Press Releases and Mentions
Press Contact
Ranjit Kapila in
Business Insider
Wealth Strategies for Billionaires Are Becoming More Accessible
December 17, 2024
“Direct Indexing has become accessible at a different level of wealth than it has been in the past. That wouldn’t have been available or possible without technology trends we’ve had to be able to do this level of computation at scale in a cost-efficient manner.”
Tom Lee in
Bloomberg
Wall Street Is Selling Custom-Made Portfolios to the Masses
December 18, 2024
“With customization comes complexity. You can’t manage hundreds of thousands of SMA’s without technology.”