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Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole. Hosted on Acast. See acast.com/privacy for more information.
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- Bretton AI with Will Lawrence | E453 · 27 Min. · Folge 453In this episode of FinTech Impact, host Jason Pereira sits down with Will Lawrence, co-founder and CEO of Bretton AI, where he’s building agents to help banks catch fraud and…
- Forms Logic Revisited with Rick Burgess | E452 · 35 Min. · Folge 452Host Jason Pereira welcomes back Rick Burgess, CEO of Forms Logic, to discuss how the company has evolved into a data-focused platform that makes onboarding, maintenance, and…
- AcquireUp with Greg Bogich | E451 · 27 Min. · Folge 451Host Jason Pereira interviews Greg Bogich, CEO of AcquireUp, a wealth-management-focused marketing services firm that helps advisors drive organic net-new asset growth by filling…
- Episode 450 with John O'Connell | E450 · 58 Min. · Folge 450In episode 450 of FinTech Impact, host Jason Pereira welcomes back John O’Connell, founder and CEO of The Oasis Group, to unpack how generative AI has reshaped wealth management…
- Enfi with Joshua Summers | E449 · 32 Min. · Folge 449In this episode of Fintech Impact, host Jason Pereira sits down with Joshua Summers, co-founder and CEO of Enfi. Enfi is an AI platform built to take the grind off lending…
- Vanilla with Gene Farrell | E448 · 33 Min. · Folge 448In this episode of FinTech Impact, host Jason Pereira interviews Gene Farrell, CEO of Vanilla, an estate planning platform built to help advisors deepen multigenerational client…
- Practifi Revisited with Adrian Johnstone | E447 · 40 Min. · Folge 447Host Jason Pereira interviews Practifi founder/CEO Adrian Johnstone about how Practifi has evolved for a post-GenAI world, launching a second product, Sentir, alongside its…
- DeepVest with Toby Wade | E446 · 25 Min. · Folge 446In this episode of FinTech Impact, Jason Pereira sits down with Dr. Toby Wade, CEO of DeepVest, to explore how wealth management firms can leverage AI without worrying about…
- Launch Lemonade with Cien Solon | E445 · 31 Min. · Folge 445In this episode of FinTech Impact, Jason Pereira sits down with Cien Solon, founder of Launch Lemonade, to explore how domain experts can build custom AI tools without writing…
- Investcloud with Boris Rankov | E444 · 27 Min. · Folge 444Connecting fragmented advisor data into a unified, AI-driven workflow is the central theme of this episode, as Jason Pereira sits down with Boris Rankov, Head of AI for Wealth at…
- Aegis AI & Analytics with Bruno Texeira | E443 · 27 Min. · Folge 443Host Jason Pereira interviews Bruno Teixeira, founder of Aegis AI Analytics, about helping mid-sized firms strategize and implement AI in workflows. Teixeira, with 20 years in…
- Flourish with Max Lane | E442 · 28 Min. · Folge 442Host Jason Pereira interviews Max Lane, CEO of Flourish, a wealth tech platform aiming to bring private bank-like banking and lending experiences to independent RIAs. Lane…
- Dispatch with Rob Nance | E441 · 26 Min. · Folge 441Eliminating repetitive paperwork is the driving force behind Dispatch, a platform acting as a neutral data translation layer—a "Plaid for wealth management." CEO Rob Nance…
- Avantos with Bassam Chaptini | E440 · 22 Min. · Folge 440What happens after a client signs on the dotted line? In this episode, Jason Pereira sits down with Bassam Chaptini, co-founder of Avantos, to dive into an AI platform tackling…
- NARSSA with Martha Shedden & Ted Rosedale | E439 · 30 Min. · Folge 439Host Jason Pereira sits down with Martha Shedden and Ted Rosedale from the National Association of Registered Social Security Analysts (NARSSA) to explain why generic online…
- Capgemini with Dominic Benson and Charles Dally | E438 · 29 Min. · Folge 438Host Jason Pereira sits down with Capgemini’s Charles Dally and Dominic Benson to break down the GENIUS Act, the landmark federal law establishing the first regulatory framework…
- Jump Revisited with Parker Ence | E437 · 36 Min. · Folge 437Host Jason Pereira interviews repeat guest Parker Ence of Jump, which provides “trusted AI” for advisors and financial professionals. Ence explains Jump’s expanded suite: JUMP…
- Clarista with Survat Bansal | E436 · 29 Min. · Folge 436Host Jason Pereira sits down with Suvrat Bansal, CEO of Clarista, to discuss how financial firms can safely launch AI applications without getting tangled in massive…
- Wealth.com Revisited Danny Lohrfink | E435 · 36 Min. · Folge 435Host Jason Pereira sits down with Daniel Lohrfink, CPO of wealth.com, to chart the company’s rise into a powerhouse estate planning platform for financial advisors. The business…
- ClearEstate with Jean-Philippe Daunais |E434 · 24 Min. · Folge 434Host Jason Pereira interviews Jean-Philippe Daunais, Chief Product Officer at ClearEstate, a platform built to act like "TurboTax for closing an estate." Inspired by a…
- WealthReach with Michael Barrasso | E433 · 28 Min. · Folge 433Host Jason Pereira interviews Michael Barrasso, co-founder and CEO of WealthReach, about an AI platform designed to help financial advisors get found online. Barrasso explains…
- Wealthtender with Brian Thorp | E432 · 29 Min. · Folge 432Host Jason Pereira interviews Brian Thorpe, CEO of Wealthtender, a platform that helps consumers find financial advisors through compliant online reviews following a landmark…
- Slant with Thomas Clawson | E431 · 31 Min. · Folge 431Host Jason Pereira interviews Thomas Clawson, co-founder of Slant, an AI-native CRM built from the ground up for financial advisors. Launched in late 2025, Slant shifts the…
- Wise Revisited with Josh Rowat | E430 · 25 Min. · Folge 430Host Jason Pereira interviews Josh Rowat of Wise about the company’s mission to make international money movement faster and cheaper. Operating in 150+ countries, Wise delivers…
- Contio with Aaron Klein | E429 · 39 Min. · Folge 429Host Jason Pereira welcomes Aaron Klein, founder of Contio (and former CEO of Nitrogen/Riskalyze), to discuss his new mission: fixing the "meeting problem." Klein explains that…
- InvestorCOM with Parham Nasseri | E428 · 33 Min. · Folge 428Host Jason Pereira welcomes back Parham Nasseri, President of InvestorCOM, to discuss how firms are turning complex regulations into intuitive, digital workflows. Nasseri…
- iFactfind with Dr. Paul Moran | E427 · 31 Min. · Folge 427On this episode of FinTech Impact, host Jason Pereira interviews Dr. Paul Moran, CEO of iFactFind, about replacing clunky, paper-based data collection with a dynamic digital…
- Fynancial with Tom Fields | E426 · 25 Min. · Folge 426Host Jason Pereira interviews Tom Fields, CEO of Fynancial, a platform providing wealth management firms with a white-labeled mobile app. Fields explains how a branded app allows…
- Ezra Group with Craig Iskowitz | E425 · 40 Min. · Folge 425Craig Iskowitz, CEO of Ezra Group, returns to speak with Jason about navigating the overwhelming pace of technology change in wealth management. Iskowitz explains how Ezra Group…
- Turnqey Labs with Tyrone Ross | E424 · 31 Min. · Folge 424Host Jason Pereira catches up with Tyrone Ross, CEO of Turnqey Labs, a platform providing advisors with "holdings intelligence" for crypto assets. Turnqey delivers high-fidelity…
- Prometeo with Ximena Alemán | E423 · 28 Min. · Folge 423Host Jason Pereira interviews Ximena Alemán, co-founder and CEO of Prometeo, about bridging the gap between global corporations and fragmented banking systems through a single…
- Money Risk Inventory with Dr. Charles Chaffin | E422 · 34 Min. · Folge 422Host Jason Pereira interviews Dr. Charles Chaffin about Money Risk Inventory (MRI), a platform that transforms financial psychology from an "art" into a measurable science. Built…
- CapIntel with James Rockwood | E421 · 32 Min. · Folge 421Host Jason Pereira welcomes back CapIntel CEO James Rockwood to discuss the firm’s massive growth, now supporting over 20,000 advisors across North America. Rockwood explains how…
- Knomee with Marla Sofer | E420 · 35 Min. · Folge 420Host Jason Pereira interviews Marla Sofer, Founder and CEO of Knomee, about her mission to bridge the "understanding gap" between wealth managers and their clients. Drawing on…
- AdvisorCRM with Ryan Borer | E419 · 24 Min. · Folge 419On this episode of FinTech Impact host Jason Pereira interviews Ryan Borer, CEO of Advisor CRM, about his mission to transform the CRM from a static database into an "action…
- Nexhelm AI with Brian Abatemarco | E418 · 24 Min. · Folge 418Host Jason Pereira interviews Brian Abatemarco, Head of Sales at Nexhelm AI, a platform launched in late 2025 to automate end-to-end financial workflows. Drawing on his 12 years…
- Nitrogen with Dan Zitting | E417 · 22 Min. · Folge 417Host Jason Pereira joins Nitrogen Wealth CEO Dan Zitting to discuss the company’s evolution from a niche risk-scoring tool into a comprehensive AI platform. Dan outlines how…
- Hamachi.ai with Mike Wilson | E416 · 34 Min. · Folge 416In this episode of FinTech Impact, host Jason Pereira interviews Mike Wilson, CEO and co-founder of Hamachi, an AI governance layer for financial advisors that unifies data from…
- Sovos with Kevin Akeroyd | E415 · 34 Min. · Folge 416In this episode of FinTech Impact, host Jason Pereira interviews Kevin Akeroyd, CEO of Sovos, a leading tax compliance software company. Kevin shares the history and evolution of…
- Troutwood with Gene Natali | E414 · 29 Min. · Folge 414In this episode of FinTech Impact, host Jason Pereira interviews Gene Natali, CEO and founder of Troutwood, an online financial planning and engagement platform aimed at helping…
- Latour AI with Khe Hy | E413 · 39 Min. · Folge 413In this episode of FinTech Impact, host Jason Pereira interviews Khe Hy, founder of Latour AI. Khe shares his journey of starting Latour AI, a company that helps businesses…
- Quin with Gabe Caldwell | E412 · 24 Min. · Folge 412In this episode of FinTech Impact, host Jason Pereira interviews Gabe Caldwell, co-founder of Quin, an AI-driven advisor support tool designed to automate administrative tasks…
- Vast Advisor with Ian Karnell | E411 · 40 Min. · Folge 411In this episode of FinTech Impact, host Jason Pereira interviews Ian Karnell, co-founder and CEO of Vast Advisor. Vast Advisor is a revolutionary AI-native client acquisition…
- Policy Stream with Philip Setter | E410 · 26 Min. · Folge 410In this episode of FinTech Impact, Jason Pereira interviews Philip Sutter, CEO of Policy Stream, an innovative platform aimed at revolutionizing the life insurance application…
- Finny with Eden Ovadia | E409 · 24 Min. · Folge 409In this episode of FinTech Impact, host Jason Pereira talks with Eden Ovadia, CEO of Finny, a platform designed to help financial advisors grow their businesses organically. Eden…
- Solutions by Text with Nick Babinsky | E407 · 35 Min. · Folge 407In this episode of FinTech Impact, host Jason Pereira interviews Nick Babinsky, Chief Product Officer at Solutions by Text (SBT). They discuss how SBT empowers financial services…
- Hakkoda with Anand Pandya | E406 · 33 Min. · Folge 406Join host Jason Pereira on 'FinTech Impact' as he discusses the foundational elements of AI, specifically data, with Anand Pandya, head of Financial Services for Hakkoda, an IBM…
- Knapsack with Mark Heynen | E405 · 39 Min. · Folge 405In this episode of FinTech Impact, host Jason Pereira interviews Mark Heynen, co-founder of Knapsack, an AI-powered platform designed to enhance financial advisory workflows…
- Flextract with Rajesh Jayaraman | E404 · 22 Min. · Folge 404In this episode of FinTech Impact, host Jason Pereira interviews Rajesh Jayaraman, founder and CEO of Flextract. Flextract is an innovative onboarding tool designed to help…
- ElektraFi with Antonio Zivanovic | E403 · 31 Min. · Folge 403In today's episode of FinTech Impact, Jason interviews Antonio Zivanovic, the Founder and CEO of ElektraFi - an online platform that democratizes access to independent financial…
