business
Hosted by Jason Pereira · business · EN
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.
Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Verified email
Booking probability
45%
Guest openness
Selective
Sign up to generate a grounded pitch for Fintech Impact.
Signup to Generate a PitchFintech 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.
Fintech Impact is hosted by Jason Pereira. The show has published 449 episodes to date.
Recent episodes include "AcquireUp with Greg Bogich | E451" (27 October 2026, 27 minutes), "Episode 450 with John O'Connell | E450" (20 October 2026, 58 minutes), and "Enfi with Joshua Summers | E449" (13 October 2026, 32 minutes).
Fintech Impact publishes roughly weekly, with episodes averaging 31 minutes across 449 episodes.
Booking probability for Fintech Impact is 45%, and the host is rated Selective on guests. Fintech Impact requires a Pod Score of 88 or higher. Fintech Impact's contact route on record: verified email.
The strongest fits for Fintech Impact are Lending & Credit Cards and Investing & Wealth Management. Fintech Impact has a business audience.
Jason Pereira hosts Fintech Impact, a business podcast with 449 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #451
Host Jason Pereira interviews Greg Bogich, CEO of AcquireUp, a wealth-management-focused marketing services firm that helps advisors drive organic net-new asset growth by filling in-person seminars and workshops using...
Episode #450
In episode 450 of FinTech Impact, host Jason Pereira welcomes back John O’Connell, founder and CEO of The Oasis Group, to unpack how generative AI has reshaped wealth management technology since ChatGPT’s launch. They...
Episode #449
In this episode of Fintech Impact, host Jason Pereira sits down with Joshua Summers, co-founder and CEO of Enfi. Enfi is an AI platform built to take the grind off lending teams—automating everything from document...
Episode #448
In this episode of FinTech Impact, host Jason Pereira interviews Gene Farrell, CEO of Vanilla, an estate planning platform built to help advisors deepen multigenerational client relationships by creating, managing, and...
Episode #447
Host Jason Pereira interviews Practifi founder/CEO Adrian Johnstone about how Practifi has evolved for a post-GenAI world, launching a second product, Sentir, alongside its existing Naya platform. Johnstone explains...
Episode #446
In this episode of FinTech Impact, Jason Pereira sits down with Dr. Toby Wade, CEO of DeepVest, to explore how wealth management firms can leverage AI without worrying about false information or incorrect math. Wade...
Episode #445
In this episode of FinTech Impact, Jason Pereira sits down with Cien Solon, founder of Launch Lemonade, to explore how domain experts can build custom AI tools without writing code. Solon explains how the platform acts...
Episode #444
Connecting fragmented advisor data into a unified, AI-driven workflow is the central theme of this episode, as Jason Pereira sits down with Boris Rankov, Head of AI for Wealth at InvestCloud. Rankov breaks down how...
Episode #443
Host Jason Pereira interviews Bruno Teixeira, founder of Aegis AI Analytics, about helping mid-sized firms strategize and implement AI in workflows. Teixeira, with 20 years in analytics across banks in Brazil and Canada...
Episode #442
Host Jason Pereira interviews Max Lane, CEO of Flourish, a wealth tech platform aiming to bring private bank-like banking and lending experiences to independent RIAs. Lane explains Flourish’s origins in 2017 out of a...
Episode #441
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...
Episode #440
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...
Episode #439
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...
Episode #437
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...
Episode #436
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...
Episode #435
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...
Episode #434
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...
Episode #433
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...
Episode #432
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...
Recent guests on Fintech Impact. Study who booked and why before you pitch.
PitchCentric classifies Fintech Impact under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
Guides and articles for guests pitching shows like this one.
Is this podcast yours and you'd like to remove or correct details? Request removal or email privacy@pitchcentric.com.
Questions about the free trial? See the pricing FAQ
