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financial services

5 statements across 5 episodes · 2 bullish · 2 bearish · 5 people on the record · first statement Oct 11, 2016 by Mark Ross · across every show →

Everything said about financial services, oldest first

Oct 11, 2016 bullish
Disclosure
Mark Ross: GridMarkets plans expansion into financial services and engineering
“Right now we're deep into animation. We want to get into financial services and engineering.”
Mark Ross Oct 11, 2016 ▶ 12:13 EP 444: $1.5M in MRR, SaaS, Helping Studios Render Film Faster with GridMarkets CEO Mark Ross
Dec 4, 2016 positive
Opinion
Rachleff: Vanguard Is The Only Financial Firm That Puts Clients First
“We think Vanguard is the only company that we know of in financial services that puts its clients first.”
Andy Rachleff Dec 4, 2016 ▶ 14:51 EP 498: $130M Raised Wealthfront Crosses 100,000 Investors, $4.4B in AUM with CEO Andy Rachleff
Feb 14, 2017 neutral
Disclosure
Indico raised $3M seed and $1.2M bridge round for financial vertical
“So we sort of did this big seed round when we first started about three million dollars. And then more recently we raised for this bridge capital about 1.2 to really help us attack this financial services vertical.”
Slater Victoroff Feb 14, 2017 ▶ 5:32 EP 570: GrowSumo Helping 70 B2B SaaS Companies Grow Affiliate Programs, $100k New MRR So Far with CEO Bryn Jones
May 25, 2017 negative
Assertion Supported
Stein: Financial services captured 40% of US corporate profits in early 2000s
“At that time, 40% of all the financial profits in the U.S. Were coming from financial services.”
John Stein May 25, 2017 ▶ 4:11 670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein
Apr 22, 2026 negative
Insight
Schiff: Oligopolistic Sectors Like Airlines and Utilities Resist Contact Center Innovation
“So when you look at financial services, or you look at utilities, or you look at airlines so many of those contact centers are like, they're still not even migrated to the cloud, right? I think the incentive to innovate is, is much less in these sort of oligop…”
Brian Schiff Apr 22, 2026 ▶ 16:17 Flip Reaches $12M ARR with AI Voice Support for 250 Brands
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