Fintech Impact

Jason interviews Cameron Howe, CEO and Co-founder of Investipal. Originally designed for DIY investors, Investipal has evolved into a versatile online platform that also serves advisors, offering enhanced tools for portfolio research and management. The conversation emphasizes Investipal's commitment to financial literacy, particularly among younger generations, and the value of remaining a calculated, revenue-focused, and durable company despite being bootstrapped.Episode Highlights:04:00: The discussion focuses on unifying the advisor experience through research and development. Investipal aims to streamline the fragmented advisor tools, providing a more cohesive and personalized experience for users.08:31: Jason brings up the transition from a DIY tool to serving advisors, inquiring about the feedback that led to this shift. He also asks about the feedback from advisors on what was missing from their previous tools.13:18: Cameron talks about Investipal's focus on private assets, catering to advisors dealin