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Investium with Jonathan Faerman | E319
Episode 319
In this episode of Fintech Impact, Jason Pereira interviews Jonathan Faerman, founder of Investium, a revolutionary platform that facilitates co-inve…
1 year, 9 months ago
The Great Transition with Emmanuel Daniel | 318
Episode 318
In this episode of Fintech Impact, Jason Pereira interviews Emmanuel Daniel, the founder of TAB Global, to discuss his groundbreaking book "The Great…
1 year, 9 months ago
Sora with Rohit Agarwal | E317
Episode 317
Jason talks to Rohit Agarwal, Co-CEO of SORA Finance. They delve into the revolutionary platform SORA Finance, which empowers advisors to effectively…
1 year, 9 months ago
Amplify Reviews with Whit Lanier | E316
Episode 316
Jason Pereira engages Whit Lanier, CEO and Co-founder of Amplify Reviews, in a conversation about how financial advisors can harness the power of onl…
1 year, 9 months ago
Zocks with Mark Gilbert | E315
Episode 315
In this episode of Fintech Impact, host Jason Pereira speaks with Mark Gilbert, Co-founder and CEO of Zocks Communications. Zocks Communications intr…
1 year, 10 months ago
EncorEstate Plans with Matt Morris | 314
Episode 314
In this episode of Fintech Impact, host Jason Pereira interviews Matt, the CEO of EncorEstate Plans. EncorEstate Plans is an advisor-led tool designe…
1 year, 10 months ago
EncorEstate Plans with Matt Morris | 314
Episode 314
Jason Pereira interviews Matt, the CEO of EncorEstate Plans. EncorEstate Plans is an advisor-led tool designed to assist clients in creating and impl…
1 year, 10 months ago
PhilanthPro with Nicholas Palahnuk | E313
Episode 313
Jason interviews Nicholas Palahnuk, the founder and CEO of PhilanthPro Solutions. PhilanthPro is a platform designed to assist individuals in plannin…
1 year, 10 months ago
Dwolla Revisited with Dave Glaser | E312
Episode 312
In this episode of Fintech Impact, host Jason Pereira interviews Dave Glaser, the CEO of Dwolla, a leading digital payment solution that empowers thi…
1 year, 10 months ago
Picton Mahoney with Robert Wilson and Michael Lynds | E312
Episode 312
Jason talks to Robert Wilson, Head of Portfolio Construction and Consultation Services, and Michael Lynds, Managing Director and Head of Retail, both…
1 year, 10 months ago