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Leif Abraham

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  1. Sourcery with Molly O'Shea1h 9m

    The AI Brokerage Quietly Taking on Schwab, Fidelity & Vanguard

    Leif Abraham, Molly O'Shea

    Public is pivoting from mass-market democratization to a "Level Up" strategy targeting the top 25% of US wealth holders to capitalize on the coming $85 trillion great wealth transfer. Co-CEOs Nico and Yannick are deploying an AI-driven "agentic brokerage" model that generates custom investment indices and automates full-service financial advising to disrupt traditional incumbents. Operating with a unique transatlantic leadership structure and $400 million in funding, the firm aims to monetize assets through compounding fees rather than predatory lending while preparing for a future where AI fundamentally reshapes wealth management.