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Fintech Impact

By Jason Pereira

Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole. See acast.com/privacy for privacy and opt-out information.

  1. 1.
    Vise with Runik Mehrotra & Samir Vasavada | E14009/22/2020
    38:49
  2. 2.
    Framework Venture Partners with Peter Misek | E13909/15/2020
    32:31
  3. 3.
    Cosmos with Ethan Buchman | E13809/08/2020
    40:36
  4. 4.
    Charitable Impact with John Bromley & Michael Todd | E13709/01/2020
    41:00
  5. 5.
    Biller Genie with Garima Shah | E13608/25/2020
    33:48
  6. 6.
    Conquest Planning with Mark Evans & Brad Joudrie | E135 (corrected)08/18/2020
    49:47
  7. 7.
    Quber with Jen Leger & Venky Kulkarni08/11/2020
    24:34
  8. 8.
    Fraction with Hayden James | E13308/04/2020
    27:03
  1. 9.
    Wagepoint with Shrad Rao | E13207/28/2020
    26:01
  2. 10.
    Become with Shuli Mantsur | E13107/21/2020
    22:43
  3. 11.
    Payability with Alex Sklar | E13007/14/2020
    26:23
  4. 12.
    Find Bob with Roland Chan | E12907/07/2020
    35:30
  5. 13.
    YCharts with Sean Brown | E12806/30/2020
    27:11
  6. 14.
    Clearbanc With Andrew D'Souza | E12706/23/2020
    38:08
  7. 15.
    Koyfin with Rob Koyfman | E12606/16/2020
    33:01
  8. 16.
    AltruWisdom with Alisha Mawji & Zakir Kanji | E12506/09/2020
    22:34
  9. 17.
    Apprise Labs with Edmond Walters | E12406/02/2020
    36:03
  10. 18.
    Tulip with Dr. Daniel Crosby | E123 05/26/2020
    41:11
  11. 19.
    37 Angels with Lisha Davis | E122 05/19/2020
    29:03
  12. 20.
    The Money Hackers with Daniel P. Simon | E121 05/12/2020
    49:09
  13. 21.
    Intuit with Melika Hope (HoP) | E12005/05/2020
    31:40
  14. 22.
    Out Innnovate with Alex Lazarow (Author) | E11904/28/2020
    30:25
  15. 23.
    Surex with Matt Alston (COO) | E11804/21/2020
    33:08
  16. 24.
    Securrency with Dan Doney (CEO) | E11704/14/2020
    32:55
  17. 25.
    Carta with Giles Sutherland (Managing Director) | E11604/07/2020
    43:39
  18. 26.
    SideDrawer with Gaston Siri (CEO) & Jamie Wolkove (VPS) | E11503/31/2020
    35:20
  19. 27.
    Celent with Awaad Amir (Analyst) & Neil Sheehan (Analyst) | E11403/24/2020
    46:28
  20. 28.
    Dialogue Health with Zack Brown (VPS) | E11303/17/2020
    28:58
  21. 29.
    Addapar with Natalie Sunderland (CMO) | E11203/10/2020
    27:18
  22. 30.
    eSentire with J. Paul Haynes (President) | E11103/03/2020
    39:11
  23. 31.
    True Accord with Ohad Samet (CEO) | E11002/25/2020
    30:08
  24. 32.
    Lead Pilot with Samantha Russell (CEO) | E10902/18/2020
    31:01
  25. 33.
    ConnectionPoint with Daryl Hatton (CEO) | E10802/11/2020
    34:06
  26. 34.
    Limelight Health with Garrett Viggers (Co-Founder) | E10702/04/2020
    43:51
  27. 35.
    Utrust with Filipe Castro (CIO) | E10601/28/2020
    32:11
  28. 36.
    Better Money Choices with Doug Dahmer (CEO) | E10501/21/2020
    36:27
  29. 37.
    Soarpay with Scott Hawksworth (SMD) | E10401/14/2020
    28:39
  30. 38.
    Wealthbar & Snap Projections with Tea Nicola (CEO) & Pawel Brzeminski | E10301/08/2020
    38:34
  31. 39.
    Haven Life with Yaron Ben-Zvi (CEO) | E10212/31/2019
    25:56
  32. 40.
    Mylo with Phil Barrar (CEO) | E10112/24/2019
    34:25
  33. 41.
    Episode 100 with Michael Kitces | E10012/17/2019
    44:11
  34. 42.
    Learnedly with John Waldron (CEO) | E9912/10/2019
    45:37
  35. 43.
    Information Venture Partners with Toan Huynh (Partner) | E9812/03/2019
    34:27
  36. 44.
    BizEquity with Jason Early (CRO) | E9711/26/2019
    19:42
  37. 45.
    nanopay with Laurence Cooke (CEO) | E9611/19/2019
    28:14
  38. 46.
    Willing Wisdom Index with Tom Deans (Founder) | E9511/12/2019
    33:16
  39. 47.
    Park Place Payments with Samantha Ettus (CEO) | E9411/05/2019
    27:20
  40. 48.
    IPC Tech Panel with Adam Felesky, Dave Nugent, Daniel Eberhard, Zack Brown & Jason Pereira | E9310/29/2019
    44:54
  41. 49.
    Nest Wealth & Razor Plan with Randy Cass (CEO) & David Faulkner (Head of Research) | E9210/22/2019
    39:36
  42. 50.
    IAFP: Fintech & The Future of Finance with Jason Pereira (Host) | E9110/15/2019
    48:45
  43. 51.
    FINCA Impact Finance with Andrée Simon (President & CEO) | E9010/08/2019
    28:31
  44. 52.
    Willful with Erin Bury (CEO) | E8910/01/2019
    31:19
  45. 53.
    Suitability Pro with Shawn Brayman (CEO) | E8809/24/2019
    39:28
  46. 54.
    Hull e-State Planner with Jordan Atin (Founder) | E8709/17/2019
    32:32
  47. 55.
    ENACOMM with Stacey Zuniga (VP Financial Services) | E8609/10/2019
    32:07
  48. 56.
    Luge Capital with Ramin Wright (Investment Analyst) | E8509/03/2019
    32:09
  49. 57.
    Ladder Life with Jamie Hale (CEO & Co-Founder) | E8408/27/2019
    23:14
  50. 58.
    Mobile Assistant with Corey Westphal (CEO) | E8308/20/2019
    33:46
  51. 59.
    Wealthica with Simon Boulet (President & CEO) | E8208/13/2019
    36:22
  52. 60.
    Fuzzy Logix with Aashu Virmani (EVP) | E8108/06/2019
    34:33
  53. 61.
    dv01 with Perry Rahbar (CEO) | E8007/30/2019
    29:56
  54. 62.
    AdvisorStream with Kevin Mulhern (CEO) | E7907/23/2019
    35:53
  55. 63.
    Future Crunch with Dr. Angus Hervey (Co-Founder) | E7807/16/2019
    46:25
  56. 64.
    MoneyGaps with Preet Banerjee (Founder) | E7707/09/2019
    42:20
  57. 65.
    Systelos with Jad Chehlawi (CEO) | E7607/02/2019
    49:17
  58. 66.
    Female Funders with Jill Earthy (Head) | E7506/25/2019
    24:29
  59. 67.
    Owl with Sean Merat (CEO), Sohrab Merat (CPO), & Vahid Mirjalili (COO)) | E7406/18/2019
    47:54
  60. 68.
    Carson Wealth with Ron Carson (CEO) | E7306/11/2019
    34:52
  61. 69.
    Tech Titans and Fintech (Part 2) with Aly Dhalla, Zaheer Merali, and Jason Pereira | E7206/04/2019
    34:44
  62. 70.
    Tech Titans and Fintech with Aly Dhalla, Zaheer Merali, and Jason Pereira | E7105/28/2019
    33:02
  63. 71.
    SQRL with Om Suthar (CEO) | E7005/21/2019
    24:46
  64. 72.
    Twenty Over Ten with Samantha Russell (CMO) | E6905/14/2019
    38:12
  65. 73.
    Cappitech with Ron Finberg (Product Specialist) | E6805/07/2019
    31:14
  66. 74.
    Vision Systems with Michael Curtis (CEO) | E6704/30/2019
    37:33
  67. 75.
    Salesforce World Tour 2019 Review with Jason Pereira & Alex Martin | E6604/23/2019
    28:24
  68. 76.
    Asset Map with Adam Holt (CEO) | E6504/16/2019
    32:06
  69. 77.
    Advisor Websites with Nitesh Verma (Director of Marketing) | E6404/09/2019
    39:24
  70. 78.
    Riskalyze with Aaron Klein (CEO) | E6304/02/2019
    40:18
  71. 79.
    Breathe Life with Ian Jeffrey (CEO) | E6203/26/2019
    29:45
  72. 80.
    Yourefolio with Scott Huff (CEO) | E6103/19/2019
    31:44
  73. 81.
    RazorPlan with David Faulkner (CEO) | E6003/12/2019
    56:16
  74. 82.
    Four Eyes Financial with Lori Weir (CEO), Kendall McMenamo (CTO) & Jeff Harvie (HSG) | E5903/05/2019
    49:14
  75. 83.
    Cascades with Jonathan Kestle (VP) | E5802/26/2019
    27:31
  76. 84.
    Bench with Ian Crosby (CEO) | E5702/19/2019
    30:21
  77. 85.
    Factgem with Clark Richey (CTO) | E5602/12/2019
    34:33
  78. 86.
    Ledn with Mauricio Di Bartolomeo (CEO) | E5502/05/2019
    43:29
  79. 87.
    CacheFlo with Stephanie Holmes-Winton (CEO) | E5401/29/2019
    44:03
  80. 88.
    Shield Financial Compliance with Shiran Weitzman (CEO) | E5301/22/2019
    33:24
  81. 89.
    Corl with Sam Kawtharani (CEO) | E5201/15/2019
    32:20
  82. 90.
    KOHO with Daniel Eberhard (CEO) | E5101/08/2019
    34:46
  83. 91.
    Future Tech today with Jason Pereira (Host) | E5001/04/2019
    44:22
  84. 92.
    Fintech Trends in Accounting with Jason Pereira (Host) | E4912/25/2018
    39:06
  85. 93.
    AdvicePay with Alan Moore (CEO) | E4812/18/2018
    31:14
  86. 94.
    The Unified Wallet with Kyle Kemper (Author) | E4712/11/2018
    34:14
  87. 95.
    Coinberry with Andrei Poliakov (CEO) | E4612/04/2018
    33:48
  88. 96.
    Emerj with Daniel Faggella (CEO) | E4511/27/2018
    41:52
  89. 97.
    PolicyMe with Andrew Ostro (CEO) | E4411/20/2018
    35:43
  90. 98.
    D1g1t with Dan Rosen (CEO) | E4311/13/2018
    40:15
  91. 99.
    Quick Estate with Melissa Best (CEO) | E4211/06/2018
    31:22
  92. 100.
    Balance with George Bordianu (CEO) | E4110/30/2018
    33:44
  93. 101.
    Portag3 Ventures with Paul Desmarais III (Chairman) | E4010/23/2018
    32:58
  94. 102.
    Blockchain Panel with Jason Pereira, Kyle Kemper, and David Hayes | EP3910/09/2018
    57:44
  95. 103.
    Cannex with Gary Baker (COO) | E3810/02/2018
    38:56
  96. 104.
    Liquidity Marketplace with Thomas Schickler (CEO) | E3709/25/2018
    25:07
  97. 105.
    Portag3 Ventures with Ben Harrison (Partner) | E3609/18/2018
    32:26
  98. 106.
    LiveCA with Chad Davis (Co-Founder) | EP3509/04/2018
    25:57
  99. 107.
    Wealthbar with Tea Nicola (CEO) | EP3408/28/2018
    25:23
  100. 108.
    Curexe with Johnathan Holland (Founder & CEO) | EP3308/21/2018
    36:00
  101. 109.
    Nest Wealth with Randy Cass (Founder & CEO) | EP3208/14/2018
    45:45
  102. 110.
    Nuco & Aion with Kesem Frank (Co-Founder) | EP3108/07/2018
    46:03
  103. 111.
    Upside Consulting with Amelia Young (Consultant) | EP3007/31/2018
    52:31
  104. 112.
    Zensurance with Danish Yusuf (CEO) | EP2907/24/2018
    37:21
  105. 113.
    Borrowell with Eva Wong (CEO) | EP2807/17/2018
    28:51
  106. 114.
    Responsive AI with Davyd Wachell (CEO) | EP2707/10/2018
    27:27
  107. 115.
    PreciseFP with Don Whalen (CEO) | EP2607/03/2018
    30:48
  108. 116.
    Currency Cloud with Richard Arundel (GM North America) | EP2506/27/2018
    30:37
  109. 117.
    Life Design Analysis with Charlie Conron (CTO) | EP2406/19/2018
    35:26
  110. 118.
    Xero with Ben Styles (GM Product - Financial Services) | EP2306/12/2018
    34:10
  111. 119.
    Tools For An Efficient Advisor Office with Jason Pereira (Host) | EP2206/05/2018
    41:16
  112. 120.
    One Ledger with Othalia Doe Bruce (Public Relations Officer) | EP2105/29/2018
    29:47
  113. 121.
    FinTech 101 with Guy Anderson (Guest Host) | EP2005/24/2018
    46:16
  114. 122.
    Planswell with Eric Arnold (CEO)| EP1905/22/2018
    35:22
  115. 123.
    Advicent with Anthony Stich (COO)| EP1805/17/2018
    34:39
  116. 124.
    Flinks with Yves Gabriel Leboeuf (CEO)| EP1705/15/2018
    29:31
  117. 125.
    Collage with Peter Demangos (Co-Founder)| EP1605/10/2018
    33:30
  118. 126.
    Wealthscope with Pauline Shum Nolan (Founder) | EP1505/08/2018
    36:12
  119. 127.
    FinTech Innovation with Paolo Sironi (Author and Thought Leader at IBM Watson & IBM Industry Academy) | EP1405/03/2018
    57:01
  120. 128.
    Honeybee Benefits with David Katz (EVP) | EP1305/01/2018
    49:23
  121. 129.
    Snap Projections with Pawel Brzeminski (CEO) | EP12 04/26/2018
    32:07
  122. 130.
    Quandl with Clayton Feick (VP Sales & Business Development) | EP1104/24/2018
    41:15
  123. 131.
    Finaeo with Aly Dhalla (CEO) (Co-Founder)| EP1004/19/2018
    42:57
  124. 132.
    Viviplan with Rona Birenbaum (Co-Founder)| EP0904/17/2018
    32:12
  125. 133.
    Fintech Trends with Zaheer Merali (Consultant)| EP804/12/2018
    43:56
  126. 134.
    RiXtrema with Yon Perullo (Founder)| EP704/10/2018
    38:18
  127. 135.
    Plan Plus with Shawn Brayman (Founder)| EP604/05/2018
    49:39
  128. 136.
    Lending Loop with Cato Pastoll (CEO)| EP504/03/2018
    37:38
  129. 137.
    Onist with Brad Kotansky (CEO)| EP0403/29/2018
    38:31
  130. 138.
    FinaMetrica with Paul Resnik (Co-Founder) | EP0303/27/2018
    46:53
  131. 139.
    Humi with Kevin Kliman (CEO) | EP0203/19/2018
    38:59
  132. 140.
    Wealthsimple with Dave Nugent (CIO)| EP0103/15/2018
    33:01

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