In today’s episode, Joshua Benadiva hosts Dan Kimerling, founder and Managing Partner of Deciens, a leading early-stage fintech venture capital firm. Dan shares insights into the fintech industry, emphasizing the importance of timing in entrepreneurship and the need for businesses to have increasing returns and moats as they scale. In this episode you will hear about: - Dan's journey in the fintech industry and the founding and selling of Standard Treasury - The challenges and...

Zoey Tang sits down with Sarah Hinkfuss and Saanya Ojha from Bain Capital Ventures. At BCV, Sarah and Saanya partner with growth-stage founders building the next generation of software products, with a particular focus in Fintech. Before joining Bain Capital, Sarah started her investing career on the growth team at KKR. She previously worked at Applied Predictive Technologies, an enterprise SaaS company in the predictive analytics space that was acquired by Mastercard in 2015. Saanya is...

In today’s episode, Joshua Benadiva hosts Asaf Horesh, Managing Partner at Vintage Investment Partners. Asaf recently co-led a $200m raise for Vintage's new growth fund. In this episode, he discusses the importance of building meaningful relationships in venture and the unique structure of Vintage's investment strategies. He explains the structure and metrics of Vintage's data platform and shares insights on trends in early-stage fintech investments. Asaf also discusses the challenges faced...

Russell Matambo hosts Wemimo Abbey and Samir Goel, co-CEOs and co-founders of Esusu, a leading Fintech platform that reports on-time rental payments to credit bureaus so renters can build credit while building owners and property managers maximise their portfolio health. They discuss how Esusu is expanding financial access in the US, Esusu’s growing pains and lessons learnt along the way, Samir and Wemimo’s principled and purposeful leadership as Co-CEOs, and much more! About Wemimo and...

Kailee Costello hosts Jack Zhang, the CEO and co-founder of Airwallex. Airwallex is revolutionizing the way that businesses operate globally; their financial infrastructure provides a modern tech stack for businesses of all sizes to operate internationally without the challenges of the current global financial system. They discuss: - Airwallex’s growth story - How Airwallex built their global money movement infrastructure - AI opportunities Airwallex is pursuing, including using LLMs to...

In today’s episode, Joshua Benadiva hosts Bobby Morrison, Chief Revenue Officer at Shopify. Bobby was previously the Chief Revenue Officer at Intuit and a Senior Vice President at Verizon. In this episode you will hear about: - What makes Shopify unique and so fast-paced - Bobby's vision for the future of enterprise e-commerce - Shopify's product-led growth motion with enterprise e-commerce - Using Shop Pay, highest converting checkout experience, to illustrate the value of Shopify with...

Matt Watson, Origin Co-Founder and CEO - Financial Advice for Everyone by Wharton Fintech Podcast

In our final episode of 2023, Trevor Prince sits down with Tommy Nicholas, the Co-Founder and CEO of Alloy. Alloy is a platform that provides banks and FinTechs with a unified operating system for risk, fraud, and credit evaluation and monitoring in retail financial services. In this episode, Tommy discusses his background, Alloy’s business model and what it took to scale the company, Tommy’s outlook on Alloy and FinTech heading into 2024, and much more. About Tommy Nicholas: Tommy has...

In previous episodes we’ve touched on emerging fintech payments products that are attempting to take a piece of the payments pie. Today, we’re going to talk about Fiserv with Sunil Sachdev on the fintech giants’ approach to Embedded Finance and the changing paradigm in payments. About Sunil Sachdev: Sunil is a global fintech executive with a significant breadth of experience in banking, acquiring, DeFi and payments at companies such as American Express, Meed, Pershing and Fiserv. He has...

In today’s episode, Kailee Costello hosts David Brear, the CEO and co-founder of 11:FS and one of the hosts of the Fintech Insider podcast. In today’s episode, David shares his insights on 3 topics: 1. How digital technologies and fintechs have unleashed innovation in commercial banking. We talk about the unmet needs of SMEs and why David expects to see a transition to more service-based models in the future. 2. The banking battlefield. The competitive landscape is shifting from being...

Russell Matambo hosts Henry Ward, CEO and co-founder of Carta, a global equity management platform on a mission to unlock the power of equity ownership for more people in more places. They discuss Henry’s entrepreneurial journey, the challenges of simultaneously innovating and scaling a company, Carta’s mission to democratise ownership, and much more! About Henry: Henry is the CEO and co-founder of Carta. Carta manages over three trillion dollars in equity for over two million people...

Russell Matambo hosts Serigne Dioum, Group CEO of MTN Fintech, an African mobile financial services platform and subsidiary of MTN, Africa’s largest mobile network operator. With a footprint of 16 countries, over 69 million customers, and an annual transaction value of over US$220 billion, MTN Fintech is among the largest mobile financial services platforms in Africa. They discuss MTN’s ambition to scale Africa’s largest fintech platform, the strategic importance of carving out MTN Fintech...

Zoey Tang sits down with Vinay Nair, founder and CEO of TIFIN, a fintech platform that drives personalization for wealth using AI and investment intelligence. TIFIN operates a collection of fully-owned subsidiaries in wealth and investments that are shaping the future of investor experience. Vinay was also the Founder and Chairman of 55ip, which was successfully sold to J.P. Morgan. As a serial entrepreneur and investor, Vinay was also a former finance faculty member of Wharton. His...

Nate Gee hosts Anthony Scaramucci, Founder and Managing Partner of SkyBridge Capital, an alternative investment firm with a significant focus on digital assets. In this episode, they cover: - Anthony’s partnership with FTX and Sam Bankman-Fried - What led to FTX’s 30% stake in SkyBridge, and takeaways from FTX’s collapse - Risk-taking, facing criticism, and moving on from mistakes - Insights from Anthony’s time as White House Communications Director - Recent performance and the road ahead...

In today’s episode, Kailee Costello hosts David Haber, General Partner at a16z. David focuses on technology investments in financial services.David was previously a senior executive in Firmwide Strategy at Goldman Sachs where he helped lead partnerships, new ventures and M&A. Before joining the firm, David was the Founder and CEO of Bond Street, which aimed to transform small business lending through technology, data, and design. Bond Street was acquired by Goldman Sachs in 2017. In this...

Zoey Tang sits down with Mark Fiorentino, partner at Index Ventures. Founded in 1996, Index Ventures is a global Venture Capital firm with offices in San Francisco, New York City, and London. Index Ventures has previously invested in prominent fintech companies such as Adyen, Plaid, Robinhood As part of the early members of the San Francisco team, Mark is focused largely on fintech and application SaaS. He is especially interested in fintech infrastructure, verticalized payment workflows,...

In this episode, Blythe Masters reflects on her career that spans three decades within financial services. She discusses pivotal moments, from navigating through major mergers and market upheavals to becoming a mother at an early age. Addressing the evolving landscape of financial services, she delves into the transformative impact of AI and technology on Motive’s investment thesis, portfolio companies and day-to-day operations. Her experiences and observations provide a unique perspective on...

In today’s episode, Kailee Costello hosts Nikhil Lakhanpal, Co-Founder at Narmi. Narmi’s mission is to offer financial institutions the best digital banking platform in the industry. Narmi does this through an API-driven platform that layers on top of existing banking infrastructure to give these financial institutions access to Narmi’s products, including digital account opening, consumer and business digital banking, and an admin platform. In this episode you will hear about: - Nikhil’s...

In today’s episode, Rhea Advani hosts John MacIlwaine, Co-Founder & CEO at Highnote. They delve into the evolving payments processing space, emphasizing the rise of innovative embedded finance platforms like Highnote. The conversation also unveils insights into Highnote's latest Credit Issuing product. In this episode, you will hear about: The complexities of payments processing and regulatory challenges faced by fintech companies. Highnote's innovative approach as an embedded platform,...

Nate Gee hosts Jeremy Tsui, co-founder and CEO of Finley, which simplifies and streamlines companies’ debt capital raise and management. In this episode, they discuss: -Finley’s inspiration from innovations in consumer credit and equity capital management -Trends in private credit and Jeremy's original idea for Finley -Jeremy’s views on AI in fintech and beyond -The ways Finley helps companies manage their debt -Jeremy’s experience with Y Combinator and recent venture capital...

Kailee Costello sits down with Stacy Greiner, Chief Operating Officer at DailyPay. DailyPay offers an on-demand pay solution that helps employers to improve the financial well-being of their workforce. DailyPay has over 1000 enterprise clients, and over 4 million of these company’s employees use the DailyPay platform. In this episode you will hear about: - DailyPay's mission to provide employees with on-demand access to their earnings - Why DailyPay's target market spans across industries,...

Rob Straathof, CEO of Liberis - Embedded Finance and Small Business Lending Trevor Prince sits down with Rob Straathof, CEO of Liberis, an embedded finance platform that partners with companies like Klarna, Barclaycard, and Worldpay to empower small businesses with funding solutions. Through analysis of data on its partners' platforms, Liberis provides small businesses with pre-approved funding offers and streamlined access to capital. To date, Liberis has funded over 50,000 businesses with...

Joshua Benadiva sits down with Arad Levertov, founder and CEO of Sunbit, a pay-over-time, point-of-sale financing solution for everyday expenses such as auto-repair, dental care, vet care, and more. Sunbit offers a no-fee credit card, as well as a point-of-sale lending option available at over 20,000 service locations. In-line with Arad's founding vision, Sunbit approves over 90% of borrowers, and the company was most recently valued at $1.1 billion. In this episode, Arad shares how and why...

Russell Matambo hosts Anthony Noto, CEO of SoFi, a member-centric one-stop shop for digital financial services in the US. In this episode you will hear about: - SoFi’s trajectory since Anthony took over as CEO 5 years ago - the background to the SoFi stadium naming rights deal - what it will take for SoFi to meet its goal of becoming a top 10 financial institution in the US - how Anthony’s upbringing and varied professional experiences have influenced his leadership style - and much...

Joshua Benadiva hosts Bill Capuzzi, the CEO of Apex Fintech Solutions, a leading provider of custody and clearing services for the financial industry. Apex's powerful brokerage solutions and APIs serve over 300 customers including Betterment, SoFi, and Public.com. Bill is also a partner at PEAK6 Investments, the parent company of Apex Fintech Solutions, and a board member of DTCC, a leading provider of market infrastructure for the global financial services industry. In this episode, Joshua...