PinnedInWorking Your CorebyDavid Roos·Nov 17, 2023The 6 Levels of Autonomous FinanceUnlocking Intelligence Through Critical Infrastructure
InWorking Your CorebyDavid Roos·Nov 13, 2024Saving Private PracticeLet’s break down the largest barriers to working in private practice and why I believe we will buck the trend.
InWorking Your CorebyDavid Roos·Apr 2, 2024Redefining the American Dream: From House Keys to Business KeysHave we had the American Dream all wrong? For many, the American Dream is the idea of owning a home, knowing our kids will be better off…
InWorking Your CorebyDavid Roos·Dec 12, 2023From Human to Bot, From Biased to…Fair?Authors: David Roos and Susan Ehrlich
InWorking Your CorebyDavid Roos·Sep 14, 2023The Opportunity for U.S. Fintech is by No Means Over. In Fact, It’s Just Beginning.Have no doubt, the intersection of finance and technology in the U.S. will keep evolving in magical ways. This has been the case for…
InWorking Your CorebyDavid Roos·Jan 30, 2023Fintech gets SaaSyWe believe the next wave of category-defining fintech startups will come to you, perhaps counter-intuitively, through B2B software…
David Roos·Oct 11, 2022Are personal financial management tools actually dead on arrival? I hope not.Fintech investors know of three certainties: death (by regulation), taxes (anywhere but TurboTax), and your PFM will fail.
InWorking Your CorebyDavid Roos·Jul 12, 2022Rates up, fintech down. Is it actually that simple?After spending the start of my career as an interest rates trader at Morgan Stanley and the latter half in startups and venture, these…
InWorking Your CorebyDavid Roos·Oct 18, 2021DeFi in Traditional Finance is Essential, not an Oxymoron (Part II)We are at a turning point in finance. High engagement and technological innovation that is too fast to ignore will lead traditional…
InWorking Your CorebyDavid Roos·Sep 23, 2021DeFi in Traditional Finance is Essential, not an OxymoronWhen my grandma started asking me how to buy bitcoin and my little cousin showed off her Coinbase account, it was tough to ignore.