Tribevest: Investing with Family and Friends | Travis Smith

James Miller | LIFEOLOGY® Radio
James Miller | LIFEOLOGY® Radio
James Miller | LIFEOLOGY®

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Travis Smith is the Founder and CEO of Tribevest. Tribevest was founded to solve a significant problem in investing. Travis and his brothers realized that if they were going to change their family’s financial trajectory, they’d need to work together. They wanted to invest as a group, but Travis quickly discovered it required a complicated path of lawyers, paperwork, banking regulations, and hundreds of hours. He knew there had to be a better way.

Before building Tribevest, Travis was a top financial advisor at Morgan Stanley. Armed with his wealth management training, he became a thought leader in the FinTech industry focused on digital payments. He led the Strategic Alliance team at Jack Henry & Assoc., a multi-billion dollar FinTech company and core software for thousands of banks. Through these experiences, he discovered it was exponentially more fun to disrupt the reigning wealth management institutions than to be part of them.

Through Tribevest, Travis seeks to empower everyday people through accessible group investing. Travis and Tribevest have been recently featured on TechCrunch and Columbus, Ohio, after raising $3m for Tribevest’s collaborative investing program.

To learn more or to join Tribevest, visit Tribevest.com.

Social Media Links

https://www.linkedin.com/in/travissmithmovethechannel
https://www.facebook.com/tribevest
https://www.instagram.com/tribevest
https://twitter.com/tribevest

#tribevest #travissmith #investing #stocks #financialplanning #jamesmillerlifeology #lifeology #finances #money #wealth


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