In this episode I am joined by Brendan Lee Young, a co-founder of Passiv, a portfolio management tool designed to help self-directed investors manage and grow their wealth.

Brendan joins Tony to talk about how Passiv has grown into a billion-dollar company, and the ways in which its tools and features can help you to grow your own wealth through careful management and planning.

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Key Takeaways

  • Serving a need and fulfilling a requirement, is the best way to go about deciding the direction for your business idea.

  • Managing wealth is not as simple as just storing in a bank and hoping for the best. It requires carefully balanced adjustments so as to maximise your wealth’s potential on a day-to-day basis.

  • Security is of paramount concern for all users. This is why Passiv only uses brokers who have open APIs. This means that users retain full control at all times. Passiv merely acts as a “mirror image”.

  • Tools such as Passiv can teach people to become far more adept at financial planning and management, by incrementally teaching them how best to act, and which decisions are the best.

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Resources

Brendan is the co-founder of  https://passiv.com/tonytalks, a portfolio management tool that’s designed to help self-directed investors manage and grow their wealth. Users can build their own personalized indexes, robo-advisory services and be their household’s asset manager.

Passiv manages over 20k accounts on their platform and is on track to hit $1 billion in assets by April.

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