Fintech Impact Podcast
1) AdvisorCRM with Ryan Borer | E419
On this episode of FinTech Impact host Jason Pereira interviews Ryan Borer, CEO of Advisor CRM, about his mission to transform the CRM from a static database into an "action engine" for financial and ...Show More
2) Nexhelm AI with Brian Abatemarco | E418
Host Jason Pereira interviews Brian Abatemarco, Head of Sales at Nexhelm AI, a platform launched in late 2025 to automate end-to-end financial workflows. Drawing on his 12 years as a CFP, Brian explai...Show More
3) Nitrogen with Dan Zitting | E417
Host Jason Pereira joins Nitrogen Wealth CEO Dan Zitting to discuss the companyâs evolution from a niche risk-scoring tool into a comprehensive AI platform. Dan outlines how Nitrogen is leveraging a n...Show More
4) Hamachi.ai with Mike Wilson | E416
In this episode of FinTech Impact, host Jason Pereira interviews Mike Wilson, CEO and co-founder of Hamachi, an AI governance layer for financial advisors that unifies data from systems like CRMs and ...Show More
5) Sovos with Kevin Akeroyd | E415
In this episode of FinTech Impact, host Jason Pereira interviews Kevin Akeroyd, CEO of Sovos, a leading tax compliance software company. Kevin shares the history and evolution of Sovos, its critical r...Show More
6) Troutwood with Gene Natali | E414
In this episode of FinTech Impact, host Jason Pereira interviews Gene Natali, CEO and founder of Troutwood, an online financial planning and engagement platform aimed at helping advisors and enterpris...Show More
7) Latour AI with Khe Hy | E413
In this episode of FinTech Impact, host Jason Pereira interviews Khe Hy, founder of Latour AI. Khe shares his journey of starting Latour AI, a company that helps businesses integrate artificial intell...Show More
8) Quin with Gabe Caldwell | E412
In this episode of FinTech Impact, host Jason Pereira interviews Gabe Caldwell, co-founder of Quin, an AI-driven advisor support tool designed to automate administrative tasks for financial advisors. ...Show More
9) Vast Advisor with Ian Karnell | E411
In this episode of FinTech Impact, host Jason Pereira interviews Ian Karnell, co-founder and CEO of Vast Advisor. Vast Advisor is a revolutionary AI-native client acquisition system built to drive org...Show More
10) Policy Stream with Philip Setter | E410
In this episode of FinTech Impact, Jason Pereira interviews Philip Sutter, CEO of Policy Stream, an innovative platform aimed at revolutionizing the life insurance application process for Canadian adv...Show More