In this episode of FinTech Impact, host Jason Pereira interviews Veer Gidwaney, CEO and founder of Ansel Health, a company providing innovative supplemental health insurance designed to cover 13,000 medical conditions with automatic claims processing.
Read MoreIn this episode of FinTech Impact, host Jason Pereira interviews Anna Mouland, CEO and co-founder of Bequest, an innovative B2B SaaS platform designed to automate and streamline the administration of trust estates and powers of attorney.
Read MoreIn this episode of FinTech Impact, host Jason Periera interviews Doug Ricket, founder and CEO of PayJoy. They discuss PayJoy's journey from financing smartphones to providing comprehensive credit solutions in emerging markets.
Read MoreIn this episode of FinTech Impact, host Jason Pereira sits down with Lacey Shrum, founder of Smart KX, to discuss how her innovative platform is transforming revenue management for Registered Investment Advisors (RIAs).
Read MoreIn this episode of FinTech Impact, host Jason Pereira interviews Andrew Jamison, co-founder and CEO of Extend. Extend is a platform that enhances traditional banking services by offering innovative payment processing and management tools specifically designed for emerging middle-market businesses.
Read MoreIn this episode of FinTech Impact, host Jason Pereira interviews Russell Kroeger, CEO and founder of Trayecto. Trayecto is an online platform designed to assist advisors by providing in-depth tax information for clients with complex compensation models, such as equity compensation and self-employment.
Read MoreIn this episode of FinTech Impact, Jason Pereira interviews Daniel Alfi, CEO and co-founder of Fifr, a platform combining investing, financial wellness, personal money automation, and financial advice in one package.
Read MoreIn this episode of FinTech Impact, host Jason Pereira interviews Sam Kendree, President and Co-founder of Wealthfeed. Wealthfeed is a cutting-edge big data platform designed to help financial advisors find new business opportunities, retain clients, and save time identifying target clients.
Read MoreIn this episode of FinTech Impact, host Jason Pereira interviews Divine, the visionary behind Notes Technology, an innovative platform that empowers independent urban artists by providing them with direct access to capital, financial tools, and essential industry knowledge.
Read MoreIn this episode of FinTech Impact, host Jason Pereira interviews Alex Benke, Head of AI at Ridgeline—a cloud-based platform designed for financial advisors that covers front, middle, and back office functionalities.
Read MoreIn this episode, your host Jason Pereira interviews Claude Mandy, Chief Evangelist at Symmetry Systems. The discussion highlights the importance of viewing data both as an asset and a potential liability.
Read MoreIn this episode of FinTech Impact, host Jason Pereira interviews Julien Baneux, founder and CEO of RIA Growth Catalyst.
Read MoreIn this episode of FinTech Impact, host Jason Pereira interviews Robert DeChellis, CEO of Bonsai, a pioneering financial planning tool designed to bring institutional asset liability management (ALM) strategies to retail investors.
Read MoreIn this episode of FinTech Impact, host Jason Pereira interviews Adam Nash, CEO, and co-founder of daffy.org
Read MoreIn this episode of FinTech Impact, host Jason Pereira interviews Era Jain, co-founder and CEO of Zeplyn.
Read MoreIn this episode of FinTech Impact, host Jason Pereira interviews Prashant Fuloria, CEO of Fundbox.
Read MoreIn this episode of FinTech Impact, host Jason Pereira interviews John Wise, CEO and Chair of Communify Fincentric.
Read MoreIn this episode of FinTech Impact, host Jason Pereira interviews Richard Walker, CEO of Quik! Forms. The discussion covers the origins of Quik!, the challenges of automating form processes, and how the company has evolved over the past 23 years.
Read MoreIn this episode of FinTech Impact, host Jason Pereira interviews Adam Scully-Power, Product Solutions Director at Nebo Wealth, a platform that helps financial advisors build personalized, goals-based portfolios. Adam explains how Nebo improves on traditional investment methods by using dynamic inputs, visual tools, and a forward-looking approach to better align with client goals.
Read MoreIn this episode of FinTech Impact, host Jason Pereira interviews Mark Netjes, EVP of Enterprise Sales and Solutions at Advyzon. Advyzon offers an all-in-one technology platform designed to help financial advisors manage their practices efficiently.
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