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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

advisor-platform

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Company
Insurance Supermarket’s $100 Million Lesson: The Last Mile Was an Advisor’s Car
Fintech · Ai · Consumer

Insurance Supermarket’s $100 Million Lesson: The Last Mile Was an Advisor’s Car

The Canadian insurtech digitized quotes, underwriting and policy binding - then discovered its bottleneck still had four wheels. Its pivot from house calls to browser calls is a useful playbook for anyone automating a stubbornly human business.

insurtech · life-insuranceRead →
Company
Purpose Unlimited Built a $30 Billion Finance Machine by Fixing the Awkward Parts
Fintech · Enterprise · Consumer

Purpose Unlimited Built a $30 Billion Finance Machine by Fixing the Awkward Parts

Som Seif's Toronto firm turned unglamorous financial friction into ETFs, advisor software, business loans and retirement income - then crossed $30 billion in platform assets. The interesting product is the method behind the products.

purpose-unlimited · canadian-fintechRead →
Company
The $6 Billion RIA Built to Make Complicated Money Feel Boring
Fintech · Consumer · Enterprise

The $6 Billion RIA Built to Make Complicated Money Feel Boring

Ashton Thomas sells a scarce luxury: one coordinated view of a wealthy family’s messy financial life. Its post-2023 expansion shows how a regional adviser can add offices, specialists and assets without sanding away the local teams clients hired in the first place.

wealth-management · registered-investment-advisorRead →