“You’re going to leave a legacy. Everyone’s going to leave a legacy. And it really is just going to be determining what type of legacy you want it to be.”

In this episode of the Disruption Blueprint Podcast, we’re joined by Martha Underwood, founder of Prismm, a groundbreaking digital vault platform that’s revolutionizing how families approach wealth transfer and legacy planning.

Martha’s vision is simple yet profound: to give families the tools they need to organize, protect, and pass down their hard-earned wealth seamlessly. Drawing from her experiences in corporate technology and her personal journey as a Black female founder, she discusses how PRISM bridges generational gaps, enhances privacy and control, and transforms the often-overwhelming process of legacy planning into the ultimate act of love.

With trillions of dollars set to transition across generations in the coming years, this conversation dives into how technology, AI, and forward-thinking solutions like PRISM are reshaping the future of financial services.

What You’ll Learn:

• How Prismm simplifies and secures wealth transfer.
  
• Key blind spots in engaging next-gen clients.
  
• AI’s game-changing role in financial services.
  
• The power of intentional legacy planning.
  
• Martha’s inspiring journey as a fintech disruptor.
  

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