Today, we have Travis Smith, he’s the Founder and CEO of Tribevest, a platform that makes it easy to invest as a group and do deals together in as little as 48 hours. He started his career with Morgan Stanley but realized the most direct path to wealth and financial freedom wasn’t as an individual. The path is as a group, as a tribe. Travis is obsessed with building a platform that standardizes, streamlines, and ultimately de-risks group investing. He won’t stop until every single-player deal on and off the internet is an opportunity for a multi-player experience.

In this episode, we’re discussing…

[2:14] What is tribe vest?

[4:09] How this platform works, is this for general partners or is this for just limited partners

[6:24] How is the business partnership structure, does it work as an LLC?

[7:28] Accredited investors vs. non accredited investors depending of which percentage owns of the investment

[9:54] How does someone find and align with their tribe

[13:10] The importance to get all the LLC paperwork, covered each other and protected, and how tribe vest helps on this

[20:05] What are the tribes saying, how it has been impacted their lives this way, and some ideas of the current deals they have done.

[23:59] What the tribevest.com is like, does it have startup fees or monthly, does it have kind of packages. How can they do once they hit tribevest.com?

[27:19] Other way our listeners and find Travis Smith

Resources from Travis

ABOUT TRAVIS SMITH

Tribevest was founded by Travis Smith to solve a significant problem in investing. He and his brothers realized that if they were going to change their family’s financial trajectory, they’d need to work together. They wanted to invest as a group, but Travis quickly discovered it required a complicated path of lawyers, paperwork, banking regulations, and hundreds of hours. He knew there had to be a better way. Enter Tribevest.

Before building Tribevest, Travis was a top financial advisor at Morgan Stanley. Armed with his wealth management training, he became a thought leader in the FinTech industry focused on digital payments. He led the Strategic Alliance team at Jack Henry & Assoc., a multi-billion dollar FinTech company and core software for thousands of banks.

Through these experiences, he discovered it was exponentially more fun to disrupt the reigning wealth management institutions than to be part of them. Through Tribevest, Travis seeks to empower everyday people through accessible group investing.

Group Investing - What are the Keys to Sucess & How to Avoid Pitfalls

Resources

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