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PODCAST

Wharton FinTech Podcast

Wharton Fintech Podcast

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!

technology

All Episodes

00:39:42

Reinventing Billing & Quote-to-cash with Sequence...

Wharton FinTech Podcast ·

2025/12/18

In this episode of the Wharton FinTech Podcast, host Vaibhav speaks with Riya Grover, co-founder and CEO of Sequence, an AI native revenue platform that unifies quoting, billing automation, and receivables so finance can finally run at the speed of sales.Riya shares her journey from investment banking and Harvard Business School to exiting her first startup and then launching Sequence to fix one of the most neglected parts of the CFO stack, quote to cash and accounts receivable. She goes deep on

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00:27:41

Designing the Future of Wealth with Betterment CEO...

Wharton FinTech Podcast ·

2025/12/16

In this episode of the Wharton FinTech Podcast, host Vaibhav sits down with Sarah Levy, CEO of Betterment and former executive at Disney, Viacom, and Nickelodeon. Sarah shares her insights on the evolution of financial services, why trust is the cornerstone of financial decision-making, how Betterment balances simplicity with expanding investor choice, and how AI is shaping the future of wealth management. Sarah emphasizes the significance of fiduciary responsibility and the role of simplicity in

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00:40:11

The Future of Mortgage Tech

Wharton FinTech Podcast ·

2025/12/11

In this episode of the Wharton FinTech Podcast, host Meaghan McGowan sits down with Mike Yu, CEO and Co-founder of Vesta, to explore the modernization of the mortgage technology stack. Mike shares Vesta’s origin story and how he and his team are rebuilding the loan origination system to be flexible, automated, and API-first. The episode explores: - How modern workflows, partner integrations, and recent developments, including Vesta’s partnership with Pennymac, are reshaping lender operations -

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00:37:01

The API Layer for Latin America

Wharton FinTech Podcast ·

2025/12/10

In this episode, Jackson sits down with Jimena, Co-Founder and Co-CEO of Prometeo, to discuss the future of financial infrastructure in Latin America. Jimena shares her journey from tech journalism to entrepreneurship, the inspiration behind building Prometeo, and how the company is creating a unified API layer across the Americas to power open banking, real-time payments, and next-generation financial innovation. In this episode, you’ll learn: - How Prometeo became one of LatAm’s leading open

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00:22:04

Licensed to Tokenize: Where Blockchain Meets Regulation

Wharton FinTech Podcast ·

2025/12/04

In this episode of the Wharton FinTech Podcast, host Ruhi Jain sits down with Aaron Kaplan, Co-CEO of Prometheum, Inc., for a deep dive into the digitization of capital markets and the future of fully regulated digital assets. Aaron shares his journey from securities attorney to fintech founder, why he believes U.S. federal securities laws offer the most resilient pathway for blockchain innovation and how Prometheum’s end-to-end infrastructure aims to reshape how digital assets are issued, traded,

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00:32:57

The Past & Future of Fintech Regulation with Michele Alt

Wharton FinTech Podcast ·

2025/11/19

In this episode, Wharton FinTech’s Abhi Chadha sits down with Michele Alt, Co-Founder of The Klaros Group and former OCC regulator, to unpack the evolving relationship between fintechs and the U.S. banking system. Michele shares her insights from two decades at the Office of the Comptroller of the Currency (OCC) and her current work helping non-banks pursue bank charters. They discuss the shifting regulatory climate across administrations - from the OCC’s early fintech charter attempts, to the

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00:43:32

Finster AI and the Future of Financial Workflows

Wharton FinTech Podcast ·

2025/11/11

In this episode of the Wharton Fintech Podcast, Jackson Ellis sits down with Sid Jayakumar, founder and CEO of FinsterAI. Sid shares his journey from a background in engineering to founding FinsterAI, a company redefining how financial professionals interact with data. The conversation dives into:- The vision behind Finster: an intelligent platform that leverages AI to streamline financial analysis, automate research, and improve decision-making - What differentiates Finster in a crowded AI and

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00:42:48

Bridging the Gap Between FinTech Founders and the...

Wharton FinTech Podcast ·

2025/10/30

In this episode of the Wharton FinTech Podcast, Bobby Ma sits down with Brian Kaas, President and Managing Director of TruStage Ventures, the corporate venture capital arm of TruStage.Brian shares his experience founding TruStage Ventures and the work he and his team have done in the past decade bridging the gap between FinTech founders, credit unions, and the broader financial services industry culminating in $400 million in investments since 2016. We discuss: - The 140+ million member-strong

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00:32:30

Flex & Maza's Robbie Figueroa - From Neobank to...

Wharton FinTech Podcast ·

2025/07/30

In this episode of the Wharton Fintech podcast, Djavaneh sits down with Robbie Figueroa, co-founder and former COO of Maza, now Chief Business Officer at Flex following Maza and Flex’s merger in late 2024.Robbie shares how growing up in Queens with immigrant parents from Brazil and Ecuador inspired him to tackle financial exclusion. What started as a Spanish-first neobank for underbanked consumers evolved into a platform tailored to solopreneurs operating in the informal economy. From onboarding

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00:40:48

Credit Karma Chief of Staff & VP Growth Ops, Ashwin...

Wharton FinTech Podcast ·

2025/07/25

In this episode of the Wharton Fintech Podcast, host Sabrina Fathi speaks with Ashwin Murthy, Chief of Staff and VP of Growth Operations and Strategy at Credit Karma, about how one of the most recognizable names in consumer fintech continues to evolve.Ashwin shares his journey from investment banking and consulting to leading strategy at Credit Karma. He discusses the company’s expansion from free credit scores to taxes, savings, and more, and how data, trust, and personalization have been

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00:37:04

International Finance Corporation (The World Bank...

Wharton FinTech Podcast ·

2025/07/04

In today’s episode, Kimberly Zhang sits down with Ram Mahidhara, former Chief Investment Officer at the International Finance Corporation (IFC), part of the World Bank Group. Ram reflects on his decades of experience investing across emerging markets, driving inclusive growth through private capital, and championing the role of fintech in global development.Tune in to hear about: • How technology and private investment are reshaping financial inclusion in emerging economies • Lessons from leading

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00:46:56

ICONIQ General Partner, Yoonkee Sull - Finding Edge...

Wharton FinTech Podcast ·

2025/06/27

In this episode of the Wharton Fintech Podcast, hosts Sabrina Fathi and Wesley Aster speak with Yoonkee Sull, General Partner at ICONIQ, about building category-defining fintech companies through every market cycle. Yoonkee reflects on his journey from early ICONIQ associate to GP, lessons from backing leaders like Chime, Groww, Adyen, Wealthsimple, and Ramp, and what it takes to earn trust with founders over the long term.They unpack how startups can differentiate in a crowded space, how embedded

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00:53:54

Greylock General Partner, Seth Rosenberg - Building...

Wharton FinTech Podcast ·

2025/06/19

In this episode of the Wharton Fintech Podcast, host Sabrina Fathi chats with Seth Rosenberg, General Partner at Greylock, about what it takes to build and back enduring companies at the intersection of fintech and AI. Seth shares lessons from launching Facebook Messenger, insights on founder-market fit, and how great early-stage companies validate ideas, build defensibility, and navigate market shifts. With deep takes on AI, blockchain, and the future of financial services, this episode is packed

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00:33:00

American Express Senior Executive Advisor, Anré...

Wharton FinTech Podcast ·

2025/06/12

In today’s episode, Kimberly Zhang sits down with Anré Williams, Senior Executive Advisor at American Express and former CEO of American Express National Bank. Anré reflects on his 35-year journey at American Express—leading global merchant services, digital innovation, and banking operations—while offering an inside look at how to drive transformation in a legacy financial institution.Tune in to hear about: • Key lessons from leading large-scale digital initiatives in highly regulated

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00:20:42

Merge Co-Founder, Shensi Ding - Building the...

Wharton FinTech Podcast ·

2025/06/03

In today’s episode, Jackson Ellis hosts Shensi Ding, the co-founder of Merge, a unified API platform that simplifies B2B integrations across categories like HR, accounting, and CRM. Shensi shares her journey, the playbook behind scaling a developer-first GTM motion, and how the best founders balance product intensity with storytelling.Tune in to hear about: - How Merge built a category-defining product by focusing on the "plumbing" behind software - Why developer empathy and real documentation

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01:02:22

Catherine Porter, CBO at Prove - The Identity Layer...

Wharton FinTech Podcast ·

2025/05/15

In this episode of the Wharton Fintech Podcast, host Sabrina Fathi speaks with Catherine Porter, Chief Business Officer at Prove, a leading platform in digital identity verification and authentication. Catherine shares her journey from Silicon Valley to spearheading innovation in identity security. They explore how AI is reshaping fraud prevention, the future of portable identity, and how Prove is helping companies build trust in an increasingly digital world.

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00:36:25

Melissa Wasser, Partner at Andreessen Horowitz - How...

Wharton FinTech Podcast ·

2025/05/07

In today’s episode, Jackson Ellis hosts Melissa Wasser, the Partner and Head of the Fintech Capital Network at Andreessen Horowitz (a16z), a leading venture capital firm backing bold entrepreneurs building the future through technology.Tune in to hear about: - Melissa’s career journey from Goldman Sachs to FT Partners to leading fintech support at a16z - How the Fintech Capital Network helps founders navigate fundraising, M&A, and strategic partnerships - The tradeoffs between equity and debt

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00:47:27

Marc Andusko, Partner at Andreessen Horowitz-...

Wharton FinTech Podcast ·

2025/04/23

In today’s episode, Zoey Tang speaks with Marc Andrusko, Partner at Andreessen Horowitz (a16z), where he focuses on fintech and B2B software investments. Marc’s current investment interests span capital markets, AI applications, payments infrastructure, and companies operating at the intersection of fintech and other sectors.Marc shares how his journey—from working in interest rate sales and trading at Goldman Sachs to leading personal financial management at Plaid—influenced his perspective on

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00:33:26

Caliza Founder & CEO, Ezra Kebrab - Modernizing...

Wharton FinTech Podcast ·

2025/04/22

In today's episode, Wesley Aster speaks with Ezra Kebrab, Founder and CEO of Caliza, a cross-border payments platform leveraging stablecoins to eliminate geographic barriers by allowing companies around the world to open digital dollar accounts for their users to save and transact. Ezra shares how is personal journey - from his childhood to his experience at Visa and Intuit - inspired him to build infrastructure for the next generation of global payments. Tune in to hear about: - Ezra's path from

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00:42:05

Schonfeld CTO, Tom DeBow - Technology and AI's Impact...

Wharton FinTech Podcast ·

2025/04/15

In this episode of the Wharton Fintech Podcast, Sabrina Fathi sits down with Tom DeBow, CTO of Schonfeld Strategic Advisors, to explore how AI and advanced technology are reshaping modern hedge funds. Tom shares insights from his journey through top-tier firms like SAC Capital and Alphadyne, and dives into Schonfeld’s pragmatic yet forward-thinking approach to AI adoption. From developing the firm’s in-house AI tool to enhancing talent workflows and unifying data systems, Tom discusses how AI is

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536 results

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