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Index/Startups & Founders/3i Member Spotlight
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Solving Wealth Management for Gen-Z with David Lyon, Co-Founder & CEO of Sound Advice

3i Member Spotlight · 2024-01-25 · 19 min

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Topics in this episode

Digital transformationrosen reporteric rosenceo insightsfintech startups

Episode notes

David Lyon is the Co-Founder and CEO of Sound Advice, a subscription-based mobile app designed for the next generation of wealth-builders. Previously, David Co-Founded and was CEO of Oranj, a cloud-native technology platform providing digital collaboration tools to financial advisors and their clients, which was acquired by SEI in 2021. David has been a 3i member since 2022. Listen to the episode to hear: The journey of transitioning from the entertainment industry to the startup world. The process and challenges of digitalizing an antiquated industry. Experiences, setbacks, and advice related to app development. Learn more at 3imembers.com and

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