Wharton FinTech Podcast

Gabriela Ariana Campoverde sits down with Howard Katzenberg, CEO and Founder of Glean, an accounts payable solution that combines smart automation with spend intelligence to drive material savings. Glean supercharges vendor decision making. This platform automatically detects duplicate invoices and overcharges; receives alerts on billing errors, anomalous spend activity, and available vendor savin...

Anirudh Singh sits down with Amias Gerety, Partner at QED Investors. The two discuss the recent cryptocurrency executive order, QED's success over the past two years, investments into Tint, Atomic, and Ntropy, and much more. Amias Gerety: Amias joined QED as a Partner in 2017 focusing on supporting the portfolio and finding new investment opportunities with a focus on back office technologies and...

Anirudh Singh sits down with Adam Nash, CEO of Daffy. The two discuss Adam's career at Wealthfront, being a successful product manager, his motivations behind founding Daffy, the importance of choosing the right revenue model for your business, and much more. If you're interested in signing up for Daffy, you can use the below promo code to claim $25 for a charity of your choice. Promo Code: https:...

Gabriela Ariana Campoverde sits down with Blair Silverberg, Founder and CEO of Hum Capital, a funding platform connecting great companies with the right capital for their growth. Hum believes that every qualified company should be able to raise the capital they need to flourish without bias or friction. On Hum’s Intelligent Capital Market, companies are evaluated on fundamentals and performance, n...

Anirudh Singh sits down with Rishi Khanna, CEO of Stocktwits. The two discuss Rishi's lessons learned as a serial entrepreneur, the benefits of social trading, international expansion at Stocktwits, meme stocks, NFTs, and much more. Rishi Khanna: Rishi Khanna is the CEO of Stocktwits, the original social platform for individual investors and traders with 6M registered members. Before Stocktwits, R...

In today's episode, Ally McCloskey sits down with Ganesh Rao, Managing Director and Head of Financial Technology and Services at Thomas H. Lee Partners ("THL"), the $16B+ private equity firm. THL invests in middle market growth companies exclusively in three sectors: Financial Technology & Services, Healthcare, and Technology & Business Solutions. Since its founding in 1974, THL has raised more th...

Anirudh Singh sits down with Deven Parekh, Managing Director at Insight Partners. The two discuss what makes Insight such a successful investment firm, the evolution of fintech investing over the past 10 years, investments in Slice, GCash, Pomelo, and much more. Deven Parekh: Deven Parekh is a Managing Director at Insight Partners. Since joining Insight in 2000, he has made more than 130 investmen...

Anirudh Singh sits down with Greg Schvey, CEO of Axoni. The two discuss Greg’s introduction to bitcoin, the benefits of blockchain technology, public vs. private blockchains, and much more. Greg Schvey: Greg is a repeat entrepreneur and drives Axoni’s strategic execution. He previously co-founded TradeBlock and worked as a fixed income analyst at Citigroup. Greg holds a bachelor’s degree from Corn...

In today's episode, Ally McCloskey sits down with two-time guest Dan Westgarth, COO at Deel. Deel makes growing remote and international teams effortless by simplifying international hiring, compliance, and payments all on one platform. This means businesses can hire anyone, anywhere as independent contractors or full time employees compliantly, in minutes, and with the ability to pay them in over...

Gabriela Ariana Campoverde sits down with Ram Palaniappan, Founder and CEO of Earnin, which gives people access to their pay directly from their smartphones. No hidden fees, no penalties, no waiting—just access to your hard-earned cash right when you need it. With each transaction users are given the opportunity to pay what they believe is fair. In this episode, you will learn all about how: - Ram...

In today's episode, Olamide Williams catches up with Professor Chris Brummer of Georgetown Law to discuss fintech regulation, balancing that with innovation, the unique connection between fintech and rap, as well as his top five rap artists of all time. Professor Brummer is the host of the Fintech Beat Podcast, which features the latest trends, movers and shakers, ideas, and policies in fintech. H...

Anirudh Singh sits down with Arvind Purushotham, Global Head of Venture Investing at Citi Ventures. The two discuss Arvind's early career at Menlo Ventures, developing partnerships between portfolio companies and Citibank, investments in Doconomy, DriveWealth, and TRM labs, Citi impact fund, and much more. Arvind Purushotham: As Global Head of Venture Investing, Arvind leads Citi’s efforts to iden...

Gabriela Ariana Campoverde sits down with Mike de Vere, CEO of Zest AI. Zest helps lenders make better credit decisions -- increasing revenue, reducing risk, and automating compliance. The company serves its customers by providing them with custom credit models leveraging more data, better math, and smarter software. Today Mike is leading Zest to fulfill a mission of making fair credit available t...

Anirudh Singh sits down with Nathan McCauley, Co-Founder and CEO of Anchorage Digital, a leading digital asset platform for institutions. Previously, Nathan worked as an early employee at Square and at Docker. They discuss the lessons Nathan learned from helping scale Square, getting a banking charter at Anchorage Digital, Nathan’s thoughts on key crypto trends moving forward, and much more. Natha...

In today's episode, Anirudh Singh sits down with Christina Melas-Kyriazi, Partner at Bain Capital Ventures. Previously, Christina served as Head of Product for Consumer Foundations at Affirm and Senior Product Manager at GoFundMe. They discuss being at Affirm as the company IPOed, launching her whirlwind career at Bain Capital Ventures, and helping founders go from 0 to 1. Christina Melas-Kyriazi:...

In today's episode, Anirudh Singh sits down with Liran Zelkha, Co-Founder and CTO of Lili, an all-in-one banking app designed for freelance workers. In this episode, they discuss the thriving startup ecosystem in Israel, why it's so hard to manage your money as a freelance worker, and how Lili hopes to make freelancers' lives easier. Liran Zelkha: Liran Zelkha is Co-Founder and CTO of Lili, the al...

In today's episode, Ally McCloskey sits down with Jason Wenk, Founder & CEO of Altruist. Altruist is an all-in-one digital platform for Registered Investment Advisors (RIAs) and their clients that helps make financial advice more efficient, more affordable, and accessible to more people. Using Altruist, advisors have cutting edge tools on an investment platform that significantly streamlines and r...

In today’s episode, Anirudh Singh sits down with Eddie Serrill, Business Lead for Stripe Capital and the site lead for Stripe’s New York office. In the episode, they discuss what makes Stripe so good at offering products to online businesses, how Stripe leverages banking relationships to bring the best products to the table, the impact that Stripe Capital has had on the small businesses it partner...

Gabriela Ariana Campoverde sits down with Ronen Assia, Managing Partner at Team8 Fintech Foundry, a venture fund within Team8 that partners with entrepreneurs to build companies in the fintech space. For over twenty years, Ronen has successfully merged technology and design together into useful and accessible products, and defined user experience across various devices and platforms. Most recently...

In today’s episode, Anirudh Singh sits down with Basil Darwish, Managing Director and Fintech & Enterprise Tech lead at Wells Fargo Strategic Capital. Basil joined as the team’s first hire in March 2016, coming over from Citi Ventures. In this episode, they discuss a range of topics, including Basil’s winding path towards venture investing, the pros and cons of different corporate venture capital...

Gabriela Ariana Campoverde sits down with Raghu Yarlagadda, CEO and Co-Founder of FalconX. The company is a digital assets brokerage that provides a single account connected to global crypto liquidity pools. Asset managers can execute trades at prices routed across liquidity sources, and settle with a single counterparty. Raghu and Prabhakar Reddy launched the company just four years ago, and toda...

Anirudh Singh sits down with the one and only Daniel Vogel, Co-Founder and CEO of Bitso, the leading crypto-services provider in Latin America. Bitso is committed to the development of efficient, competitive, accessible and inclusive financial services in Latin America, and Daniel is among the youngest entrepreneurs and leaders in the region. In this episode, they discuss Dan’s introduction to Bit...

In his final episode, Ryan Zauk sits down with none other than Justin Overdorff, former Stripe exec and now Lightspeed's newest Fintech partner, based in New York City. Justin joined Lightspeed after an incredible career spanning Wall Street, growth equity, Techstars, Yelp!, Stripe, a whole lot of angel investing (Lithic, Alloy, Orum, Moov, Stir, Puzzle), and of course…a 2-year stop at Wharton for...

Anirudh Singh sits down with Douglas Landy, Partner at White & Case, a leading law firm serving companies, governments, and financial institutions worldwide. They discuss the neobank decision making process when applying for a banking charter, regulations surrounding bank engagement in crypto activities, the evolution of central bank digital currencies, and much more. Douglas Landy: Douglas Landy...

Anirudh Singh sits down with Nitin Gupta, Co-Founder and CEO of Uni, one of the fastest growing pay-later card providers in India. They discuss Nitin's past work at PayU and Ola Financial Services, the overall credit card landscape in India, and launching the Pay 1/3rd product with Uni. Shortly after this episode was recorded, Uni went on to raise a $70M series A round at a $350M valuation. Nitin...