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Seeds with Zach Conway | E301
Episode 301
Jason talks to Zach Conway, co-founder and CEO of Seeds. It is a platform that allows advisers to better assess investors and personalize their portf…
2 years, 2 months ago
Episode 300 with Joel Bruckenstein | E300
Episode 300
Jason talks to Joel Bruckenstein known as the "godfather of advisor technology" in the US. Joel is the President of Technology Tool, a well-known con…
2 years, 2 months ago
Nitrogen Wealth with Aaron Klein | E299
Episode 299
On today’s episode of Fintech Impact, we have a repeated guest Aaron Klein, the co-founder and CEO of Nitrogen Wealth formerly Riskalyze. Aaron was b…
2 years, 2 months ago
Helios Quantitative with Chris Shuba | E298
Episode 298
Jason talks to Chris Shuba, Founder and CEO of Helios Quantitative. It is an "in-source CIO," offering a unique solution for financial institutions. …
2 years, 2 months ago
Wealth.com with Rafael Loureiro | E297
Episode 297
Jason talks to Rafael Loureiro, CEO of Wealth.com. The company besides having the most incredible URL for a fintech firm is an estate planning platfo…
2 years, 3 months ago
Cubed with Elliott Limb | E296
Episode 296
Jason talks to Elliott Limb, founder and CEO of Cubed. It is a company assisting fintech companies scale, while mitigating the high failure rates com…
2 years, 3 months ago
Lenker with John Lenker and Kevin deLaplante | E295
Episode 295
Jason talks to John Lenker, founder and Chief Vision Officer of the marketing firm and Kevin deLaplante Partner & Chief Knowledge Officer. Lenker is …
2 years, 3 months ago
Lenker with John Lenker | E295
Episode 295
Jason talks to John Lenker, founder and Chief Vision Officer of the marketing firm and Kevin deLaplante Partner & Chief Knowledge Officer. Lenker is …
2 years, 3 months ago
Absolute Engagement with Julie Littlechild | E294
Episode 294
Jason interviews Julie Littlechild, the founder and CEO of Absolute Engagement. Julie is a renowned speaker and expert in client engagement within th…
2 years, 3 months ago
infoSentience with Steven Wasick | E293
Jason talks to Steven Wasick, Founder of infoSentience, an automation company specializing in using artificial intelligence to enhance data analytics…
2 years, 3 months ago