Brendan Lee Young of Passiv on Easy Portfolio Management for the DIY Investor

Brendan Lee Young, CEO and Co-Founder of Passiv shares the company's origin story and also explains how an active community of DIY investors on a Reddit forum helped the company get off the ground.

Brendan’s Asks of The SoFin Community

  1. Get 50% off your first two years of Passiv by visiting passiv.com/sofin

  2. Passiv is looking to integrate with brokerage platforms so clients can use the solution with their preferred broker. If you know someone, reach out to Brendan via email.

Mike Langford
Founder & CEO of finservMarketing. Financial services industry veteran with over 20 years of experience in both retail and institutional segments. Early pioneer in the use of social media and digital marketing for financial advisors.
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