The WealthTech Insider

Founders Story Part II: The Biggest Bet of Our Careers. Why We're Playing the 10-Year Game


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In Part II of our founder series, Peter Worn and Aron Satchell get brutally honest about building software in the wealth management space. They reveal the millions they're investing in their advice generation platform, why they deliberately avoid hiring salespeople, and their contrarian take on the AI revolution sweeping FinTech.What You'll Learn:The hidden costs of building compliant financial software (spoiler: it's way more than you think)Why most AI-powered advice tools are solving the wrong problemTheir unique approach to product-led growth without a sales teamThe technical reality behind "AI that writes SOAs in minutes"How they're planning for the post-DBFO advice landscapePerfect for: FinTech founders, wealth management professionals, anyone building B2B software in regulated industries, and those curious about the real challenges of startup life beyond the Silicon Valley hype.This isn't your typical "we raised $X million" startup story – it's an unfiltered look at building sustainable software businesses in complex, regulated markets.www.finuragroup.com

www.advicedesigner.com

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The WealthTech InsiderBy Finura Group