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Hosted by Jason Pereira · 🇺🇸 US · EN · 439 episodes
Established thought leaders with verified media credentials.
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. Hosted on Acast. See acast.com/privacy for more information.
Jason Pereira hosts Fintech Impact, a business show with 439 episodes published.
Eliminating repetitive paperwork is the driving force behind Dispatch, a platform acting as a neutral data translation layer—a "Plaid for wealth management." CEO Rob Nance explains how Dispatch solves the industry's bigg
What happens after a client signs on the dotted line? In this episode, Jason Pereira sits down with Bassam Chaptini, co-founder of Avantos , to dive into an AI platform tackling the messy administrative gap of wealth man
Host Jason Pereira sits down with Martha Shedden and Ted Rosedale from the National Association of Registered Social Security Analysts (NARSSA) to explain why generic online Social Security calculators often fall short.
Host Jason Pereira sits down with Capgemini’s Charles Dally and Dominic Benson to break down the GENIUS Act, the landmark federal law establishing the first regulatory framework for U.S. stablecoins. Unlike traditional c
Host Jason Pereira interviews repeat guest Parker Ence of Jump, which provides “trusted AI” for advisors and financial professionals. Ence explains Jump’s expanded suite: JUMP Meet (AI meeting assistant used by about 35,
Host Jason Pereira sits down with Suvrat Bansal, CEO of Clarista, to discuss how financial firms can safely launch AI applications without getting tangled in massive data-engineering projects. Bansal explains how Clarist
Host Jason Pereira sits down with Daniel Lohrfink, CPO of wealth.com, to chart the company’s rise into a powerhouse estate planning platform for financial advisors. The business was sparked by a classic frustration: afte
Host Jason Pereira interviews Jean-Philippe Daunais, Chief Product Officer at ClearEstate , a platform built to act like "TurboTax for closing an estate." Inspired by a co-founder's difficult experience handling a parent
Host Jason Pereira interviews Michael Barrasso, co-founder and CEO of WealthReach, about an AI platform designed to help financial advisors get found online. Barrasso explains that most advisor websites fail because they
Host Jason Pereira interviews Brian Thorpe, CEO of Wealthtender, a platform that helps consumers find financial advisors through compliant online reviews following a landmark 2021 SEC rule change. Wealthtender makes usin
Host Jason Pereira interviews Thomas Clawson, co-founder of Slant, an AI-native CRM built from the ground up for financial advisors. Launched in late 2025, Slant shifts the traditional CRM focus by using the "household"
Host Jason Pereira interviews Josh Rowat of Wise about the company’s mission to make international money movement faster and cheaper. Operating in 150+ countries, Wise delivers 75% of its payments instantly with an avera
Host Jason Pereira welcomes Aaron Klein, founder of Contio (and former CEO of Nitrogen/Riskalyze), to discuss his new mission: fixing the "meeting problem." Klein explains that most advisor meetings suffer from poor agen
Host Jason Pereira welcomes back Parham Nasseri, President of InvestorCOM, to discuss how firms are turning complex regulations into intuitive, digital workflows. Nasseri explains that while some firms still use manual "
On this episode of FinTech Impact, host Jason Pereira interviews Dr. Paul Moran, CEO of iFactFind, about replacing clunky, paper-based data collection with a dynamic digital portal. Originally built for Australia’s stric
Host Jason Pereira interviews Tom Fields, CEO of Fynancial, a platform providing wealth management firms with a white-labeled mobile app. Fields explains how a branded app allows advisors to "own their distribution," byp
Craig Iskowitz, CEO of Ezra Group, returns to speak with Jason about navigating the overwhelming pace of technology change in wealth management. Iskowitz explains how Ezra Group provides objective tech stack evaluations
Host Jason Pereira catches up with Tyrone Ross, CEO of Turnqey Labs, a platform providing advisors with "holdings intelligence" for crypto assets. Turnqey delivers high-fidelity, audited on-chain data and tax lot reconci
Host Jason Pereira interviews Ximena Alemán, co-founder and CEO of Prometeo, about bridging the gap between global corporations and fragmented banking systems through a single, standardized API. Born from the frustration
Host Jason Pereira interviews Dr. Charles Chaffin about Money Risk Inventory (MRI), a platform that transforms financial psychology from an "art" into a measurable science. Built on years of academic research, MRI moves
Aaron Klein
Assistant Secretary for Economic Policy · Brookings Institution
1 appearance on this show
Tyrone Ross
Founder and CEO · Turnkey401 Financial
2 appearances on this show
Marla Sofer
Knowmee
1 appearance on this show
Dan Zitting
CEO · Nitrogen
1 appearance on this show
Mike Wilson
specialty products marketing manager · Manufacturing Technology Centre
1 appearance on this show
Eden Ovadia
Co-Founder and CEO · FINNY
1 appearance on this show
Daniel Yoo
CEO and co-founder · Finmate AI
1 appearance on this show
Matt Halloran
professional therapist turned financial advisor · ProudMouth
1 appearance on this show
Adam Nash
founder and CEO of Daffy · Daffy
1 appearance on this show
Prashant Fuloria
CEO · Fundbox
1 appearance on this show
Richard Walker
celebrated British artist, photographer, author and passionate champion of Faro’s modernist architecture
1 appearance on this show
Jason Wenk
Founder and CEO, Altruist · Altruist
1 appearance on this show
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Fintech Impact is hosted by Jason Pereira. The show is categorised under business and has published 439 episodes.
Fintech Impact has published 439 episodes.
Fintech Impact regularly covers business. It sits in the business category.
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Fintech Impact hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Fintech Impact average 30 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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