Miles at Vassant

Let's be honest: Fintech is a tough game, and there are roughly 2,600 fintech companies that launch in the U.S. every year. McKinsey points out that the keys to success for these startups include "trusted distribution" and "mature compliance capabilities." Their definition of a trusted product included reliable service and pricing. Vassant strives to achieve both of these keys. We do that through our transparent pricing and with a simple product that aims to improve personal finance workflows through streamlined capital allocation modeling to investment planning and organization.

AI has been the craze for a while now, and it's disrupting how we view investing. Some may be tempted to use it to replace their own investing process, but the road to that point is filled with uncertainty. Our argument: Do it yourself first.

One of the main points Vassant is emphasizing in our entry into the market is the need to fill the educational gap most investors have, we've written about it before. But how do you actually apply that into your investing workflow?

Early on, the Vassant team did what most early-stage teams do. We worked through long lists of ideas and features, trying to figure out what would actually stick.

In fintech, the pressure to be first and be different is real. So platforms build alerts, budgets, and news feeds and call it innovation. Those things are useful, sure. But they're not why someone keeps coming back.

We kept asking the same question: what do users actually need? Not just on day one, but a month in, a year in?