In the dynamic world of fintech, few companies have revolutionised wealth management quite like Sharesies. Co-CEO and founder Leighton Roberts joins us to share insights on the journey of Sharesies, from its inception in 2017 to becoming a household name in New Zealand and Australia, serving hundreds of thousands of customers.
I reflected on a time before Sharesies, where household investors had clunky apps, high fees, and limited market access. Today, Sharesies is more than just an investment app - it's a "heart of wealth" platform, aiming to be deeply integrated into people's financial lives.
During our conversation, Leighton gives the backstory into the evolution of this vision, the challenges of scaling a tech company, and the surprising opportunities that have emerged, including their strategic move into B2B services and their outlook on the transformative power of AI in financial advice.
Listen and find out what Sharesies is taking on next 👉 *spoiler - Leighton hasn’t ruled out cryptocurrency…