#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 Wealthbrite02:07 Carla's journey from corporate to entrepreneurship03:33 The importance of financial literacy09:12 Challenges of financial literacy in the UK13:00 Financial resilience and mental health18:38 Addressing the financial gender gap21:49 Inside Wealthbrite: mission and training programmes26:35 The realities of starting a business30:50 Fundraising success: Carla's journey31:05 Navigating the pre-seed round31:44 Choosing the right investors33:16 Diversity in startup investing33:44 Leveraging personal networks36:19 Investor event strategy37:56 Key lessons from fundraising38:46 Challenges with traditional investors40:00 Current investment climate41:11 Finding the 'right tribe'42:28 Encouraging female investors47:31 Vision for Wealthbrite50:27 Personal financial strategies54:58 Policy changes for financial Literacy58:25 Conclusion****