One-on-one discussions with leading financial revolutionaries.
Betterment’s Jon Stein is a fintech entrepreneur who needs no introduction. The company he founded alongside Eli Broverman during the financial crisis is admired by many, watched closely by digital advice peers and viewed warily by the powerful financial services old guard. So where did Stein find the inspiration to take on a powerful status quo?
Read MoreUnited Capital’s CEO Joe Duran is a man on a mission. His $16 billion firm is seeking to redefine the role of a financial advisor. The firm’s approach centers on the concept of financial life management, which emphasizes the importance of no nonsense truth and discipline in enhancing the overall wellbeing of its clients. Backed by Bessemer Venture Partners, Grail Partners and Sageview Capital, United Capital has invested heavily in technology to help advisors grow their AUM and streamline...
Read MoreThe Financial Revolutionist is weekly newsletter and blog focused on the torrid pace of financial innovation. Today, thanks to the exponential rate of technological change, explosion in global trade and new regulations ushered in by the Great Financial Crisis, a new financial revolution is under way. In this battle, virtually every aspect of the greater financial services sector is subject to rigorous challenge. With the Financial Revolutionist, we are aspiring to create a boots-on-the-ground and highly opinionated assessment of important financial innovation developments in the past week.
