Founder Spotlight 6

Solving Wealth Management for Gen-Z with David Lyon, Co-Founder & CEO of Sound Advice

Episode #6 mit:
The Rosen Report
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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.

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