Tessa Lee

Tessa Lee is the Founder and Managing Director of Moneyinfo, a specialist digital client portal provider for wealth managers and financial planners. With over 25 years’ experience in financial services and fintech, she is a trusted voice on digital transformation in the advice sector. Tessa regularly speaks at industry conferences and events, sharing insights on client engagement, operational efficiency, and the future of digital relationship management. She is also co-founder of the Women in Finance Collective, supporting greater representation and leadership for women in the industry.