Oranj CEO David Lyon recently joined Ben Birken, CFP® and Roger Pine, CFP®, CFA on their Zebra Smash podcast. In true Zebra Smash podcast style, the conversation covered a lot of ground from the origins of Oranj to recent industry trends including commission free trading. Listen in for a few insights, laughs and some pontification!
In the episode, David talks with Ben and Roger on making the transition for being an RIA to a software entrepreneur as well as:
- Oranj's evolution from client portal to a robust wealth management platform
- Ensuring service is an important component of the Oranj experience
- Being custodian agnostic and providing advisors with a powerful tech stack
- Considerations on selecting a fintech solution