ABOUT WELLSTREET FINANCIAL

Together, we can achieve prosperity with purpose.

Imagine a world where everyone has the opportunity to build a secure financial future while positively contributing to communities across the country. That’s our vision.

We’ve created a platform that empowers individuals to invest their money meaningfully, driving positive change and fostering economic growth.

INVESTOR VALUES
90%+

of Gen Z and millennial investors say it’s important to align their portfolio with their personal values.

Source: CFA Institute, Next-Gen Investors: Wealth Management Guide (March 2026; survey of 2,400+ affluent investors across six markets, including the U.S.).
HOW WE ARE DIFFERENT

Investing designed around people and place.

WellStreet Financial brings community-focused opportunities into a platform designed to be understandable, transparent, and accessible.

01
Community-focused investments
Unlike traditional platforms, WellStreet Financial includes investments that benefit local communities. That’s why we say, Where you invest your money matters.
02
Ethical and transparent
We prioritize transparency and ethical practices. As an SEC publicly reporting company, we file regular reports that anyone can read. Our investment processes are designed so money is used responsibly and for the benefit of local communities across America.
03
Accessible and affordable
We believe everyone should have the opportunity to invest, regardless of income level. Low-barrier entry points and flexible investment options make it easier to get started.
OUR CORE VALUES

The principles behind every decision.

These values shape how we design products, communicate with investors, and innovate our platform.

Accessibility
We strive to make investing accessible regardless of financial background or experience level.
Impact
We are deeply committed to investment offerings that earn an attractive return while providing a positive social impact.
Integrity
We believe in honesty, transparency, and ethical behavior in all our dealings.
Innovation
We seek new ways to improve our platform and better serve our investors.
PROVEN LEADERSHIP

Meet our WellStreet Financial leadership team.

Our leadership combines decades of experience across entrepreneurship, securities, corporate development, finance, and private markets.

SOSally Outlaw, WellStreet Financial
Chief Executive Officer
Sally Outlaw
Read biography →
AJAlan Jacobs, WellStreet Financial
Chief Operating Officer
Alan Jacobs
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JEJim Eichmann, WellStreet Financial
Chief Technology Officer
Jim Eichmann
Read biography →
JCJang Centofanti, WellStreet Financial
Chief Administrative Officer
Jang Centofanti
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TAKE THE NEXT STEP

Put purpose behind your portfolio.

Ready to make your next investment count?

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SOSally Outlaw, WellStreet Financial
CEO

Sally Outlaw

Sally Outlaw is a seasoned entrepreneur with over 30 years of experience who is passionate about opening up economic opportunities for all. She serves as our President, Chief Executive Officer and as a member of our Board of Directors. Ms. Outlaw is primarily responsible for long-term strategy, product development, and implementing the company vision.

For the past 15 years, through various financial ventures, Sally has specialized in alternative finance and private market securities with a focus on investment opportunities offered through the JOBS Act. As part of these efforts, she spearheaded the creation of proprietary securities for the retail market which resulted in over $250 million in product sales.

Ms. Outlaw received her B.A. in Communications from the University of Minnesota, was a Registered Investment Advisor and holds a real estate broker’s license. She also authored Cash from the Crowd, published by Entrepreneur Press. Her extensive FinTech knowledge and experience bring significant value to the company.

AJAlan Jacobs, WellStreet Financial
COO

Alan Jacobs

Alan Jacobs has more than 50 years of experience as a corporate and securities attorney, investment banker, business and financial advisor, and entrepreneur and senior executive of both private and public companies. He serves as our Executive Vice President, Chief Operating Officer, Chief Financial Officer and as a member of our Board of Directors. Since 2016, he has also served as Executive Vice President, Chief Operating Officer, and director of Worthy Financial, Inc. and its wholly owned subsidiaries.

Prior to joining the Worthy companies, he was a business consultant for various early-stage companies. From 2016 to 2018, Mr. Jacobs was Founder and President of CorpFin Management Group, focused on business development, strategic planning, and corporate development. From September 2014 to December 2015, he was associated with ViewTrade Securities, a FINRA-registered broker-dealer, where he focused on advisory and corporate services.

For more than 30 years before that, Mr. Jacobs was associated with several FINRA-registered broker-dealers, including Ladenburg Thalmann, Josephthal & Company, and Capital Growth Securities. He received his bachelor’s degree from Franklin and Marshall College in 1963 and a law degree from Columbia University in 1966.

JEJim Eichmann, WellStreet Financial
CTO

Jim Eichmann

Jim Eichmann is an experienced CTO in software development, cloud technologies and data science ranging from startups to midsize Fintech organizations. As a CTO, Jim leads the long-term technology vision and is responsible for building data centric applications within an organization. He has helped companies grow to $100 million in revenue where he contributed to growth using technology. Throughout his career, he has participated in multiple M&A events to attain financial targets. Jim is a New Jersey CIO of the Year honoree and technology speaker at multiple NJ conferences. He has published articles addressing digital transformation and is a former board member for several technology organizations.

As a certified Scrum master and P&L owner, Jim has created multiple agile teams to consistently deliver highly scalable products processing billions of dollars in financial transactions. He has managed and integrated offshore development resources for successful product releases. He has also established internal systems for moving money into both the ACH and credit card networks while maintaining the strictest levels of security for industry compliance.

As an executive CTO Jim likes working and strategizing for dynamic high growth companies where he can utilize his skills in technology, strategic planning, customer relations, fundraising and alliance building across the enterprise.

JCJang Centofanti, WellStreet Financial
CAO

Jang Centofanti

Jang Centofanti has more than 30 years of experience in business operations, financial management, and organizational leadership across the retail, wellness, banking, education, and financial services industries. She serves as our Senior Vice President and Chief Administrative Officer. Since 2016, she has also served as Senior Vice President and Chief Administrative Officer of Worthy Financial, Inc. and its wholly owned subsidiaries.

Prior to joining the Worthy companies, Ms. Centofanti served as a principal of an independent financial services advisory firm, where she further developed her expertise in business management, financial services, and client relationships. Her professional background also includes leadership and management roles as a banking center manager, preschool owner, and administrator and client relationship manager in the wellness industry.

Throughout her career, Ms. Centofanti has developed a broad understanding of business operations, financial oversight, and organizational management through hands-on leadership across multiple industries. Her extensive experience, practical business knowledge, and ability to develop operational processes and infrastructure that support organizational growth and change bring significant value to the company.