Nick McCullum is the Director of Growth for Passiv.
Passiv turns your brokerage account into a modern portfolio management tool. Passiv allows you to set a target portfolio and get email notifications when your portfolio drifts from that target. Passiv then lets you rebalance with one click!
- What makes finance interesting? 8:29
- What is Passiv? 10:34
- Setting Target Portfolios 13:11
- Brokerage account 16:51
- Balancing Portfolios 19:41
- How does Passiv earn 22:46
- Growth Strategy for a B2C company 26:53
- Pro and Cons in Building the Business in New Brunswick 31:57
- Global Expansion 32:56
This episode of upside is sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, Ethos Wealth Management has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations.
What is upside?
Named a top 27 business podcast by Fortune, upside examines startup investing outside of Silicon Valley.
Every Wednesday, we speak with an early stage founder. We interview them as if we are angel investors considering the company as an investment opportunity.
Each show has three segments:
1.) Intro: independent research of the company
2.) Interview: interview with the founder
3.) Debrief: breaking down the opportunity
Sometimes, we share Coffee Chats interviewing venture capitalists, community builders, and later-stage founders.
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