The 7 books (and papers) everyone with an interest in financial tech should read

Lauren Laferla, PR & Content Marketing Manager
April 24, 2018


In honor of Financial Literacy Month, Covisum President, Joe Elsasser,CFP®, has created a reading list for anybody with an interest in the financial tech industry. As you know, this is evolving. Financial advisors, finance students, and those working in fintech can benefit from this reading list.

Top Books on Best Business Operating Practices
  • Get a Grip: An Entrepreneurial Fable by: Gino Wickman and Mike Paton
  • Accelerate: The Science of Lean Software and DevOps: Building and Scaling High Performing Technology Organizations by: Nicole Forsgren, PhD, Jez Humble, Gene Kim

Top finance whitepapers

What you thought you knew, but don’t

  • The Black Swan: The Impact of the Highly Improbable by: Nassim Nicholas Taleb
  • Thinking Fast and Slow by: Daniel Kahneman

*Want to add even more to your reading list? Download The Elephant and The Snowball whitepaper written by Joe Elsasser.

What books, blogs, or whitepapers would you add to the list? Let us know in the comment section below!


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Posted by Lauren Laferla, PR & Content Marketing Manager
Lauren is a content marketing enthusiast with a love for storytelling - on camera, in writing, and through others. She has a robust communications background that includes: public relations, content creation, internal communications, digital marketing, and copy editing. Driven and motivated, Lauren holds a bachelor's degree in English and is an avid reader.