>Do you have plans (even if only a few words of an idea) to do anything beyond this?

We believe the next generation of wealth will come from equity owners. There are hundreds of thousands of people—across the US—who need helping managing their equity.

Today’s financial industry is poorly set up to serve this growing set of people who will have a wide array of complicated, expensive First World Problems in the next 10 years.

We hope to fix this!