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More Than Money: EQUILIBERTY Takes on Financial Inclusion & Capital Access

Phillip Yates is theCo-Founder & CEO of EQUILIBERTY, a technology company designed toexpand financial inclusion in the U.S. He is alsoManaging Partner at the Law Office of Yates& Associates, and serves asChairman of the Board at Impact Hub Houston.

Listen Stations:

Apple podcast Spotify Google podcast Stitcher

Connect with Phillip:

LinkedIn: Phillip Yates

Websites: EQUILIBERTY | www.equiliberty.com

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Click to read the Transcript

🎧 Episode Highlights

[00:00] Podcast Begins
[01:49] Breaking Barriers! Financial access & systemic barriers to success
[06:42] EQUILIBERTY’s Target Audience: Who needs capital access the most?
[12:56] Social Impact vs Sustainability? Investing with a social outcome in mind
[17:00] Tech as the Great Accelerator: Unbiased tech data changes finance for the better
[22:38] What’s Your Advice? Capital mentorship for founders & entrepreneurship
[24:50] EQUILIBERTY’s Future: Year ahead is about expanding communities impacted

🔑 Key Takeaways

More Than Just Money? At EQUILIBERTY, Phillip focuses on breaking down barriers to capital, but the “capital” in question isn’t just financial. Relationship capital and social capital are immensely important in achieving success, but leveraging financial capital unlocks those relationships and opportunities for most people.
Convening a Community: Phillip describes his work with EQUILIBERTY as being a “convener,” uniting efforts between his company and local organizations, interest groups, and individuals to make a collaborative impact on financial access and inclusion in different communities.
Advice for Founders & Entrepreneurs: When it comes to starting your own business, Phillip advises to work with a bank or financial advisor about your capital status and needs. Asking for capital from investors and individuals requires you to know what you really need to reach your next milestone or goal.

👤 Guest Spotlight

Phillip Yates:

Phillip Yates is the Co-Founder & CEO of EQUILIBERTY, a technology company designed to expand financial inclusion in the U.S. He is also Managing Partner at the Law Office of Yates & Associates, and serves as Chairman of the Board at Impact Hub Houston.

Posted on:

February 13, 2025