/development) roles in large financial institutions;
- Deep experience in – fintech/digital footprint expansion: wealth management and financial advisory firms; investment/asset management and in retail banking;
- Hands-on experience in easing/eliminating the trade-off between economic efficiency and mission achievement for firms committed to a dual- and triple-bottom line.
COMPANY INFO
OneDigitalTrust, Inc.
OneDigitalTrust was founded to democratize estate planning irrespective of the size of an individual’s net worth; to equip every adult with an estate plan. We offer a digital capability which allows every adult the opportunity to safeguard and distribute the full breadth of their legacy – what they have worked hard for their entire lives, exactly as they wish. With capabilities to also serve low-asset/low-income users, we strive to be a good business that does good.