The SoFin Podcast

How The Company That Coined The Term "Philantech" Is Transforming The Way We Give

Tue, 25 Oct 2022 17:50:43 +0000

Joe Phoenix, Co- Founder and CEO of Givinga had a long and vibrant career in a leadership position at Putnam Investments, one of the world's largest asset management firms, before he decided he wanted to make a different type of impact on the world. While he loved his job at Putnam, he realized shortly after he turned 50 that he wanted to pursue a new adventure.

Today Givinga, the company that trademarked the term "philantech" is "streamlining the entire giving journey for philanthropically minded businesses by removing obstacles that get in the way of good intentions."

Using FinTech To Expand Access To Higher Education For International Students

Wed, 02 Mar 2022 18:49:30 +0000

Manu Smadja, Founder and CEO of MPOWER Financing shares why he decided to leave a partner track career as a management consultant to start a FinTech company focused on helping international students finance their college education here in the United States.

Brendan Lee Young of Passiv on Easy Portfolio Management for the DIY Investor

Mon, 07 Jun 2021 17:57:17 +0000

Brendan Lee Young of Passiv shares the company's origin story and also explains how an active community of DIY investors on a Reddit forum helped the company get off the ground.

Dov Marmor of Railsbank on Making It Easy for Businesses to Offer Credit Cards to Their Customers

Fri, 26 Mar 2021 02:37:30 +0000

Dov Marmor, COO of Railsbank North America joined Mike Langford to share a new frontier for embedded finance... credit cards. As Dov explains, the solution offers businesses and their customers an array of exciting opportunities to greatly enhance their relationships.

Phill Rosen of Even Financial on Making It Easy For Any Business to Offer Financial Products to Their Customers

Wed, 20 Jan 2021 05:21:01 +0000

Phill Rosen, CEO of Even Financial shares how easy it is for any company to offer financial products to their customers with a simple API. More importantly... Phill explains why companies should want to offer financial products to their customers.

Runik Mehrotra and Samir Vasavada of Vise - How Two Gen Z Founders Built a Solution That is Being Embraced by an Industry Dominated by Gen X and Boomers

Fri, 08 Jan 2021 19:30:52 +0000

Runik Mehrotra and Samir Vasavada, Co-Founders of Vise have become quite famous in the FinTech world for the innovative, A.I. powered, portfolio management solution they developed as teenagers. In this episode of The SoFin Podcast they share how they managed to convince an industry dominated by folks old enough to be their grandparents to adopt Vise in their business.

Gopi Rangan of Sure Ventures on Investing In Startups Where Founders Are On A Mission

Mon, 14 Dec 2020 17:52:25 +0000

Gopi Rangan, Founding Partner at Sure Ventures and host of The Sure Shot Entrepreneur podcast explains why he invests in startups where he feels the founders are on a mission. Hint... it has to do with resilience.

Rashad Kurbanov and Hamid Gayibov of IOWNIT on Creating a Digital Marketplace for Private Securities

Mon, 26 Oct 2020 15:44:57 +0000

Rashad Kurbanov and Hamid Gayibov, founders of IOWNIT share how they created a digital marketplace for trading and investing in private securities. There are over 1.8 million private companies in the United States with 50 or more employees. Yet, it's hard to invest in their stock or sell their stock if you own it. IOWNIT was created to solve that problem.

Roger Pine of Holistiplan on Speeding Up the Tax Planning Process for Financial Advisors

Thu, 24 Sep 2020 14:42:34 +0000

Tax planning can be a very labor intensive process for financial advisors who offer it to their clients. Roger Pine discovered this firsthand in his career as a financial advisor. That was the inspiration of Holistiplan! Their solution makes it super easy for advisors to import their client's tax information and get to work.

Richard Steggall of Urban FT on the FinTech Core Powering Over 500 Small to Medium Financial Institutions

Fri, 18 Sep 2020 22:48:51 +0000

It used to be that large banks and financial firms had an edge in delivering high-tech solutions to their customers. Technology was expensive and required a big team to implement and maintain.

Richard Steggall and the team at Urban FT changed all that by creating a FinTech core that allows financial firms of any size to deliver solutions like mobile banking, payments, identity verification, and much more.

Ivan Barretto of RIA Compliance Concepts on Compliance as the Hidden Superpower of Successful FinTech Startups

Sat, 12 Sep 2020 17:23:24 +0000

FinTech startups, like all startups, are under immense pressure to move fast. However, moving fast in a regulated industry can be fatal if you fail to follow the rules. Ivan Barretto, Founder and Managing Partner of RIA Compliance Concepts shares a few key steps that every FinTech company should take to improve their odds of success.

Matt Reiner of Benjamin on Building an A.I. Powered Virtual Assistant for Financial Advisors

Thu, 20 Aug 2020 02:19:29 +0000

Matt Reiner, CEO of Benjamin started his career as a financial advisor working in his family's wealth management business. Along the way he decided to leverage technology to make the business more efficient. Then he realized his was on to something that could possible transform the whole industry... and Benjamin was born. The first virtual assistant for financial advisors powered by artificial intelligence.

Henry Yoshida of Rocket Dollar on Using Tax Deferred Accounts to Invest in Startups and Other Alternatives

Thu, 06 Aug 2020 04:25:30 +0000

Henry Yoshida, CEO of Rocket Dollar is on a mission to help mass affluent and middle class investors gain access to the same types of investments that were previously only available to the high-net-worth segment. How? By making it easy to use your IRA to invest in startups, real estate, small businesses, and even crypto currencies.

Jason Raznick of Benzinga on The Power of FinTech Events

Sat, 25 Jul 2020 14:51:43 +0000

Jason Raznick, CEO of Benzinga and his team are on a mission. They are out to create a world-class experience for FinTech founders and attendees of their annual Benzinga Global FinTech Awards. As Jason says "it's where relationships happen" and relationships lead to new and exciting things for everyone.

Use the code SOFINVIP for an event discount.

Travis Schwab of Eventus Systems on Rapidly Growing a Startup While Navigating Long Sales Cycles

Wed, 15 Jul 2020 17:06:31 +0000

Travis Schwab, CEO of Eventus Systems shares how he and his team have doubled their revenue every year while navigating the painfully slow enterprise sales environment of large trading firms.

Lamine Zarrad of Joust on How to Launch a Banking Solution in 7 Months

Fri, 26 Jun 2020 23:15:35 +0000

Lamine Zarrad, Co-Founder and CEO of Joust is a special kind of FinTech entrepreneur. He likes to tackle big, complex financial problems that require the nimble navigation of a lot of regulatory hurdles? Why? Well... he was a bank examiner once upon a time so he's the rare founder he isn't afraid of regulations.

Shane Walker of Qube Money on Why the Secret to Financial Health is Found Through Spending With a Purpose

Thu, 18 Jun 2020 21:53:42 +0000

Shane Walker, Co-Founder of Qube Money explains how an age old system for managing household spending, called the "cash envelope method" can lead to greater financial health in the 21st century. Qube Money is launching a digital version that allows families to get control of their spending and live more fruitful lives as a result.

Ari Palmer of TaxTaker on How Startups Can Get Cash Back From The U.S. Government for Their R&D Investment

Tue, 09 Jun 2020 23:17:09 +0000

Ari Palmer, CEO and Co-Founder of TaxTaker shares how her startup is helping companies get cash from the United States government in the form of R&D tax credits. For many startups, this cash can help keep the lights on and fund further development when they need it most.

C. Eric Smith of AppBrilliance - How the Money SDK Helps Save Companies Billions in Credit Card Fees

Mon, 01 Jun 2020 09:29:00 +0000

How to Stop Paying 3% on Credit Card Processing Fees

C. Eric Smith, Founder & CEO of AppBrilliance joins Mike Langford to share how the new Money SDK for IOS and Android is poised to save businesses billions by eliminating credit card processing fees. The patented technology also speeds up cash deposits and provide much better financial data aggregation opportunities for analysis.

Introducing The SoFin Podcast and The finservMarketing Podcast Network

Sat, 16 May 2020 17:19:06 +0000

Episode 1

Mike Langford introduces the new podcast, inspired by the SoFin @ SXSW event he has hosted since 2014. Mike also shares some lessons he has learned from hosting the event and how he intends to bring that same experience to the podcast.

Lastly, Mike announces that he is launching a finservMarketing podcast network to help the SoFin community reach a larger and more engaged audience.