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Taiko with Chris Horvath | E329
Episode 329
In this episode of Fintech Impact, Jason interviews Chris, the Managing Director of Taiko Advisor. Taiko Advisor, powered by its parent company Taibe…
1 year, 6 months ago
Practice Intel with Tom Rieman | E328
Episode 328
In this episode of Fintech Impact, Jason talks to Tom Rieman, CEO and founding partner of Practice Intel. Practice Intel is a platform that leverages…
1 year, 7 months ago
Opto Investments with Ryan VanGorder | E327
Episode 327
In this episode of Fintech Impact, host Jason Pereira welcomes Ryan VanGorder, CEO of Opto Investments, to delve into how Opto Investments revolution…
1 year, 7 months ago
8Twelve Mortgages with Gary Fooks | E326
Episode 326
In this episode of Fintech Impact, Jason interviews Gary Fooks, CEO and Co-Founder of 8Twelve Mortgages. They dive deep into how 8Twelve Mortgages is…
1 year, 7 months ago
Libretto with Jeff Coyle | E325
Episode 325
Jason welcomes Jeff Coyle, CEO of Libretto, a platform designed to revolutionize financial planning by incorporating a comprehensive view of a client…
1 year, 7 months ago
Savvy Wealth with Ritik Malhotra | E324
Episode 324
In this episode of Fintech Impact, host Jason Pereira welcomes Ritik Malhotra, Co-Founder and CEO of Savvy Wealth, to discuss the intricacies of thei…
1 year, 8 months ago
Mobile Assistant Revisited with Corey Westphal | E323
Episode 323
In this episode of Fintech Impact, Jason Pereira welcomes back Corey Westphal, from Mobile Assistant. Having first appeared on the show in August 201…
1 year, 8 months ago
Arch with Ryan Eisenman | E322
Episode 322
Jason interviews Ryan Eisenman, Co-founder and CEO of Arch, a revolutionary platform designed to streamline the handling of alternative investments f…
1 year, 8 months ago
Advisor Brand Builder with Tina Powell | E321
Episode 321
Jason Pereira interviews Tina Powell, Partner and Chief of Community at Intention.ly, and introduces the Advisor Brand Builder tool. Designed to assi…
1 year, 8 months ago
Dispatch with Madalyn Armijo | E320
Episode 320
Jason Pereira welcomes Madalyn Armijo, Co-founder and COO of Dispatch, a revolutionary platform designed to seamlessly integrate multiple financial a…
1 year, 9 months ago