17 episodes

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.

Ventures in WealthTech Marshall Smith

    • Business

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.

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

    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 ...

    • 36 min
    Navigating Family Office Frontiers with KnowLedger's Ryan Kerry

    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 m...

    • 36 min
    WealthTech Meets Philanthropy with Stephen Kump CEO of Charityvest

    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 beco...

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

    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 emphas...

    • 29 min
    Talking Debt & Wealth Management with Rohit Agarwal

    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. Wit...

    • 29 min
    Creating Success in WealthTech Startups with Kendrick Wakeman

    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 Partne...

    • 30 min

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