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Bilal Little

Basic Info​

  • Location: New York, NY (returned about a year ago after 15 years in warm climates)
  • Role/Occupation: Director of Exchange Traded Funds at NYSE; Founder of estate planning platform (in development)
  • Contact: Via Marcus (intro source)
  • Met: January 2026, introduced by Marcus (likely Marcus Noel)
  • Background: Originally from Connecticut; Muslim name but raised Christian

Professional Background​

  • Current Role: Director of Exchange Traded Funds at NYSE, overseeing ETF business and launches
  • 20+ Years in Wealth Management: Worked at BlackRock, Neuberger Berman, Harbor Capital Advisors, Eaglebrook Advisors (crypto-focused)
  • Education: BA from Hofstra University (Interdisciplinary Studies, Marketing minor); MBA from USC Marshall School of Business
  • Credentials: CBDA (blockchain/digital asset certifications), ETF designations, Series 7, 63, 65 licenses
  • Expertise: ETFs, digital assets, wealth management, estate planning, cryptography, post-quantum security standards
  • Network Access: Consults daily with heads of business at Ameriprise, UBS, Morgan Stanley, Merrill Lynch; unique seat for understanding wealth management industry direction
  • Author: Wrote an ebook on estate planning (currently unpublished due to securities compliance restrictions)

Personal Background​

  • Faith Journey: Muslim name but raised Christian; faith-driven approach to business
  • Family Tragedy: Brother was shot and murdered in 2021, the day after Bilal's wedding in Italy. Brother left no life insurance, wife was pregnant with second child. Bilal paid for funeral and helped sister-in-law give birth six months later.
  • Early Loss: Mother died when Bilal was 12, left no organized memories or estate documentation
  • Family: Married (2021), has a daughter
  • Philosophy: "The Kingdom of God is an inheritance" - deeply motivated by providing access to estate planning tools for average families

Key Projects & Interests​

Estate Planning Platform (Primary Venture)​

A unified, low-cost estate planning platform designed for average families, combining:

Three Core Tenets:

  1. Trusts - Asset protection, tax benefits, bypassing probate
  2. Wills - Last wishes, burial preferences, guardianship
  3. Life Insurance - Affordable policies ($10/month for $100K coverage)

Unique Features:

  • Memory Preservation: Video recordings, photo albums, family recipes, life lessons, key scriptures
  • "In Case of Emergency" Module: Step-by-step checklist for surviving family members
  • Document Vault: Critical documents, business continuity plans
  • AI-Powered Assistance: Insurance needs calculator, learning center, estate planning guidance
  • High School Reading Level: Reduces complexity for self-empowered planning

Technical Vision:

  • Built on NIST post-quantum cryptography standards
  • Zero-knowledge proofs on Ethereum network
  • Data tokenization possibilities
  • Patent filing potential

Business Model:

  • B2C primary, with B2B white-label option for attorneys and insurance agents
  • Revenue from insurance marketplace (general account commissions)
  • Targeting Robinhood/Webull users (25M+ each), Blossom Social (500K users)
  • Potential acquisition target for major wealth management firms

Mission: "Put GoFundMe's memorial section out of business" by ensuring families are prepared

Current Platform Status​

  • Prototype built on AI tools (base 44, Anything AI)
  • Pro forma financial model complete
  • Monkey survey data collected (80% of respondents have $75K+ income, 65% have done zero estate planning)
  • Investors ready for SAFE note round
  • Seeking technical co-founder/partner with significant equity

Transcripts​

Transcript IDDateSummary
2026-01-04-bilal-little-estate-planning-platform2026-01-04First call discussing unified estate planning platform combining trusts, wills, life insurance with memory preservation; Bilal seeking technical co-founder with significant equity

Strategic Value & Collaboration Areas​

What Bilal Brings:

  • Deep wealth management industry expertise and connections
  • Direct access to all major wealth management firm leadership
  • Subject matter expertise in estate planning, insurance, trusts
  • Market research and validation already completed
  • Investor interest secured
  • Clear vision aligned with kingdom values

Potential Collaboration:

  • Technical co-founder partnership opportunity with significant equity
  • Platform development using Gary's AI/engineering skills
  • Memory preservation features align with Gary's autobiographer capstone project
  • Post-quantum cryptography aligns with Gary's tech interests

Mutual Alignment:

  • Both motivated by faith and serving families
  • Both see estate planning as legacy/memory preservation
  • Both interested in democratizing access to financial tools
  • Bilal explicitly stated he's "not doing this for money" but to help people

Connections & Network​

  • Marcus (intro source, likely Marcus Noel)
  • Rich Habits podcast hosts (friends and clients)
  • Blossom Social founders (friends and clients)
  • Major wealth management firm executives (daily contact)
  • Insurance industry contacts
  • Crypto/blockchain network from BlackRock era

Notes & Observations​

  • Communication Style: Direct, thorough, mission-driven; shared detailed personal story to establish trust
  • Authenticity: Opened with vulnerable story about brother's death and mother's passing
  • Time Constraints: Cannot leave NYSE job immediately (needs 12+ months) due to strategic value of position
  • Trust Level: High - explicitly sought faith-aligned partner
  • Decision Process: Has done extensive legwork (book, surveys, pro forma, prototype); ready to execute with right partner

Key Quotes & Insights​

  • "The most valued things that we can pass on is our memories... 100 years from now, no one's going to know who any of us are."
  • "The Kingdom of God is an inheritance."
  • "The reason you know the Rothschilds' and Rockefellers' names is because the paperwork is ironclad."
  • "How do I build a solution to actually put GoFundMe out of business? Particularly the memorial section."
  • "Financial advisors can't control markets. They can only manage, protect and transfer wealth... That's paperwork."
  • "I'm not doing this for money. I'm doing this to help people."

Future Plans​

  • Seeking technical co-founder with significant equity stake
  • Building to MVP within year while maintaining NYSE position
  • SAFE note funding round ready to execute
  • Targeting wealth management firm acquisition as potential exit
  • Plans to leave NYSE in ~12 months if venture gains traction