Fintech Podcasts

Lex Sokolin on the four waves of robo-advisors

Lex Sokolin on the four waves of robo-advisors. Main image: Huza, Shutterstock.com
Written by Zack Miller

Lex Sokolin from Autonomous Research talks to Zack Miller about robo-advisors in the latest Tradestreaming podcast.

I’m joined this week by Lex Sokolin. He’s a self-described futurist and entrepreneur focused on the next generation of financial services. He currently directs fintech strategy at Autonomous Research, a research firm for the financial sector. Previously, he led product design and corporate development as COO at Vanare, a wealth management platform built on robo-advisor DNA. He was founder and CEO of NestEgg, a robo-advisor that pioneered online wealth management in partnership with financial advisors.

We talk about the changes happening in the financial services space and the types of opportunities for incumbent and upstart financial firms willing to do the hard work. Lex’s entrepreneurial story takes us through his four-wave framework for the evolution of robo-advisors. Pay attention to what he says about the next stage for the industry and what it says about the ETF industry, as well.

– This podcast is reproduced with kind permission. Some minor changes may have been made to the text to reflect BankNXT style considerations, but the podcast itself is always unchanged. Listen to more here. Main image: Huza, Shutterstock.com

About the author

Zack Miller

Zack Miller is general partner, OurCrowd, as well as VP business development at Seeking Alpha. He is a consultant to many top venture-backed finance companies, including Lending Club, SigFig, Behalf, Covestor and Wall Street Survivor. Zack is also the author of Tradestream Your Way to Profits: Building a Killer Portfolio in the Age of Social Media (Wiley), and is editor-in-chief of Tradestreaming.

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