The Continued Shift in Financial Advisor Technology

This post is a continuation from my original in 2019. I’ll quickly cover my initial hypothesis and provide any updates, then move into what I believe may be coming down the pipeline in this exciting space. If you haven’t read the initial post, it may be worth quickly pursuing that first. VC investments have hit… Continue reading The Continued Shift in Financial Advisor Technology

FinTech Subscription Metrics (Acorns)

There is a lot of capital being poured into the consumer fintech space. And there seem to be an ever increasing number of larger scale unicorns who have yet to go public. More and more companies are waiting to ‘exit’ and the average time staying private has been increasing. This means that there are a… Continue reading FinTech Subscription Metrics (Acorns)

March’s FinTech Friday Schedule

Super excited for March and the upcoming convos alongside Jane, Yann, Cokie, and Vaibhav 🔥 March 5th (last week) we talked to Asya of First Boulevard. On unapologetic banking built for Black America. https://lnkd.in/dgFyz4h March 12th we’re talking to Billie & Rob of Daylight. On banking for LGBT+ people by LGBT+ people. https://lnkd.in/ei_D46u March 19th… Continue reading March’s FinTech Friday Schedule

Seed Stage Tech Stack

I love transparency into how startups build themselves. It shows confidence and also a willingness to learn (or change). Across released a blog post showing the 28 tools they already use for a team of 2; what they use them for and how much they pay. Ironically enough, LinkedIn Sales Navigator is the most expensive piece of the stack… Continue reading Seed Stage Tech Stack

Successful Startup Ecosystems

It's important to know the environment you're scanning when building a company or looking to invest in one. When targeting companies for investments or partnerships (venture capital to corporate development), the concentration needs to hit a certain threshold for you to either spend time in that geography or to take it a step further and… Continue reading Successful Startup Ecosystems