PE-backed buyers drive 75% of all RIA deals today. But they only pay premium multiples for firms with: 1. Organic growth 2. Fee-based revenue 3. Younger clients 4. Operational leverage Here's the scorecard:

The only reason people could challenge Polymarket was the fact it wasn’t “regulated” I am excited to see them have the licenses to operate in the US. Polymarket will rip. Congrats Shayne Coplan 🦅

My one learning to share with all future entrepreneurs: Great businesses take a LONG time to build Ignore the noise and keep going

Victor has had an incredible impact on me and life. I can’t wait to see what he does next. Any founder would be lucky to work with him.

Super fun podcast talking about completely fun and random topics with Molly O’Shea

It’s amazing what young founders are capable of

This RIA is a complete moron if this was with client dollars RIAs should not be investing in penny stocks nor should they be stock picking. These firms will be subject to compliance concerns when they enviably lose client dollars. The right way to go is tax managed direct

My Uber driver asked me about Anthropic stock. Every NYC nepo baby I know has an SPV. AI valuations have hit their local maxima. The top is near.

Congratulations Shayne Coplan 🦅

How a guy from Kansas made $11 Billion—and turned a $34M RIA into a $370B empire. It started with a problem every wealthy family knows: @petermallouk watched his immigrant father—a successful physician—juggle 5 different advisors. * Financial advisor * Estate attorney * CPA *

I dipped from high school and never acknowledged the idea of college. Anything is possible if you are ambitious enough If you’re an 18-22 year old engineer and you can prove to me you’re cracked I’ll pay you $100k+ equity to drop out of college and work on some of the most

Vise is redefining product iteration, speed, and growth for the wealth management industry. $30B in platform assets up from $22B last quarter. 710% YoY growth. Record clients. Powerful new investment strategies. $71M in tax savings. Over the next few weeks, we have a handful

Vise is all in on crypto. You’ll see us doing much more here as the year progresses unlocking the $83T wealth space to one of the most important new asset classes in the world

Today we begin the first 100 Year Conversation with Michael Dell 🇺🇸. A project to capture timeless wisdom from leaders who have built institutions that endure. At the heart of the work is one question: How do you build something that lasts 100 years? Few founders have endured

Against all odds! Grateful to have a friend like Shayne and to have been there since day one. There’s no one like him. Grit always wins in the end