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Ep. 59: From Corporate Tech to Fintech Trailblazer: Martha Underwood and Prismm | RFG Advisory

"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. Ready to crush everything? Click here to sign up for the Disruption Blueprint newsletter and take your business to the next level. Explore More Dive deeper into programs, books, or other resources mentioned in today’s episode. • Greenlight App • Robinhood Connect • Shannon Spotswood • RFG Advisory • Martha Underwood • Prismm About Our Guest Martha Underwood is the Founder of Prismm, a digital vault platform revolutionizing wealth transfer and legacy planning. With a background in corporate technology and banking, Martha created Prismm during the COVID-19 pandemic to address the challenges families face in managing and preserving their financial assets. Her work bridges generational gaps in wealth planning to offer privacy, control, and seamless solutions while also driving innovation in fintech. — Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated in