Teddy Gold headshot

Curated Crowdsourcing: Rebuilding Trust in the World of Private Investing with Teddy Gold

Teddy Gold is the co-founder of 3i Members, a private, invite-only network for family offices, exited entrepreneurs, and active fund managers. With a background in investment and a passion for building communities rooted in trust, Teddy helped launch 3i to solve the problem of random deal sourcing by leveraging curated peer collaboration.

This week, Jack Sharry talks with Teddy about how 3i Members has grown into a thriving platform that facilitates smarter investing through crowdsourced expertise and strong relationships. They explore how the network vets opportunities, builds trust through shared values and non-solicitation, and helps members navigate everything from private deals to personal financial decisions. Teddy also shares why many successful investors are turning away from traditional wealth management models in favor of peer-driven, transparent support systems.

WealthTech on Deck

About this Podcast

WealthTech on Deck is a LifeYield podcast about the future of wealth management and the major role technology plays in it.

About LifeYield

LifeYield technology improves after-tax returns by minimizing investment taxes and maximizing retirement income. Major financial institutions leverage LifeYield to improve financial outcomes and increase advisor productivity through multi-account portfolio management. Learn more at lifeyield.com.