346 episodes

Connecting you with the people, companies, and ideas revolutionizing global financial services. Our guests are the leading fintech founders, investors, and thinkers in the world.

Subscribe and follow us for more FinTech content by searching @whartonfintech on your preferred platform!

Wharton FinTech Podcast Wharton Fintech Podcast

    • Technology
    • 4.7 • 114 Ratings

Connecting you with the people, companies, and ideas revolutionizing global financial services. Our guests are the leading fintech founders, investors, and thinkers in the world.

Subscribe and follow us for more FinTech content by searching @whartonfintech on your preferred platform!

    Rohit Mittal, Co-Founder and CEO of Stilt - Loans for Immigrants and the Underserved

    Rohit Mittal, Co-Founder and CEO of Stilt - Loans for Immigrants and the Underserved

    Anirudh Singh sits down with Rohit Mittal, co-founder and CEO of Stilt. They discuss the difficulties Rohit faced when looking to rent an apartment in New York City, why United States immigrants are an underserved but creditworthy population, and how Stilt has approached solving this problem.

    Rohit Mittal:
    Rohit Mittal is the co-founder and CEO of Stilt. Rohit has extensive experience in credit risk analytics and data science. He spent years building credit risk and fraud models for top U.S. banks. In his current role, he defines the overall business strategy, leads debt and capital fundraising efforts, leads product development, and leads other customer-related aspects for the company. Stilt is backed by Y Combinator and has raised a total of $275M in debt and equity funding to date.

    Prior to founding Stilt, Rohit started his career at Verisk Analytics using big data to optimize credit risk. He went on to become the founding member of the data science team at Popsugar, helping the company build its analytics framework for data science efforts.

    Rohit has a Bachelor's degree from Delhi College of Engineering and Master's degree from Columbia University.

    • 30 min
    Harshul Sanghi, Founder & Global Head of Amex Ventures -- Reflecting on 10 Years of Investing

    Harshul Sanghi, Founder & Global Head of Amex Ventures -- Reflecting on 10 Years of Investing

    Gabriela Ariana Campoverde sits down with Harshul Sanghi, Founder and Global Head of Amex Ventures. Harshul has over thirty years of operating experience, and for the past 10 years has led the venture arm of American Express and oversees global investment activity across the company. To date, Amex Ventures has invested in 80+ companies and has offices in New York, San Francisco, and Boston.

    He has led investments in Abra, Better.com, Bill.com, Boom Supersonic, Boxed, Instacart, Learnvest, FalconX, Finix, Next Insurance, Philanthropi, Plaid, RetailNext, Stripe, Toast, and Turo, among others. Amex Ventures now has a portfolio valued at over $1 billion dollars.

    In this episode you will hear about:
    - The birth of Amex Ventures
    - 10 years of investing
    - What differentiates Amex Ventures from other corporate VCs
    - Investment-worthy trends in the payments space
    - Harshul Sanghi’s career
    - And much more!

    About Harshul Sanghi

    Harshul Sanghi founded Amex Ventures in 2011 to accelerate the digital transformation of American Express by investing in and partnering with innovative start-up companies. Prior to joining Amex, Harshul was Managing Director of Motorola Mobility Ventures and has over 30 years of operating experience.

    About Amex Ventures

    Amex Ventures invests in and partners with start-ups to accelerate innovation for consumers and businesses. For additional information on Amex Ventures, please visit www.americanexpress.com/us/business/american-express-ventures

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    Gabriela’s LinkedIn: linkedin.com/in/gcampoverde

    • 39 min
    Xochitl Cazador, Head of Ecosystem Growth at Celo - Making Defi Mobile First

    Xochitl Cazador, Head of Ecosystem Growth at Celo - Making Defi Mobile First

    Anirudh Singh sits down with Xochitl Cazador, Head of Ecosystem Growth at Celo. In this episode, they discuss:
    - Social impact through blockchain technology
    - Disrupting blockchain through diversity at She(256)
    - Creating an open financial system through Celo
    - The $100M Defi for the People initiative
    And much more!

    Xochitl Cazador:
    Xochitl Cazador leads Platform and Builder growth at Celo Foundation. She has extensive experience shaping strategy into execution to drive growth and scale operations. Prior to cLabs, Xochitl spent 15 years driving growth at Cisco, where she managed a $1 billion investment portfolio and led the expansion into 26 emerging markets resulting in 30% year over year growth. She previously served in leadership positions in the Americas, Europe, and Asia where she held roles in product and portfolio management. Xochitl is the granddaughter of Mexican migrant farmworkers and one of the first in her family to graduate from college. She understands firsthand how access to basic financial tools can change lives. Xochitl holds a master’s degree from Stanford Graduate School of Business.

    For more FinTech insights, follow us below:
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    WFT Twitter: twitter.com/whartonfintech
    Anirudh's Twitter: twitter.com/avsingh_24

    • 30 min
    Jimmy Chen, Founder & CEO of Propel -- Making America's Safety Net More User-Friendly

    Jimmy Chen, Founder & CEO of Propel -- Making America's Safety Net More User-Friendly

    Gabriela Ariana Campoverde sits down with Jimmy Chen, CEO of Propel, a software company dedicated to helping low-income Americans improve their financial health. Propel’s mobile app provides Supplemental Nutrition Assistance Program or SNAP, benefits users with the ability to check their benefit balance -- which was only previously available over a 1-800 number, and more recently offers users a checking account and debit card.

    In this episode we discuss:
    - Propel’s app which today has 5 million active users
    - Propel’s vision to become a one-stop-shop to manage government benefits and other income, side-by-side
    - The ways in which the company stood by their users during the pandemic
    - All about the company’s culture
    - And so much more!

    Jimmy Chen
    Jimmy is the Founder and CEO of Propel. Previously, Jimmy was a Product Manager at Facebook, where he led product for Facebook Groups and prior to Facebook worked at LinkedIn. He is passionate about making America's safety net more user-friendly. He is a graduate of Stanford University, where he studied Symbolic Systems.

    Propel
    Propel builds software dedicated to helping low-income Americans improve their financial health. For additional information on Propel, please visit joinpropel.com and www.joinproviders.com | Twitter: twitter.com/joinproviders

    For more FinTech insights, follow us below:

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    Gabriela’s Twitter: twitter.com/byGabyC

    Gabriela’s LinkedIn: linkedin.com/in/gcampoverde

    • 39 min
    Aaron Schumm, Founder & CEO of Vestwell - Powering Modern Day Workplace Savings

    Aaron Schumm, Founder & CEO of Vestwell - Powering Modern Day Workplace Savings

    Anirudh Singh sits down with Aaron Schumm, Founder and CEO of Vestwell. In this episode they discuss:
    - Aaron's first company, FolioDynamix
    - Launching Vestwell 6 days after selling FolioDynamix
    - The small business retirement landscape in the U.S.
    And much more!

    Aaron Schumm:
    Aaron is the founder & CEO of Vestwell, the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans. Our cloud-based digital recordkeeping platform provides the underlying architecture to support financial services and payroll partners, who are rapidly working to serve the 30M small businesses in the country.
    Prior to founding Vestwell, Aaron co-founded FolioDynamix, a wealth management fintech platform. At FolioDynamix, Aaron oversaw the strategy, revenue, marketing, customers and product development. FolioDynamix was acquired by Envestnet (NYSE: ENV).
    Outside of Vestwell, Aaron has served on the board of directors and the advisory board for several fintech companies, including Quovo (acquired by Plaid), Vestorly, OfColor, and Chalice Financial Network.
    Aaron holds a B.S. degree in finance from the University of Illinois, Urbana-Champaign and an M.B.A. degree from Duke University's Fuqua School of Business. He was included in InvestmentNews' 40 Under 40 and WealthManagement.com's "10 to Watch."

    For more FinTech insights, follow us below:
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    WFT Twitter: twitter.com/whartonfintech
    Anirudh's Twitter: twitter.com/avsingh_24

    • 36 min
    Ryan George, CMO of Docupace -- Modernizing and Digitizing the Back Office

    Ryan George, CMO of Docupace -- Modernizing and Digitizing the Back Office

    Gabriela Ariana Campoverde sits down with Ryan George, Chief Marketing Officer of Docupace. Founded in 2002, Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. For close to two decades, this company has served wealth managers and helped them to work faster, more securely, and with fewer errors.

    The platform is composed of client onboarding, document management, advisor transition, and regulation business intelligence features. In this episode you will learn about how Docupace empowers its users to do more in less time, the types of users the company works with, the importance of back office innovation and Ryan’s fifteen-year career in Financial Services.

    Ryan George

    Ryan George is the Chief Marketing Officer of Docupace.

    Prior to joining Docupace, Ryan was in various marketing positions at GuideStone Financial Resources, 1st Global, and U.S. Global Investors. He has spent over fifteen years of his career in Financial Services and is a proud Texan. He is a graduate of the University of Texas at Austin, where he studied Public Relations.

    To follow him on Twitter visit twitter.com/RealRyanGeorge1.

    About Docupace

    Docupace is a technology company built for the wealth management industry. They’ve been on a mission to eliminate paperwork since 2002.

    For additional information on Docupace, please visit docupace.com | Twitter: twitter.com/docupace

    For more FinTech insights, follow us below:

    Medium: medium.com/wharton-fintech

    WFT Twitter: twitter.com/whartonfintech

    Gabriela’s Twitter: twitter.com/byGabyC

    Gabriela’s LinkedIn: linkedin.com/in/gcampoverde

    • 24 min

Customer Reviews

4.7 out of 5
114 Ratings

114 Ratings

fintech82 ,

Thank you!

So helpful for keeping a pulse on the industry

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Best content and creators

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Orum Episode

Wow! Didn’t expect to feel so inspired after hearing about payments infrastructure of all things, but this was a fascinating conversation.

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