Fintech Impact

Mar 25 2025 368 ep. 32 mins 89
Fintech Impact Podcast artwork

Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole.
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Tolerisk with Mark Friedenthal | E368

Mar 25 2025 39 mins  
In this episode of Fintech Impact, Jason Pereira interviews Mark Friedenthal, Founder and CEO of Tolerisk, about the innovative risk profiling platform his company offers to financial advisors. Mark explains how Tolerisk differentiates itself by integrating financial data into client risk profiles, providing a more holistic understanding of both risk tolerance and capacity. He disc

FV Bank with Miles Paschini | E367

Mar 18 2025 27 mins  
Jason Pereira interviews Miles Paschini, CEO of FV Bank, an innovative Fintech startup. The discussion revolves around FV Bank's mission to bridge traditional banking with cutting edge financial technologies like blockchain and FinTech solutions. Miles reflects on his journey in the payments industry and highlights FV Bank's efforts to cater to FinTech and blockchain companies by o

Andes Risk with Helen Yang | E366

Mar 11 2025 25 mins  
Jason Pereira interviews Helen Yang, Founder and CEO of Andes Risk, a financial technology company offering a next-generation risk assessment platform for financial advisors. The conversation highlights how the company employs behavioral finance to enhance investment strategies and provide personalized financial advice. Jason Pereira delves into the origins and implementation of An

PureFacts with Jeff Marsden | E365

Mar 04 2025 28 mins  
In this episode of Fintech Impact, Jason Pereira interviews Jeff Marsden, Chief Product Officer at PureFacts, a leader in revenue management for financial advisory and investment management firms. They explore the complexities of revenue management, including regulatory challenges, individualized advisor fee structures, and data integration from multiple sources. The discussion als

CogniCor with Sindhu Joseph | E364

Feb 25 2025 26 mins  
In this episode, Jason Pereira interviews Sindhu Joseph, CEO, and Co-founder of CogniCor, an AI platform designed to transform the financial advisory industry. They discuss how CogniCor's AI co-pilot assists financial advisors by enhancing their productivity and enabling personalized client interactions. Sindhu shares the inspiration and technology behind CogniCor, emphasizing the

TaxStatus with Kevin Knull | E363

Feb 18 2025 28 mins  
In this episode Jason Pereira talks with Kevin Knull, President of TaxStatus, about the innovations TaxStatus is bringing to the field through its seamless data integration with the IRS. Kevin discusses how the company sources taxpayer data, with the consent of the taxpayer, to help clients make well informed financial decisions. He highlights the broader applications and benefits

Aya Care with Chanddeep Madaan | E362

Feb 11 2025 40 mins  
In this episode, Jason Pereira interviews Chanddeep Madaan, the CEO and founder of Aya Care, a health spending account provider in Canada. The discussion focuses on Aya Care's mission to remove financial barriers for accessing health and wellness services. Madan explains how Aya Care uses technology to streamline the process, reducing the hassle of reimbursement, and enabling emplo

April with Ben Borodach | E361

Feb 04 2025 25 mins  
In this episode, Jason Pereira interviews Ben Borodach, co-founder and CEO of April, a FinTech company focused on integrating tax calculations into financial apps to help users make smarter financial decisions. Ben discusses his entrepreneurial journey, challenges faced when building April, and the importance of simplifying tax processes for consumers. The conversation delves into

Jump Capital with Yelena Shkolnik |E360

Jan 28 2025 34 mins  
In this episode of Fintech Impact, host Jason Pereira interviews Yelena Shkolnik, Partner at Jump Capital, a venture capital firm specializing in fintechs at the Series A level. The conversation explores the firm's approach to investments, particularly how they evaluate companies transitioning from startup to a more established phase, focusing on consistent, repeatable revenue stre

Focal with John Connell | E359

Jan 21 2025 31 mins  
In this episode of Fintech Impact, Jason Pereira interviews John Connell, CEO and Co-founder of Focal, an AI-driven meeting notation software. They discuss Focal's mission to enhance client relationship management for financial advisors, emphasizing proactive AI solutions beyond simple note-taking. John shares insights on Focal’s development journey, the role of AI agents, and th