Host Jason Pereira welcomes back Aaron Klein, founder of Contio (and former CEO of Nitrogen/Riskalyze), to discuss his new mission: fixing the "meeting problem."
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Host Jason Pereira welcomes back Parham Nasseri, President of InvestorCOM, to discuss how firms are turning complex regulations into intuitive, digital workflows.
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Host Jason Pereira interviews Dr. Paul Moran, CEO of iFactFind, about replacing clunky, paper-based data collection with a dynamic digital portal.
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Host Jason Pereira interviews Tom Fields, CEO of Fynancial, a platform providing wealth management firms with a white-labeled mobile app.
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Craig Iskowitz, CEO of Ezra Group, returns to speak with Jason about navigating the overwhelming pace of technology change in wealth management.
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Host Jason Pereira catches up with Tyrone Ross, CEO of Turnqey Labs, a platform providing advisors with "holdings intelligence" for crypto assets.
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Host Jason Pereira interviews Ximena Alemán, co-founder and CEO of Prometeo, about bridging the gap between global corporations and fragmented banking systems through a single, standardized API.
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Host Jason Pereira interviews Dr. Charles Chaffin about Money Risk Inventory (MRI), a platform that transforms financial psychology from an "art" into a measurable science.
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Host Jason Pereira welcomes back CapIntel CEO James Rockwood to discuss the firm’s massive growth, now supporting over 20,000 advisors across North America.
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AI has forever changed the software landscape and made it possible for individuals with no knowledge of code to create their own software to meet their needs. Understanding what's possible versus what's sensible when making decisions on what to build versus buy is crucial to determining your success. This isn’t about replacing core systems. It’s about filling the gaps with high-impact utilities, knowing where it creates real leverage, where it can go wrong, and how firms are rethinking build versus buy as experimentation gets easier.
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Host Jason Pereira interviews Marla Sofer, Founder and CEO of Knomee, about her mission to bridge the "understanding gap" between wealth managers and their clients.
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On this episode of FinTech Impact host Jason Pereira interviews Ryan Borer, CEO of Advisor CRM, about his mission to transform the CRM from a static database into an "action engine" for financial and insurance professionals.
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Host Jason Pereira interviews Brian Abatemarco, Head of Sales at Nexhelm AI, a platform launched in late 2025 to automate end-to-end financial workflows.
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Host Jason Pereira joins Nitrogen Wealth CEO Dan Zitting to discuss the company’s evolution from a niche risk-scoring tool into a comprehensive AI platform.
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In this episode of FinTech Impact, host Jason Pereira interviews Mike Wilson, CEO and co-founder of Hamachi, an AI governance layer for financial advisors.
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In this episode of FinTech Impact, host Jason Pereira interviews Kevin Akeroyd, CEO of Sovos, a leading tax compliance software company.
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In this episode of FinTech Impact, host Jason Pereira interviews Gene Natali, CEO and founder of Troutwood, an online financial planning and engagement platform aimed at helping advisors and enterprises empower individuals financially.
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In this episode of FinTech Impact, host Jason Pereira interviews Khe Hy, founder of Latour AI. Khe shares his journey of starting Latour AI, a company that helps businesses integrate artificial intelligence into their workflows.
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In this episode of FinTech Impact, host Jason Pereira interviews Gabe Caldwell, co-founder of Quin, an AI-driven advisor support tool designed to automate administrative tasks for financial advisors.
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