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| Episode | Date |
|---|---|
|
iFactfind with Dr. Paul Moran | E427
|
May 12, 2026 |
|
Fynancial with Tom Fields | E426
|
May 05, 2026 |
|
Ezra Group with Craig Iskowitz | E425
|
Apr 28, 2026 |
|
Turnqey Labs with Tyrone Ross | E424
|
Apr 21, 2026 |
|
Prometeo with Ximena Alemán | E423
|
Apr 14, 2026 |
|
Money Risk Inventory with Dr. Charles Chaffin | E422
|
Apr 07, 2026 |
|
CapIntel with James Rockwood | E421
|
Mar 31, 2026 |
|
Knomee with Marla Sofer | E420
|
Mar 24, 2026 |
|
AdvisorCRM with Ryan Borer | E419
|
Mar 17, 2026 |
|
Nexhelm AI with Brian Abatemarco | E418
|
Mar 10, 2026 |
|
Nitrogen with Dan Zitting | E417
|
Mar 03, 2026 |
|
Hamachi.ai with Mike Wilson | E416
|
Feb 24, 2026 |
|
Sovos with Kevin Akeroyd | E415
|
Feb 17, 2026 |
|
Troutwood with Gene Natali | E414
|
Feb 10, 2026 |
|
Latour AI with Khe Hy | E413
|
Feb 03, 2026 |
|
Quin with Gabe Caldwell | E412
|
Jan 27, 2026 |
|
Vast Advisor with Ian Karnell | E411
|
Jan 20, 2026 |
|
Policy Stream with Philip Setter | E410
|
Jan 13, 2026 |
|
Finny with Eden Ovadia | E409
|
Jan 06, 2026 |
|
Solutions by Text with Nick Babinsky | E407
|
Dec 23, 2025 |
|
Hakkoda with Anand Pandya | E406
|
Dec 16, 2025 |
|
Knapsack with Mark Heynen | E405
|
Dec 09, 2025 |
|
Flextract with Rajesh Jayaraman | E404
|
Dec 02, 2025 |
|
ElektraFi with Antonio Zivanovic | E403
|
Nov 25, 2025 |
|
FinMate AI with Daniel Yoo | E402
|
Nov 18, 2025 |
|
KayOs with David Weinstein | E401
|
Nov 11, 2025 |
|
Episode 400 with Julia Carreon | E400
|
Nov 04, 2025 |
|
Influence Snapshot with Matt Halloran | E399
|
Oct 28, 2025 |
|
Cache with Srikanth Narayan & Wesley Gray | E398
|
Oct 21, 2025 |
|
Ansel Health with Veer Gidwaney | E397
|
Oct 14, 2025 |
|
Bequest with Anna Mouland | E396
|
Oct 06, 2025 |
|
PayJoy with Doug Ricket | E395
|
Sep 30, 2025 |
|
SmartKX with Lacey Shrum | E394
|
Sep 23, 2025 |
|
Extend with Andrew Jamison | E393
|
Sep 16, 2025 |
|
Trayecto with Russell Kroeger | E392
|
Sep 09, 2025 |
|
Fifr with Daniel Alfi | E391
|
Sep 02, 2025 |
|
Wealthfeed with Sam Kendree | E390
|
Aug 26, 2025 |
|
Notes with Divine | E389
|
Aug 19, 2025 |
|
Workfusion with Adam Famularo | E388
|
Aug 12, 2025 |
|
Ridgeline with Alex Benke | E387
|
Aug 05, 2025 |
|
Symmetry Systems with Claude Mandy | E386
|
Jul 29, 2025 |
|
RIA Growth Catalyst with Julien Baneux | E385
|
Jul 22, 2025 |
|
Bonsai with Robert DeChellis | E384
|
Jul 15, 2025 |
|
Daffy with Adam Nash | E383
|
Jul 08, 2025 |
|
Zeplyn with Era Jain | E382
|
Jul 01, 2025 |
|
Fundbox with Prashant Fuloria | 381
|
Jun 24, 2025 |
|
Communify Fincentric with John Wise | E380
|
Jun 17, 2025 |
|
Quik! Forms with Richard Walker | E379
|
Jun 10, 2025 |
|
Nebo Wealth with Adam Scully-Power | E378
|
Jun 03, 2025 |
|
Advyzon with Mark Netjes | E377
|
May 27, 2025 |
|
Exhibit A with Michael Batnick & Matt Cerminaro | E376
|
May 20, 2025 |
|
Altruist with Jason Wenk | E375
|
May 13, 2025 |
|
Community Marketing with Torie Happe & Alison Susko | E374
|
May 06, 2025 |
|
Solo Funds with Rodney Williams | 373
|
Apr 29, 2025 |
|
Versoft with Jimmy Gill | E372
|
Apr 22, 2025 |
|
GReminders with Arnulf Hsu | E371
|
Apr 15, 2025 |
|
Ned with David Silverstein | E370
|
Apr 08, 2025 |
|
Amplify with Vickie Lewin | 369
|
Apr 01, 2025 |
|
Tolerisk with Mark Friedenthal | E368
|
Mar 25, 2025 |
|
FV Bank with Miles Paschini | E367
|
Mar 18, 2025 |
|
Andes Risk with Helen Yang | E366
|
Mar 11, 2025 |
|
PureFacts with Jeff Marsden | E365
|
Mar 04, 2025 |
|
CogniCor with Sindhu Joseph | E364
|
Feb 25, 2025 |
|
TaxStatus with Kevin Knull | E363
|
Feb 18, 2025 |
|
Aya Care with Chanddeep Madaan | E362
|
Feb 11, 2025 |
|
April with Ben Borodach | E361
|
Feb 04, 2025 |
|
Jump Capital with Yelena Shkolnik |E360
|
Jan 28, 2025 |
|
Focal with John Connell | E359
|
Jan 21, 2025 |
|
Springline Advisory with Tim Brackney | E358
|
Jan 14, 2025 |
|
Destream with Tachat Igityan | E357
|
Jan 07, 2025 |
|
2024 Year End with Jason Pereira and Guy Anderson | E356
|
Dec 31, 2024 |
|
Brightwave with Mike Conover| E355
|
Dec 24, 2024 |
|
Asset Map Revisited with Adam Holt | E354
|
Dec 17, 2024 |
|
Convera with Patrick Gauthier | E353
|
Dec 10, 2024 |
|
Forms Logic with Rick Burgess | E352
|
Dec 03, 2024 |
|
Subscribe with Rafay Farooqui | E351
|
Nov 26, 2024 |
|
Episode 350! With John O'Connell | E350
|
Nov 19, 2024 |
|
Column Tax with Gavin Nachbar | E349
|
Nov 12, 2024 |
|
Credibly with Ryan Rosett | E348
|
Nov 05, 2024 |
|
Jump with Parker Ence | E347
|
Oct 29, 2024 |
|
Infinite Systems with Ali Zahedi | E346
|
Oct 22, 2024 |
|
Axos with Michael Watson | E345
|
Oct 15, 2024 |
|
Datasoft with Rahim Harji |E344
|
Oct 08, 2024 |
|
FP Alpha Revisited with Andrew Altfest | E343
|
Oct 01, 2024 |
|
Responsive AI with Davyde Wachell | E342
|
Sep 24, 2024 |
|
Orion Advisor Technologies with Brian McLaughlin | E341
|
Sep 17, 2024 |
|
Collation.AI with Tanmai Sharma | E340
|
Sep 10, 2024 |
|
Vanilla with Jim Sinai | E339
|
Sep 03, 2024 |
|
Archive Intel with Larry Shumbres | E338
|
Aug 27, 2024 |
|
Vestwell with Aaron Schumm | E337
|
Aug 13, 2024 |
|
F2 Strategy with Doug Fritz | E336
|
Aug 06, 2024 |
|
Arqa with Haik Sahakyan | E335
|
Jul 30, 2024 |
|
Brand Evangelism with Diana Cabrices | E334
|
Jul 23, 2024 |
|
Potomac Fund Management with Manish Khatta | E333
|
Jul 16, 2024 |
|
Financial Designs with Rick Scruggs | E332
|
Jul 09, 2024 |
|
RISR with Jason Early | E331
|
Jul 02, 2024 |
|
Lydia with Brian Portnoy and Andrew Smith Lewis | E330
|
Jun 25, 2024 |
|
Taiko with Chris Horvath | E329
|
Jun 18, 2024 |
|
Practice Intel with Tom Rieman | E328
|
Jun 12, 2024 |
|
Opto Investments with Ryan VanGorder | E327
|
Jun 04, 2024 |
|
8Twelve Mortgages with Gary Fooks | E326
|
May 28, 2024 |
|
Libretto with Jeff Coyle | E325
|
May 21, 2024 |
|
Savvy Wealth with Ritik Malhotra | E324
|
May 14, 2024 |
|
Mobile Assistant Revisited with Corey Westphal | E323
|
May 07, 2024 |
|
Arch with Ryan Eisenman | E322
|
Apr 30, 2024 |
|
Advisor Brand Builder with Tina Powell | E321
|
Apr 23, 2024 |
|
Dispatch with Madalyn Armijo | E320
|
Apr 16, 2024 |
|
Investium with Jonathan Faerman | E319
|
Apr 09, 2024 |
|
The Great Transition with Emmanuel Daniel | 318
|
Apr 02, 2024 |
|
Sora with Rohit Agarwal | E317
|
Mar 26, 2024 |
|
Amplify Reviews with Whit Lanier | E316
|
Mar 19, 2024 |
|
Zocks with Mark Gilbert | E315
|
Mar 12, 2024 |
|
EncorEstate Plans with Matt Morris | 314
|
Mar 05, 2024 |
|
PhilanthPro with Nicholas Palahnuk | E313
|
Feb 27, 2024 |
|
Dwolla Revisited with Dave Glaser | E312
|
Feb 20, 2024 |
|
Investipal with Cameron Howe | E311
|
Jan 30, 2024 |
|
Legal Wills with Tim Hewson | E310
|
Jan 23, 2024 |
|
Elements Revisited with Reese Harper | E309
|
Jan 16, 2024 |
|
Facet with Anders Jones | E308
|
Jan 09, 2024 |
|
Year in Review 2023 with Guy Anderson | E307
|
Jan 02, 2024 |
|
MPower Financing with Manu Smadja | E306
|
Dec 19, 2023 |
|
Ian McKenna | E305
|
Dec 12, 2023 |
|
In Charge with Shalicia Harris | E304
|
Dec 05, 2023 |
|
AltExchange with Kareem Hamady | E303
|
Nov 28, 2023 |
|
Enable with Andrew Butt | E302
|
Nov 21, 2023 |
|
Seeds with Zach Conway | E301
|
Nov 14, 2023 |
|
Episode 300 with Joel Bruckenstein | E300
|
Nov 07, 2023 |
|
Nitrogen Wealth with Aaron Klein | E299
|
Oct 31, 2023 |
|
Helios Quantitative with Chris Shuba | E298
|
Oct 24, 2023 |
|
Wealth.com with Rafael Loureiro | E297
|
Oct 17, 2023 |
|
Cubed with Elliott Limb | E296
|
Oct 10, 2023 |
|
Lenker with John Lenker and Kevin deLaplante | E295
|
Oct 03, 2023 |
|
Absolute Engagement with Julie Littlechild | E294
|
Sep 26, 2023 |
|
infoSentience with Steven Wasick | E293
|
Sep 19, 2023 |
|
New Retirement Wealth with Stephen Chen | E292
|
Sep 12, 2023 |
|
Adviice with Owen Winkelmolen | E291
|
Sep 05, 2023 |
|
interVal Revisted with Trevor Greenway | E290
|
Aug 22, 2023 |
|
Milemarker & Mammoth with Jud Mackrill | E289
|
Aug 15, 2023 |
|
Bento Engine with Philipp Hecker | E288
|
Aug 08, 2023 |
|
Sikka.ai with Jacob McGraw | E287
|
Aug 01, 2023 |
|
TaxTemplates with Jay Goodis | E286
|
Jul 25, 2023 |
|
Couplr with Derek Notman | E285
|
Jul 18, 2023 |
|
StockTwits with Rishi Khanna | E284
|
Jul 11, 2023 |
|
Wise Revisted with Brigit Carroll | E283
|
Jul 04, 2023 |
|
186 Ventures with Giuseppe Stuto | E282
|
Jun 20, 2023 |
|
XLR8CRM with Jennifer Thomas | E281
|
Jun 13, 2023 |
|
Integrated Finance with Daniel Cronin | E280
|
Jun 06, 2023 |
|
Vamos Ventures with Ashley Aydin | E279
|
May 30, 2023 |
|
Docupace with Ryan Geroge | E278
|
May 23, 2023 |
|
SIFA with Alan Gurung | E277
|
May 16, 2023 |
|
Cloud Advisors with Matt Lister | E276
|
May 09, 2023 |
|
RISA with Alex Murguia and Wade Pfau | E275
|
May 02, 2023 |
|
Benefits2 with Christine Brunsden | E274
|
Apr 25, 2023 |
|
Puulse with Mounir Felloula | E273
|
Apr 18, 2023 |
|
Intention.ly with Kelly Waltrich | E272
|
Apr 11, 2023 |
|
Checkbook with Jose Luis Salas Calcàneo | E271
|
Apr 04, 2023 |
|
Bamboo Data Consulting with Sharon Bauer | E270
|
Mar 28, 2023 |
|
Elements with Reese Harper | E269
|
Mar 21, 2023 |
|
Wax with Richard Vinhais | E268
|
Mar 14, 2023 |
|
Conquest Planning with Brad Joudrie and Ken Lotocki | E267
|
Mar 07, 2023 |
|
InvestorCom with Dave Carr-Pries | E266
|
Feb 28, 2023 |
|
Practifi with Adrian Johnstone | E265
|
Feb 21, 2023 |
|
Frank Mortgage with Don Scott | E264
|
Feb 14, 2023 |
|
Regtech Research with Ben Charoenwong | E263
|
Feb 07, 2023 |
|
Encapture with Will Robinson | E262
|
Jan 31, 2023 |
|
Underwrite Me with James Tait | E261
|
Jan 24, 2023 |
|
OnBord with Nick Bernardo | E260
|
Jan 17, 2023 |
|
NorthOne with Justin Adler | E259
|
Jan 10, 2023 |
|
Lumiant with Santiago Burridge| E258
|
Jan 03, 2023 |
|
Year In Review with Jason Pereira | E257
|
Dec 27, 2022 |
|
Dwolla with Yasser Abou-Nasr | E256
|
Dec 20, 2022 |
|
Beacon with Mark Higgins | E255
|
Dec 13, 2022 |
|
Justwealth with Andrew Kirkland | E254
|
Dec 06, 2022 |
|
Retirement Optimizer with Greg Leroux | E253
|
Nov 29, 2022 |
|
Sensedia with Marcilio Oliveira | E252
|
Nov 22, 2022 |
|
Finclusion with Timothy Nuy | E251
|
Nov 15, 2022 |
|
Episode 250 with Guest Host, Guy Anderson | E250
|
Nov 08, 2022 |
|
Covey with Brooker Belcourt | E249
|
Nov 01, 2022 |
|
Estateably with Ari Brojde | E248
|
Oct 25, 2022 |
|
Catchlight with Wilbur Swan | E247
|
Oct 18, 2022 |
|
Next Step with Shirin Oreizy | E246
|
Oct 11, 2022 |
|
Grasshopper Bank with Michael Butler | E245
|
Oct 04, 2022 |
|
Indyfin with Akshay Singh | E244
|
Sep 27, 2022 |
|
MX with David Whitcomb | E243
|
Sep 20, 2022 |
|
Bryzos with Shep Hickey | E242
|
Sep 13, 2022 |
|
Turnqey Labs with Tyrone Ross | E241
|
Sep 06, 2022 |
|
Functionland with Ehsan Shariati | E240
|
Aug 30, 2022 |
|
Arcons Technology with Hemant More | E239
|
Aug 23, 2022 |
|
StockSnips with Rebecca Wilde | E238
|
Aug 16, 2022 |
|
Stilt with Rohit Mittal | E237
|
Aug 09, 2022 |
|
Snappy Kraken with Robert Sofia | E236
|
Aug 02, 2022 |
|
Mako Fintech with Kevin Victor | E235
|
Jul 26, 2022 |
|
Upstart with Jeff Keltner | E234
|
Jul 19, 2022 |
|
Railz with Sam Kawtharani | E233
|
Jul 12, 2022 |
|
Income Lab with Justin Fitzpatrick | E232
|
Jul 05, 2022 |
|
InShare with Mark Warnquist | E231
|
Jun 28, 2022 |
|
Flybits with Gerti Dervishi | E230
|
Jun 21, 2022 |
|
Loop with Cato Pastoll | E229
|
Jun 14, 2022 |
|
ReadyWhen with Jessie Vaid | E228
|
Jun 07, 2022 |
|
Physis with Stefania Di Bartolomeo | E227
|
May 31, 2022 |
|
Liveflow with Anita Koimur | E226
|
May 24, 2022 |
|
Funding Matters with Bill Petruck | E225
|
May 17, 2022 |
|
Hearsay Systems with Tim Rickards | E224
|
May 10, 2022 |
|
Daylight Automation with Art Harrison | E223
|
May 03, 2022 |
|
Pocket Finance with Sheldon Brow | E222
|
Apr 26, 2022 |
|
MeetAmi Innovations Inc. with Sarah Morton | E221
|
Apr 19, 2022 |
|
Dayforce Wallet with Seth Ross | E220
|
Apr 12, 2022 |
|
Payslip with Fidelma McGuirk | E219
|
Apr 05, 2022 |
|
Swoop Funding with Daire Burke | E218
|
Mar 29, 2022 |
|
Four Eyes Financial with Lori Weir and Jeff Harvie | E217
|
Mar 22, 2022 |
|
Hubly with Louis Retief | E216
|
Mar 15, 2022 |
|
TurnKey Lender with Marc Pickren | E215
|
Mar 08, 2022 |
|
Modern Treasury with Dimitri Dadiomov | E214
|
Mar 01, 2022 |
|
Manzil with Mohamad Sawwaf | E213
|
Feb 22, 2022 |
|
ROL Advisor with Steve Sanduski | E212
|
Feb 15, 2022 |
|
ndex systems with Laurent Bensemana | E211
|
Feb 08, 2022 |
|
M&A Science with Kison Patel | E210
|
Feb 01, 2022 |
|
Knudge with Dave Connolly | E209
|
Jan 25, 2022 |
|
Javelin Strategy & Research with Will Trout | E208
|
Jan 18, 2022 |
|
Milemarker with Jud Mackrill | E207
|
Jan 11, 2022 |
|
PreciseFP Revisited with Sebastian Skwarek | E206
|
Jan 04, 2022 |
|
2021 Year in Review with Guest Host, Guy Anderson | E205
|
Dec 28, 2021 |
|
Capintel with James Rockwood | E204
|
Dec 21, 2021 |
|
Prediction Strike with Devan Hurt | E203
|
Dec 14, 2021 |
|
Open Banking with Steve Boms | E202
|
Dec 07, 2021 |
|
Kickstart Your Digital Transformation | E201
|
Nov 30, 2021 |
|
Gavin Spitzner | E200
|
Nov 23, 2021 |
|
Nvidia with Kevin Levitt | E199
|
Nov 16, 2021 |
|
Stellar Development Foundation with Denelle Dixon | E198
|
Nov 09, 2021 |
|
AdvisorFlow with Brandon Chapman | E197
|
Nov 02, 2021 |
|
Financial Data Exchange with Tom Carpenter & Jason Chomik | E196
|
Oct 26, 2021 |
|
Cybersecurity with Evgeniy Kharam | E195
|
Oct 19, 2021 |
|
Payability (Revisited) with Maya Pochiraju | E194
|
Oct 12, 2021 |
|
InvestorCOM with David Reeve | E193
|
Oct 05, 2021 |
|
InterVal with Trevor Greenway | E192
|
Sep 28, 2021 |
|
Ally Lending with Hans Zandhuis | E191
|
Sep 21, 2021 |
|
11:FS with Eric Fulwiler | E190
|
Sep 07, 2021 |
|
Secfi with Vieje Piauwasdy | E189
|
Aug 31, 2021 |
|
Codat with Peter Lord | E188
|
Aug 24, 2021 |
|
Emerging Trends in Fintech with Dr. Stephen Taylor | E187
|
Aug 17, 2021 |
|
NFTs with Krista Kim | E186
|
Aug 10, 2021 |
|
Holistiplan with Kevin Lozer | E185
|
Aug 03, 2021 |
|
Branch with Atif Siddiqi | E184
|
Jul 27, 2021 |
|
Purpose with Som Seif | E183
|
Jul 20, 2021 |
|
Wise with Nick Catino | E182
|
Jul 13, 2021 |
|
Whatifi with Jon Cowley | E181
|
Jul 06, 2021 |
|
Infosys with Dennis Gada | E180
|
Jun 29, 2021 |
|
Neo Financial with Andrew Chau | E179
|
Jun 22, 2021 |
|
Nebeus with Michael Stroev | E178
|
Jun 15, 2021 |
|
fpPathfinder with Michael Lecours | E177
|
Jun 08, 2021 |
|
WP Wealthtech Summit 2021 | E176
|
Jun 01, 2021 |
|
Envestnet | Yodlee with Brandon Rembe | E175
|
May 25, 2021 |
|
Dataswift with Shawn Yeager | E174
|
May 18, 2021 |
|
Leveraging Networks with Gil Petersil | E173
|
May 11, 2021 |
|
FP Alpha with Andrew Altfest | E172
|
May 04, 2021 |
|
The Genie with Scott Plaskett | E171
|
Apr 27, 2021 |
|
Fully Vested with Binna Kim | E170
|
Apr 20, 2021 |
|
Metaco with Adrien Treccani | E169
|
Apr 13, 2021 |
|
Cinchy with Dan DeMers | E168
|
Apr 06, 2021 |
|
Epilogue Wills with Arin Klug | E167
|
Mar 30, 2021 |
|
Timeline with Abraham Okusanya | E166
|
Mar 23, 2021 |
|
Zafin with Meenaz Sunderji | E165
|
Mar 16, 2021 |
|
Unison with Thomas Sponholtz | E164
|
Mar 09, 2021 |
|
Open Banking 5: Wrap Up with Clayton Feick | E163
|
Mar 02, 2021 |
|
Open Banking 4: Global Contrast with Edward Berks, Davyde Wachell, & Chad Davis | E162
|
Feb 23, 2021 |
|
Open Banking 3: Canada with Ben Harrison, Andrew Moor, & Daniel Eberhard | E161
|
Feb 16, 2021 |
|
Open Banking 2: U.S. with Frederik Mennes, John Pitts, & Yoseph West | E160
|
Feb 09, 2021 |
|
Open Banking 1: Europe with Hesus Inoma & Daniel Döderlein | E159
|
Feb 02, 2021 |
|
Upside Foundation with Jennifer Couldrey | E158
|
Jan 26, 2021 |
|
Xendoo with Lil Roberts | E157
|
Jan 19, 2021 |
|
Act Analytics with Zachary Dan | E156
|
Jan 12, 2021 |
|
Billd with Christopher Doyle | E155
|
Jan 05, 2021 |
|
2020 Year In Review with Jason Pereira | E154
|
Dec 29, 2020 |
|
Canaree with Sara Green Broderson | E153
|
Dec 22, 2020 |
|
Ortec with Richard Owen | E152
|
Dec 15, 2020 |
|
iComply with Matthew Unger | E151
|
Dec 08, 2020 |
|
FP Pad with Bill Winterberg | E150
|
Dec 01, 2020 |
|
Eq Bank with Mahima Poddar | E149
|
Nov 24, 2020 |
|
Peernova with Gangesh Ganesan| E148
|
Nov 17, 2020 |
|
Ava Labs with John Wu | E147
|
Nov 10, 2020 |
|
Auka with Daniel Döderlein | E146
|
Nov 03, 2020 |
|
OneSpan with Sam Bakken | E145
|
Oct 27, 2020 |
|
Hydrogen Platform with Michael Kane | E144
|
Oct 20, 2020 |
|
Blockchain Valley Ventures with Heinrich Zetlmayer | E143
|
Oct 13, 2020 |
|
Nexj Systems Inc. with Matthew Bogart | E142
|
Oct 06, 2020 |
|
Bambu with Ned Phillips | E141
|
Sep 29, 2020 |
|
Vise with Runik Mehrotra & Samir Vasavada | E140
|
Sep 22, 2020 |
|
Framework Venture Partners with Peter Misek | E139
|
Sep 15, 2020 |
|
Cosmos with Ethan Buchman | E138
|
Sep 08, 2020 |
|
Charitable Impact with John Bromley & Michael Todd | E137
|
Sep 01, 2020 |
|
Biller Genie with Garima Shah | E136
|
Aug 25, 2020 |
|
Conquest Planning with Mark Evans & Brad Joudrie | E135 (corrected)
|
Aug 18, 2020 |
|
Quber with Jen Leger & Venky Kulkarni
|
Aug 11, 2020 |
|
Fraction with Hayden James | E133
|
Aug 04, 2020 |
|
Wagepoint with Shrad Rao | E132
|
Jul 28, 2020 |
|
Become with Shuli Mantsur | E131
|
Jul 21, 2020 |
|
Payability with Alex Sklar | E130
|
Jul 14, 2020 |
|
Find Bob with Roland Chan | E129
|
Jul 07, 2020 |
|
YCharts with Sean Brown | E128
|
Jun 30, 2020 |
|
Clearbanc With Andrew D'Souza | E127
|
Jun 23, 2020 |
|
Koyfin with Rob Koyfman | E126
|
Jun 16, 2020 |
|
AltruWisdom with Alisha Mawji & Zakir Kanji | E125
|
Jun 09, 2020 |
|
Apprise Labs with Edmond Walters | E124
|
Jun 02, 2020 |
|
Tulip with Dr. Daniel Crosby | E123
|
May 26, 2020 |
|
37 Angels with Lisha Davis | E122
|
May 19, 2020 |
|
The Money Hackers with Daniel P. Simon | E121
|
May 12, 2020 |
|
Intuit with Melika Hope (HoP) | E120
|
May 05, 2020 |
|
Out Innnovate with Alex Lazarow (Author) | E119
|
Apr 28, 2020 |
|
Surex with Matt Alston (COO) | E118
|
Apr 21, 2020 |
|
Securrency with Dan Doney (CEO) | E117
|
Apr 14, 2020 |
|
Carta with Giles Sutherland (Managing Director) | E116
|
Apr 07, 2020 |
|
SideDrawer with Gaston Siri (CEO) & Jamie Wolkove (VPS) | E115
|
Mar 31, 2020 |
|
Celent with Awaad Amir (Analyst) & Neil Sheehan (Analyst) | E114
|
Mar 24, 2020 |
|
Dialogue Health with Zack Brown (VPS) | E113
|
Mar 17, 2020 |
|
Addapar with Natalie Sunderland (CMO) | E112
|
Mar 10, 2020 |
|
eSentire with J. Paul Haynes (President) | E111
|
Mar 03, 2020 |
|
True Accord with Ohad Samet (CEO) | E110
|
Feb 25, 2020 |
|
Lead Pilot with Samantha Russell (CEO) | E109
|
Feb 18, 2020 |
|
ConnectionPoint with Daryl Hatton (CEO) | E108
|
Feb 11, 2020 |
|
Limelight Health with Garrett Viggers (Co-Founder) | E107
|
Feb 04, 2020 |
|
Utrust with Filipe Castro (CIO) | E106
|
Jan 28, 2020 |
|
Better Money Choices with Doug Dahmer (CEO) | E105
|
Jan 21, 2020 |
|
Soarpay with Scott Hawksworth (SMD) | E104
|
Jan 14, 2020 |
|
Wealthbar & Snap Projections with Tea Nicola (CEO) & Pawel Brzeminski | E103
|
Jan 08, 2020 |
|
Haven Life with Yaron Ben-Zvi (CEO) | E102
|
Dec 31, 2019 |
|
Mylo with Phil Barrar (CEO) | E101
|
Dec 24, 2019 |
|
Episode 100 with Michael Kitces | E100
|
Dec 17, 2019 |
|
Learnedly with John Waldron (CEO) | E99
|
Dec 10, 2019 |
|
Information Venture Partners with Toan Huynh (Partner) | E98
|
Dec 03, 2019 |
|
BizEquity with Jason Early (CRO) | E97
|
Nov 26, 2019 |
|
nanopay with Laurence Cooke (CEO) | E96
|
Nov 19, 2019 |
|
Willing Wisdom Index with Tom Deans (Founder) | E95
|
Nov 12, 2019 |
|
Park Place Payments with Samantha Ettus (CEO) | E94
|
Nov 05, 2019 |
|
IPC Tech Panel with Adam Felesky, Dave Nugent, Daniel Eberhard, Zack Brown & Jason Pereira | E93
|
Oct 29, 2019 |
|
Nest Wealth & Razor Plan with Randy Cass (CEO) & David Faulkner (Head of Research) | E92
|
Oct 22, 2019 |
|
IAFP: Fintech & The Future of Finance with Jason Pereira (Host) | E91
|
Oct 15, 2019 |
|
FINCA Impact Finance with Andrée Simon (President & CEO) | E90
|
Oct 08, 2019 |
|
Willful with Erin Bury (CEO) | E89
|
Oct 01, 2019 |
|
Suitability Pro with Shawn Brayman (CEO) | E88
|
Sep 24, 2019 |
|
Hull e-State Planner with Jordan Atin (Founder) | E87
|
Sep 17, 2019 |
|
ENACOMM with Stacey Zuniga (VP Financial Services) | E86
|
Sep 10, 2019 |
|
Luge Capital with Ramin Wright (Investment Analyst) | E85
|
Sep 03, 2019 |
|
Ladder Life with Jamie Hale (CEO & Co-Founder) | E84
|
Aug 27, 2019 |
|
Mobile Assistant with Corey Westphal (CEO) | E83
|
Aug 20, 2019 |
|
Wealthica with Simon Boulet (President & CEO) | E82
|
Aug 13, 2019 |
|
Fuzzy Logix with Aashu Virmani (EVP) | E81
|
Aug 06, 2019 |
|
dv01 with Perry Rahbar (CEO) | E80
|
Jul 30, 2019 |
|
AdvisorStream with Kevin Mulhern (CEO) | E79
|
Jul 23, 2019 |
|
Future Crunch with Dr. Angus Hervey (Co-Founder) | E78
|
Jul 16, 2019 |
|
MoneyGaps with Preet Banerjee (Founder) | E77
|
Jul 09, 2019 |
|
Systelos with Jad Chehlawi (CEO) | E76
|
Jul 02, 2019 |
|
Female Funders with Jill Earthy (Head) | E75
|
Jun 25, 2019 |
|
Owl with Sean Merat (CEO), Sohrab Merat (CPO), & Vahid Mirjalili (COO)) | E74
|
Jun 18, 2019 |
|
Carson Wealth with Ron Carson (CEO) | E73
|
Jun 11, 2019 |
|
Tech Titans and Fintech (Part 2) with Aly Dhalla, Zaheer Merali, and Jason Pereira | E72
|
Jun 04, 2019 |
|
Tech Titans and Fintech with Aly Dhalla, Zaheer Merali, and Jason Pereira | E71
|
May 28, 2019 |
|
SQRL with Om Suthar (CEO) | E70
|
May 21, 2019 |
|
Twenty Over Ten with Samantha Russell (CMO) | E69
|
May 14, 2019 |
|
Cappitech with Ron Finberg (Product Specialist) | E68
|
May 07, 2019 |
|
Vision Systems with Michael Curtis (CEO) | E67
|
Apr 30, 2019 |
|
Salesforce World Tour 2019 Review with Jason Pereira & Alex Martin | E66
|
Apr 23, 2019 |
|
Asset Map with Adam Holt (CEO) | E65
|
Apr 16, 2019 |
|
Advisor Websites with Nitesh Verma (Director of Marketing) | E64
|
Apr 09, 2019 |
|
Riskalyze with Aaron Klein (CEO) | E63
|
Apr 02, 2019 |
|
Breathe Life with Ian Jeffrey (CEO) | E62
|
Mar 26, 2019 |
|
Yourefolio with Scott Huff (CEO) | E61
|
Mar 19, 2019 |
|
RazorPlan with David Faulkner (CEO) | E60
|
Mar 12, 2019 |
|
Four Eyes Financial with Lori Weir (CEO), Kendall McMenamo (CTO) & Jeff Harvie (HSG) | E59
|
Mar 05, 2019 |
|
Cascades with Jonathan Kestle (VP) | E58
|
Feb 26, 2019 |
|
Bench with Ian Crosby (CEO) | E57
|
Feb 19, 2019 |
|
Factgem with Clark Richey (CTO) | E56
|
Feb 12, 2019 |
|
Ledn with Mauricio Di Bartolomeo (CEO) | E55
|
Feb 05, 2019 |
|
CacheFlo with Stephanie Holmes-Winton (CEO) | E54
|
Jan 29, 2019 |
|
Shield Financial Compliance with Shiran Weitzman (CEO) | E53
|
Jan 22, 2019 |
|
Corl with Sam Kawtharani (CEO) | E52
|
Jan 15, 2019 |
|
KOHO with Daniel Eberhard (CEO) | E51
|
Jan 08, 2019 |
|
Future Tech today with Jason Pereira (Host) | E50
|
Jan 04, 2019 |
|
Fintech Trends in Accounting with Jason Pereira (Host) | E49
|
Dec 25, 2018 |
|
AdvicePay with Alan Moore (CEO) | E48
|
Dec 18, 2018 |
|
The Unified Wallet with Kyle Kemper (Author) | E47
|
Dec 11, 2018 |
|
Coinberry with Andrei Poliakov (CEO) | E46
|
Dec 04, 2018 |
|
Emerj with Daniel Faggella (CEO) | E45
|
Nov 27, 2018 |
|
PolicyMe with Andrew Ostro (CEO) | E44
|
Nov 20, 2018 |
|
D1g1t with Dan Rosen (CEO) | E43
|
Nov 13, 2018 |
|
Quick Estate with Melissa Best (CEO) | E42
|
Nov 06, 2018 |
|
Balance with George Bordianu (CEO) | E41
|
Oct 30, 2018 |
|
Portag3 Ventures with Paul Desmarais III (Chairman) | E40
|
Oct 23, 2018 |
|
Blockchain Panel with Jason Pereira, Kyle Kemper, and David Hayes | EP39
|
Oct 09, 2018 |
|
Cannex with Gary Baker (COO) | E38
|
Oct 02, 2018 |
|
Liquidity Marketplace with Thomas Schickler (CEO) | E37
|
Sep 25, 2018 |
|
Portag3 Ventures with Ben Harrison (Partner) | E36
|
Sep 18, 2018 |
|
LiveCA with Chad Davis (Co-Founder) | EP35
|
Sep 04, 2018 |
|
Wealthbar with Tea Nicola (CEO) | EP34
|
Aug 28, 2018 |
|
Curexe with Johnathan Holland (Founder & CEO) | EP33
|
Aug 21, 2018 |
|
Nest Wealth with Randy Cass (Founder & CEO) | EP32
|
Aug 14, 2018 |
|
Nuco & Aion with Kesem Frank (Co-Founder) | EP31
|
Aug 07, 2018 |
|
Upside Consulting with Amelia Young (Consultant) | EP30
|
Jul 31, 2018 |
|
Zensurance with Danish Yusuf (CEO) | EP29
|
Jul 24, 2018 |
|
Borrowell with Eva Wong (CEO) | EP28
|
Jul 17, 2018 |
|
Responsive AI with Davyd Wachell (CEO) | EP27
|
Jul 10, 2018 |
|
PreciseFP with Don Whalen (CEO) | EP26
|
Jul 03, 2018 |
|
Currency Cloud with Richard Arundel (GM North America) | EP25
|
Jun 27, 2018 |
|
Life Design Analysis with Charlie Conron (CTO) | EP24
|
Jun 19, 2018 |
|
Xero with Ben Styles (GM Product - Financial Services) | EP23
|
Jun 12, 2018 |
|
Tools For An Efficient Advisor Office with Jason Pereira (Host) | EP22
|
Jun 05, 2018 |
|
One Ledger with Othalia Doe Bruce (Public Relations Officer) | EP21
|
May 29, 2018 |
|
FinTech 101 with Guy Anderson (Guest Host) | EP20
|
May 24, 2018 |
|
Planswell with Eric Arnold (CEO)| EP19
|
May 22, 2018 |
|
Advicent with Anthony Stich (COO)| EP18
|
May 17, 2018 |
|
Flinks with Yves Gabriel Leboeuf (CEO)| EP17
|
May 15, 2018 |
|
Collage with Peter Demangos (Co-Founder)| EP16
|
May 10, 2018 |
|
Wealthscope with Pauline Shum Nolan (Founder) | EP15
|
May 08, 2018 |
|
FinTech Innovation with Paolo Sironi (Author and Thought Leader at IBM Watson & IBM Industry Academy) | EP14
|
May 03, 2018 |
|
Honeybee Benefits with David Katz (EVP) | EP13
|
May 01, 2018 |
|
Snap Projections with Pawel Brzeminski (CEO) | EP12
|
Apr 26, 2018 |
|
Quandl with Clayton Feick (VP Sales & Business Development) | EP11
|
Apr 24, 2018 |
|
Finaeo with Aly Dhalla (CEO) (Co-Founder)| EP10
|
Apr 19, 2018 |
|
Viviplan with Rona Birenbaum (Co-Founder)| EP09
|
Apr 17, 2018 |
|
Fintech Trends with Zaheer Merali (Consultant)| EP8
|
Apr 12, 2018 |
|
RiXtrema with Yon Perullo (Founder)| EP7
|
Apr 10, 2018 |
|
Plan Plus with Shawn Brayman (Founder)| EP6
|
Apr 05, 2018 |
|
Lending Loop with Cato Pastoll (CEO)| EP5
|
Apr 03, 2018 |
|
Onist with Brad Kotansky (CEO)| EP04
|
Mar 29, 2018 |
|
FinaMetrica with Paul Resnik (Co-Founder) | EP03
|
Mar 27, 2018 |
|
Humi with Kevin Kliman (CEO) | EP02
|
Mar 19, 2018 |
|
Wealthsimple with Dave Nugent (CIO)| EP01
|
Mar 15, 2018 |