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#138 The Exit: Selling LearnVest for $375 Million

The Pitch

CHAPTER

Building a Fintech Company in NYC: Challenges and Triumphs

The chapter explores the early days of launching a fintech startup in NYC in 2008, detailing the struggles of securing funding, pitching innovative ideas, and dealing with rejections. It highlights the determination and resilience required to navigate the hurdles of competing against established players in the financial planning industry. The chapter also touches upon successful strategies for sustainable growth, including leveraging transparency, authenticity, and unique marketing tactics to build a large user base without a substantial marketing budget.

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