Wharton FinTech Podcast

Wharton FinTech Podcast

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


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 • 31 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.