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The WealthTech Insider
Finura Group
49 episodes
4 days ago
Discussing all things Wealth Tech. News and trends with great guests from all over the industry and the world.
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Technology
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All content for The WealthTech Insider is the property of Finura Group and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Discussing all things Wealth Tech. News and trends with great guests from all over the industry and the world.
Show more...
Technology
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Founders Story Part II: The Biggest Bet of Our Careers. Why We're Playing the 10-Year Game
The WealthTech Insider
42 minutes 26 seconds
4 months ago
Founders Story Part II: The Biggest Bet of Our Careers. Why We're Playing the 10-Year Game

In Part II of our founder series, Peter Worn and Aron Satchell get brutally honest about building software in the wealth management space. They reveal the millions they're investing in their advice generation platform, why they deliberately avoid hiring salespeople, and their contrarian take on the AI revolution sweeping FinTech.What You'll Learn:The hidden costs of building compliant financial software (spoiler: it's way more than you think)Why most AI-powered advice tools are solving the wrong problemTheir unique approach to product-led growth without a sales teamThe technical reality behind "AI that writes SOAs in minutes"How they're planning for the post-DBFO advice landscapePerfect for: FinTech founders, wealth management professionals, anyone building B2B software in regulated industries, and those curious about the real challenges of startup life beyond the Silicon Valley hype.This isn't your typical "we raised $X million" startup story – it's an unfiltered look at building sustainable software businesses in complex, regulated markets.www.finuragroup.com

www.advicedesigner.com

The WealthTech Insider
Discussing all things Wealth Tech. News and trends with great guests from all over the industry and the world.