Thought Leaders in Financial Technology: Diversyfund CEO Craig Cecilio (Part 3)

Sramana Mitra: As they’re getting educated, are they also getting investment recommendations that they can go and click on and sign up for? Craig Cecilio: No investment advice. It’s a compliance thing. We can’t give investment advice. That’s another challenge. What can we say and what can’t we say from a compliance point of view?

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Thought Leaders in Financial Technology: Diversyfund CEO Craig Cecilio (Part 2)

Sramana Mitra: Is there a level of financial wealth at which you are finding people? Are these people beginning to build wealth? Craig Cecilio: That’s a great question. We’re talking about this. We overlapped the statistics on the population and how many are accredited and considered sophisticated. We dove into our community and saw what

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Thought Leaders in Financial Technology: Diversyfund CEO Craig Cecilio (Part 1)

The Jobs Act has introduced the notion of democratization in investing. The issue is not as simple as it sounds. There are lots of gaps in doing this safely. Sramana Mitra: Let’s start by introducing our audience to yourself as well as to the company.