The Financial Technology Report with RJ Lumba

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Anwar Ghauche, Founder of Constrafor, a construction procurement platform with embedded financing. Founded in 2020, Constrafor supports general contractors and subcontractors by standardizing key back-office workflows — including contracts, COIs,...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Emil Sunvisson, CEO and Co-Founder of Qred Bank, a fintech company simplifying access to financing for small businesses. Founded in 2015, Qred offers fast, flexible business loans and credit cards, serving more than 50,000 entrepreneurs across sev...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Joshua Silver, Founder and CEO of Rainforest, a Payments-as-a-Service provider built for vertical software platforms. Rainforest enables platforms to embed payments directly into their products without taking on risk, compliance, or operational bu...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Steve Pinado, CEO of NMI, an embedded payments provider powering over $440 billion in volume and 5.8 billion transactions annually. NMI’s platform enables transactions across multiple payment channels, including online, in-store, in-app, mobile, a...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Dan Beck, CEO and Co-Founder of 401GO, a fintech retirement platform built to simplify 401(k) setup and management for businesses of all sizes. 401GO leverages automation to reduce costs and administrative burdens, while ensuring support and educa...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Dileep Thazhmon, Founder and CEO of Jeeves, an all-in-one financial platform for businesses operating in over 30 markets worldwide. Jeeves enables companies to open multi-currency accounts, issue corporate cards, send cross-border payments, and ma...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. Today, we speak with Ying Tan, CEO of Habito, a digital platform designed to make mortgages and home-buying more straightforward. Habito searches thousands of products from more than 90 lenders and connects customers with brokers, surveyors, and conveyancer partners. The compan...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Taylor Matthews, Co-Founder and CEO of Farther, a wealth management firm that combines experienced advisors with advanced technology to deliver a more comprehensive service for high-net-worth clients. Farther has grown quickly, now managing over $...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. Today, we speak with Henrique Weave, Co-Founder and CEO of Pagaleve, a pioneering fintech in Brazil’s Buy Now, Pay Later market. Founded in 2021, Pagaleve allows consumers to split purchases through Pix in up to four interest-free biweekly installments or twelve monthly install...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. Today, we speak with Olle Lundin, CEO and Co-Founder of Froda, a fintech company founded in 2015 to make financing accessible for small businesses. Froda’s platform uses digital onboarding and data-driven credit models to simplify lending, helping entrepreneurs secure fair, tra...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions.  Today, we speak with Rob Moore, General Manager of AcreTrader, and Drew Lipke, Managing Director of Investments. Rob leads the company’s operations across farm management and acquisitions, while Drew oversees investment strategy and capital markets.  Founded in 2018, AcreTrade...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions.  Today, we speak with Joaquim de la Cruz, Co-Founder and CEO of Flanks, a wealth management technology company based in Barcelona. Flanks was founded in 2019 to digitize and aggregate global wealth data, giving banks, family offices, and advisors a unified, real-time view of th...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. Today, we speak with Sophie Condie, CEO of Shieldpay, a payments platform for the legal and professional services sector that provides technology to verify parties, hold funds, and disburse payments securely. Sophie has nearly two decades of experience in banking, fintech, and...

Today, we speak with Mike Sroka, Co-Founder and CEO of Dealpath, a real estate investment management platform built for institutional investors. Dealpath serves as a cloud-based command center for deal management, helping firms track pipelines, analyze deals, and coordinate workflows in one place. Mike began his career in real estate private equity before moving into venture-backed software, with...

This episode is brought to you by The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Konstantin Kavvadias, Interim Chief Financial Officer and Chief Investment Officer at Solaris, Europe’s leading embedded finance platform. Solaris enables partners ranging from SMEs to multinationals to embed banking service...

In this episode, we speak with Mo Al Adham, Founder and CEO of Frec, a company transforming complex financial products that have traditionally only been available through wealth advisors, into automated, easy-to-use technology. Mo’s team has been funded by a long list of notable investors including Google, Meta, Brex, and others, with their biggest backer being Greylock. Frec’s goal is for custome...

In this episode, we speak with Doug Brien, President of Roofstock and Co-Founder and CEO of Mynd.   Roofstock is building the world’s leading single-family real estate investment platform. It has surpassed $6 billion in transactions and continues to disrupt the industry, deploying technology and innovation to build a vibrant, data-rich service for real estate investing. Doug is a former profession...

In this episode, we speak with Jason Guss, Co-Founder and CEO of Octane, a financing platform assisting fast and confident powersports purchases by making financing as easy as cash and creating access through fair credit products. Under Jason’s leadership, Octane has raised both debt and equity amounting to approximately  $2.6 billion.  Prior to Octane, Jason worked at Capital One in Corporate Str...

In this episode. we speak with Jeremy Almond, the Founder and CEO of Paystand, whose software makes it possible to digitize receivables, automate processing, reduce time-to-cash, eliminate transaction fees, and enable new revenue. In 2013, Jeremy was on a mission to create a more open financial system, starting with B2B payments. Using blockchain and cloud technology, Paystand pioneered Payments-a...

In this episode, we speak with Chen Amit, the Co-founder and CEO of Tipalti, the only global payables automation solution to streamline all phases of the accounts payable and payment management workflow in one holistic cloud platform. In 2010, Chen Amit and Orez Zeev created Tipalti to transform global payables with true, end-to-end automation that removes the pains and risks of paying suppliers a...

In this episode, we speak with Bill Martiner, the Co-Founder and CTO of Avenue One, a technology service platform and investment marketplace for institutional owners, buyers, and sellers of residential rental real estate. With deep experience in driving growth and innovation for the financial services industry, Bill co-created Avenue One in 2020. The company’s platform connects local experts to in...

In this episode, we speak with the Co-founder and Co-CEO at Public.com, Leif Abraham. Public.com is an investing platform that helps people become better investors. Members can build a diverse portfolio of stocks, funds, and crypto within a single platform. Launched in 2019, Leif and his team’s main vision started by introducing the world to fractional investing. Public.com became the first broker...

In this episode, we speak with Dileep Thazhmon, the Founder and CEO of Jeeves, an all-in-one corporate spend and expense management platform for businesses in global markets. The platform allows clients to open multi-currency accounts, issue corporate cards, send cross-border payments, and manage expenses. More than 3000 companies across the world trust Jeeves with their financial payment stack. J...

In this episode, we speak with Paul Zhang, the Co-Founder and leader of technology of Avant, a credit-first financial technology company that provides access to innovative financial solutions, including personal loans and credit cards. Since its founding in 2012, the company has connected almost 3 million customers to $8 billion in loans and 1 million credit cards.  Avant has raised over $600 mill...

In this episode, we speak with Taylor Rhodes, CEO of Applied Systems, the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and an innovation leader, Applied is the world’s largest provider of agency and brokerage management systems. Taylor joined Applied in 2019 after serving as Chief Executive Officer of SMS Ass...