prev founder/CEO of @caribou_wealth (acquired) | usually found by the 🌊 tweeting about startups, healthcare, and a few sports teams I can't help but love
San Francisco, CA
Joined March 2009
- Tweets2.8K
- Following578
- Followers2.3K
- Likes1.6K
Pinned Tweet
Excited to share that @caribou_wealth has been acquired by Move Health!
THANK YOU to every Caribou team member, customer, and investor for making this possible. Building this company has been the opportunity of a lifetime all thanks to you.
wealthmanagement.com/technol…
Looking for two athletic males ideally between the ages of 30-40 available for a photo/video shoot in SF oct 13 & 14
Keyword is ATHLETIC no professional models thank u plz dm me
life lately:
>sold company, stayed a year, left
>didnt go to prison (30U30)
>mastered a killer bone broth recipe
>wedding planning, vibe coded big unnecessary website
>never golfed to shooting low 90s
>9 international trips
>got bored, maybe building again
let's catch up!!!!
Christine Simone retweeted
The @t3techhub survey is out, and Caribou has one of the best user ratings out of any product used in wealth management. With an average satisfaction score of 8.54, we're considered one of the "Software All Stars" ⭐
#T32024
Life update: I moved to SF 👋🏻
Miami was good to me but it was hard to find people in the trenches, building in the early days. I’ve learned most things from other founders and I’m pumped to be around that 24/7.
SAY HI IF YOU SEE ME!!
Very few things I care about more than the intersection of health and wealth 💙
Incredible past 48 hours at @FutureProofAC!
Wow, what an incredible list of to be part of!
Looking forward to sharing the stage with people doing incredible things in fintech and wealth management at @FutureProofAC, co-hosted by @AdvisorCircle & @RitholtzWealth
"Our 2023 lineup dials things up considerably with out-of-the-box thinkers who are defining the future of investing and advice. We are going to blow last year out of the water.” - @MattMiddleton__
Click below to see a full list of confirmed speakers, musical acts, and updates!
This was so much fun!
Two years ago, a session about Medicare wouldn’t have made it onto a conference agenda for financial professionals - let alone get 150+ attendees with one standing up midway through to say it was worth the whole trip to San Diego 🥲
Quote from Caribou's newest celebrity user, a NYT best selling author whose book was turned into an Oscar-winning movie:
"Do you offer this for any other types of insurance like auto or home? This would be great to use on all my products. It was an amazing experience."
😎
Christine Simone retweeted
Just met with @chris_simone and got a peak at @caribou_wealth. Impressive platform for helping clients with their healthcare planning.
In less than a week we went from possible collapse due to a bank run to being the top voted new to market software in an industry-wide report on financial services technologies.
Whoever warned me of the ups and downs of startup life didn’t tell me they’d be THIS EXTREME!!
Our customers are such big advocates for what we do that Caribou was “the leading vote-getter” for technologies that should have been included in this year’s @t3techhub Insight Information Technology Survey, per @BobVeres and @FinTechie! 🎉
#T32023
