Wharton FinTech Podcast

Wharton FinTech Podcast

www.whartonfintech.org
The Wharton FinTech Podcast discusses the trends,…


Plaid’s John Pitts on the Current Regulatory Landscape, COVID FinTech Adoption, and More
Oct 23 • 39 min
It’s no secret that FinTech has boomed during COVID as workers, companies, and everyday people were forced to digitize their lives. But by how much is FinTech changing people’s lives, and are they happy with this transition? In today’s episode, Ryan Zauk…
Rewriting the History of Banking - Stefan Möller, Co-Founder & CEO of Klar
Oct 21 • 30 min
In this episode, Miguel Armaza interviews Stefan Möller, Co-Founder and CEO of Klar, a Mexican challenger bank working to democratize debit and credit in Mexico. Klar is making credit accessible to all Mexicans, including those with no credit history. It…
Driving Innovation for Inclusion – Irene Arias Hofman, CEO of IDB Lab
Oct 19 • 28 min
Miguel Armaza sits down with Irene Arias Hofman, CEO of IDB Lab, the innovation laboratory of the Inter-American Development Bank Group, the leading source of development finance for Latin America and the Caribbean. The purpose of IDB Lab is to drive…
FinTech Investing with Michael Sidgmore, Partner at Broadhaven Ventures
Oct 16 • 35 min
In our latest episode, Hinal Shah (WG’20) is joined by Michael Sidgmore, a Partner at Broadhaven Ventures. Broadhaven is a venture capital firm focused on early-stage investment opportunities at the intersection of financial services and technology.…
Creating Pathways to Better Financial Health - Anu Shultes, CEO of LendUp
Oct 14 • 46 min
In this episode, Miguel Armaza sits down with Anu Shultes, CEO of LendUp, a mission-driven fintech company focused on expanding access to credit and creating pathways to better financial health. A 25-year veteran of the financial services industry, Anu…
FinTech Goes Open Source with Rob Underwood, Chief Development Officer of FINOS
Oct 12 • 38 min
In today’s episode of the Wharton FinTech Podcast, Ryan Zauk sits down with Rob Underwood, Chief Development Officer of FINOS. FINOS, short for the FinTech Open Source Foundation, is a global community creating open-source solutions for financial…
Building a Banking Legend – Greg Krasnov, Founder & CEO of Tonik
Oct 11 • 39 min
In this episode, Miguel Armaza sits down with Greg Krasnov , Founder & CEO of tonik, a digital bank in the Philippines with a mission to revolutionize the way money works in Southeast Asia. Tonik is backed by major industry investors, including Sequoia…
Launching a Fintech PE Fund – Sean Collins & Bill McNichols of Goldfinch
Oct 9 • 25 min
In this episode, Miguel Armaza sits down with Sean Collins and Bill McNichols, Co-Founders of Goldfinch Partners, a Private Equity firm focused on enterprise technology companies that power digital transformation, with a focus on marketing, Commerce,…
Investing in Transformational Technologies - Raj Ganguly, Co-Founder of B Capital Group
Oct 7 • 26 min
In this episode, Miguel Armaza sits down with Raj Ganguly, Co-founder and Managing Partner at B Capital Group, a global growth equity firm with $1.5 billion in assets under management, focused on investing in B2B startups across four technology-enabled…
Helping Banks Build Flexible + Scalable Solutions - Elliott Limb, Chief Customer Officer of Mambu
Oct 5 • 28 min
In our latest episode of the Wharton Fintech Podcast, Anchit Gupta (WG’21) is joined by Elliott Limb, Chief Customer Officer of Mambu. Founded in 2011, Mambu is a cloud-native software-as-a-service provider powering banking through open API-enabled…
Driving Entrepreneurship in the Heartland – Erika Lucas Co-Founder of StitchCrew
Oct 4 • 25 min
In this episode, Miguel Armaza sits down with Erika Lucas, Co-Founder of StitchCrew and VEST. StitchCrew, in partnership with the NBA team, the Oklahoma City Thunder, runs an accelerator program to connect entrepreneurs with the capital, resources and…
Refinancing your Education with David Green, Chief Product Officer at Earnest
Oct 2 • 24 min
In this podcast, Miguel Armaza is joined by David Green, Chief Product Officer at Earnest, where he oversees Product Management, Product Design, User Research, Data, and Analytics. Earnest is a company tackling the $1.6 trillion student debt balance in…
From Poker Star to Unicorn Founder – Nima Ghamsari, CEO & Co-Founder of Blend
Sep 30 • 34 min
Miguel Armaza is sits down with Nima Ghamsari, CEO and Co-Founder of Blend, a company transforming the $40+ trillion consumer lending industry, by delivering speed and efficiency to mortgage lenders to navigate a complex industry. Blend is a newly minted…
Redesigning the Asset Management Experience – Brian Barnes, Founder & CEO of M1 Finance
Sep 28 • 34 min
Miguel Armaza interviews Brian Barnes, Founder and CEO of M1 Finance, a money management platform that combines investing, borrowing, and banking into a single app. Brian launched M1 in 2015 after he felt frustrated with the tools available to manage his…
Pioneering Angel Investing in Africa - Tomi Davies
Sep 27 • 24 min
Tomi Davies. A systems Analyst turned Tech Strategy Advisor, Public Speaker and Angel Investor, Tomi Davies is Collaborator-in-Chief at TechnoVision, co-founder of the Lagos Angel Network and President of the African Business Angel Network. He has been…
Investing for 2 Billion Muslims with Kareem Tabbaa, Chief Product Officer of Wahed
Sep 25 • 19 min
We hear a lot about ESG investing, Catholicism-based investing, and more in the wealth & asset management world. But what about Earth’s 2 billion Muslims? In a religion that disallows interest and has plenty of restrictions (alcohol, etc.), finding…
The Future of Fintech with Bo Brustkern, Co-Founder & CEO of LendIt Fintech
Sep 22 • 38 min
Miguel Armaza sits down with Bo Brustkern, Co-Founder & CEO of LendIt Fintech, one of the world’s leading fintech events and media companies. In this episode, we talk about Bo’s career, LendIt’s journey, and his take on some of the most interesting…
Creating a Financial Ecosystem for Mexican SMBs - David Poritz, Co-Founder of Credijusto
Sep 21 • 40 min
Miguel Armaza sits down with David Poritz, Co-Founder and Co-CEO of Credijusto, a company focused on lending to the underserved and rapidly growing small and medium-sized enterprise (SME) market in Mexico. The company aims to provide products that are…
Leading Innovation in the Mortgage Industry - Kenon Chen, Corporate Strategy at Clear Capital
Sep 18 • 27 min
In our latest episode of the Wharton Fintech podcast, Anchit Gupta (WG’21) is joined by Kenon Chen, Head of Corporate Strategy at Clear Capital, a leading real estate valuation, analytics and platform technology solutions company. Clear Capital is the…
How Entrepreneurs Can Avoid Legal Mistakes with Daniel Green, Partner at Gunderson
Sep 17 • 53 min
In this episode, Miguel Armaza sits down with Daniel M. Green, Partner and Co-head of Gunderson Dettmer’s Latin America practice group, an international elite law firm focused on startups and venture capital. Dan’s focus is Latin America and Europe, where…
Disruptive Entrepreneurship with Alexis Pantazis and Emilios Markou from Hellas Direct
Sep 15 • 51 min
Miguel Armaza sits down with Alexis Pantazis and Emilios Markou, Co-Founders of Hellas Direct, a digital-first, full-stack insurance company located in Greece. Modeling itself on Amazon, Hellas Direct aims to disrupt the insurance value chain by adopting…
Developing Talent & Culture with Crystal Williams, Chief HR Officer at FLEETCOR
Sep 13 • 35 min
Miguel Armaza sits down with Crystal Williams, Chief Human Resources Officer for FLEETCOR (NYSE: FLT), a leading payments company that aims to simplify the way businesses manage and pay their expenses by allowing them to automate, secure, digitize, and…
Avoiding Career Inertia & Pursuing a 3rd Act - Caribou Honig, Investor Extraordinaire
Sep 10 • 41 min
In this Wharton Fintech Podcast, Miguel Armaza is joined by Caribou Honig, Chairman & Co-founder of InsurTech Connect, as well as Co-founder of the HR Transform Conference, focused on the impact of technology on the workplace. Caribou is also a legendary…
Fintech Trends and Opportunities with Donna Parisi, Global Head of Finance at Shearman & Sterling
Sep 8 • 22 min
Miguel Armaza is joined by Donna Parisi, Global Head of the Finance Business Unit for Shearman & Sterling, a global law firm with over 850 lawyers in 24 offices worldwide. Donna is one of the firm’s Financial Services Industry leaders and also leads…
Fintech for the Future of Work with Craig J. Lewis, CEO & Founder of GigWage
Sep 4 • 36 min
Miguel Armaza sits down with Craig J. Lewis, Founder and CEO of Gig Wage, a company building modern payment tools for the future of work. Gigwage’s innovative vision aims to modernize an antiquated industry by designing a service that meets the needs of…
Simplifying India’s Payments with Nitya Sharma, CEO & Co-Founder of Simpl
Sep 2 • 36 min
In our latest episode of the Wharton Fintech podcast, Anchit Gupta (WG ‘21) sits down with Nitya Sharma, CEO and Co-Founder of Simpl. Simpl is a technology company that offers Pay-later solutions in India. Simpl has revolutionized online checkout in India…
Join us at the Wharton Hackathon with Sarah Hammer from the Stevens Center for Innovation in Finance
Sep 1 • 25 min
Miguel Armaza sits down with Sarah Hammer, Managing Director of the Stevens Center for Innovation in Finance at the Wharton School of the University of Pennsylvania. The Stevens Center is the premier research, education, and thought leadership institution…
Solving Consumer Financial Needs with Lupina Iturriaga, Founder & Co-CEO of Fintonic
Aug 31 • 36 min
Miguel Armaza sits down with Lupina Iturriaga, Founder and Co-CEO of Fintonic, the leading financial platform in Spain, solving the main financial needs more than 1 million users, by enabling them to make payments worldwide with the Fintonic account and…
Digitizing Japan’s Status Quo with Shinichi Takatori, Founder/CEO of Kyash
Aug 28 • 32 min
Miguel Armaza is joined by Shinichi (Shin) Takatori, Founder and CEO of Kyash the largest digital bank in Japan offering digital wallet, mobile payments, and credit card services. Launched in 2015, Kyash has raised more than $70 million in funding from…
Unlocking Entrepreneurial Progress with Vanessa Colella, Head of Citi Ventures
Aug 26 • 40 min
Vanessa Colella is Citi’s Chief Innovation Officer (CIO), Head of Citi Ventures, and Head of Citi Productivity. She is focused on harnessing the power of Citi to help people, businesses, and communities thrive in a world of technological, behavioral, and…
Simplifying Small Business Payments with Veem’s Co-Founder & CEO, Marwan Forzley
Aug 24 • 13 min
In our latest episode of the Wharton Fintech podcast, Anchit Gupta (WG’21) is joined by Marwan Forzely, co-founder and CEO of Veem, a global payments company helping small businesses transfer money internationally. Veem is revolutionizing global business…
Making Fintech Possible with Iñigo Rumayor, Co-Founder and CRO of Arcus
Aug 23 • 21 min
In this Wharton Fintech Podcast episode, Miguel Armaza is joined by Iñigo Rumayor, Co-Founder and CRO of Arcus, the leading platform making fintech possible for everyone in the Americas. Arcus’ fintech-as-a-service platform helps any business launch a…
Leading a Public VC with Tim Levene, CEO of Augmentum FinTech
Aug 21 • 43 min
On today’s episode, Ryan Zauk sits down with Tim Levene, Co-Founder & CEO of Augmentum Fintech. Augmentum invests in fast-growing fintechs disrupting financial services and is the UK’s only publicly listed investment company focusing fintech in Europe.…
Impact-Driven VC with Emmalyn Shaw, Managing Partner of Flourish
Aug 19 • 31 min
In our latest podcast, Peter Jankovsky (WG’20) is joined by Emmalyn Shaw, Managing Partner at Flourish, a $500 M global venture fund whose investments leverage technology to advance financial health and economic resilience. Emmalyn co-manages the fund and…
Transforming Debt Collections with Hanif Joshaghani, Co-Founder & CEO of Symend
Aug 17 • 41 min
In today’s episode, Ryan Zauk sits down with Hanif Joshaghani, Co-Founder & CEO of Symend. Symend is a Calgary-based FinTech helping transform the impersonal, outdated, and inefficient problem of debt collections across the world. Symend’s digital…
Breaking Currency Borders with Prajit Nanu, CEO and Co-Founder of NIUM
Aug 16 • 38 min
In this episode, Miguel Armaza is joined by Prajit Nanu, CEO and Co-Founder of NIUM, a global fintech platform that aims to break currency borders by allowing businesses and consumers to send, spend and receive funds anywhere in the world. Founded in…
Empowering Mexican Businesses with Adolfo Babatz, Founder & CEO of Clip
Aug 14 • 35 min
In this podcast, Miguel Armaza is joined by Adolfo Babatz, Founder and CEO of Clip, the leading solution in Mexico for small and medium businesses to accept digital payments. Founded in 2012, Clip now has more than 400 employees across Mexico and the US…
Leading Russia’s Fintech Innovation with Oliver Hughes, CEO of Tinkoff
Aug 12 • 46 min
In this podcast, Miguel Armaza sits down with Oliver Hughes, CEO of Tinkoff Bank- the leading Neobank in Russia and one of the largest fintechs in the world. The Tinkoff ecosystem offers a full range of financial services for individuals and businesses…
Building a Financial Giant with Lex Greensill, Founder and CEO of Greensill Capital
Aug 10 • 42 min
Miguel Armaza sits down with Lex Greensill, founder and CEO of Greensill Capital, a leading provider of working capital and supply chain finance solutions for businesses and individuals around the world. Founded in 2011, Greensill employs over 1,000…
Reimagining Small Business Insurance with Jay Bregman, CEO and Founder of Thimble
Aug 7 • 25 min
In this podcast, Miguel Armaza sits down with Jay Bregman, Founder and CEO of Thimble, an on-demand insurance startup for small businesses and independent workers. Thimble is the first company to offer on-demand insurance by the hour, day, or month to…
Growth Equity FinTech Investing with Chris Sugden, Managing Partner at Edison Partners
Aug 5 • 25 min
In our latest podcast, Peter Jankovsky (WG’20) is joined by Chris Sugden, Managing Partner of Edison Partners. Edison Partners is a 32-year old tech investment firm specializing in fintech, healthcare, IT, and enterprise solutions with $1.6 B in AUM.…
Enabling E-Commerce Across Africa with Daniel Yu, Founder CEO of Sokowatch
Aug 3 • 31 min
In this episode, Miguel Armaza is joined by Daniel Yu, Founder and CEO of Sokowatch, a B2B e-commerce platform with integrated financial services and logistics transforming access to essential goods for communities across Africa. With operations across…
Future of Wealth Management and Investment – Future of Banking Week
Aug 2 • 38 min
On this episode, Miguel Armaza moderates the Wealth Management and Investment panel as part of the Future of Banking Week, joined by three excellent guests: • Ed Robinson, President and co-founder of STASH, one of the fastest-growing consumer investing…
P2P Lending in Southeast Asia with Kelvin Teo, Co-Founder of Funding Societies
Jul 31 • 36 min
Miguel Armaza is joined by Kelvin Teo, Co-founder of Funding Societies (Modalku in Indonesia), the largest SME digital financing platform in Southeast Asia, licensed in Singapore, Indonesia and Malaysia, and backed by Sequoia, Softbank, and many more. In…
Securing Your Digital Identity With Vinny Lingham, Civic CEO
Jul 29 • 17 min
In today’s episode, Ines Gonzales Del Mazo sits down with Vinny Lingham, CEO of Civic. Civic is a personal identity protection and management service that allows banks, financial institutions, and other merchants to confirm the usage of social security…
Data-Driven Lending in Latin America with Tarek El Sheriff, Founder and CEO of Zinobe
Jul 27 • 26 min
Miguel Armaza is joined by Tarek El Sheriff, Founder and CEO of Zinobe, a Colombian fintech specialized in online lending. Founded in 2012, Zinobe has made almost 1.3 million loans and uses technology to develop online credit products for consumers and…
Helping SMBs stay afloat during COVID - Jared Hecht, Co-founder & CEO of Fundera
Jul 24 • 27 min
In our latest episode of the Wharton Fintech podcast, Anchit Gupta (WG’21) is joined by Jared Hecht, Co-founder & CEO of Fundera, an online marketplace that matches SMB to lenders. Fundera is a financial-services marketplace for small businesses, helping…
Solving Payments in Emerging Markets with Sebastian Kanovich, CEO & Founder of dLocal
Jul 22 • 20 min
In our latest episode of the Wharton Fintech podcast, Miguel Armaza is joined by Sebastian Kanovich, CEO of dLocal, a 360 payments technology company which handles payins and payouts in emerging markets for some of the largest global e-commerce and…
Innovation & Entrepreneurship Beyond Silicon Valley with Alex Lazarow
Jul 20 • 44 min
Miguel Armaza is joined by Alex Lazarow, Investment Director at Cathay Innovation, Kauffman Fellow, Professor, and recent author of Out-Innovate: How Global Entrepreneurs - from Delhi to Detroit - Are Rewriting the Rules of Silicon Valley (HBR Press).…
Stopping Financial Crime with Charlie Delingpole, CEO and Founder of ComplyAdvantage
Jul 17 • 23 min
In our latest podcast, Peter Jankovsky (WG’20) sits down with Charlie Delingpole, the CEO and Founder of ComplyAdvantage. ComplyAdvantage is a FinTech start-up disrupting the compliance space using AI and machine learning to detect money laundering. In 5…
Accelerating Global Fintech Ecosystems - Maelis Carraro, Director of Catalyst Fund
Jul 15 • 33 min
Miguel Armaza is joined by Maelis Carraro, Director of Catalyst Fund and the Impact Ventures Practice at BFA Global. The Catalyst Fund is an inclusive fintech accelerator supporting early-stage inclusive startups with flexible capital, bespoke venture…
Roger.ai’s Cathrine Andersen on Optimizing Accounting & Finance
Jul 13 • 30 min
In today’s episode of the Wharton FinTech Podcast, Anchit Gupta sits down with Cathrine Andersen, Co-Founder and CEO of Roger.ai. Founded in 2017, Roger’s accounting and finance automation technology help organizations automate time-consuming and…
Scaling a Payments Business with Mike Vaughan, former COO of Venmo & Exec-in-residence at Oak HC/FT
Jul 9 • 31 min
In our latest podcast, Peter Jankovsky (WG’20) is joined by Mike Vaughan. Mike is currently an Executive in Residence at Oak HC/FT, a leading venture capital firm investing in early to growth-stage companies in healthcare and fintech with ~$2 B in AUM.…
Building a Customer-Centric Culture with David Vélez, Founder and CEO of Nubank
Jul 7 • 30 min
Miguel Armaza is joined by David Vélez, Founder and CEO of Nubank, the largest independent digital bank in the world. Nubank has over 25 million clients and has raised $1.2 billion from some of the most prestigious venture capital funds in the globe,…
Modernizing Life Insurance with Melbourne O’Banion, CEO and Co-Founder of Bestow
Jul 6 • 32 min
Miguel Armaza is joined by Melbourne O’Banion, CEO and Co-Founder of Bestow, a digital life insurance company leveraging technology to make protection accessible and affordable. Bestow has received over $68 million in equity financing from Peter Thiel’s…
Increasing Shopping Cart Conversion & Managing Credit - Brad Paterson, CEO of Splitit (ASX: SPT)
Jul 2 • 21 min
Miguel Armaza is joined by Brad Paterson, CEO of SplitIt (ASX: SPT), a global payment platform that enables shoppers to pay installments via their credit cards, by splitting credit card purchases into interest and fee-free monthly payments. Splitit is a…
Streamlining Client Experience and Fighting Fraud — Laura Spiekerman, Co-Founder and CRO at Alloy
Jul 1 • 32 min
In our latest episode of the Wharton Fintech podcast, Miguel Armaza is joined by Laura Spiekerman, She’s the Co-Founder and Chief Revenue Officer at Alloy, an operating system for identity in financial services, including KYC, AML and fraud. Laura…
Building a Financial Communications Unicorn - David Gurle, Founder and CEO of Symphony
Jun 29 • 43 min
In today’s episode of the Wharton FinTech podcast, Miguel Armaza is joined by David Gurle, Founder and CEO of Symphony, a financial services communications company that’s helping individuals, teams and organizations of all sizes improve productivity,…
Current CEO Stuart Sopp on Banking the Under-Banked During Covid-19
Jun 26 • 44 min
In this episode, Ryan Zauk sits down with Stuart Sopp, Founder and CEO of Current. Current is a leading U.S. based challenger bank enabling access to affordable and premium financial services to people traditionally overlooked by the banking industry.…
Empowering Black Millennials with Ras Asan, Co-Founder of BREAUX Capital
Jun 24 • 48 min
On today’s episode of the Wharton FinTech Podcast, Ryan Zauk sits down with Ras Asan, Co-Founder of BREAUX Capital. BREAUX Capital is the first fintech built by and for Black Male Millennials. It is a cooperatively owned and operated financial technology…
The Future of Payments with Frank Young, President of VMSS at Global Payments
Jun 22 • 35 min
In our latest podcast, Peter Jankovsky (WG’20) is joined by Frank Young, President of Vertical Market Software Solutions at Global Payments, a leading worldwide provider of payment technology services. In this role, Frank is responsible for guiding and…
US Open Banking with Susan French, Head of Product at BBVA Open Platform
Jun 19 • 24 min
In our latest episode of the Wharton Fintech podcast, Miguel Armaza (WG’21/G’21) is joined by Susan French, Head of Product at BBVA Open Platform where she leads the design and development of Open Platform’s suite of white-label, banking-as-a-service APIs…
Pooling Career Risk with Charlie Olson, Co-Founder & CEO of Pando
Jun 17 • 32 min
In our latest podcast, Peter Jankovsky (WG’20) is joined by Charlie Olson, CEO and co-founder of Pando. Pando is an innovative new income pooling solution that allows people in high volatility careers to pool their career risk. Since inception, Pando has…
Investing in Latin American Unicorns. Hernan Kazah, Managing Partner & Co-Founder of Kaszek Ventures
Jun 15 • 49 min
In our latest episode of the Wharton Fintech podcast, Miguel Armaza is joined by Hernan Kazah, Managing Partner and Co-Founder of Kaszek Ventures, the largest venture capital firm in Latin America, with over $1 Billion dollars of raised capital. Kaszek…
Investing in The Blockchain with Jalak Jobanputra, Founding Partner of Future Perfect Ventures
Jun 12 • 22 min
In this episode, Ines Gonzales Del Mazo sits down with Jalak Jobanputra, Founding Partner of Future Perfect Ventures to discuss her investing career across FinTech, software, and the blockchain. Jalak Jobanputra is Founding Partner of Future\Perfect…
Tackling Big Hairy Problems with Marc Weiser, Founder & Managing Director of RPM Ventures
Jun 11 • 34 min
In our latest episode of the Wharton Fintech podcast, Miguel Armaza (WG’21/G’21) is joined by Marc Weiser, Founder & Managing Director of RPM Ventures, an early-stage venture capital firm. Marc is also a board member of NASA and the James Beard…
Analyzing the SoFi-Galileo Acquisition with Anthony Noto-SoFi CEO, & Clay Wilkes-Galileo Founder/CEO
Jun 9 • 30 min
In a Wharton Fintech exclusive podcast interview, Miguel Armaza and Guillermo Gonzalez went behind the scenes of one of the most transformational acquisitions in the fintech space to date. We sat down with Anthony Noto, CEO of SoFi, and Clay Wilkes, CEO…
Investing in Fintech Opportunities with Ryan Falvey, Managing Partner of Financial Venture Studio
Jun 5 • 35 min
In our latest episode of the Wharton Fintech podcast, Miguel Armaza (WG’21/G’21) is joined by Ryan Falvey, Managing Partner of Financial Venture Studio, a venture capital firm that invests in early stage teams who are seeking to improve how Americans…
The Current State of Payments with Eric Rosenthal, VP & MD of Rapyd
Jun 3 • 22 min
Eric Rosenthal is a Vice President and Managing Director of Rapyd, managing their North American Business Unit. Rapyd is the world’s largest global payment network, accepting and disbursing more than 900 payment types in over 100 countries. It connects 2…
Digitizing Financial Services with David Brear, CEO of 11:FS
Jun 1 • 34 min
In our latest episode of the Wharton Fintech podcast, Miguel Armaza (WG’21/G’21) is joined by David Brear, CEO of 11:FS, a challenger consultancy building out new propositions and ventures in the UK, US, Europe and Asia. David Brear is the CEO of 11:FS…
Entering the US Consumer Banking Market with N26’s US CEO, Nicolas Kopp
May 28 • 27 min
In our latest podcast, we’re excited to speak with Nicolas Kopp, the US CEO of N26. In Europe, N26 is a fully licensed mobile bank offering an effortless, sleek user experience with no hidden fees. It has grown to serve over 3.5 M customers across 24…
Inclusive Banking with Pierpaolo Barbieri, Founder & CEO of Ualá
May 26 • 18 min
In our latest episode of the Wharton Fintech podcast, Miguel Armaza (WG’21/G’21) is joined by Pierpaolo Barbieri, Founder & CEO of Ualá, one of the fastest growing fintechs in Latin America. Ualá is an Argentine mobile banking app and lending platform…
Empowering Underserved Markets with Monica Brand Engel, Co-Founder & Partner at Quona
May 21 • 26 min
In our latest episode of the Wharton FinTech Podcast, Miguel Armaza (WG’21/G’21) is joined by Monica Brand Engel, Co-Founder and Partner at Quona, a venture capital firm that invests in growth-stage financial technology companies in emerging markets.…
Ron Quaranta, Founder & Chairman of The Wall Street Blockchain Alliance
May 18 • 18 min
Ron is the Chairman and CEO of the Wall Street Blockchain Alliance, the world’s leading non-profit trade association promoting the comprehensive adoption of blockchain technology and crypto-assets across global financial markets. Prior to this, Ron served…
Solving Credit Access for Immigrants with Nicky Goulimis, COO & Co-Founder of Nova Credit
May 14 • 28 min
In our latest episode of the Wharton Fintech podcast, Miguel Armaza (WG’21/G’21) is joined by Nicky Goulimis, COO & Co-Founder of Nova Credit, a mission-driven company solving the problem of credit access for immigrants. Join us as Nicky shares her…
Andrée Simon - President and CEO of FINCA Impact Finance
May 11 • 48 min
Andrée is the President and Chief Executive Officer of FINCA Impact Finance, or FIF, a global network of microfinance banks and institutions. FIF’s network of 20 community-based banks provides responsible financial services such as affordable loans and…
Omri Dahan, Chief Revenue Officer at Marqeta
May 6 • 27 min
Omri serves as Marqeta’s chief revenue officer and is accountable for the company’s growth and financial performance. After joining Marqeta’s early team, he helped pioneer the organization’s customer acquisition and growth strategies which, along with…
Rachna Ahlawat, co-founder and EVP of Ondot systems
May 1 • 27 min
Rachna Ahlawat is co-founder and executive vice president of Ondot systems, a leading mobile payment service provider. Ondot Systems is the creator of Mobile Card Services, a white-label solution that gives consumers control over payment cards.…
Arpit Ratan, Co-Founder and Head of Business Development of Signzy
Apr 28 • 35 min
In our latest podcast, recorded late last summer, Shompa Choudhury (WG ’20) is joined by Arpit Ratan, Co-Founder and Head of Business Development of Signzy (https://signzy.com/). Signzy is a FinTech startup offering digital onboarding solutions to enable…
Alok Mittal, Founder & CEO of Indifi
Apr 24 • 46 min
In this podcast, recorded late last summer, Shompa Choudhury (WG ’20) is joined by Alok Mittal, Co-Founder and CEO of Indifi (https://www.indifi.com/). Indifi is a leading online lending platform for businesses in India. In this extensive interview, Alok…
Terry Angelos - SVP and Global Head of FinTech at Visa
Apr 21 • 28 min
In our latest podcast, Keane Ehsani (WG ’20) is joined by Terry Angelos, SVP and Global Head of FinTech at Visa (NYSE: V) (https://usa.visa.com). In this interview, Terry explains how Visa uses its global network to help the world’s most innovative…
Tradeblock: Nitai Bran, CEO, and John Todaro, Director of Research
Apr 18 • 14 min
In this podcast, Ines Gonzalez del Mazo speaks with Nitai Bran, CEO of Tradeblock and John Todaro, Director of Research. Tradeblock is a company leader in the provision of institutional trading tools and research for digital currencies. It was founded in…
Pedro Conrade, CEO & Founder of Neon and Marcelo Haddad Silva, Group Product Manager at Neon
Apr 15 • 29 min
In our latest episode of the Wharton Fintech podcast, Miguel Armaza (WG’21/G’21) is joined by Pedro Conrade and Marcelo Haddad Silva from Neon Bank, one of the fastest growing Neobanks in Brazil and around the world. Join us as they share some great…
Steve McLaughlin, Founder, CEO, and Managing Partner of FT Partners
Apr 9 • 24 min
In our latest podcast, Miguel Armaza (WG’21/G’21) is joined by Steve McLaughlin. He is the founder, CEO and managing partner of FT Partners. Steve started his investment banking career at Goldman Sachs covering financial technology companies in 1995.…
Podcast with Alexander Lebow, Co-Founder of Say
Apr 5 • 25 min
In this podcast, Sam Werther (WG ’20) is joined by Alexander Lebow, co-founder of Say. Alex talks about how he and his co-founders came up with the idea for Say. As a lawyer specializing in M&A transactions, Alex had first hand experience working with…
Anoushka Vaswani, Partner at Lightspeed Venture Partners
Mar 31 • 20 min
In our latest podcast, Shayaan Khanna (WG ‘20) is joined by Anoushka Vaswani, Partner at Lightspeed Venture Partners. Anoushka is an investor in growth-stage companies in the enterprise software and infrastructure ecosystems. Companies she covers (or has…
Husayn Kassai, Co-Founder and CEO of Onfido
Feb 7 • 27 min
In our latest podcast, Shayaan Khanna (WG ’20) is joined by Husayn Kassai, CEO and Co-Founder of Onfido (onfido.com). Husayn talks about the inspiration behind founding Onfido: his own experience when his parents moved to the UK which made him realize how…
From Money20/20 USA: Adam Hughes - President & COO of Amount
Jan 25 • 16 min
In our latest live interview from Money2020, Peter Jankovsky (WG’20) is joined by Adam Hughes, the President and COO of Amount. Amount is a leading-edge technology company dedicated to creating and enhancing the digital credit offerings of financial…
From Money20/20 USA: Jeffery Kendall – EVP, North America Sales and Distribution at Temenos
Jan 16 • 21 min
In our latest podcast, Keane Ehsani (WG ’20) is joined by Jeffery Kendall, Executive Vice President of North America Sales and Distribution at Temenos (https://www.temenos.com/us/). In this extensive interview, Jeffery explains how Temenos Infinity helps…
From Money20/20 USA: Jay Dearborn - President of WEX Corporate Payments
Jan 10 • 27 min
In our latest interview from Money20/20, Peter Jankovsky (WG’20) is joined by Jay Dearborn, the President of WEX Corporate Payments. Jay joined WEX in 2016, bringing to the company more than 15 years of experience driving strategic growth, marketing, and…
Richie Serna - CEO of Finix
Jan 4 • 37 min
In our latest podcast, Meghna Sreenivasan (WG ’20) is joined by Richie Serna, CEO and Co-Founder of Finix (https://finixpayments.com). Richie discusses the inspiration behind Finix: seeing the difficulties companies faced when creating payments…
From Money20/20 USA: Rob Krugman - Chief Digital Officer At Broadridge
Dec 23, 2019 • 24 min
In our latest podcast, Keane Ehsani (WG ’20) is joined by Robert Krugman, Chief Digital Officer at Broadridge (https://www.broadridge.com). In this extensive interview, Robert explains how Broadridge helps its customers enrich client and shareholder…
From Money20/20 USA: Tim Chen - Co-Founder and CEO of NerdWallet
Dec 17, 2019 • 21 min
In our latest podcast, live from Money20/20, Peter Jankovsky (WG’20) speaks with Tim Chen, the CEO and co-founder of NerdWallet. NerdWallet is a leading personal finance content platform with over 100 million users that provides users clarity around all…
Luvleen Sidhu - Co-Founder and CEO at BankMobile
Dec 15, 2019 • 41 min
In our latest podcast, Shompa Choudhury (WG ’20) is joined by Luvleen Sidhu, Co-Founder and CEO (formerly Chief Strategy Officer) at BankMobile (https://www.bankmobile.com/index). In this extensive interview, Luvleen explains how BankMobile is leading the…
Sergio Furio - Founder and CEO of Creditas
Dec 9, 2019 • 33 min
In our latest podcast, Ronak Mehta (WG ’20) is joined by Sergio Furio, Founder and CEO of Creditas (www.creditas.com.br). In this extensive interview, Sergio explains how Creditas improves the lives of Brazilians by providing access to affordable credit.…
Amias Gerety - Partner at QED Investors
Nov 26, 2019 • 25 min
In our latest podcast, Keane Ehsani (WG ’20) is joined by Amias Gerety, Partner at QED Investors (https://qedinvestors.com). In this extensive interview, Amias describes QED’s investment philosophy and how they selectively provide capital and add value to…
Dr. Jing Wang - Assistant Professor Of Interactive Media & Business At NYU Shanghai
Nov 22, 2019 • 40 min
In our latest podcast, Anna Li (WG’20) is joined by Dr. Jing Wang, the Assistant Professor of Interactive Media & Business at NYU Shanghai. As China has been in the forefront of financial innovation and received a lot of venture funding in the FinTech…
Sankaet Pathak – CEO Of Synapse
Nov 19, 2019 • 28 min
In our latest podcast, Meghna Sreenivasan (WG ’20) is joined by Sankaet Pathak, CEO of Synapse (https://synapsefi.com). In this extensive interview, Sankaet explains how Synapse offers developer-facing APIs for companies building innovative financial…
Pranav Barthwal - Co-Founder of SaveAbhi
Nov 11, 2019 • 39 min
In our latest podcast, Shompa Choudhury (WG ’20) is joined by Pranav Barthwal, Co-Founder of Save Abhi. In this extensive interview, Pranav discusses the evolution of payments in India and how Save Abhi has re-envisioned savings and wealth management for…
Omer Ismail - Head of Marcus U.S. (Goldman Sachs’ Consumer Business)
Sep 15, 2019 • 28 min
In our latest podcast, Peter Jankovsky (WG’20) is joined by Omer Ismail, the head of Goldman Sachs’ US consumer business. In this role, Omer oversees the Marcus by Goldman Sachs and Clarity Money businesses as well as the Goldman Sachs/Apple credit card…
Andrew Endicott - CFO, Co-Founder, & President of Petal
Aug 27, 2019 • 46 min
In our latest podcast, Peter Jankovsky (WG’20) is joined by Andrew Endicott, the CFO, President, and Co-Founder of Petal. Petal is a new kind of credit card company on a mission to make credit honest, simple, and accessible. Petal is one of the fastest…
David Lessing – Chief Revenue Officer at Addepar
Aug 20, 2019 • 29 min
In our latest podcast, Keane Ehsani (WG ’20) is joined by David Lessing, Chief Revenue Officer at Addepar (https://addepar.com). In this extensive interview, David explains how Addepar empowers financial advisors and investors to navigate the increasingly…
Chris Britt, CEO and Co-Founder of Chime
Aug 11, 2019 • 32 min
In our latest podcast, Peter Jankovsky (WG’20) is joined by Chris Britt, the Co-Founder and CEO of Chime. Chime is a challenger bank that was founded with the mission of helping its members achieve financial peace of mind. Since launching in 2013, it has…
Thomas Sponholtz, CEO and Chairman at Unison Home Ownership Investors
Aug 7, 2019 • 36 min
In our latest podcast, Keane Ehsani (WG ’20) is joined by Thomas Sponholtz, CEO and Chairman at Unison Home Ownership Investors (https://www.unison.com). In this extensive interview, Thomas explains how Unison helps first time homebuyers by co-investing…
LendIt Fintech USA: Ryan Rugg, Global Head of Industry Verticals at R3
Jul 28, 2019 • 17 min
In this broadcast from LendIt Fintech USA in April 2019, recent alumna Dipika Sen (WG’19) speaks with Ryan Rugg, R3’s Global Head of Industry Verticals. In this role, Ryan oversees the global team that is responsible for helping industry leaders…
FinTech Innovation Lab for New York 2019 Demo Day
Jul 15, 2019 • 43 min
In our latest podcast, Keane Ehsani (WG ’20) attends the FinTech Innovation Lab 2019 Demo Day in New York, where 11 enterprise tech companies got to showcase innovative products and services. In this podcast, Keane is joined by Maria Gotsch of the…
Dov Marmor, GM & Head of Banking as a Service at Green Dot
Jul 2, 2019 • 32 min
In our latest podcast, Keane Ehsani (WG ’20) is joined by Dov Marmor, GM & Head of Banking as a Service at Green Dot (https://www.greendot.com). In this extensive interview, Dov dives into the proliferation of prepaid cards and Banking as a Service in the…
Ray Martinez, Co-Founder and President of EVERFI
Jun 25, 2019 • 37 min
In our latest podcast, Peter Jankovsky (WG’20) speaks with Ray Martinez, the Co-Founder and President of EVERFI. EVERFI is a recognized leader in financial literacy education that uses digital learning platforms to power financial wellness products for…
Colin Walsh, CEO and Co-Founder of Varo Money
Jun 4, 2019 • 27 min
In our latest podcast, Peter Jankovsky (WG’20) is joined by Colin Walsh, the CEO and Co-Founder of Varo Money. Varo Money is on track to become the first mobile-centric national bank in US history after gaining approval for a national bank charter. We…
Gerry Tsai, Federal Reserve Bank of San Francisco
May 10, 2019 • 39 min
In our latest podcast, Keane Ehsani (WG ’20) is joined by Gerry Tsai, Director of Applications and Fintech in the Financial Institution Supervision and Credit Group at the Federal Reserve Bank of San Francisco (FRBSF) (https://www.frbsf.org). In this…
Zor Gorelov, CEO and Co-Founder of Kasisto
May 6, 2019 • 34 min
In our latest podcast, Keane Ehsani (WG ’20) is joined by Zor Gorelov, the CEO and Co-Founder of Kasisto. In this extensive interview, Zor dives into Kasisto’s sophisticated conversational AI platform that powers virtual assistants for financial…
Karn Saroya, CEO and co-founder of Cover
Apr 30, 2019 • 36 min
In our latest podcast, Keane Ehsani (WG ’20) is joined by Karn Saroya, the CEO and co-founder of Cover. In this extensive interview, Karn dives into Cover’s sophisticated customer-centric and elegant apps built to better serve customers. Karn also…
Clay Wilkes, CEO and Founder of Galileo Processing
Apr 8, 2019 • 43 min
In our latest podcast, Keane Ehsani (WG ’20) is joined by Clay Wilkes, the CEO and founder of Galileo Processing. In this extensive interview, Clay dives into Galileo’s sophisticated payments platform and how Galileo inspires and connects the most…
Braden More, Head of Partnerships and Industry Relations at Wells Fargo
Mar 29, 2019 • 44 min
In our latest podcast, Keane Ehsani (WG ’20) is joined by Braden More, Executive Vice President and Head of Partnerships and Industry Relations at Wells Fargo. In this extensive interview, Braden dives into Wells Fargo’s tech enabled payment offerings and…
Dan Westgarth, North America General Manager for Revolut
Mar 25, 2019 • 25 min
In our latest podcast, Peter Jankovsky (WG’20) is joined by Dan Westgarth, head of Revolut’s North America expansion. Revolut is a UK challenger bank that launched in 2015 with the mission to build the world’s first truly bank. Today, it supports…
Frank Rotman, Founding Partner of QED Investors
Feb 25, 2019 • 49 min
In our latest podcast, Christian Rolon (WG ‘19) is joined by Frank Rotman, one of the founding partners of QED Investors. QED Investors invests in early-stage Fintech companies based in the US, UK, and Latin America. Based in Virginia, QED was founded in…
Blockchain Applications in Capital Markets with Michael Tae, Head of Strategy and M&A at Broadridge
Feb 22, 2019 • 41 min
In our latest podcast, Vivek Chauhan (Wharton MBA ‘19) chats with Michael Tae, Head of Strategy and M&A at Broadridge. Broadridge Financial Solutions, a $4 billion global fintech leader, provides investor communications and technology-driven solutions for…
Brandon Krieg, CEO and Co-Founder of StashInvest
Feb 18, 2019 • 37 min
In our latest podcast, Keane Ehsani (WG ’20) and Peter Jankovsky (WG ’20) are joined by Brandon Krieg, the CEO and Co-Founder of StashInvest. In this extensive interview, Brandon dives into StashInvest’s offering as an enabler for consumer investing. We…
Mary-Catherine Lader, COO of Digital Wealth at BlackRock
Feb 14, 2019 • 30 min
In our latest podcast, Christian Rolon (WG ’19) is joined by Mary-Catherine Lader, the Chief Operating Officer of Digital Wealth at BlackRock. In this expansive interview, Mary-Catherine dives into BlackRock’s digital strategy, technology as an enabler…
Tom Fortin, COO and Managing Partner of iCapital Network
Feb 12, 2019 • 26 min
Caroline Kremer (WG ‘19) speaks with Tom Fortin, the Chief Operating Officer and Managing Partner of iCapital Network. iCapital is an alternative investments technology platform that serves investors, fund managers, and financial advisors. iCapital’s…
Lowell Putnam, CEO and Co-Founder of Quovo
Feb 6, 2019 • 36 min
Jeff Leathers (WG ’19) interviews Lowell Putnam, the co-founder and CEO of Quovo, a financial data platform that provides companies with connectivity and insights for millions of consumer financial accounts across more than 14,000 different institutions.…
Jamie Finn, President and Co-Founder of Securitize
Jan 28, 2019 • 28 min
Christian Rolon (WG ‘19) is joined by Jamie Finn, the co-founder and President of Securitize. Securitize is a platform for digitizing securities, facilitating the issuance of securities for assets including companies, funds, and other equity holdings.…
Rex Salisbury, Founder of Fintech Dev and PMs
Dec 11, 2018 • 34 min
Christian Rolon (WG ‘19) is joined by Rex Salisbury, the founder of the Fintech Devs and PMs Meetup based in San Francisco. The Fintech Devs and PMs community has roughly 2,000 members, hosting monthly events highlighting many exciting Fintech firms in…
Jason Brown, CEO and Co-Founder of Tally Technologies
Dec 2, 2018 • 31 min
Christian Rolon (WG ‘19) is joined by Jason Brown, the co-founder and CEO of Tally Technologies. Tally is the first automated debt manager, helping consumers pay down high interest rate credit card debt. Tally was founded in 2015, and was launched on iOS…
Nick Shalek, General Partner at Ribbit Capital
Nov 11, 2018 • 23 min
In our latest podcast, Christian Rolon (WG ‘19) is joined by Nick Shalek, a general partner at Ribbit Capital. Ribbit Capital is a leading venture capital firm focused on early stage firms across fintech verticals such as lending, insurance, wealth…
Garry Reeder, Vice President of Innovation and Policy at Center for Financial Services Innovation
Nov 11, 2018 • 42 min
In this podcast, Christian Rolon (MBA ‘19) interviews Garry Reeder, Vice President at the Center for Financial Services Innovation. This episode was recorded live at the Financial Inclusion Summit. Garry leads the Financial Solutions Lab at CFSI. In this…
Jennifer Fitzgerald, CEO and Co-Founder of Policygenius
Jun 11, 2018 • 29 min
In this podcast, Jacob Decter (Wharton MBA ’19) speaks with Jennifer Fitzgerald, CEO and Co-founder of Policygenius. Policygenius is an online insurance marketplace that aims to streamline and simplify insurance buying for consumers, offering a wide array…
Tayo Oviosu, Founder and CEO of Paga
May 7, 2018 • 36 min
In this podcast, Justin Karfo (WG ’19) chats with Tayo Oviosu, Founder and CEO of Paga. Founded in 2009, Paga is a Nigerian mobile payments company that allows users to send money, pay bills and receive payments easily from any mobile phone. Today Paga is…
Eghosa Omoigui, Founder and Managing General Partner of EchoVC
May 7, 2018 • 14 min
Justin Karfo (WG ’19) chats with Eghosa Omoigui, the founder and Managing General Partner of EchoVC Partners, a seed and early-stage venture capital firm. Based in Silicon Valley, EchoVC has invested millions of dollars in promising innovative African…
Abby Chao, Co-Founder and COO of CollegeBacker
Apr 22, 2018 • 28 min
Fei Ye (WG ’19) chats with Abby Chao, Co-Founder and COO of CollegeBacker. CollegeBacker helps parents open a tax-advantaged 529 College Savings Plan in minutes, and then invite family and friends to contribute. With CollegeBacker Gifts, anyone can…
Michael Sonnenshein, Managing Director at Grayscale Investments
Apr 13, 2018 • 78 min
Wharton Alternative Investments Initiative and the Penn Blockchain Club hosted a fireside chat with Michael Sonnenshein, Managing Director at Grayscale Investments. With $3bn AUM, Grayscale Investments is the sponsor of the Bitcoin Investment Trust, the…
Joel Frisch, Head of Americas at Prodigy Finance
Apr 8, 2018 • 47 min
Vivek Chauhan (Wharton MBA ’19) chats with Joel Frisch, Head of Americas at Prodigy Finance. Prodigy Finance is a peer-to-peer platform offering loans to international post graduate students using an innovative credit model. In this engaging podcast, Joel…
Colleen Briggs, Executive Director of Community Innovation at JP Morgan Chase & Co
Apr 2, 2018 • 33 min
Caroline Kremer (WG ‘19) speaks with Colleen Briggs, Executive Director of Community Innovation at JP Morgan Chase & Co, about JP Morgan’s approach to incubating and growing new financial technology companies. In this podcast, Colleen discusses the…
Jungwon Byun, Head of Growth at Upstart
Mar 21, 2018 • 28 min
Dipika Sen (Wharton MBA ‘19) chats with Jungwon Byun, Head of the Growth Team at Upstart, the first lending platform to leverage artificial intelligence and machine learning to price credit and automate the borrowing process. In this engaging podcast,…
Marc Andrews, Vice President of IBM Watson Financial Services Solutions
Mar 15, 2018 • 22 min
Justina Gallegos (WG ‘19) speaks with Marc Andrews, Vice President of IBM Watson Financial Services Solutions. Marc has led the creation of a new organization within IBM to build industry specific solutions for the financial services industry. He is…
Andrew Robinson, Senior Executive Insurance, Oak HC/FT
Feb 12, 2018 • 21 min
Kylie Francis(Wharton MBA’18) chats with Andrew Robinson, Executive in Residence at Oak HC/FT, a premier venture growth equity firm investing in healthcare and financial service technology, where his focus is on Insurtech. In this insightful podcast,…
Julien Courbe, PwC U.S. Financial Services Advisory Leader
Feb 5, 2018 • 34 min
Fei Ye (WG ‘19) speaks with Julien Courbe, Partner and Head of PwC’s U.S. Financial Services Advisory practice. Fei and Julien discuss PwC’s top 8 digital predictions in financial services for 2018. PwC’s trends cover a range of topics including digital…
Dan Aisen, Co-Founder and Head of Quantitative Strategy at IEX
Jan 30, 2018 • 13 min
Brian Shah (WG ‘18) speaks with Dan Aisen, Co-Founder and Head of Quantitative Strategy at IEX. Dan discusses the founding of IEX and the future of high frequency trading. IEX is the subject of Michael Lewis’ bestselling book Flash Boys. As part of the…
Jani Valjavec, Co-founder of ICONOMI and Chairman of Columbus Capital
Jan 28, 2018 • 40 min
John Pennington (WG ‘19) speaks with Jani Valjavec, co-founder and CTO (Trading) of ICONOMI, the world’s first blockchain-based digital asset management platform for the decentralized economy. A well-known member of the blockchain community, Jani is a…
Catherine Flax, CEO of Pefin
Dec 16, 2017 • 33 min
Elena Gerasimova (Wharton 2018) and Nipun Jasuja (Wharton 2018) chat with Catherine Flax, CEO of Pefin, the world’s AI financial advisor. Established in 2011, Pefin is a fintech company based in New York City. Pefin, which stands for PErsonal Financial…
Charles Birnbaum, Partner at Bessemer Venture Partners
Dec 8, 2017 • 35 min
David Gogel (WG’18) speaks with Charles Birnbaum (WG’11), Partner at Bessemer Venture Partners. BVP is a multi-stage venture capital firm that invests across enterprise, consumer and healthcare. Charles focuses on financial services, consumer and…
Amy Nauiokas, Founder and President of Anthemis Group
Nov 28, 2017 • 27 min
Brian Shah (WG ‘18) chats with Amy Nauiokas, Founder and President of Anthemis Group, a leading financial technology investment and advisory firm. In this podcast, Amy discusses why she started Anthemis and the rationale behind providing both investment…
Sarina Siddhanti, Head of Direct Business, Funding Circle (US)
Oct 26, 2017 • 27 min
Jess Douglass, Wharton MBA 2018, chats with Sarina Siddhanti, Head of Direct Business, Funding Circle US. Funding Circle is a peer-to-peer lending marketplace that allows investors to lend money directly to small and medium-sized businesses. Funding…
Bastiaan de Goei, Director New Ventures at AXA Next
Oct 16, 2017 • 42 min
Antonio Munoz chats with Bastiaan de Goei, Director of New Ventures at AXA Next. In this informative podcast, Bastiaan demystifies the insurance industry, talking about emerging trends, and the need for using data better and creating simpler risk…
Tobin McDaniel, President of Schwab Wealth Investment Advisory
Sep 19, 2017 • 34 min
Nipun Jasuja (Wharton 2018) chats with Tobin McDaniel, president of Schwab Wealth Investment Advisory, a registered investment advisor and the sponsor of Schwab Intelligent Portfolios, Charles Schwab’s new automated investment advisory service. In this…
Matt Miller, Founder and CEO of Embroker
Jul 23, 2017 • 35 min
Antonio Munoz (Wharton MBA’17) chats with Matt Miller, founder and CEO of Embroker, which is a leading tech-enabled commercial insurance broker. Embroker’s new, all-digital approach to business insurance combines the ease of technology with expert…
Arthur Hayes, CEO and Co-Founder of BitMEX
Jul 10, 2017 • 39 min
David Gogel chats with Arthur Hayes, CEO and Co-Founder of BitMEX, aka the Bitcoin Mercantile Exchange, a cryptocurrency-based derivatives exchange based in Hong Kong. They discuss Arthur’s background, the launch of BitMEX, Bitcoin, Ethereum, derivatives…
William Hockey, Co-founder and CTO of Plaid
Jul 2, 2017 • 24 min
Ruhi Dang (Wharton MBA ‘18) chats with William Hockey, co-founder and CTO of Plaid. Plaid is the tool that empowers a large number of applications you use today. In very simple terms, Plaid allows a variety of financial-technology startups to access their…
Iwan Kurniawan, Co-founder and COO of Modalku
Jun 13, 2017 • 24 min
Happy Summer! Volunteering, internships, and general travel has taken Wharton students to all corners of the world this summer. Wharton FinTech has also made its first foray into Southeast Asia. Check out this latest podcast, where Kevin Vichyastit…
David Klein - Co-founder and CEO, Common Bond
May 12, 2017 • 37 min
David Gogel (MBA ‘18) chats with David Klein, co-founder and CEO of CommonBond. David discusses a wide range of topics in FinTech, student lending, and entrepreneurship. He goes deep on CommonBond’s student loans products, business model, and future…
Kaz Nejatian - Co-founder and CEO, Kash
May 3, 2017 • 31 min
Nipun Jasuja (Wharton MBA 2018) chats with Kaz Nejatian, Co-founder and CEO of Kash, a Y Combinator Summer 2014 payments startup. Kash’s mission is to make payments simple by getting rid of interchange, chargebacks, and everything merchants hate. In this…
Will Janensch, Co-Founder of Concur Reference Data, on Blockchain and Capital Markets
Apr 24, 2017 • 44 min
Matt Applegate chats with Will Janensch, Co-Founder and COO of Concur Reference Data, about blockchain solutions for capital markets. Will has over 15 years of experience in market and reference data at Thomson Reuters as VP of Strategy and senior roles…
Andy Rachleff, Co-founder and CEO, Wealthfront
Apr 18, 2017 • 35 min
Christophe Williams (MBA ‘18) chats with Andy Rachleff, co-founder and CEO of Wealthfront. Andy discusses a wide range of topics in FinTech, investing, and how to grow tech companies. He goes in-depth on Wealthfront’s competitive advantages in automated…
Michael Tannenbaum, Chief Revenue Officer, SoFi
Apr 10, 2017 • 18 min
Brian Shah (MBA ‘18) chats with Michael Tannenbaum, Chief Revenue Officer of SoFi. As CRO, Michael is responsible for driving successful execution and growth across SoFi’s core lending products. In this podcast, Michael discusses the company’s foray into…
Ram Ahluwalia, Co-founder and CEO, PeerIQ
Mar 22, 2017 • 46 min
Aditya Goel chats with Ram Ahluwalia, Co-founder and CEO, PeerIQ. This New York-based financial information services company is creating tools to analyze, access, and manage risk in the peer-to-peer lending sector. In this podcast, Ram discusses the…
Brandon Yahn, Founder of Student Loans Guy
Mar 16, 2017 • 36 min
Nipun Jasuja chats with Brandon Yahn, Founder of Student Loans Guy - a brand new FinTech startup. Brandon started Student Loans Guy to help people better understand their student loans and more easily navigate the lending and refinancing marketplace. In…
Virraj Jatania, Co-founder and CEO, Pockit
Mar 13, 2017 • 25 min
Ruhi Dang chats with Virraj Jatania, Co-founder & CEO of Pockit. Pockit is a digital banking alternative for the unbanked, underserved and low income consumers in the UK. Virraj talks about his journey from a family business in Nigeria to building Pockit…
FinTech - Opportunities and Challenges Ahead with Howard Lindzon
Jan 28, 2017 • 29 min
Uday Seth chats with Howard Lindzon, a Canadian author, financial analyst, technical analyst and super angel investor. Lindzon manages a hedge fund, serves as managing partner of the holding company Social Leverage, limited partner at Knight’s Bridge…
Future of Financial Advice with Ed O’Brien, CEO of eMoney Advisor
Jan 19, 2017 • 33 min
Bobby Rosenbleeth chats with Ed O’Brien, CEO of eMoney Advisor, a financial technology company serving more than 40,000 financial professionals nationwide. Featuring an industry leading client portal, collaborative financial planning capabilities,…
Insurtech Trends with Drew Aldrich of ASV
Dec 23, 2016 • 34 min
Adam Chadroff chats about insurtech trends with Drew Aldrich, Associate at AXA Strategic Ventures (ASV). ASV is a $250 venture fund that makes seed and growth equity investments in enterprise software, financial technology, insurtech, and related sectors.…
Wharton FinTech Lemonade FinTech Interview
Dec 19, 2016 • 34 min
David Gogel chats with Daniel Schreiber, CEO and Co-Founder of Lemonade, an insurtech startup based in New York. The property and casualty insurance company offers fast and low cost homeowners and renters insurance powered by technology, honest culture,…
Maex Ament, Co-Founder and Chief Strategy Officer of Taulia
Nov 15, 2016 • 40 min
Uday Seth chats with Maex Ament, Co-Founder and Chief Strategy Officer of Taulia. Taulia works with the world’s largest and most innovative companies to transform the way they partner with their supply chains. Through a mix of supplier self-services,…
Colin Walsh, Co-Founder and CEO of Varo
Nov 2, 2016 • 27 min
Christophe Williams chats with Colin Walsh, Co-Founder and CEO of Varo. Varo is redesigning mobile banking and the personal financial management experience. Before founding Varo, Colin held a number of senior executive posts at American Express, Lloyds,…
Atish Davda, CEO and Co-Founder of EquityZen
Oct 3, 2016 • 33 min
Katie Koh chats with Atish Davda, CEO and Co-Founder of EquityZen. Atish received an undergraduate degree in Economics from Wharton. EquityZen is an online marketplace for trading pre-IPO employee shares from privately held companies. The platform often…
Aaron Frank and Ben Apel, Co-Founders of Final
Sep 21, 2016 • 40 min
Abhi Agrawal spoke with the co-founders of Final: Aaron Frank, CEO, and Ben Apel, VP of Marketing. Final’s mission is to eliminate the hassle associated with credit card cancellations, fraud, and theft. Final allows its customers to generate a unique…
Gary Lieberman, Chairman of DRB
Jul 5, 2016 • 26 min
Gabriele Pigoli chats with Gary Lieberman, Chairman of the Board of Darien Rowayton Bank (“DRB”). With over three decades of experience building and restructuring businesses in the financial industry, Gary has helped transform DRB from a local retail bank…
Dan Burkhart, Co-Founder and CEO of Recurly
May 23, 2016 • 48 min
Matt Applegate chats with Dan Burkhart, Co-Founder and CEO of Recurly. Recurly was born in 2009 from the changing needs of businesses. With the industry’s movement to subscription-based models, the need for a sophisticated recurring payment management…
Patricia Kemp, General Partner at Oak HC/FT
May 11, 2016 • 21 min
Neha Goel chats with Patricia Kemp, General Partner at Oak HC/FT. Patricia focuses on growth equity and early-stage venture opportunities exclusively in financial services technology. Since Oak HC/FT’s launch in September 2014, Patricia has led the fund’s…
Jeff Stewart, Founder and Chairman of Lenddo
Apr 20, 2016 • 37 min
Uday Seth interviews Jeff Stewart, Founder and Chairman of Lenddo. Founded in 2011, Lenddo leverages non-traditional data for credit scoring and social verification. Lenddo partners with financial institutions and other firms so its customers can use data…
Phin Upham, Principal at Thiel Capital
Mar 31, 2016 • 42 min
Wharton FinTech President Uday Seth interviews Phin Upham, Wharton MBA and PhD alumnus and principal at Thiel Capital. Phin has spent the last 8 years at Thiel Capital working on investments in the specialty finance and financial technology space. He has…
Hardeep Walia, Founder and CEO of Motif
Mar 24, 2016 • 46 min
Matt Applegate chats with Hardeep Walia, Founder and CEO of Motif and Wharton MBA ’01. Motif offers baskets of up to 30 stocks or ETFs intelligently weighted to reflect an investment theme, market insight, or innovative trend. Hardeep shares his view on…
Alex Sion, President and Co-Founder of Moven
Mar 10, 2016 • 30 min
Matt Applegate chats with Alex Sion, President and Co-Founder of Moven - a company that’s reinventing retail banking for the mobile age. Moven provides a digital bank account, paired with an innovative app, to help consumers track finances in real time…
Asad Ramzanali, Financial Solutions Lab at Center for Financial Services Innovation
Feb 25, 2016 • 27 min
Matt Applegate chats with Asad Ramzanali, Manager of the Financial Solutions Lab at the Center for Financial Services Innovation (CFSI). CFSI’s Financial Solutions Lab, in partnership with JPMorgan Chase, sponsors a series of competitions for social…
David Klein, CEO and Co-Founder of CommonBond
Dec 21, 2015 • 27 min
David Klein, CEO and Co-Founder of CommonBond by WFT
Leigh Drogen, Founder and CEO of Estimize
Nov 28, 2015 • 41 min
Daniel sits down to chat with Leigh Drogen, Founder and CEO of Estimize, to hear what it’s like launching a venture in the FinTech space and what Estimize is doing to help fix a broken financial system. Estimize crowdsources earnings and economic…
Drew Kese, Managing Partner at MissionOG
Nov 20, 2015 • 30 min
Daniel sits down to chat with Drew Kese, Managing Partner at MissionOG, to talk the early stage FinTech landscape, the history of finance in technology, and where the biggest opportunities are for blockchain technology. MissionOG provides human and…
Gautham Sastri, CEO of iSENTIUM
Nov 5, 2015 • 21 min
Nikhil Srivastava talks with Gautham Sastri, CEO of iSENTIUM - a NYC-based FinTech startup that measures sentiment in Twitter data to predict stock prices. Nikhil and Gautham discuss iSENTIUM’s technology and business model, as well as Gautham’s views on…
Doug Nelson, F-Prime Capital Partners
Oct 25, 2015 • 24 min
Daniel McAuley chats with Doug Nelson from F-Prime Capital Partners, Fidelity’s venture capital group. F-Prime invests in healthcare (formerly Fidelity Biosciences) and in technology (formerly part of Devonshire Investors). Daniel and Doug discuss the…
Sarah Millar on Financial Inclusion and FinTech in Latin America
Oct 17, 2015 • 26 min
Daniel McAuley sits down with Sarah Millar to discuss financial inclusion and the entrepreneurial ecosystems in Latin America. Sarah Spent her summer working with both Petsy.mx and IGNIA in Mexico and is heading back into impact investing after Wharton.
Matt Carey and Nimish Shukla of Abaris
Sep 28, 2015 • 26 min
Daniel McAuley sits down with Matt Carey and Nimish Shukla of https://www.myabaris.com/ to discuss InsuranceTech, the experience of being student founders and what the startup has in store to disintermediate the U.S. annuities market.
FinTech Startup Internships and Recruiting
Sep 18, 2015 • 29 min
In this pilot episode of the Wharton FinTech podcast Eva Wei, Sasha Dobrolioubov and Daniel McAuley chat about startup recruiting at Wharton and share their experiences working at FinTech startups in the Bay Area over the summer.