Vantaggi
the space is interesting and evolving within wealthtech, the big players in the space while they dominate have vulnerabilities to be capitalized on, and the markets served are waking up to the needs of fundamental technology
Svantaggi
where to begin, top down issues from leadership that ignore the advice of the people who have held positions before and have a demonstrated track record in past roles on how to execute and improve process and function. the firm is layered with friends/family with woefully underqualified people for the senior titles they hold. a level of confidence is good, but it far more leans to arrogance and incompetence which permeates the various functions of the business. transparency does not exist in the slightest of sense, and the way certain functions/departments are structured and rolled into each other creates conflict and incredibly poor communication. the tech has some benefit but there are massive gaps especially in satisfying certain compliance/audit needs of the more regulated regions, or firms that require specific reporting practices. founders cannot be challenged, and often ignored sound advice for their own ego/vision which they're not equipped to execute on from a commercial and product development standpoint.