All Episodes
Fintech Impact — 430 episodes
Slant with Thomas Clawson | E431
Wise Revisited with Josh Rowat | E430
Contio with Aaron Klein | E429
InvestorCOM with Parham Nasseri | E428
iFactfind with Dr. Paul Moran | E427
Fynancial with Tom Fields | E426
Ezra Group with Craig Iskowitz | E425
Turnqey Labs with Tyrone Ross | E424
Prometeo with Ximena Alemán | E423
Money Risk Inventory with Dr. Charles Chaffin | E422
CapIntel with James Rockwood | E421
Knomee with Marla Sofer | E420
AdvisorCRM with Ryan Borer | E419
Nexhelm AI with Brian Abatemarco | E418
Nitrogen with Dan Zitting | E417
Hamachi.ai with Mike Wilson | E416
Sovos with Kevin Akeroyd | E415
Troutwood with Gene Natali | E414
Latour AI with Khe Hy | E413
Quin with Gabe Caldwell | E412
Vast Advisor with Ian Karnell | E411
Policy Stream with Philip Setter | E410
Finny with Eden Ovadia | E409
Solutions by Text with Nick Babinsky | E407
Hakkoda with Anand Pandya | E406
Knapsack with Mark Heynen | E405
Flextract with Rajesh Jayaraman | E404
ElektraFi with Antonio Zivanovic | E403
FinMate AI with Daniel Yoo | E402
KayOs with David Weinstein | E401
Episode 400 with Julia Carreon | E400
Influence Snapshot with Matt Halloran | E399
Cache with Srikanth Narayan & Wesley Gray | E398
Ansel Health with Veer Gidwaney | E397
Bequest with Anna Mouland | E396
PayJoy with Doug Ricket | E395
SmartKX with Lacey Shrum | E394
Extend with Andrew Jamison | E393
Trayecto with Russell Kroeger | E392
Fifr with Daniel Alfi | E391
Wealthfeed with Sam Kendree | E390
Notes with Divine | E389
Workfusion with Adam Famularo | E388
Ridgeline with Alex Benke | E387
Symmetry Systems with Claude Mandy | E386
RIA Growth Catalyst with Julien Baneux | E385
Bonsai with Robert DeChellis | E384
Daffy with Adam Nash | E383
Zeplyn with Era Jain | E382
Fundbox with Prashant Fuloria | 381
Communify Fincentric with John Wise | E380
Quik! Forms with Richard Walker | E379
Nebo Wealth with Adam Scully-Power | E378
Advyzon with Mark Netjes | E377
Exhibit A with Michael Batnick & Matt Cerminaro | E376
Altruist with Jason Wenk | E375
Community Marketing with Torie Happe & Alison Susko | E374
Solo Funds with Rodney Williams | 373
Versoft with Jimmy Gill | E372
GReminders with Arnulf Hsu | E371
Ned with David Silverstein | E370
Amplify with Vickie Lewin | 369
Tolerisk with Mark Friedenthal | E368
FV Bank with Miles Paschini | E367
Andes Risk with Helen Yang | E366
PureFacts with Jeff Marsden | E365
CogniCor with Sindhu Joseph | E364
TaxStatus with Kevin Knull | E363
Aya Care with Chanddeep Madaan | E362
April with Ben Borodach | E361
Jump Capital with Yelena Shkolnik |E360
Focal with John Connell | E359
Springline Advisory with Tim Brackney | E358
Destream with Tachat Igityan | E357
2024 Year End with Jason Pereira and Guy Anderson | E356
Brightwave with Mike Conover| E355
Asset Map Revisited with Adam Holt | E354
Convera with Patrick Gauthier | E353
Forms Logic with Rick Burgess | E352
Subscribe with Rafay Farooqui | E351
Episode 350! With John O'Connell | E350
Column Tax with Gavin Nachbar | E349
Credibly with Ryan Rosett | E348
Jump with Parker Ence | E347
Infinite Systems with Ali Zahedi | E346
Axos with Michael Watson | E345
Datasoft with Rahim Harji |E344
FP Alpha Revisited with Andrew Altfest | E343
Responsive AI with Davyde Wachell | E342
Orion Advisor Technologies with Brian McLaughlin | E341
Collation.AI with Tanmai Sharma | E340
Vanilla with Jim Sinai | E339
Archive Intel with Larry Shumbres | E338
Vestwell with Aaron Schumm | E337
F2 Strategy with Doug Fritz | E336
Arqa with Haik Sahakyan | E335
Brand Evangelism with Diana Cabrices | E334
Potomac Fund Management with Manish Khatta | E333
Financial Designs with Rick Scruggs | E332
RISR with Jason Early | E331
Lydia with Brian Portnoy and Andrew Smith Lewis | E330
Taiko with Chris Horvath | E329
Practice Intel with Tom Rieman | E328
Opto Investments with Ryan VanGorder | E327
8Twelve Mortgages with Gary Fooks | E326
Libretto with Jeff Coyle | E325
Savvy Wealth with Ritik Malhotra | E324
Mobile Assistant Revisited with Corey Westphal | E323
Arch with Ryan Eisenman | E322
Advisor Brand Builder with Tina Powell | E321
Dispatch with Madalyn Armijo | E320
Investium with Jonathan Faerman | E319
The Great Transition with Emmanuel Daniel | 318
Sora with Rohit Agarwal | E317
Amplify Reviews with Whit Lanier | E316
Zocks with Mark Gilbert | E315
EncorEstate Plans with Matt Morris | 314
PhilanthPro with Nicholas Palahnuk | E313
Dwolla Revisited with Dave Glaser | E312
Investipal with Cameron Howe | E311
Legal Wills with Tim Hewson | E310
Elements Revisited with Reese Harper | E309
Facet with Anders Jones | E308
Year in Review 2023 with Guy Anderson | E307
MPower Financing with Manu Smadja | E306
Ian McKenna | E305
In Charge with Shalicia Harris | E304
AltExchange with Kareem Hamady | E303
Enable with Andrew Butt | E302
Seeds with Zach Conway | E301
Episode 300 with Joel Bruckenstein | E300
Nitrogen Wealth with Aaron Klein | E299
Helios Quantitative with Chris Shuba | E298
Wealth.com with Rafael Loureiro | E297
Cubed with Elliott Limb | E296
Lenker with John Lenker and Kevin deLaplante | E295
Absolute Engagement with Julie Littlechild | E294
infoSentience with Steven Wasick | E293
New Retirement Wealth with Stephen Chen | E292
Adviice with Owen Winkelmolen | E291
interVal Revisted with Trevor Greenway | E290
Milemarker & Mammoth with Jud Mackrill | E289
Bento Engine with Philipp Hecker | E288
Sikka.ai with Jacob McGraw | E287
TaxTemplates with Jay Goodis | E286
Couplr with Derek Notman | E285
StockTwits with Rishi Khanna | E284
Wise Revisted with Brigit Carroll | E283
186 Ventures with Giuseppe Stuto | E282
XLR8CRM with Jennifer Thomas | E281
Integrated Finance with Daniel Cronin | E280
Vamos Ventures with Ashley Aydin | E279
Docupace with Ryan Geroge | E278
SIFA with Alan Gurung | E277
Cloud Advisors with Matt Lister | E276
RISA with Alex Murguia and Wade Pfau | E275
Benefits2 with Christine Brunsden | E274
Puulse with Mounir Felloula | E273
Intention.ly with Kelly Waltrich | E272
Checkbook with Jose Luis Salas Calcàneo | E271
Bamboo Data Consulting with Sharon Bauer | E270
Elements with Reese Harper | E269
Wax with Richard Vinhais | E268
Conquest Planning with Brad Joudrie and Ken Lotocki | E267
InvestorCom with Dave Carr-Pries | E266
Practifi with Adrian Johnstone | E265
Frank Mortgage with Don Scott | E264
Regtech Research with Ben Charoenwong | E263
Encapture with Will Robinson | E262
Underwrite Me with James Tait | E261
OnBord with Nick Bernardo | E260
NorthOne with Justin Adler | E259
Lumiant with Santiago Burridge| E258
Year In Review with Jason Pereira | E257
Dwolla with Yasser Abou-Nasr | E256
Beacon with Mark Higgins | E255
Justwealth with Andrew Kirkland | E254
Retirement Optimizer with Greg Leroux | E253
Sensedia with Marcilio Oliveira | E252
Finclusion with Timothy Nuy | E251
Episode 250 with Guest Host, Guy Anderson | E250
Covey with Brooker Belcourt | E249
Estateably with Ari Brojde | E248
Catchlight with Wilbur Swan | E247
Next Step with Shirin Oreizy | E246
Grasshopper Bank with Michael Butler | E245
Indyfin with Akshay Singh | E244
MX with David Whitcomb | E243
Bryzos with Shep Hickey | E242
Turnqey Labs with Tyrone Ross | E241
Functionland with Ehsan Shariati | E240
Arcons Technology with Hemant More | E239
StockSnips with Rebecca Wilde | E238
Stilt with Rohit Mittal | E237
Snappy Kraken with Robert Sofia | E236
Mako Fintech with Kevin Victor | E235
Upstart with Jeff Keltner | E234
Railz with Sam Kawtharani | E233
Income Lab with Justin Fitzpatrick | E232
InShare with Mark Warnquist | E231
Flybits with Gerti Dervishi | E230
Loop with Cato Pastoll | E229
ReadyWhen with Jessie Vaid | E228
Physis with Stefania Di Bartolomeo | E227
Liveflow with Anita Koimur | E226
Funding Matters with Bill Petruck | E225
Hearsay Systems with Tim Rickards | E224
Daylight Automation with Art Harrison | E223
Pocket Finance with Sheldon Brow | E222
MeetAmi Innovations Inc. with Sarah Morton | E221
Dayforce Wallet with Seth Ross | E220
Payslip with Fidelma McGuirk | E219
Swoop Funding with Daire Burke | E218
Four Eyes Financial with Lori Weir and Jeff Harvie | E217
Hubly with Louis Retief | E216
TurnKey Lender with Marc Pickren | E215
Modern Treasury with Dimitri Dadiomov | E214
Manzil with Mohamad Sawwaf | E213
ROL Advisor with Steve Sanduski | E212
ndex systems with Laurent Bensemana | E211
M&A Science with Kison Patel | E210
Knudge with Dave Connolly | E209
Javelin Strategy & Research with Will Trout | E208
Milemarker with Jud Mackrill | E207
PreciseFP Revisited with Sebastian Skwarek | E206
2021 Year in Review with Guest Host, Guy Anderson | E205
Capintel with James Rockwood | E204
Prediction Strike with Devan Hurt | E203
Open Banking with Steve Boms | E202
Kickstart Your Digital Transformation | E201
Gavin Spitzner | E200
Nvidia with Kevin Levitt | E199
Stellar Development Foundation with Denelle Dixon | E198
AdvisorFlow with Brandon Chapman | E197
Financial Data Exchange with Tom Carpenter & Jason Chomik | E196
Cybersecurity with Evgeniy Kharam | E195
Payability (Revisited) with Maya Pochiraju | E194
InvestorCOM with David Reeve | E193
InterVal with Trevor Greenway | E192
Ally Lending with Hans Zandhuis | E191
11:FS with Eric Fulwiler | E190
Secfi with Vieje Piauwasdy | E189
Codat with Peter Lord | E188
Emerging Trends in Fintech with Dr. Stephen Taylor | E187
NFTs with Krista Kim | E186
Holistiplan with Kevin Lozer | E185
Branch with Atif Siddiqi | E184
Purpose with Som Seif | E183
Wise with Nick Catino | E182
Whatifi with Jon Cowley | E181
Infosys with Dennis Gada | E180
Neo Financial with Andrew Chau | E179
Nebeus with Michael Stroev | E178
fpPathfinder with Michael Lecours | E177
WP Wealthtech Summit 2021 | E176
Envestnet | Yodlee with Brandon Rembe | E175
Dataswift with Shawn Yeager | E174
Leveraging Networks with Gil Petersil | E173
FP Alpha with Andrew Altfest | E172
The Genie with Scott Plaskett | E171
Fully Vested with Binna Kim | E170
Metaco with Adrien Treccani | E169
Cinchy with Dan DeMers | E168
Epilogue Wills with Arin Klug | E167
Timeline with Abraham Okusanya | E166
Zafin with Meenaz Sunderji | E165
Unison with Thomas Sponholtz | E164
Open Banking 5: Wrap Up with Clayton Feick | E163
Open Banking 4: Global Contrast with Edward Berks, Davyde Wachell, & Chad Davis | E162
Open Banking 3: Canada with Ben Harrison, Andrew Moor, & Daniel Eberhard | E161
Open Banking 2: U.S. with Frederik Mennes, John Pitts, & Yoseph West | E160
Open Banking 1: Europe with Hesus Inoma & Daniel Döderlein | E159
Upside Foundation with Jennifer Couldrey | E158
Xendoo with Lil Roberts | E157
Act Analytics with Zachary Dan | E156
Billd with Christopher Doyle | E155
2020 Year In Review with Jason Pereira | E154
Canaree with Sara Green Broderson | E153
Ortec with Richard Owen | E152
iComply with Matthew Unger | E151
FP Pad with Bill Winterberg | E150
Eq Bank with Mahima Poddar | E149
Peernova with Gangesh Ganesan| E148
Ava Labs with John Wu | E147
Auka with Daniel Döderlein | E146
OneSpan with Sam Bakken | E145
Hydrogen Platform with Michael Kane | E144
Blockchain Valley Ventures with Heinrich Zetlmayer | E143
Nexj Systems Inc. with Matthew Bogart | E142
Bambu with Ned Phillips | E141
Vise with Runik Mehrotra & Samir Vasavada | E140
Framework Venture Partners with Peter Misek | E139
Cosmos with Ethan Buchman | E138
Charitable Impact with John Bromley & Michael Todd | E137
Biller Genie with Garima Shah | E136
Conquest Planning with Mark Evans & Brad Joudrie | E135 (corrected)
Quber with Jen Leger & Venky Kulkarni
Fraction with Hayden James | E133
Wagepoint with Shrad Rao | E132
Become with Shuli Mantsur | E131
Payability with Alex Sklar | E130
Find Bob with Roland Chan | E129
YCharts with Sean Brown | E128
Clearbanc With Andrew D'Souza | E127
Koyfin with Rob Koyfman | E126
AltruWisdom with Alisha Mawji & Zakir Kanji | E125
Apprise Labs with Edmond Walters | E124
Tulip with Dr. Daniel Crosby | E123
37 Angels with Lisha Davis | E122
The Money Hackers with Daniel P. Simon | E121
Intuit with Melika Hope (HoP) | E120
Out Innnovate with Alex Lazarow (Author) | E119
Surex with Matt Alston (COO) | E118
Securrency with Dan Doney (CEO) | E117
Carta with Giles Sutherland (Managing Director) | E116
SideDrawer with Gaston Siri (CEO) & Jamie Wolkove (VPS) | E115
Celent with Awaad Amir (Analyst) & Neil Sheehan (Analyst) | E114
Dialogue Health with Zack Brown (VPS) | E113
Addapar with Natalie Sunderland (CMO) | E112
eSentire with J. Paul Haynes (President) | E111
True Accord with Ohad Samet (CEO) | E110
Lead Pilot with Samantha Russell (CEO) | E109
ConnectionPoint with Daryl Hatton (CEO) | E108
Limelight Health with Garrett Viggers (Co-Founder) | E107
Utrust with Filipe Castro (CIO) | E106
Better Money Choices with Doug Dahmer (CEO) | E105
Soarpay with Scott Hawksworth (SMD) | E104
Wealthbar & Snap Projections with Tea Nicola (CEO) & Pawel Brzeminski | E103
Haven Life with Yaron Ben-Zvi (CEO) | E102
Mylo with Phil Barrar (CEO) | E101
Episode 100 with Michael Kitces | E100
Learnedly with John Waldron (CEO) | E99
Information Venture Partners with Toan Huynh (Partner) | E98
BizEquity with Jason Early (CRO) | E97
nanopay with Laurence Cooke (CEO) | E96
Willing Wisdom Index with Tom Deans (Founder) | E95
Park Place Payments with Samantha Ettus (CEO) | E94
IPC Tech Panel with Adam Felesky, Dave Nugent, Daniel Eberhard, Zack Brown & Jason Pereira | E93
Nest Wealth & Razor Plan with Randy Cass (CEO) & David Faulkner (Head of Research) | E92
IAFP: Fintech & The Future of Finance with Jason Pereira (Host) | E91
FINCA Impact Finance with Andrée Simon (President & CEO) | E90
Willful with Erin Bury (CEO) | E89
Suitability Pro with Shawn Brayman (CEO) | E88
Hull e-State Planner with Jordan Atin (Founder) | E87
ENACOMM with Stacey Zuniga (VP Financial Services) | E86
Luge Capital with Ramin Wright (Investment Analyst) | E85
Ladder Life with Jamie Hale (CEO & Co-Founder) | E84
Mobile Assistant with Corey Westphal (CEO) | E83
Wealthica with Simon Boulet (President & CEO) | E82
Fuzzy Logix with Aashu Virmani (EVP) | E81
dv01 with Perry Rahbar (CEO) | E80
AdvisorStream with Kevin Mulhern (CEO) | E79
Future Crunch with Dr. Angus Hervey (Co-Founder) | E78
MoneyGaps with Preet Banerjee (Founder) | E77
Systelos with Jad Chehlawi (CEO) | E76
Female Funders with Jill Earthy (Head) | E75
Owl with Sean Merat (CEO), Sohrab Merat (CPO), & Vahid Mirjalili (COO)) | E74
Carson Wealth with Ron Carson (CEO) | E73
Tech Titans and Fintech (Part 2) with Aly Dhalla, Zaheer Merali, and Jason Pereira | E72
Tech Titans and Fintech with Aly Dhalla, Zaheer Merali, and Jason Pereira | E71
SQRL with Om Suthar (CEO) | E70
Twenty Over Ten with Samantha Russell (CMO) | E69
Cappitech with Ron Finberg (Product Specialist) | E68
Vision Systems with Michael Curtis (CEO) | E67
Salesforce World Tour 2019 Review with Jason Pereira & Alex Martin | E66
Asset Map with Adam Holt (CEO) | E65
Advisor Websites with Nitesh Verma (Director of Marketing) | E64
Riskalyze with Aaron Klein (CEO) | E63
Breathe Life with Ian Jeffrey (CEO) | E62
Yourefolio with Scott Huff (CEO) | E61
RazorPlan with David Faulkner (CEO) | E60
Four Eyes Financial with Lori Weir (CEO), Kendall McMenamo (CTO) & Jeff Harvie (HSG) | E59
Cascades with Jonathan Kestle (VP) | E58
Bench with Ian Crosby (CEO) | E57
Factgem with Clark Richey (CTO) | E56
Ledn with Mauricio Di Bartolomeo (CEO) | E55
CacheFlo with Stephanie Holmes-Winton (CEO) | E54
Shield Financial Compliance with Shiran Weitzman (CEO) | E53
Corl with Sam Kawtharani (CEO) | E52
KOHO with Daniel Eberhard (CEO) | E51
Future Tech today with Jason Pereira (Host) | E50
Fintech Trends in Accounting with Jason Pereira (Host) | E49
AdvicePay with Alan Moore (CEO) | E48
The Unified Wallet with Kyle Kemper (Author) | E47
Coinberry with Andrei Poliakov (CEO) | E46
Emerj with Daniel Faggella (CEO) | E45
PolicyMe with Andrew Ostro (CEO) | E44
D1g1t with Dan Rosen (CEO) | E43
Quick Estate with Melissa Best (CEO) | E42
Balance with George Bordianu (CEO) | E41
Portag3 Ventures with Paul Desmarais III (Chairman) | E40
Blockchain Panel with Jason Pereira, Kyle Kemper, and David Hayes | EP39
Cannex with Gary Baker (COO) | E38
Liquidity Marketplace with Thomas Schickler (CEO) | E37
Portag3 Ventures with Ben Harrison (Partner) | E36
LiveCA with Chad Davis (Co-Founder) | EP35
Wealthbar with Tea Nicola (CEO) | EP34
Curexe with Johnathan Holland (Founder & CEO) | EP33
Nest Wealth with Randy Cass (Founder & CEO) | EP32
Nuco & Aion with Kesem Frank (Co-Founder) | EP31
Upside Consulting with Amelia Young (Consultant) | EP30
Zensurance with Danish Yusuf (CEO) | EP29
Borrowell with Eva Wong (CEO) | EP28
Responsive AI with Davyd Wachell (CEO) | EP27
PreciseFP with Don Whalen (CEO) | EP26
Currency Cloud with Richard Arundel (GM North America) | EP25
Life Design Analysis with Charlie Conron (CTO) | EP24
Xero with Ben Styles (GM Product - Financial Services) | EP23
Tools For An Efficient Advisor Office with Jason Pereira (Host) | EP22
One Ledger with Othalia Doe Bruce (Public Relations Officer) | EP21
FinTech 101 with Guy Anderson (Guest Host) | EP20
Planswell with Eric Arnold (CEO)| EP19
Advicent with Anthony Stich (COO)| EP18
Flinks with Yves Gabriel Leboeuf (CEO)| EP17
Collage with Peter Demangos (Co-Founder)| EP16
Wealthscope with Pauline Shum Nolan (Founder) | EP15
FinTech Innovation with Paolo Sironi (Author and Thought Leader at IBM Watson & IBM Industry Academy) | EP14
Honeybee Benefits with David Katz (EVP) | EP13
Snap Projections with Pawel Brzeminski (CEO) | EP12
Quandl with Clayton Feick (VP Sales & Business Development) | EP11
Finaeo with Aly Dhalla (CEO) (Co-Founder)| EP10
Viviplan with Rona Birenbaum (Co-Founder)| EP09
Fintech Trends with Zaheer Merali (Consultant)| EP8
RiXtrema with Yon Perullo (Founder)| EP7
Plan Plus with Shawn Brayman (Founder)| EP6
Lending Loop with Cato Pastoll (CEO)| EP5
Onist with Brad Kotansky (CEO)| EP04
FinaMetrica with Paul Resnik (Co-Founder) | EP03
Humi with Kevin Kliman (CEO) | EP02
Wealthsimple with Dave Nugent (CIO)| EP01