Ethic

“Between 2017, we're a handful of million unmanaged at the end of 17. Fifty million, at the end of 2019, we're about two hundred fifty million.”

“If you're serving this kind of client, especially investment management, it's very difficult to convince someone to invest millions of dollars with you when you don't have millions of dollars under management, right? Like this is just a chicken egg zero one cl…”

“We can't go and do this sort of move fast and break things type software man's mindset because you can't do that in institutional capital management.”

“It's all with financial institutions. So our customers are like a, an ideal sort of customer fit for us would be a registered investment advisor here in the year. So wealth advisor that's working with, let's say, a 150 clients managing a few billion dollars. T…”

“That same thing is going to happen and is happening in financial services where the sort of increase in commoditization and product and products within products, you've lost connection with what you're actually investing in or whether those things are actually…”

“If you want to have real success, you've actually got to activate each of these different levels. Like you have to make sure you're connected at the executive level.”

“Oh, well over a hundred, and a very small portion of those ended up investing.”