Building a platform, Future of Investing, Member Exclusive

How two Gen Z women founders are making wealth-building accessible

  • Two Gen Z women entrepreneurs founded Alinea Invest with a clear goal: to make investing approachable and relevant from day one for young investors.
  • The firm is carving out its path in a niche of finance, guided by a clear value proposition and a willingness to question the usual rules of the game.
close

Email a Friend

How two Gen Z women founders are making wealth-building accessible

Before founding Alinea Invest, co-founders Eve Halimi and Anam Lakhani were where many ambitious young financial graduates aim to be: interning on Wall Street.

That experience gave them a front-row view of how wealth management works under the hood. What stood out wasn’t only how complex the system was, but how far removed it felt. For first-time investors, investing felt like entering a conversation already in progress, dense, unfamiliar, with little context and even less guidance.

“The barrier to entry in wealth management feels impossibly high for new investors,” note Halimi and Lakhani. “Women, in particular, represented a massive white space in the wealth management industry.”

“The traditional wealth management model was never designed with women like us in mind,” they added. “It was built around a very specific client profile, and anyone outside of that profile was essentially an afterthought.”

Anam Lakhani and Eve Halimi, co-founders of Alinea Invest

That realization stayed with them, eventually giving birth to their first financial company. In 2020, they launched the Alinea Invest app around a simple but deliberate idea: Investing should feel approachable and relevant from the start, not something you have to qualify for or can access only after crossing a threshold.

“We founded the company [in 2020] after experiencing firsthand how difficult it was to find investing tools that actually spoke to young people who were just getting started,” says Lakhani.


0 comments on “How two Gen Z women founders are making wealth-building accessible”

Banking, Member Exclusive

For U.S. Bank, embedded finance was step one. The self-reinforcing model is step two.

  • U.S. Bank is focusing on three levers: speed of integration, intelligence of response, and depth of embedding in decision flows.
  • The strategy sets up a self-sustaining cycle: usage grows from integration, data flows from usage, and products evolve in near real time.
Sara Khairi | April 09, 2026
10-Q, Member Exclusive

The work beneath the work: How J.P. Morgan, BofA, U.S. Bank, and Citi are rebuilding their internal systems

  • Four big bank developments dominated headlines this week: one focused on small businesses, two on AI innovation, and one quashing an acquisition rumor.
  • These moves suggest the largest US banks are reorganizing around a thesis: identifying where value is now created and how distant they are from fully internalizing it.
Sara Khairi | April 06, 2026
Banking, Data, Member Exclusive

What a bank-client relationship looks like when banks control the data behind the UX

  • Client–bank relationships have long revolved around a destination model: clients log in, navigate dashboards, export data, assemble insights. Grasshopper Bank is rewriting that dynamic by moving from a destination to a ‘layer’.
  • The digital bank has launched its MCP server to bridge a critical gap: letting clients use modern AI tools with their financial data without sacrificing banking security or control.
Sara Khairi | April 02, 2026
10-Q, Member Exclusive

PayPal doesn’t have a growth problem – it has a positioning problem

  • At a time when payment winners must command either infrastructure or interface, PayPal is awkwardly positioned between the two.
  • The questions now are: Where does PayPal sit in the payments ecosystem, and does that position still matter? What unique role does it play in a stack that increasingly bypasses middle layers?
Sara Khairi | March 30, 2026
10-Q, Member Exclusive

The slow death of interchange as a standalone growth engine

  • Interchange has long served as the go-to, dependable revenue source for payments-first fintechs.
  • Today, interchange alone can’t drive sustainable economics; lasting profit comes from recurring relationships, services, and value-added tools.
Sara Khairi | March 23, 2026
More Articles