Rob Kenedi sits down again with with Michael Katchen, founder of Wealthsimple, an automated investment manager for consumers. Rob and Michael discuss building trust with your customer in a trust-based business, scaling a company when you get a rapid $30 million Series A, and how to combat sizeable competitors in the financial industry.
In the revisited series of #smallrooms, Rob reconnects with the startup to see what's happened since the last episode (typically a year later). For the full narrative, check out the previous episode with Michael pre-Series A and their explosive growth from February of 2015.
DISCLOSURE: Wealthsimple is currently a client of TWG, where Rob serves as Entrepreneur in Residence.