Why We Built SMAs (and Who They’re For)
Failed to add items
Sorry, we are unable to add the item because your shopping basket is already at capacity.
Add to cart failed.
Please try again later
Add to wishlist failed.
Please try again later
Remove from wishlist failed.
Please try again later
Follow podcast failed
Unfollow podcast failed
Why We Built SMAs (and Who They’re For)
-
Narrated by:
-
Written by:
About this listen
In this episode, I sit down with Bryan Pham, our Head of Institutional Sales, to talk about the launch of our Separately Managed Accounts and why we built them. Bryan came from the other side of the table—JP Morgan, family offices—and he’s lived the exact frustrations we’re now solving. We dig into why institutional money moves differently than retail, the phone calls that made us realize Blended Notes weren’t enough, and how we’re making SMAs accessible at $100K instead of the typical $500K+. If you’re trying to understand how to scale upmarket in fintech, this is worth a listen.
No reviews yet