Connecting you with the people, companies, and ideas revolutionizing global financial services. Our guests are the leading fintech founders, investors, and thinkers in the world. Subscribe and follow us for more FinTech content by searching @whartonfintech on your preferred platform!
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Fundbox CEO, Prashant Fuloria - Democratizing SMB Financing & Leveraging AI For Accessible Capital
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37:00
In today’s episode, Kimberly Zhang hosts Prashant Fuloria, the CEO of Fundbox – an embedded working capital platform transforming the way small and medium-sized businesses access and manage capital. With a career spanning leadership roles at Google, Facebook, and Yahoo, Prashant brings deep expertise in product innovation and a passion for empoweri…
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Odynn Founder & CEO, John Taylor Garner - Building an Embedded Loyalty & Fintech Next-Gen Program Manager
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33:24
In today's episode, Kimberly Zhang hosts John Taylor Garner, the Founder and CEO of Odynn - an embedded loyalty and fintech next-gen program manager that is transforming the way banks and fintechs engage with their customers through smart loyalty solutions. With a background in volatility trading and a passion for travel and rewards, John brings a …
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Matera's Next Chapter: Warburg Pincus, U.S. Expansion, and Brazil's Fintech Future
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43:23
In today's episode, Wesley Aster hosts Carlos Netto, the Co-Founder and CEO of Matera, a leading provider of core banking, instant payment, and QR code payment solutions for financial institutions.Tune in to hear about:- Carlos’ journey from co-founding Matera in the 1980s to the Company's pioneering role in enabling real-time payments in Brazil- H…
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Coinbase VP Corp & Biz Dev, Head of Ventures, Shan Aggarwal - On Crypto Investing through the Cycles
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39:15
In today's episode, lead host Djavaneh Bierwirth speaks with Shan Aggarwal, VP of BD & Corporate at Coinbase, as well as the Head of Coinbase Ventures. Shan discusses his broad spanning role at Coinbase and leadership of the company’s venture arm, his journey from studying neuroscience to investing in crypto, and the evolution of Coinbase Ventures …
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Booking.com SVP of Fintech, Daniel Marovitz - Building a Global Travel Payments Platform
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48:19
In today’s episode, lead host Djavaneh Bierwirth speaks with Daniel Marovitz, Senior Vice President of Fintech at Booking.com. Daniel shares his journey from studying East Asian languages to leading fintech innovation at one of the world's largest travel e-commerce companies. We explore the complexities of cross-border payments, the evolution of di…
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F-Prime Capital - State of Fintech 2024
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40:03
Zoey Tang sits down with David Jegen and Sarah Lamont from F-Prime Capital to discuss the State of Fintech 2024 Report. In today’s episode, we discussed-Latest updates in the fintech ecosystem-How should fintech companies cope in a more stringent regulatory environment? -Ten years in, where fintech startups have disrupted, been embraced, been outma…
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Instant Payment Special Panel - One-Year Anniversary of FedNow's Debut
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48:33
To celebrate the one-year anniversary of FedNow's debut, Zoey Tang sat down with an esteemed panel of experts, Nick Stanescu, Carlos Brandt, and Rocio Wu. In today’s episode, we discussed-Latest updates about FedNow-Lessons learned from Pix and other international instant payment network -Factors that drove differences in adoption across markets-Ex…
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Brigit Co-Founder & CEO, Zuben Mathews – Helping Americans Build Brighter Financial Futures
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36:13
Kajol Char hosts Zuben Mathews, co-founder and CEO of Brigit. Brigit is a personal finance application dedicated to bringing financial stability to Americans by helping users avoid overdrafts, access instant cash, build credit, and budget effectively. This episode delves into Zuben’s journey to founding Brigit. In this episode you will hear about:-…
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FreeWill Founder & Co-CEO, Jenny Xia Spradling - Democratizing Estate Planning
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50:35
Podcast lead Djavaneh Bierwirth hosts Jenny Xia Spradling, Co-Founder and Co-CEO of FreeWill, a Bain Capital-backed startup on a mission to create access to estate planning for all individuals and promote high-impact charitable giving. In this episode, Jenny discusses her journey from founding her first fintech startup to disrupting estate planning…
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Casper Labs Co-Founder & CEO, Mrinal Manohar - Driving AI Governance with Blockchain
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30:15
In today's episode, Wesley Aster hosts Mrinal Manohar, the co-founder & CEO of Casper Labs, a pioneer in AI governance technologies leveraging blockchain to revolutionize AI governance.Tune in to hear about:- Mrinal's journey from computer science to private equity, and ultimately to founding Casper Labs- The mission of vision of Casper Labs to enh…
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PayJoy Founder & CEO, Doug Ricket – Helping the Underserved Escape Poverty and Gain Economic Freedom
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46:32
Kajol Char hosts Doug Ricket, founder and CEO of PayJoy. PayJoy is the leading financial platform dedicated to serving the underserved in emerging markets by providing access to smartphones, finance, and the modern financial system. This episode delves into Doug’s inspiring journey and his vision for PayJoy’s future.In this episode you will hear ab…
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Quona Co-Founder & Managing Partner Jonathan Whittle - Fintech Regulation, Innovation, & Financial Inclusion in Latin America
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43:42
In today's episode, Wesley Aster hosts Jonathan Whittle, the co-founder and Managing Partner of Quona Capital, a global venture capital firm investing in fintech in emerging markets.Tune in to hear about:- Jonathan's journey from entrepreneur to investor and how his experience as a founder has shaped his approach to investing- Quona's mission to dr…
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Mesh Payments Founder & CEO Oded Zehavi - Automating Travel and Expense Management
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39:43
Joshua Benadiva hosts Oded Zehavi, co-founder of Mesh Payments, whose innovative approach to expense management is reshaping how companies handle their finances globally.In this episode, they discuss:- Oded's rich background with giants like PayPal and Payoneer and how it paved the way for founding Mesh Payments.- The intricate challenges of launch…
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Adyen, Davi Strazza (President North America) - Growing a Global Payments Powerhouse
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38:29
Kailee Costello hosts Davi Strazza, the North America President at Adyen. Adyen is a global fintech platform for enterprise businesses, offering end-to-end payments, data, and financial management in a single solution. Tune in to hear about: - Adyen’s unique value proposition, and how Adyen runs their platform across the world under a single tech s…
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Plaid COO Eric Sager – On Fintech Innovations at Plaid and Beyond
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31:55
Nate Gee hosts Eric Sager, COO of Plaid, whose technology links fintech apps and financial institutions in a network empowering the fintech solutions that millions of people use. In this episode, they discuss:- How Plaid has transformed the fintech landscape in the past decade- Eric’s journey into fintech and becoming Plaid’s COO- The role of APIs …
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Jon Zanoff Founder of Empire Startups - Building the NY Fintech Community
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34:07
Zoey Tang sat down with serial Investor, VC, Former Techstars Exec Jon Zanoff. Previously featured on the Wharton Fintech Podcast before, Jon is the founder of Empire Startups, one of the the largest FinTech communities of entrepreneurs, investors, bank innovators, and operators.As a fintech legend in New York, Jon is back on the show to share late…
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Graham Weaver - Founder & CEO, Alpine Investors - On Finding Purpose & Exceptional Investing
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54:53
In today's episode, Wesley Aster and Djavaneh Bierwirth host Graham Weaver, the founder and managing partner of Alpine Investors, a people-driven private equity firm that invests in software and services businesses.Tune in to hear about:- Graham's journey from starting Alpine in his Stanford dorm room to growing the firm to $16B in AUM- Graham's pe…
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John Beccia - Co-Founder and CEO, FS Vector & Edin Trto - Managing Director, Canaccord Genuity
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Trevor Prince sits down with John Beccia, the Co-Founder and CEO of FS Vector, and Edin Trto, a Managing Director at Canaccord Genuity. FS Vector is a strategic consulting firm in the FinTech industry, focused on regulatory issues and other critical functions.In this episode, John and Edin discuss how their teams prepared FS Vector for its first in…
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dLocal, SVP Head of Americas Justo Benetti - Payment Processing in Emerging Markets
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In today's episode, Wesley Aster hosts Justo Benetti, SVP Head of Americas at dLocal. Justo formerly served as VP of Strategic Solutions at Worldpay.In this episode you will hear about:- Justo's background and new role at dLocal- Payment processing in emerging economies- Managing regulatory complexity across emerging markets- dLocal's $100M investm…
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BILL Chief Product Officer, Irana Wasti - Building Finance Solutions for Small Businesses
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In today’s episode, Joshua Benadiva hosts Irana Wasti, Chief Product Officer at BILL. Irana was previously the Chief Product Officer at Typeform and President of GoDaddy EMEA.In this episode you will hear about:- How to be a successful product manager in fintech- How Irana measures and implements successful strategies for building for small busines…
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Spade, Co-Founder & Head of Operations Tess Bloch: Pioneering the Future of Merchant Intelligence
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22:56
Rhea Advani Bobba hosts Tess Bloch, co-founder and Head of Operations of Spade, a fintech startup reshaping the card ecosystem with real-time merchant intelligence. They delve into how Spade is revolutionizing transaction data clarity, enabling FIs to enhance fraud detection, authorize more transactions, and foster innovation in financial products …
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Mastercard, President & CTO Ed McLaughlin: Emerging Technologies in Payments
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32:21
Kailee Costello hosts Ed McLaughlin, the President & Chief Technology Officer of MastercardTune in to hear about: - Evolution of payment systems: Mastercard's journey into the digital era- Adapting to the digital payment landscape: Mastercard's evolution and innovations- Navigating quantum computing: securing payment systems and anticipating future…
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John Mitchell, CEO of Episode Six – Customized Payments Infrastructure
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30:05
Trevor Prince sits down with John Mitchell, the Co-Founder and CEO of Episode Six. Episode Six is a provider of payments infrastructure to firms across the financial services industry seeking to build customized products for their customers.In this episode, John discusses his background in the payments industry, Episode Six’s business model and gro…
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Nik Milanovic & Rex Salisbury - From Fintech Builder to Solo GP
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56:55
Zoey Tang and Rocky Gowni sat down with Rex Salisbury and Nik Milanovic. In today’s episode, we discussed -Latest updates from This Week in Fintech and Cambrian -Nik and Rex’s experiences as solo GP-Their perspectives of the latest fintech ecosystem and what to look forward to in 2024 About Nik Milanovic & This Week in Fintech Nik is the founder of…
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Pagaya CEO Gal Krubiner – Transforming consumer lending with AI
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41:36
Nate Gee hosts Gal Krubiner, Co-founder and CEO of Pagaya, whose AI-driven network of investors, lenders, and borrowers aims to reshape the credit underwriting process and extend financial opportunity to more consumers. In this episode, they cover:- Gal’s motivation for founding Pagaya - How qualified loan applicants can be left behind in tradition…
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Dan Kimerling - Founder & Managing Partner of Deciens - Insights From The Most Honest Man In Fintech
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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 …
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Sarah Hinkfuss and Saanya Ojha, Partners of Bain Capital Ventures - Fintech Revolutionized
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41:21
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 App…
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Asaf Horesh - Value Across the Fintech Landscape in Europe & Israel
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37:59
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 …
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Wemimo Abbey & Samir Goel, Esusu - Expanding access to credit using on-time rental payments
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42:58
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…
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Airwallex CEO and Co-Founder Jack Zhang - empowering businesses to grow beyond borders
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26:49
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 gr…
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Shopify Chief Revenue Officer, Bobby Morrison - The Future of E-Commerce, Cracking The Enterprise
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1:00:22
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…
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Matt Watson, Origin Co-Founder and CEO - Financial Advice for Everyone
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48:52
Matt Watson, Origin Co-Founder and CEO - Financial Advice for Everyone by Wharton Fintech PodcastWharton Fintech Podcast által
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Risk Evaluation and Monitoring for Banks and FinTechs – Tommy Nicholas, CEO of Alloy
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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 an…
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Sunil Sachdev, Head of Embedded Finance @ Fiserv - How the Fintech Giant Approaches Embedded Finance
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20:56
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 signific…
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11:FS CEO David M. Brear — the banking battlefield, fintech for SMEs & financial ecosystems globally
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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…
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Henry Ward, CEO & Co-founder of Carta - Democratizing equity ownership in private markets
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45:41
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 mor…
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Serigne Dioum, Group CEO of MoMo from MTN - Delivering Fintech services at scale across Africa
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42:44
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 …
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Vinay Nair, Founder and CEO at TIFIN - From Wharton professor to serial entrepreneur
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47:25
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 wa…
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Anthony Scaramucci – On lessons learned from FTX
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39:18
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 criticis…
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David Haber, a16z General Partner - Fintech through the lens of an operator, entrepreneur & investor
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45:34
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, wh…
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Mark Fiorentino, Partner at Index Ventures - Turning Real Life Financial Hurdles into Fintech Vision
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51:55
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, RobinhoodAs part of the early members of the San Francisco team, M…
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Blythe Masters, Founding Partner at Motive Partners - On the evolution of financial services
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59:41
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 techno…
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Narmi’s Co-Founder Nikhil Lakhanpal - building an API-driven digital banking platform
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38:11
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, i…
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John MacIlwaine, Co-Founder & CEO at Highnote - On unlocking the embedded finance opportunity
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23:53
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 compl…
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Finley CEO Jeremy Tsui – on modernizing debt capital management
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30:51
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 a…
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DailyPay's COO Stacy Greiner - Bringing Earned Wage Access Everywhere
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27:15
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 …
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Liberis, CEO - Rob Straathof - Embedded Finance and Small Business Lending
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42:28
Rob Straathof, CEO of Liberis - Embedded Finance and Small Business LendingTrevor 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 provi…
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Sunbit, Founder and CEO - Arad Levertov - The Sweet Spot For Point-of-Sale Financing Solutions
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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 …
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Anthony Noto, CEO of SoFi - Empowering consumer financial independence
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52:37
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 financia…
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Bill Capuzzi - Breaking Down Wealth-tech with the CEO of Apex Fintech Solutions
1:04:21
1:04:21
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1:04:21
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 Solut…
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