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New Retirement Wealth with Stephen Chen | E292
Episode 292
Jason talks to Stephen Chen, founder, and CEO of New Retirement. It is an online platform that facilitates financial institutions in offering DIY fin…
2 years, 4 months ago
Adviice with Owen Winkelmolen | E291
Episode 291
Jason talks to Owen Winkelmolen, Founder/CEO of Adviice, a financial planning tool in Canada. It is a client-facing financial planning platform desig…
2 years, 4 months ago
interVal Revisted with Trevor Greenway | E290
Episode 290
In this episode of Fintech Impact, host Jason welcomes back repeat guest Trevor Greenway, the founder of interVal. Trevor discusses how interVal's so…
2 years, 4 months ago
Milemarker & Mammoth with Jud Mackrill | E289
Episode 289
Jason talks to Jud Mackrill, co-founder of Milemarker & Mammoth, who has been on the show before. The discussion centers around the challenges relate…
2 years, 5 months ago
Bento Engine with Philipp Hecker | E288
Episode 288
Jason talks to Philipp Hecker, CEO of Bento Engine. It is a cutting-edge content and conversation system designed for financial advisors. The system'…
2 years, 5 months ago
Bento Engine with Phillip Hecker | E288
Episode 288
Jason talks to Phillip Hecker, CEO of Bento Engine. It is a cutting-edge content and conversation system designed for financial advisors. The system'…
2 years, 5 months ago
Sikka.ai with Jacob McGraw | E287
Episode 287
Jason talks to Jacob McGraw from Sikka.ai, a fintech company specializing in API platform services for dental support organizations (DSOs). DSOs are …
2 years, 5 months ago
TaxTemplates with Jay Goodis | E286
Episode 286
Jason talks to Jay Goodis, the CEO of Tax Template Sync, a software designed to help advisors in Canada assess different tax scenarios for their clie…
2 years, 5 months ago
Couplr with Derek Notman | E285
Episode 285
Jason talks to Derek Notman, the founder and CEO of Couplr. It is a fintech company that provides a platform for people to find the right financial a…
2 years, 5 months ago
StockTwits with Rishi Khanna | E284
Episode 284
Jason talks to Rishi Khanna, CEO of StockTwits. It is a social media platform for the retail investing and trading community, known for inventing the…
2 years, 6 months ago