Wealth Managers

topic on 2 shows · 2 statements across 2 episodes

A Product Market Fit Show Sourcery

2 statements about Wealth Managers, every show

SOURCERY Insight
Wealth managers push diversification strictly to earn fees on founder stock
“Wealth managers, asset managers, It's very self-serving for them to say, hey, you should liquidate everything because obviously they can't, they're not going to charge you fees on your concentrate position. It's your stock. You brought it to the table, but the…”
Michel Del Buono May 22, 2026 ▶ 12:57 CIO of Marc & Ben's Multi-Family Office: SpaceX IPO, Anthropic & OpenAI · Sourcery with Molly O'Shea
Adding technology does not justify 10x valuation multiples for wealth management fintechs
“And I think the tech side of it doesn't justify the multiples that like wealth managers have to have like 10 times those multiples.”
Benedetta Lucini Jun 26, 2025 ▶ 43:02 $10M Raised, 500K Users, but she still failed—here’s what went wrong | Benedetta Lucini, Founder ... · PMF Show

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