Sonny Kapoor

Sonny Kapoor is a highly accomplished entrepreneur, angel investor, and management consultant with decades of strategic expertise in the fintech industry. He holds advanced degrees from renowned institutions such as Harvard Law School and Columbia Business School, as well as an MBA in General Management, Finance, and Technology Management from The Johns Hopkins University.

Kapoor has held various senior executive roles in financial institutions, where he developed deep expertise in digital footprint expansion, wealth management, financial advisory, investment/asset management, and retail banking. He has also founded and led several successful startups, such as Biz Piranha and OneDigitalTrust, Inc., which provide innovative solutions and services to individuals seeking lifelong estate plans.

As a co-founder and CEO of OneDigitalTrust, Kapoor is dedicated to integrating the mission-impact of estate planning into the core economics of his business. His successful track record and extensive experience in easing the trade-off between economic efficiency and mission achievement make him a sought-after angel investor and advisor to early-stage companies in the Washington-metro area.

Kapoor is also an active member of several industry organizations, including the Association for Strategic Planning and the Global Awards Committee. He served as Managing Partner & Founder at ThinkPartners, LLC and held several high-profile executive positions, such as Chairman of the Board of Directors at MCYO, Vice-President & Officer of North America Operations at Primark/Disclosure, Inc. NASD: PMK (acquired by Thomson Group, Canada), and Senior Vice President & Officer of Strategic Planning & Operations at Wells Fargo.