Oranj Blog


Zebra Smash Podcast with David Lyon: Going from planner to portal to platform

Posted by Oranj on Nov 4, 2019, 4:12:02 PM
Zebra Smash Podcast with David Lyon: Going from planner to portal to platform

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

Listen In

Topics: Podcasts, Thought Leadership