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107. Loving the Problems in Fintech with Chris Shuba

107. Loving the Problems in Fintech with Chris Shuba

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Key takeaways

1) Unlocking business scalability lies in prioritizing customization and modular elements, empowering the creation of endless combinations tailored to each client’s unique needs.

2) Long-term success involves cultivating strategic partnerships with clients, shifting from a vendor perception, and embracing feedback-driven improvements.

3) Navigating evolving client needs requires adaptation, with disruptive innovation becoming imperative for sustained relevance in traditionally slow-moving sectors like wealth management.

In this episode of WealthTech Unwrapped, Ned speaks with Chris Shuba, Founder and CEO of Helios Quantitative Research.

Chris delves into two fundamental principles shaping his business approach. The first involves breaking down elements in finance into modular parts, enabling infinite combinations for scalable, customized solutions. The second highlights the strategic importance of creating multi-purpose content to yield value through interconnected actions.

Chris delves into the concept of luck in entrepreneurship and acknowledges instances where Helios benefited from strategic collaborations and supportive relationships. He emphasizes the importance of being perceived as a partner rather than a vendor, especially in the financial advisory space. The conversation touches on the challenges of being a quant in a volatile market, the changing landscape of asset management, and their long-term commitment to solving evolving problems in the financial industry.

Meet Our Guest Speaker

Chris Shuba

CEO & Founder, Helios Quantitative Research, LLC

Chris, the CEO and Founder of Helios Quantitative Research, has a distinguished background as the Chief Investment Officer at WGG Wealth Partners and a Senior Quant Analyst at Columbia Threadneedle Investments. Drawing on this wealth of experience, he founded Helios in 2016 to address the lack of essential asset management tools for financial advisors. Chris introduced the insourced Chief Investment Officer (CIO) concept, leading Helios to collaborate globally with over 800 Financial Advisors, managing a portfolio exceeding $30 billion. Beyond Helios, he serves as a Board Member for D3Golf and is a sought-after speaker at industry events. Learn more about Helios Quantitative Research at

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