“I’ve seen a lot of other tools out there — and there are some awesome ones — but none that lean into the customer experience at such a quick trajectory and with so much traction and passion as the team at beehiiv. The level of customer service is unparalleled. We’re …

“I've always been super interested in the idea of financial advice and who can give it, who can't give it, and then what are the consequences of giving it. Financial advisors really can't mention stock tickers or anything specifically on social media and stuff, or else the SEC dings them.”