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Mike Barrasso

Apr 20, 2026

7:27
So people are kind of all over the place in terms
7:31
of their finances, being embarrassed by it and just getting that third party opinion.
7:36
So us being able to go and tap them on the shoulder and get them the help they need a little bit earlier in the process can also save them a lot of pain in reaching out.
7:46
The other way we surface people doing research is across the internet.
7:52
So what we're able to do is aggregate cookie data, similar to how Google or meta ads work.
7:57
And then we're able to see who's doing research on wealth management, financial planning, tax planning, insurance planning, even target specific companies that they're doing research on across the internet.
8:08
From there, the other goal of the platform was to make personalized outreach at scale really easy.

12 MINS LATER

20:41
Yeah, I can't believe it.

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