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1766: The Tech On A Mission To Help You  Make More of Your Money
Episode 1766

1766: The Tech On A Mission To Help You Make More of Your Money

Tech Talks Daily · Neil C. Hughes

October 30, 202129m 15s

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Show Notes

We're entering a savings account crisis where millennials' uninvested cash will lose over $18.5B to inflation in 2022 alone. Investing is imperative. Did you know that the average portfolio of 25-35-year-olds consists of a broad range of assets, including stock, crypto, shoes, cards, whiskey, private equity, and more?

I am fascinated by how people are turning away from savings accounts and 1% interest rates and turning to alternative investments. Firma is an investment platform built to support new generations of investors with different goals and behaviors than their predecessors. They offer public and private securities across asset classes so users can build a comprehensive and well-balanced portfolio.

Anna Roubos shares how Firma helps investors manage and keep their portfolios healthy by providing access to tools and opportunities typically reserved for institutions and the ultra-wealthy. I also learn more about the technology that makes all this possible.