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Manzil with Mohamad Sawwaf | E213
Manzil with Mohamad Sawwaf | E213

Episode 213

Jason talks to Mohamad Sawwaf, Co-founder and CEO of Manzil. Manzil is a Canadian-based Islamic banking and finance platform. In today’s episode, he …

3 years, 10 months ago

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ROL Advisor with Steve Sanduski | E212
ROL Advisor with Steve Sanduski | E212

Episode 212

Jason talks to Steve Sanduski, Co-founder of ROL Advisor. ROL Advisor is an online platform that helps advisors or helps coach advisors through a pro…

3 years, 11 months ago

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ndex systems with Laurent Bensemana | E211
ndex systems with Laurent Bensemana | E211

Episode 211

Jason talks to Laurent Bensemana, President of Ndex Systems. Ndex systems is a portfolio management software providing clean or scrubbed data for the…

3 years, 11 months ago

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M&A Science with Kison Patel | E210
M&A Science with Kison Patel | E210

Episode 210

Jason talks to Kison Patel, Co-founder, and CEO of M&A Science. M&A science produces a product called Deal Room, a platform for monitoring the entire…

3 years, 11 months ago

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Knudge with Dave Connolly | E209
Knudge with Dave Connolly | E209

Episode 209

Jason talks to Dave Connolly, co-founder, and CEO of Knudge. Knudge is an automated client communication and collaboration tool that ensures that fin…

3 years, 11 months ago

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Javelin Strategy & Research with Will Trout | E208
Javelin Strategy & Research with Will Trout | E208

Episode 208

Jason talks to Will Trout from Javelin Strategy and Research. He is the director of Digital Wealth Management. We brought him on the show to talk abo…

3 years, 11 months ago

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Milemarker with Jud Mackrill | E207
Milemarker with Jud Mackrill | E207

Episode 207

Jason talks to Jud Macrill, Co-Founder of Milemarker. Milemarker is a data solution company that helps financial services companies in an IaaS (Integ…

4 years ago

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PreciseFP Revisited with Sebastian Skwarek | E206
PreciseFP Revisited with Sebastian Skwarek | E206

Episode 206

Jason talks to Sebastian Skwarek, co-founder of PreciseFP. PreciseFP was a guest way back on episode 26 in the summer of 2018 with Co-Founder Don Wha…

4 years ago

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2021 Year in Review with Guest Host, Guy Anderson | E205
2021 Year in Review with Guest Host, Guy Anderson | E205

Episode 205

Today is the 2021 year in review show and Jason brought back his colleague and occasional guest host, Guy Anderson, to interview him on the course of…

4 years ago

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Capintel with James Rockwood | E204
Capintel with James Rockwood | E204

Episode 204

Jason talks to James Rockwood, founder, and CEO of Capintel. Capintel is an investment analytics company that tells you how your performance looks an…

4 years ago

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