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Our Mission

Finance Latte’s mission is to inspire and empower women, no matter their background, to become smarter investors in order to achieve a more equitable distribution of wealth. We’re dedicated to bridging the gender gap in financial knowledge and wealth.

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Our Financial Education Platform is Trying to Improve.

“Women live on average 6 years longer than men. When we say take gender into account when investing for retirement, it’s not a feminist statement. It’s math ✖️➗➕.”

– Margarita Triantafyllidou, CFA    

Our story

Finance Latte’s vision is to inspire and empower women, no matter their background, to become smarter investors in order to achieve a more equitable distribution of wealth.

We're here to help you follow the markets and demystify the world of investing and finance in a fun, fresh and inclusive way, regardless of your prior knowledge or experience. How? Through webinars, events, and articles that don’t sound like a foreign language, all part of our community membership.
Want to learn faster? We offer intensive accelerator courses, a premium offering separate from our membership.

Learn from our experienced founder, Margarita T., a former Wall Street executive and CFA charterholder–the gold standard in the money world. No more dodgy advice from random YouTubers or boring materials from old-school finance firms.

So, grab a latte, and let's embark on this exciting journey together! Finance Latte is here to equip you with the tools, knowledge, and confidence you need to make informed financial decisions and achieve a better future for you and your family.

Cheers to learning, growing, and creating wealth!

The Finance Latte Team

Meet Our Founder

Margarita Triantafyllidou, CFA

Founder & CEO

Margarita is a former Wall Street executive and CFA charterholder, an accomplished investment expert, angel investor, entrepreneur and writer. 

With over 15 years of professional investing knowledge of financial markets, as well as her creative writing background, Margarita has a knack for demystifying complex finance and investing concepts to industry outsiders.. 

Expect to learn about stocks, bonds, funds and money management tool to create for long-term wealth.