Fintech Leader · AI & Future of Finance Expert

Dr. Daniel Gilham

Making the future of finance human.

Managing Director of Advisor Strategy at Farther — the 2025 Inc. 5000 fastest-growing fintech firm in financial services.

20+ Years in Finance
40 Under 40 Honoree
CFP® & CEPA Certified
Dr. Daniel Gilham — professional speaker and fintech leader
Inc. 5000 Fastest Growing

Nearly two decades bridging strategy, innovation, and leadership

Dr. Gilham is the Managing Director of Advisor Strategy at Farther, the 2025 Inc. 5000 fastest-growing fintech firm redefining wealth management by pairing advanced technology with real-world human expertise.

A frequent conference speaker and guest lecturer, Daniel is known for making complex financial and technological trends accessible — translating fintech and AI disruption into actionable strategy for leaders in business, nonprofit, and advisory sectors.

CERTIFIED FINANCIAL PLANNER® (CFP®)
Certified Exit Planning Advisor (CEPA)
40 Under 40 Honoree
Inc. 5000 Company — Farther Finance
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“Daniel’s stage presence is engaging, his data-driven approach is compelling, and his message resonated deeply with our audience.”

— Melissa Rafael, The ValueBuilder System

Inc. 5000 Company
3 Major Publications

Six talks that move audiences to action

02

Bridging Technology & Trust

The human side of innovation in wealth management — why empathy and expertise still win in a digital-first world.

Leadership
03

From Purpose to Profit

How mission-driven organizations can scale sustainably by aligning purpose with smart financial strategy.

Nonprofit & Business
04

Strategic Leadership in a Digital World

Guiding teams through change and uncertainty — frameworks for decision-making when the rules keep changing.

Leadership
05

Financial Well-Being for Leaders

How clarity, confidence, and strategy build lasting personal and organizational impact — beyond the balance sheet.

Wellness & Finance
06

Lessons from Fintech's Front Lines

What startups and legacy firms can learn from each other — real stories from inside the fastest-growing firm in financial services.

Fintech

Ready to inspire your audience?

Daniel brings nearly two decades of real-world financial expertise to every stage. Let's make your next event unforgettable.

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Let's bring your event to life

Whether you're hosting a conference, corporate summit, nonprofit gala, or podcast, Daniel is available for keynote addresses, panel discussions, fireside chats, and guest lectures.

Send an Inquiry

Or email directly: carol@dartdagger.com