Ramona Ortega, Esq. is an award-winning tech entrepreneur and social impact leader recognized for her visionary work in financial technology. As founder of WealthBuild, she’s pioneering AI-powered agentic workflows that help financial service firms transform client experiences, boost efficiency, and ensure compliance. WealthBuild is part of the IBM Fintech Fast Pass program.

Previously, Ramona founded My Money My Future, a financial inclusion platform leading the THRIVE Campaign with the NASDAQ Foundation. She’s also an Angel investor and fractional General Counsel for Rhia Ventures, an impact-first VC fund.

A former Wall Street attorney and founding team member at Azlo, Ramona is a leading voice on AI, financial inclusion, and millennial money. She’s been honored on Innovate Finance’s FinTech Powerlist, Crain’s Most Notable Women in Financial Advice, and Latino Leaders’ 100 Most Influential Latinas.