AI wealth management

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 4, 2025 by Jason Lemkin · across every show →

Everything said about AI wealth management, oldest first

Dec 4, 2025 bullish
Prediction Not checkable as stated
Lemkin: AI Wealth Management Startups Can Reach $50B Valuations
“If you can take all the friction out of that. All the friction out of retirement, wealth management, investing, trust, redeploying, QSBS, and everything, because of AI, I think you could build a 20, 40, fifty billion dollar company”
Jason Lemkin Dec 4, 2025 ▶ 1:03:52 Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
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