Fintech Impact

In this episode of FinTech Impact, host Jason Periera interviews Srikanth Narayan, CEO of Cache, and Wesley Gray, CEO of Alpha Architect and ETF Architect. The discussion centers around their collaborative effort to bring sophisticated financial solutions, specifically 351 and exchange funds, to a broader audience. They delve into the workings of Cache, a modern brokerage for concentrated stock po...

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. Veer explains the motivation behind starting Ansel Health, emphasizing the need to ease financial burdens caused by medical events thanks to high de...

In 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. Anna explains how Bequest enhances efficiency for legal professionals with features like an advanced accounting module and automated intake processes. She shares...

In 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. Doug shares insights on utilizing technology to secure loans, the challenges of serving unbanked populations, and PayJoy's mission as a public benefit corporation to promote...

In 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). Lacey shares her journey from law to fintech, the challenges advisors face with billing and compliance, and how Smart KX automates complex fee calculations, improves business intel...

In 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. Andrew shares the origin story of Extend, how it collaborates with traditional banks, and the platfor...

In 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. Russell shares the origins of Trayecto, the challenges faced by their target clients, and how Tra...

In 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. Daniel shares his journey from a financially strained college student to a financial wellness advocate, his career at Morgan Stanley and Iconic Capital, and the inception of Fifr. The...

In 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. Sam discusses the origin of Wealthfeed, its development, and how the platform uses data to pinpoint life eve...

Join host Jason Pereira as he converses with Divine, the visionary behind Notes Technology. This innovative platform empowers independent urban artists by providing them with direct access to capital, financial tools, and essential industry knowledge. Learn about the longstanding issues within the traditional music industry and how Notes Technology is levelling the playing field for artists. From...

In this episode of FinTech Impact, host Jason Pereira interviews Adam Famularo, CEO of Workfusion. They discuss Workfusion's innovative use of artificial intelligence to combat financial crimes, specifically anti-money laundering, and the development of AI agents for compliance in banks. Adam explains how machine learning models, developed in collaboration with multiple banks, are packaged into di...

In this episode of FinTech Impact, host Jason Pereira interviews Alex Benke, Head of AI at Ridgeline—a cloud-based platform designed for investment management that covers front, middle, and back office functionalities. Alex dives into Ridgeline's inception, the all-in-one approach for asset managers, and how they're leveraging artificial intelligence to enhance operational efficiency. They also di...

Welcome to FinTech Impact! In this episode, your host Jason Pereira interviews Claude Mandy, Chief Evangelist at Symmetry Systems. Symmetry Systems specializes in securing enterprise data, by managing access points, and monitoring data flows. Claude shares the company's history, their unique approach to data security, and how they minimize attack vectors while optimizing data access. The discussio...

In this episode of FinTech Impact, host Jason Pereira interviews Julien Baneux, founder and CEO of RIA Growth Catalyst. Julien discusses the origins and mission of RIA Growth Catalyst, a data platform designed to facilitate M&A activities in the RIA space. They delve into the technology behind the platform, including the use of AI to interpret and analyze massive amounts of data for better dec...

In 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. Robert discusses how Bonsai helps advisors plan for client retirements by considering the entirety of a household's balance sheet, income statement, and asset allocatio...

In this episode of FinTech Impact, host Jason Pereira interviews Adam Nash, CEO, and co-founder of daffy.org. Daffy.org is a pioneering online platform designed to simplify charitable giving through a modern donor-advised fund. Adam discusses the motivation behind creating Daffy, which was influenced by the technology innovations and community needs highlighted during the pandemic. He elaborates o...

In this episode of FinTech Impact, host Jason Pereira talks with Era Jain, co-founder and CEO of Zeplyn, about how her company is transforming the wealth management industry through AI-powered automation. Zeplyn aims to streamline the cumbersome and time-consuming tasks associated with client meetings for financial advisors, thereby allowing them to focus more on client relationships and growth ac...

In this episode of FinTech Impact, host Jason Pereira interviews Prashant Fuloria, CEO of Fundbox. They discuss how Fundbox is revolutionizing access to capital for small businesses by providing financing solutions embedded into existing workflows and digital tools. Prashant explains their approach to reducing friction in financing, the types of products they offer, and how they leverage data and...

In this episode of FinTech Impact, host Jason Pereira interviews John Wise, CEO and Chair of Communify Fincentric. John discusses the history and merger of Communify and Fincentric, highlighting their journey from data aggregation and visualization in the early 90s to becoming a significant platform that handles billions of data requests daily. They also delve into the challenges and strategies fo...

In 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. Richard explains how Quik! simplifies data entry for financial advisors, significantly reducing manual work and improving efficiency. The episode dives in...

In this episode of FinTech Impact, host Jason Prera interviews Adam Scully-Power, Product Solutions Director at Nebo Wealth. Nebo Wealth is a platform focused on goals-based investing, empowering financial advisors to deliver personalized asset and portfolio allocations tailored to clients' unique goals and circumstances. Adam discusses the origins of Nebo Wealth, the limitations of traditional in...

In 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. Mark discusses the origins of Advyzon, founded by Hailin Li in 2012 after his tenure at Morningstar, and the evolution of the platform from performance...

In this episode of FinTech Impact, host Jason Pereira interviews Matt Cerminaro, Chief Product Officer, and Michael Batnick, CEO of Exhibit A. Exhibit A is a charting and visualization tool for financial advisors that originated from the Riol Wealth Management team. This custom-branded platform simplifies complex data into clean, daily-updated visuals, making it easier for advisors to communicate...

This week’s podcast features an insightful discussion between host Jason Pereira and Jason Wenk, CEO of Altruist, a fintech company that is streamlining the custodian experience. They explore the origin of Altruist, how it came to fruition due to the inefficiencies faced in the financial advisory and custody space, and their journey in making the platform user-friendly and technologically advanced...

In this episode of FinTech Impact, host Jason Pereira welcomes Alison Susko of Asset-Map and Torie Happe of Holistiplan to discuss the concept and importance of community-based marketing within the advisor technology sector. Alison and Torie share their backgrounds in financial services technology and how they developed successful community marketing strategies to promote their companies. They emp...