The firm enables investors to better diversify their IRA and 401(K) accounts into higher-return, long-term alternative investment opportunities.
For a long time, IRAs have been dominated by Fidelity, Charles Schwab, eTrade, and Vanguard. However, digitization and the fintech revolution have opened the door for a wave of new upstarts.
In this episode, Eric and Aaron discuss why alternative investments are on the rise, how his company raised a $40m Series B, and the field of competitors.
Eric Satz’s Challenge; Do some homework and diligence on your first alternative asset.
If you liked this interview, check out episode 492 with Joe Percoco where we discuss the fundamental pieces of a fintech startup and the future of retirement investing.
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