Sourcery

Financial Advisors Are Cooked – Public Co-CEO on the Great Wealth Transfer

15 snips
Apr 17, 2026
Leif Abraham, Co-CEO and co-founder of Public, leads a modern investing platform blending multi-asset trading with AI. He talks about AI agents that automate strategies, Generated Assets custom indices, building a serious platform for high-net-worth investors, co-CEO leadership, and how investing and advisor roles may change with AI and the great wealth transfer.
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ADVICE

Automate Portfolio Workflows With Agents

  • Use AI agents to automate portfolio workflows so users can express intent instead of executing manual steps.
  • Example: an agent can scan a portfolio, propose covered-call income opportunities, calculate potential income, and activate the trades deterministically.
INSIGHT

Engineering A Brokerage For Consolidated Wealth

  • Public expanded asset classes and built a unified ledger to let users move between assets instantly and see consolidated performance.
  • That engineering (fractionalization, real-time holdings, consolidated chart) enables trust and makes the app suitable for life-savings consolidation.
ADVICE

Design For Market Cycles By Monetizing Assets

  • Build a multi-asset platform so revenue mixes across cycles and you monetize assets regardless of market regime.
  • Public's goal is mission zero: bring assets onto the platform, then monetize via interest, products, or trading depending on cycle.
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