The SoFin Podcast
1) How The Company That Coined The Term "Philantech" Is Transforming The Way We Give
Joe Phoenix, Co- Founder and CEO of Givinga had a long and vibrant career in a leadership position at Putnam Investments, one of the world's largest asset management firms, before he decided he wanted...Show More
How The Company That Coined The Term "Philantech" Is Transforming The Way We Give
58:13 | Oct 25th, 2022
2) Using FinTech To Expand Access To Higher Education For International Students
Manu Smadja, Founder and CEO of MPOWER Financing shares why he decided to leave a partner track career as a management consultant to start a FinTech company focused on helping international students f...Show More
Using FinTech To Expand Access To Higher Education For International Students
45:06 | Mar 2nd, 2022
3) Brendan Lee Young of Passiv on Easy Portfolio Management for the DIY Investor
Brendan Lee Young of Passiv shares the company's origin story and also explains how an active community of DIY investors on a Reddit forum helped the company get off the ground.
Brendan Lee Young of Passiv on Easy Portfolio Management for the DIY Investor
53:46 | Jun 7th, 2021
4) Dov Marmor of Railsbank on Making It Easy for Businesses to Offer Credit Cards to Their Customers
Dov Marmor, COO of Railsbank North America joined Mike Langford to share a new frontier for embedded finance... credit cards. As Dov explains, the solution offers businesses and their customers an arr...Show More
5) Phill Rosen of Even Financial on Making It Easy For Any Business to Offer Financial Products to Their Customers
Phill Rosen, CEO of Even Financial shares how easy it is for any company to offer financial products to their customers with a simple API. More importantly... Phill explains why companies should want ...Show More
6) Runik Mehrotra and Samir Vasavada of Vise - How Two Gen Z Founders Built a Solution That is Being Embraced by an Industry Dominated by Gen X and Boomers
Runik Mehrotra and Samir Vasavada, Co-Founders of Vise have become quite famous in the FinTech world for the innovative, A.I. powered, portfolio management solution they developed as teenagers. In thi...Show More
7) Gopi Rangan of Sure Ventures on Investing In Startups Where Founders Are On A Mission
Gopi Rangan, Founding Partner at Sure Ventures and host of The Sure Shot Entrepreneur podcast explains why he invests in startups where he feels the founders are on a mission. Hint... it has to do wit...Show More
8) Rashad Kurbanov and Hamid Gayibov of IOWNIT on Creating a Digital Marketplace for Private Securities
Rashad Kurbanov and Hamid Gayibov, founders of IOWNIT share how they created a digital marketplace for trading and investing in private securities. There are over 1.8 million private companies in the ...Show More
9) Roger Pine of Holistiplan on Speeding Up the Tax Planning Process for Financial Advisors
Tax planning can be a very labor intensive process for financial advisors who offer it to their clients. Roger Pine discovered this firsthand in his career as a financial advisor. That was the inspira...Show More
10) Richard Steggall of Urban FT on the FinTech Core Powering Over 500 Small to Medium Financial Institutions
It used to be that large banks and financial firms had an edge in delivering high-tech solutions to their customers. Technology was expensive and required a big team to implement and maintain. Richar...Show More