In The Tech Business Podcast serial entrepreneur and sales expert Paul Essery explores how tech businesses develop and grow.
In this episode, Paul Essery invites Equati.ai CEO Stacy Kehren Idema for a conversation about using AI technology to help Family Offices manage their wealth legacy.
Stacy shares her background, growing up in a business-oriented family in Minnesota, and her career transition from the corporate realm to tech entrepreneurship.
Equity is a wealth tech platform designed to help Family Offices create impactful legacies, align values with alternative investment decisions, and streamline their decision-making. Stacy emphasized the importance of improving communication and emotional intelligence in alternative investments, noting the costly results of miscommunication.
Equati creates a "single source of truth" by organizing alternative investment data in a centralized hub, and thus, improving alternative investment decision-making through insights. Stacy’s vision transcends Family Offices, with her vision of supporting fund managers and UHNW individuals.
Stacy expressed her future vision of fostering a global consortium, enhancing community engagement, and offering bespoke consulting to investors.
Throughout the episode, Stacy highlights the emotional and business challenges of this entrepreneurship journey, including learning to trust her intuition and asking for help.
Enjoy this inspiring episode!
*Featured image by Ramón Salinero on Unsplash
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