Ventures in WealthTech

Hosted by Marshall Smith

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Episodes

Latest episode

Mar 2024

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EN-US

About the show

Come learn about the dynamic challenges and trends as it pertains to the venture capital market. Hosted by First Rate Ventures' Managing Director, Marshall Smith, CIPM, we will be interviewing top industry experts on all things WealthTech.

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17 recent

March 7, 2024Episode 1736 min

Exploring Europe’s Venture Capital Landscape with Joe Schorge of Isomer Capital

Join host Marshall Smith in an engaging episode of "Ventures in WealthTech" as he delves into the dynamic world of European Fintech and startups with guest, Joe Schorge. From Dartmouth connections to a transatlantic move, Schorge shares his journey, exploring the European VC landscape and the perfect storm that catalyzed its growth. Discover the diverse hubs shaping Europe's startup scene, from London to Berlin, and gain insights into the historical challenges of scaling products across the continent. Joe shares his journey and experiences founding Isomer Capital and sheds light on their three-fold approach, involving early-stage fund investments, co-investing in emerging companies, and acquiring secondary pieces. Listen to the full episode to discover the evolving trends in the European market, the dominance of Fintech in the VC space, and the opportunities within Europe's thriving tech ecosystem.

December 13, 2023Episode 1636 min

Navigating Family Office Frontiers with KnowLedger's Ryan Kerry

In the latest Ventures in WealthTech podcast episode, host Marshall Smith interviews Ryan Kerry, the founder of KnowLedger. The conversation delves into the unique challenges of family offices, particularly the increasing trend toward outsourcing and the complexities involved in integrating alternative holdings. KnowLedger aims to fill this void by providing a solution that automates the data integration process, reducing manual work and ensuring accuracy. Marshall and Ryan explore the macro trends in the Family Office market, emphasizing the growing presence of alternative investments and the increasing comfort with outsourcing, which extends to both portfolio management and general ledger functions. KnowLedger is designed to streamline the workflow for family offices, accounting firms, and other entities by automating the interpretation of transactions and mapping them to specific general ledger entries.Listen to the full podcast to learn the challenges and opportunities in the WealthTech space, with KnowLedger positioned as a strategic partner, addressing critical issues in data integration for family offices and accounting firms.

November 1, 2023Episode 1531 min

WealthTech Meets Philanthropy with Stephen Kump CEO of Charityvest

In the latest Ventures in WealthTech podcast episode, host Marshall Smith interviews Stephen Kump, the founder of Charityvest. Stephen Kump shares his background, including his military career and transition into the world of philanthropy and technology. Stephen highlights the growth of Donor Advised Funds and Community Funds in recent years and their potential to encourage more purposeful giving. The conversation delves into how financial advisors can play a role in helping clients become more tax-efficient with their giving and how technology can streamline the process, making it easier for advisors to facilitate charitable giving discussions with their clients.The podcast concludes with a discussion of how Charityvest is integrating values and impact into its business model, emphasizing the importance of relationships, generosity, and aligning values with investors.

September 27, 2023Episode 1429 min

Building a WealthTech Startup Ecosystem and the Evolution of Venture Capital with Pamela Cytron

In this episode of "The Ventures and Wealth Tech Podcast," host Marshall Smith welcomes back Pamela Cytron, the president of Founders Arena and a serial entrepreneur with vast experience in advising startups. The episode delves into the evolving landscape of WealthTech and the journey they've embarked on since Pamela's previous appearance in May 2022.This episode introduces the Founders Arena, a unique WealthTech accelerator with a focus on revenue growth and long-term partnerships. It emphasizes the importance of connecting diverse players in the WealthTech ecosystem and its commitment to community involvement and positive impact. The WealthTech Combine event offers an opportunity to learn more about these exciting developments in the industry. Listen to the full podcast to learn more!

August 9, 2023Episode 1329 min

Talking Debt & Wealth Management with Rohit Agarwal

In our latest episode of Ventures in WealthTech, we engaged in a compelling conversation with the Co-Founder of Sora Finance to discuss the seamless fusion of debt optimization and cutting-edge analysis within the realm of wealth management. A staggering 83% of discerning clients hold the reasonable expectation that their financial advisor will adeptly handle debt management intricacies. Yet, intriguingly, a mere 3% of these advisors rise to meet this crucial demand. Witness firsthand how the power of AI empowers the future of financial advisory by transforming and optimizing debt structures, setting clients on a path to lasting financial mastery.

July 5, 2023Episode 1230 min

Creating Success in WealthTech Startups with Kendrick Wakeman

In this episode of Ventures in WealthTech, the CEO of WealthTech Strategy Partners, Kendrick Wakeman, shares insights into how his firm supports and empowers startup wealthtech and fintech companies. The episode dives into the challenges these emerging companies face and explores the strategies that WealthTech Strategy Partners employ to ensure their long-term sustainability. Throughout the discussion, Kendrick Wakeman highlights the unique value proposition of WealthTech Strategy Partners. The firm leverages its extensive industry resources and expertise to provide valuable consulting services, helping wealthtech and fintech startups navigate the industry's complexities. By offering strategic guidance, market insights, and regulatory expertise, they assist these companies in overcoming obstacles and seizing growth opportunities.

June 7, 2023Episode 1133 min

DIY Wealth Management with David Kon of Ripsaw

When it comes to wealth management and financial planning, many investors are moving in a direction that will put them in the driver’s seat. In our interview with David Kon, the Founder and CEO of Ripsaw, we explored how the Ripsaw tools were designed to empower everyday investors by offering a holistic and cost-effective subscription-based platform. This platform aims to enhance investors' understanding of market trends, provide insights into all available options, and illustrate the influence of their daily financial decisions and risk tolerance on their long-term investment goals.

May 3, 2023Episode 1037 min

Former Journalist Tackles Banking in Latin America and Knowledge as a Service

KYC (Know Your Customer) is a challenge, particularly when providing financial services to individuals from Latin America. The difficulty comes down to classifying data. So we sat down with the Founder and CEO of Evidencity, Samuel Logan, to learn how his firm is helping create clarity and transparency for global relationships and transactions using a team of researchers and analysis experts to deliver via a SaaS platform.

April 5, 2023Episode 930 min

Strategically Impacting Global Markets with First Rate Values and WealthTech Innovation

We sat down with First Rate Global Managing Director, Grayson Greer, to discuss the journey of First Rate’s global expansion and sustainable growth strategy. First Rate’s mission to build a long-term and impactful global presence requires a unique approach that addresses specific regional challenges and hurdles. Listen to our latest podcast episode to learn how Grayson and his global teams are integrating with different markets and making strategic partnerships that create long-term impact for clients, co-workers, communities, and capital.

March 1, 2023Episode 826 min

ChatGPT, Artificial Intelligence, and WealthTech

We all have been a part of the big debate… you know .. the one between AI and the human touch. The two things we know for sure is that data will never be outdated, and humans will never go out of style. So where does that leave us? And what do we do with all the data at our fingertips? We sat down with First Rate Managing Director of Data Services, Emily Traxler, to discuss the history of AI, the importance of understanding it’s value as well as use cases in each market, and how having a ‘human in the loop’ can be the true differentiator when determining the impact to clients and overall business objectives.