Wharton FinTech Podcast
Business & Finance
About
Connecting you with the people, companies, and ideas revolutionizing global financial services. Our guests are the leading fintech founders, investors, and thinkers in the world. Subscribe and follow us for more FinTech content by searching @whartonfintech on your preferred platform!
Episodes
- FinTech Investment in Ireland
In this episode, Mairead Fanning from IDA Ireland discusses why Ireland has become a global hub for fintech, AI, and digital financial services. She explains IDA Ireland's mission in attracting foreign direct investment and how the country…
- FinTech and Embedded Finance
In this episode of the Wharton FinTech Podcast, CEO Mike Milotich discusses Marqeta’s role in payments, embedded finance, and the strategic challenges of leading a high-growth fintech company. The conversation covers real-time financial in…
- Modernising Credit Infrastructure: Rethinking Creditworthiness
In this episode of the Wharton FinTech Podcast, CEO Christian Widhalm discusses how Bloom Credit is modernizing legacy credit reporting infrastructure. The conversation covers the role of alternative data, consumer-permissioned reporting,…
- Building and Backing FinTech at a Global Scale
In this episode, QED Investors Partner Sandeep Patil discusses his career transition from operational roles to venture capital and shares insights on global fintech investing. Topics covered include his approach to the Asia-Pacific market,…
- Reinventing Business Identity
Kyle Mack, CEO and Co-Founder of Middesk, discusses his experience building the business identity platform and explains the complexities of KYB. He also shares insights on integrating Middesk into customer workflows and the future of busin…
- Tax Solutions for Modern Platforms
Jackson Ellis interviews Ben Borodach, co-founder and CEO of april, about the company's AI-driven approach to integrating tax intelligence directly into financial platforms. They discuss how this technology aims to simplify the tax filing…
- Execution Partner in Stablecoin Payments Adoption
Bobby Ma interviews Dean Brauer, President and COO of Cybrid, about building an API-first platform for stablecoin payments and cross-border solutions. They discuss the company's growth, customer strategy, and current regulatory and industr…
- Reimagining Personal Finance with Fruitful
Host Bobby Ma speaks with the CEO of Fruitful, Sam Lewis, about how the company uses a membership model, CFP guidance, and AI to automate personal finance. They discuss the importance of income allocation and bridging the gap between finan…
- Stripe's First Employee on Building Modern Banking Infrastructure
Jackson Ellis interviews Darragh Buckley, Stripe's first employee and founder of Increase, about building banking infrastructure. They discuss the early days of Stripe and how Increase is modernizing access to payment rails.
- Building Payments at a Global Scale
Jackson Ellis speaks with Worldpay Chief Product Officer Cindy Turner about building and prioritizing products for a global payment processor. They discuss trends in AI, agentic commerce, and the strategic evolution of payments on a global…
- Reinventing Billing & Quote-to-cash with Sequence Cofounder & CEO, Riya Grover
Sequence co-founder and CEO Riya Grover discusses the company's AI-native approach to automating quote-to-cash and billing processes. She also shares her insights on navigating the current funding environment and building a startup in the…
- Designing the Future of Wealth with Betterment CEO Sarah Levy
Betterment CEO Sarah Levy discusses the evolution of financial services, the importance of trust and fiduciary responsibility, and the impact of AI on wealth management. She also shares findings from Betterment’s Retirement Readiness Repor…
- The Future of Mortgage Tech
Meaghan McGowan interviews Vesta CEO Mike Yu about the modernization of mortgage technology and loan origination systems. The discussion covers industry trends, the impact of AI, and advice for founders in regulated financial sectors.
- The API Layer for the Americas
Ximena, Co-Founder and Co-CEO of Prometeo, discusses the development of a unified API layer for open banking and real-time payments in Latin America. She explores her entrepreneurial journey, the challenges of working in fragmented regulat…
- Licensed to Tokenize: Where Blockchain Meets Regulation
Host Ruhi Jain interviews Prometheum, Inc. Co-CEO Aaron Kaplan about the intersection of blockchain technology and securities regulation. They discuss the future of digital asset infrastructure, capital markets, and the role of federal sec…
- The Past & Future of Fintech Regulation with Michele Alt
Michele Alt, Co-Founder of The Klaros Group and former OCC regulator, joins Abhi Chadha to discuss the evolution of fintech regulation in the U.S. They cover the history of chartering, oversight differences, and the impact of shifting poli…
- Finster AI and the Future of Financial Workflows
Wharton Fintech Podcast host Jackson Ellis interviews FinsterAI founder Sid Jayakumar about the company's platform. They discuss using AI to automate financial research, streamline workflows, and the challenges of building and scaling fina…
- Bridging the Gap Between FinTech Founders and the Credit Union Industry
Brian Kaas of TruStage Ventures joins the Wharton FinTech Podcast to discuss his work bridging the gap between FinTech founders and credit unions. Topics include the credit union movement, TruStage Ventures' investment strategies, and the…
- Flex & Maza's Robbie Figueroa - From Neobank to Solopreneur OS: Building Maza and Merging with Flex
Robbie Figueroa, co-founder of Maza and Chief Business Officer at Flex, discusses his journey from building a neobank for underserved solopreneurs to the merger between Maza and Flex. He covers strategies for fintech distribution, serving…
- Credit Karma Chief of Staff & VP Growth Ops, Ashwin Murthy - Trust & Personalizing Finance with AI
In this episode of the Wharton FinTech Podcast, Ashwin Murthy of Credit Karma discusses the company's evolution from providing credit scores to offering a broader range of financial tools. The conversation covers the role of AI in personal…
- International Finance Corporation (The World Bank Group) Former CIO, Ram Mahidhara - Inclusive Capital & Emerging Market Innovation
Kimberly Zhang interviews Ram Mahidhara, former CIO of the International Finance Corporation, about his experience in emerging market investing and the role of fintech in driving inclusive growth and global development.
- ICONIQ General Partner, Yoonkee Sull - Finding Edge in Fintech and Building Enduring Companies
Wharton FinTech Podcast hosts Sabrina Fathi and Wesley Aster interview ICONIQ General Partner Yoonkee Sull. They discuss building enduring fintech companies, market cycles, and identifying long-term opportunities in the industry.
- Greylock General Partner, Seth Rosenberg - Building Fintech for the AI Era
Host Sabrina Fathi interviews Greylock General Partner Seth Rosenberg about building and investing in fintech companies at the intersection of AI. The discussion covers founder-market fit, idea validation, market shifts, and the future of…
- American Express Senior Executive Advisor, Anré Williams - Leading Large-Scale Innovation in Traditional Financial Institutions
Kimberly Zhang interviews Anré Williams, Senior Executive Advisor at American Express, about his 35-year tenure and experiences driving digital transformation within a legacy financial institution. They discuss leading large-scale initiati…
- Merge Co-Founder, Shensi Ding - Building the Infrastructure Layer for B2B Integrations
Shensi Ding, co-founder of Merge, discusses building a unified API platform for B2B integrations. She shares insights on scaling a developer-first business, the importance of product documentation, and her experience with fundraising in th…
- Catherine Porter, CBO at Prove - The Identity Layer of Fintech
Host Sabrina Fathi interviews Catherine Porter, CBO at Prove, about her career and the company's role in digital identity verification. They discuss AI's impact on fraud prevention and the future of portable identity in the fintech industr…
- Melissa Wasser, Partner at Andreessen Horowitz - How a16z’s Network is Powering Founders
Jackson Ellis interviews Melissa Wasser, Partner and Head of the Fintech Capital Network at Andreessen Horowitz, about her career and the firm's approach to supporting fintech founders. The discussion covers capital strategies, fundraising…
- Marc Andusko, Partner at Andreessen Horowitz- Investing in Fintech & B2B Software
Zoey Tang interviews Marc Andrusko, Partner at Andreessen Horowitz, about his career in fintech and B2B software investment. They discuss his background at Goldman Sachs and Plaid, as well as current trends in capital markets, AI integrati…
- Caliza Founder & CEO, Ezra Kebrab - Modernizing Cross-Border Transactions using Stablecoins
Wesley Aster interviews Caliza founder Ezra Kebrab about using stablecoins to modernize cross-border payments. The conversation covers Kebrab's career history, the infrastructure behind Caliza, and the company's recent expansion and fundin…
- Schonfeld CTO, Tom DeBow - Technology and AI's Impact on Modern Hedge Funds
Sabrina Fathi interviews Tom DeBow, CTO of Schonfeld Strategic Advisors, about the integration of AI and advanced technology in hedge funds. They discuss firm-specific AI development, data systems, and enhancing human-led workflows.
- Wealthfront CEO, David Fortunato - Inside Wealthfront’s Digital-First Playbook
Kimberly Zhang interviews Wealthfront CEO David Fortunato about his transition from software engineer to CEO and how engineering principles drive Wealthfront's digital-first approach. They discuss the future of wealth management, product-l…
- Metallicus Co-Founder & CEO, Marshall Hayner - Transforming Blockchain from Experiment to Infrastructure
Marshall Hayner, Co-Founder and CEO of Metallicus, discusses his experience in the blockchain industry and his approach to building compliant digital asset infrastructure. He and host Sabrina Fathi explore the role of regulation in the fut…
- Blumberg Capital Founder & Managing Partner, David J. Blumberg - Partnership & Innovation From Inception Through Exit
Kimberly Zhang interviews David Blumberg, Founder and Managing Partner of Blumberg Capital, about his venture capital experience and investment philosophy. They discuss identifying early-stage technologies, providing value beyond funding,…
- Altamont Capital Partners MD, Sam Gaynor - Investing Across Insurance & The Accelerant Risk Exchange
Ben Newman interviews Sam Gaynor, Managing Director at Altamont Capital Partners, about private equity strategies within the insurance sector. The conversation covers the firm's investment approach, the decision between building or buying…
- Coinstar CEO, Kevin McColly - Reimagining The Role Of Physical Cash In A Digital Age
Kevin McColly, CEO of Coinstar, discusses the evolving role of physical cash in a digital economy with host Kimberly Zhang. The episode covers McColly's career path and Coinstar's expansion into cryptocurrency, digital wallets, and financi…
- Orum Founder & CEO, Stephany Kirkpatrick - The $80 Trillion Opportunity To Make Money Move
Stephany Kirkpatrick, Founder and CEO of Orum, joins the podcast to discuss her journey as a non-technical founder and the company's work in modernizing the U.S. payments landscape through unified API-based solutions.
- Cambrian Ventures GP, Rex Salisbury - How To Build In Fintech & The Exciting Landscape Ahead
Jackson Ellis interviews Rex Salisbury, solo General Partner at Cambrian Ventures, to discuss building fintech communities, the impact of AI on the industry, and potential effects of the new administration on the fintech landscape.
- Head of VISA Ventures, David Rolf - Building At The Intersection of Emerging Markets & Trends
David Rolf, Head of Visa Ventures, joins Kimberly Zhang to discuss his leadership role, the strategic investment approach of Visa Ventures, and emerging fintech trends. The conversation covers how Visa partners with startups, criteria for…
- Fundbox CEO, Prashant Fuloria - Democratizing SMB Financing & Leveraging AI For Accessible Capital
Kimberly Zhang interviews Fundbox CEO Prashant Fuloria about how the platform uses AI and data analytics to provide accessible working capital to small and medium-sized businesses. They also discuss Fuloria’s career background in the techn…
- Odynn Founder & CEO, John Taylor Garner - Building an Embedded Loyalty & Fintech Next-Gen Program Manager
Kimberly Zhang hosts John Taylor Garner, founder and CEO of Odynn, to discuss the development of the company's embedded loyalty and fintech program. The conversation covers Odynn's platform, the impact of AI on customer retention, and emer…
- Matera's Next Chapter: Warburg Pincus, U.S. Expansion, and Brazil's Fintech Future
Carlos Netto, CEO of Matera, joins Wharton FinTech to discuss the company's growth in Brazil's real-time payment market, their recent $100M funding from Warburg Pincus, and their expansion into the United States.
- Coinbase VP Corp & Biz Dev, Head of Ventures, Shan Aggarwal - On Crypto Investing through the Cycles
Shan Aggarwal, VP of Corporate & Business Development and Head of Coinbase Ventures, discusses his career journey, the evolution of Coinbase Ventures, and investment trends in Web3, DeFi, and cross-border payments. He also shares perspecti…
- Booking.com SVP of Fintech, Daniel Marovitz - Building a Global Travel Payments Platform
Daniel Marovitz, SVP of Fintech at Booking.com, discusses his career journey and the company's approach to global travel payments. The conversation explores fintech challenges, payment innovations, and the strategies behind Booking.com's t…
- F-Prime Capital - State of Fintech 2024
Zoey Tang from the Wharton FinTech Podcast interviews David Jegen and Sarah Lamont of F-Prime Capital to review their State of Fintech 2024 Report. The discussion covers fintech ecosystem updates, regulatory challenges, industry disruption…
- Instant Payment Special Panel - One-Year Anniversary of FedNow's Debut
This panel discussion celebrates the one-year anniversary of the FedNow service. Guests Nick Stanescu, Carlos Brandt, and Rocio Wu discuss FedNow updates, lessons from international systems like Pix, and innovations in instant payments.
- Brigit Co-Founder & CEO, Zuben Mathews – Helping Americans Build Brighter Financial Futures
Kajol Char interviews Zuben Mathews, the co-founder and CEO of Brigit, to discuss his journey in founding the personal finance app. The episode covers Mathews’ background, the development of Brigit's financial tools, regulatory opportuniti…
- FreeWill Founder & Co-CEO, Jenny Xia Spradling - Democratizing Estate Planning
Host Djavaneh Bierwirth discusses the mission and technology of FreeWill with Co-Founder and Co-CEO Jenny Xia Spradling. They cover the impact of FreeWill’s estate planning tools and how the company facilitates charitable giving for nonpro…
- Casper Labs Co-Founder & CEO, Mrinal Manohar - Driving AI Governance with Blockchain
Mrinal Manohar, co-founder and CEO of Casper Labs, discusses his career journey and the company's role in blockchain-based AI governance. The episode explores the intersection of blockchain and AI, including collaborations with IBM consult…
- PayJoy Founder & CEO, Doug Ricket – Helping the Underserved Escape Poverty and Gain Economic Freedom
Kajol Char interviews PayJoy founder and CEO Doug Ricket about his career, the origins of PayJoy, and the platform's work providing financial access and smartphone technology to underserved populations in emerging markets.
- Quona Co-Founder & Managing Partner Jonathan Whittle - Fintech Regulation, Innovation, & Financial Inclusion in Latin America
Host Wesley Aster speaks with Quona Capital co-founder Jonathan Whittle about his transition from entrepreneur to investor, Quona's focus on financial inclusion, and the fintech landscapes in Brazil and Mexico.