PODCAST · business
Fintech Impact
by Jason Pereira
Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole. Hosted on Acast. See acast.com/privacy for more information.
Episodes
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Enfi with Joshua Summers | E449
In this episode of Fintech Impact, host Jason Pereira sits down with Joshua Summers, co-founder and CEO of Enfi. Enfi is an AI platform built to take the grind off lending teams—automating everything from document extraction and underwriting to portfolio monitoring and credit memo drafting.…
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Vanilla with Gene Farrell | E448
In this episode of FinTech Impact, host Jason Pereira interviews Gene Farrell, CEO of Vanilla, an estate planning platform built to help advisors deepen multigenerational client relationships by creating, managing, and analyzing estate plans. Farrell explains the company’s origins with founder...
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Practifi Revisited with Adrian Johnstone | E447
Host Jason Pereira interviews Practifi founder/CEO Adrian Johnstone about how Practifi has evolved for a post-GenAI world, launching a second product, Sentir, alongside its existing Naya platform. Johnstone explains Practifi’s OEM approach on Salesforce (platform-as-a-service, not a simple…
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DeepVest with Toby Wade | E446
In this episode of FinTech Impact, Jason Pereira sits down with Dr. Toby Wade, CEO of DeepVest, to explore how wealth management firms can leverage AI without worrying about false information or incorrect math. Wade explains how DeepVest’s "hallucination-free" AI stack uses pre-coded…
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Launch Lemonade with Cien Solon | E445
In this episode of FinTech Impact, Jason Pereira sits down with Cien Solon, founder of Launch Lemonade, to explore how domain experts can build custom AI tools without writing code. Solon explains how the platform acts as an AI marketplace, allowing industry experts to package their knowledge…
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Investcloud with Boris Rankov | E444
Connecting fragmented advisor data into a unified, AI-driven workflow is the central theme of this episode, as Jason Pereira sits down with Boris Rankov, Head of AI for Wealth at InvestCloud. Rankov breaks down how InvestCloud—a wealthtech giant supporting $8 trillion in assets—is evolving its...
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Aegis AI & Analytics with Bruno Texeira | E443
Host Jason Pereira interviews Bruno Teixeira, founder of Aegis AI Analytics, about helping mid-sized firms strategize and implement AI in workflows. Teixeira, with 20 years in analytics across banks in Brazil and Canada and experience on CPP Investments’ gen AI team, explains that smaller firms…
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Flourish with Max Lane | E442
Host Jason Pereira interviews Max Lane, CEO of Flourish, a wealth tech platform aiming to bring private bank-like banking and lending experiences to independent RIAs. Lane explains Flourish’s origins in 2017 out of a New York asset manager serving RIAs, launching Flourish Cash in 2018 and…
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Dispatch with Rob Nance | E441
Eliminating repetitive paperwork is the driving force behind Dispatch, a platform acting as a neutral data translation layer—a "Plaid for wealth management." CEO Rob Nance explains how Dispatch solves the industry's biggest operational headache by automatically syncing client data across CRMs,...
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Avantos with Bassam Chaptini | E440
What happens after a client signs on the dotted line? In this episode, Jason Pereira sits down with Bassam Chaptini, co-founder of Avantos, to dive into an AI platform tackling the messy administrative gap of wealth management—from onboarding to daily servicing. Using a "knowledge graph" to map...
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NARSSA with Martha Shedden & Ted Rosedale | E439
Host Jason Pereira sits down with Martha Shedden and Ted Rosedale from the National Association of Registered Social Security Analysts (NARSSA) to explain why generic online Social Security calculators often fall short. They break down why Social Security optimization is a complex, high-stakes...
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Capgemini with Dominic Benson and Charles Dally | E438
Host Jason Pereira sits down with Capgemini’s Charles Dally and Dominic Benson to break down the GENIUS Act, the landmark federal law establishing the first regulatory framework for U.S. stablecoins. Unlike traditional cryptocurrencies, stablecoins are digital dollars pegged 1:1 to fiat currency....
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Jump Revisited with Parker Ence | E437
Host Jason Pereira interviews repeat guest Parker Ence of Jump, which provides “trusted AI” for advisors and financial professionals. Ence explains Jump’s expanded suite: JUMP Meet (AI meeting assistant used by about 35,000 advisors), JUMP Grow (turning meeting data into intelligence to drive...
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Clarista with Survat Bansal | E436
Host Jason Pereira sits down with Suvrat Bansal, CEO of Clarista, to discuss how financial firms can safely launch AI applications without getting tangled in massive data-engineering projects. Bansal explains how Clarista acts as a secure "data fabric", streaming information directly from a…
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Wealth.com Revisited Danny Lohrfink | E435
Host Jason Pereira sits down with Daniel Lohrfink, CPO of wealth.com, to chart the company’s rise into a powerhouse estate planning platform for financial advisors. The business was sparked by a classic frustration: after selling their previous startup, the founders found themselves caught in a...
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ClearEstate with Jean-Philippe Daunais |E434
Host Jason Pereira interviews Jean-Philippe Daunais, Chief Product Officer at ClearEstate, a platform built to act like "TurboTax for closing an estate." Inspired by a co-founder's difficult experience handling a parent's passing, the digital platform combines real human support with software to...
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WealthReach with Michael Barrasso | E433
Host Jason Pereira interviews Michael Barrasso, co-founder and CEO of WealthReach, about an AI platform designed to help financial advisors get found online. Barrasso explains that most advisor websites fail because they rely on generic templates or expensive designs that lack basic search engine...
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Wealthtender with Brian Thorp | E432
Host Jason Pereira interviews Brian Thorpe, CEO of Wealthtender, a platform that helps consumers find financial advisors through compliant online reviews following a landmark 2021 SEC rule change. Wealthtender makes using testimonials safe and simple by automatically embedding required regulatory...
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Slant with Thomas Clawson | E431
Host Jason Pereira interviews Thomas Clawson, co-founder of Slant, an AI-native CRM built from the ground up for financial advisors. Launched in late 2025, Slant shifts the traditional CRM focus by using the "household" as its core data object. This structure allows its AI engine to instantly...
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Wise Revisited with Josh Rowat | E430
Host Jason Pereira interviews Josh Rowat of Wise about the company’s mission to make international money movement faster and cheaper. Operating in 150+ countries, Wise delivers 75% of its payments instantly with an average fee of just 0.51%. The conversation focuses on Wise’s expansion in Canada,...
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Contio with Aaron Klein | E429
Host Jason Pereira welcomes Aaron Klein, founder of Contio (and former CEO of Nitrogen/Riskalyze), to discuss his new mission: fixing the "meeting problem." Klein explains that most advisor meetings suffer from poor agendas, missing data, and heavy manual follow-up. Contio’s MeetingOS solves this...
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InvestorCOM with Parham Nasseri | E428
Host Jason Pereira welcomes back Parham Nasseri, President of InvestorCOM, to discuss how firms are turning complex regulations into intuitive, digital workflows. Nasseri explains that while some firms still use manual "check-the-box" forms, tech-first companies are using InvestorCOM to automate...
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iFactfind with Dr. Paul Moran | E427
On this episode of FinTech Impact, host Jason Pereira interviews Dr. Paul Moran, CEO of iFactFind, about replacing clunky, paper-based data collection with a dynamic digital portal. Originally built for Australia’s strict compliance landscape, iFactFind uses conditional questionnaires and secure...
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Fynancial with Tom Fields | E426
Host Jason Pereira interviews Tom Fields, CEO of Fynancial, a platform providing wealth management firms with a white-labeled mobile app. Fields explains how a branded app allows advisors to "own their distribution," bypassing the noise of email and social media to deliver proactive push...
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Ezra Group with Craig Iskowitz | E425
Craig Iskowitz, CEO of Ezra Group, returns to speak with Jason about navigating the overwhelming pace of technology change in wealth management. Iskowitz explains how Ezra Group provides objective tech stack evaluations for firms without the bias of referral fees or software sales. The discussion...
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Turnqey Labs with Tyrone Ross | E424
Host Jason Pereira catches up with Tyrone Ross, CEO of Turnqey Labs, a platform providing advisors with "holdings intelligence" for crypto assets. Turnqey delivers high-fidelity, audited on-chain data and tax lot reconciliation directly into tools like Morningstar and Wealthbox, allowing advisors...
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Prometeo with Ximena Alemán | E423
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. Born from the frustration of building digital wallets in Uruguay, Prometeo now connects over 7,000+...
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Money Risk Inventory with Dr. Charles Chaffin | E422
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. Built on years of academic research, MRI moves beyond simple risk scores to objectively assess client biases, financial...
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CapIntel with James Rockwood | E421
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. Rockwood explains how CapIntel moves beyond static PDFs by using interactive, cloud-based presentations to make complex investment products...
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Knomee with Marla Sofer | E420
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. Drawing on her leadership experience at JPMorgan, BlackRock, and Microsoft, Sofer explains how Knomee uses consumer-friendly...
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AdvisorCRM with Ryan Borer | E419
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. Inspired by his experience building proprietary tech for a TAMP, Borer...
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Nexhelm AI with Brian Abatemarco | E418
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. Drawing on his 12 years as a CFP, Brian explains how Nexhelm connects existing tools—like CRMs, Outlook, and DocuSign—to execute complex tasks...
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Nitrogen with Dan Zitting | E417
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. Dan outlines how Nitrogen is leveraging a new agentic AI engine to automate the advisor meeting lifecycle, effectively shrinking hours of...
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Hamachi.ai with Mike Wilson | E416
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 that unifies data from systems like CRMs and portfolio platforms to power workflow “bots” such as a daily dossier and household brief. Wilson...
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Sovos with Kevin Akeroyd | E415
In this episode of FinTech Impact, host Jason Pereira interviews Kevin Akeroyd, CEO of Sovos, a leading tax compliance software company. Kevin shares the history and evolution of Sovos, its critical role in global tax compliance, and the company’s integration of AI and technology. He also…
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Troutwood with Gene Natali | E414
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. They discuss the inception of Troutwood, its goals, and the...
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Latour AI with Khe Hy | E413
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. They discuss how AI, particularly through vibe coding, can transform...
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Quin with Gabe Caldwell | E412
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. Quin integrates with CRMs, emails, and calendars, leveraging AI to perform tasks like…
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Vast Advisor with Ian Karnell | E411
In this episode of FinTech Impact, host Jason Pereira interviews Ian Karnell, co-founder and CEO of Vast Advisor. Vast Advisor is a revolutionary AI-native client acquisition system built to drive organic growth for financial advisors. Ian shares the origins, development, and functionality of…
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Policy Stream with Philip Setter | E410
In this episode of FinTech Impact, Jason Pereira interviews Philip Sutter, CEO of Policy Stream, an innovative platform aimed at revolutionizing the life insurance application process for Canadian advisors. Philip discusses his journey in the insurance industry since 2014 and how the challenges...
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Finny with Eden Ovadia | E409
In this episode of FinTech Impact, host Jason Pereira talks with Eden Ovadia, CEO of Finny, a platform designed to help financial advisors grow their businesses organically. Eden shares the origin story of Finny, highlighting how his background in tech and private equity led to the creation of a...
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Solutions by Text with Nick Babinsky | E407
In this episode of FinTech Impact, host Jason Pereira interviews Nick Babinsky, Chief Product Officer at Solutions by Text (SBT). They discuss how SBT empowers financial services companies to engage with consumers through SMS and other messaging protocols. The conversation covers SBT's history…
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Hakkoda with Anand Pandya | E406
Join host Jason Pereira on 'FinTech Impact' as he discusses the foundational elements of AI, specifically data, with Anand Pandya, head of Financial Services for Hakkoda, an IBM company. In this episode, they dive deep into the evolution of data management, the challenges organizations face in...
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Knapsack with Mark Heynen | E405
In this episode of FinTech Impact, host Jason Pereira interviews Mark Heynen, co-founder of Knapsack, an AI-powered platform designed to enhance financial advisory workflows. Mark shares insights on how Knapsack automates administrative tasks by integrating with various data sources and employing...
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Flextract with Rajesh Jayaraman | E404
In this episode of FinTech Impact, host Jason Pereira interviews Rajesh Jayaraman, founder and CEO of Flextract. Flextract is an innovative onboarding tool designed to help financial advisors streamline the client onboarding process by leveraging AI-powered data extraction. Rajesh discusses the...
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ElektraFi with Antonio Zivanovic | E403
In today's episode of FinTech Impact, Jason interviews Antonio Zivanovic, the Founder and CEO of ElektraFi - an online platform that democratizes access to independent financial guidance for employees. Antonio shares the origin story of ElektraFi, its mission to provide cohesive financial…
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FinMate AI with Daniel Yoo | E402
In this episode of FinTech Impact, host Jason Pereira interviews Daniel Yoo, the founder of FinMate AI, an AI-driven advisor meeting notation software. Daniel explains the origins of FinMate AI, stemming from his frustrations as a financial advisor with the note-taking process. He delves into the...
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KayOs with David Weinstein | E401
In this episode of FinTech Impact, host Jason Pereira talks with David Weinstein, CEO, and co-founder of KayOs, a company helping businesses become AI-native by structuring their data and operations. David shares how KayOs organizes both structured and unstructured data into contextual graphs to...
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Episode 400 with Julia Carreon | E400
In this milestone episode of FinTech Impact, Jason Pereira celebrates the 400th episode with special guest Julia Carreon. Julia, a respected executive with over 25 years of experience in financial services, discusses her impressive career and her stance on digital transformation within the...
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Influence Snapshot with Matt Halloran | E399
In this episode of FinTech Impact, host Jason Pereira welcomes Matthew Halloran, co-founder of ProudMouth. ProudMouth has become a leading podcast platform for financial advisors, helping them develop and broadcast their voices. They recently introduced Influence Snapshot, a tool designed to...
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ABOUT THIS SHOW
Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole.
Hosted on Acast. See acast.com/privacy for more information.
HOSTED BY
Jason Pereira
CATEGORIES
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Frequently Asked Questions
How many episodes does Fintech Impact have?
Fintech Impact currently has 448 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Fintech Impact about?
Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole. Hosted on Acast. See acast.com/privacy for more information.
How often does Fintech Impact release new episodes?
Fintech Impact publishes regularly with 448 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Fintech Impact?
You can listen to Fintech Impact on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Fintech Impact?
Fintech Impact is created and hosted by Jason Pereira.
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