Episodes
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...
Published 11/23/23
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...
Published 11/20/23
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...
Published 11/13/23
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,...
Published 11/07/23
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...
Published 11/02/23
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...
Published 10/30/23
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,...
Published 10/23/23
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...
Published 10/12/23
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,...
Published 10/09/23
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...
Published 10/05/23
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...
Published 09/28/23
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...
Published 09/18/23
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...
Published 09/12/23
Zoey Tang hosts Urvashi Barooah, a fellow Wharton alum and Principal at Redpoint Ventures. At Redpoint, Urvashi specializes in early-stage fintech investments, and her portfolio includes ventures such as Dune Analytics, Offchain Labs, XMTP, Flexe, among others. In our conversation, we delved into various aspects of Urvashi's journey. We discussed pivotal moments in her life, including her transition from consulting to venture capital while at Wharton. Urvashi also shared valuable advice for...
Published 09/07/23
“We build the monetisation engine for Google. We build the entire stack that moves money and we do it at Google scale. The reason we have to build it internally is (because) at our scale and with all our different business models and products that we support at Google there is not really one product out there that does it all. You have to piece together multiple different things and some of that is very unique to the way Google runs and its scale and reach… billions of users, hundreds of...
Published 08/28/23
Zoey Tang hosts Kevin Zhang, partner at Bain Capital Venture. At BCV, Kevin partners with inception-stage entrepreneurs at the intersection of business software and financial services, with particular emphasis on finserv enablement, productivity & automation, and data infrastructure. During our conversation, we delved into Kevin's professional trajectory, his initial attraction to fintech, and the transition from operations to investment. We then discussed his specific criteria when it...
Published 08/24/23
Nate Gee hosts Eric Satz, Founder and CEO of Alto, a self-directed IRA custodian that facilitates individuals’ tax-advantaged investments in alternative asset classes. With the goal of “alternatives for all,” Alto aims to be the world’s premier alternative assets marketplace. In this episode, they discuss: - Eric’s career journey and how Alto came about - Why alternative investments as a means of diversification, and why now - Alto’s growth in a space of increasing competition - Alto’s...
Published 08/21/23
Zoey Tang hosts Gary Hoberman, Founder and CEO at Unqork. Unqork provides a codeless enterprise application platform designed for customers in financial services, insurance, health care, government, and others. Throughout our conversation, we explored Gary's career journey and the motivation behind initiating Unqork. Our conversation delved into how Unqork empowers clients through its no-code application platform, expediting development, amplifying customization, and mitigating technical...
Published 08/17/23
Joshua Benadiva hosts Itzik Cohen, Co-Founder and CEO of PayZen, a patient financing platform for healthcare. PayZen helps hospitals, health systems, and physicians groups of all sizes to offer affordable payment plans to their patients, while funding providers up-front for all billings regardless of a patient’s credit score. PayZen was founded in 2021 by Itzik and his co-founders to fight the healthcare affordability crisis. In this episode you will hear about: - Itzik’s journey from being...
Published 08/16/23
Kailee Costello hosts Matt Streisfeld, General Partner at Oak HC/FT. Oak is a venture and growth equity firm investing in companies driving transformation in healthcare and fintech. Oak was one of the earliest venture investors in fintech, and now has over $5B in assets under management. In this episode you will hear about: - The M&A environment for fintechs - Opportunities in AI and Machine Learning, and how Matt thinks about identifying “winners” in what is increasingly becoming a...
Published 08/07/23
"Every time we scale, I rethink the problem and how we are solving it…” Listen in as Josh Benadiva hosts Ariel Cohen, CEO and Co-Founder of Navan. This episode is a riveting exploration of Ariel's journey in tackling evolving challenges and driving continuous product innovation as his business scales. Ariel shares his unique approach to product development and organizational alignment. He discusses how he and his co-founder initially reimagined enterprise travel management software with a...
Published 07/31/23
Kailee Costello hosts Harsh Sinha and Steve Naudé from Wise. Harsh is the Chief Technology Officer, and Steve is Head of Wise Platform. Wise has built a leading cross-border payments network and processes £9B in cross-border payments every month on behalf of over 16 million customers. Wise’s IPO on the London Stock Exchange took place in 2021. In this episode you will hear about: - Wise’s journey from money transfer service to leading cross-border payments network - How Wise have put an API...
Published 07/25/23
Nihar Bobba hosts Khalid Meniri, Co-Founder and CEO of Selfbook, a fintech startup bringing modern payments innovation to the world of hospitality. Prior to Selfbook, Khalid built and ran a digital agency, Six, where he and his team combined data architecture, e-commerce infrastructure and digital design expertise to serve clients such as Net-a-Porter, Unilever and Hearst. Today, Selfbook partners with hospitality groups such as Dorchester Collection, Oetker Collection and Auberge Resorts...
Published 07/20/23
Joshua Benadiva hosts Chen Amit, the founder and CEO of Tipalti. We deep-dive into Chen's journey, from finding initial success in tech and product management, to his role today as the leader of a billion-dollar company. Chen offers fascinating insights on how to craft the initial solution for significant enterprise problems, and how being an outsider can bring a fresh, innovative perspective. He also speaks candidly about his learnings from starting Tipalti and the critical elements of...
Published 07/18/23
Kailee Costello hosts Annie Delgado, the Chief Risk Officer of Upstart. Upstart is a leading AI lending marketplace, partnering with banks and credit unions to expand access to affordable credit In this episode you will hear about: - How Upstart’s use of ML has evolved from a binary decision model to what is now a fully-automated loan process for the majority of their borrowers - Why Upstart decided not to become a chartered bank - How Upstart works to prevent bias in ML algorithms -...
Published 07/13/23