Ventures in WealthTech: Recent Episodes
Marshall Smith
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.
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.
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.
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.
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!
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.
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.
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.
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.
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.
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.
We sat down with General Partner of Eagle Venture Fund, Wes Lyons, to discuss his mission of aligning his investments, values, and faith to create opportunities for entrepreneurs committed to moving the world forward with their businesses. Listen to our full podcast to hear how pairing a unique strategy and faith-driven leadership with value-aligned entrepreneurs is the key to creating significant returns and impact.
While most of the VC world is focused on the fastest way to get a return, it can lead to putting the long term success of the business at risk, leaving customers in the lurch . True longevity requires a strategy to increase revenue, not just raise capital. Basefund co-founder and CEO, Robert White sits down with us to share how he built a foundation designed to grow long-term success with a focus on experience, deep understanding of customer knowledge, and a philosophy of practical evolution.
In this episode, I had the pleasure of being interviewed by Andrew Louder, Host of the "Dallas Based Innovators" podcast. The journey towards starting a venture capital firm has been life-long. Cultivating win-win relationships has always been the most important part of venture capital investments to help secure longevity and drive successful outcomes. Listen to the full episode to hear some of the pivotal moments of my career and personal life that shaped my passion for venture capital as well as redemptive capital investing.
Many investors struggle to trust that financial advisors and wealth management firms have their best interest at heart when almost 90% of the industry operates in sales-driven business models. The one thing all investors have in common is their desire to have a personalized experience with their advisors. The challenge is how investors find and vet advisors before making a commitment. Listen to our latest podcast to hear from special guest, Pam Krueger, CEO and Founder of WealthRamp, and her vision of helping investors take control of their financial futures using a tool designed to match them with advisors that fit the criteria needed to help them meet their financial goals.
We sat down with OWL Analytics founder, Ben Webster, to uncover the layers of ESG data.
Many people in the industry continue to be at odds about what criteria will qualify a sustainable company and which data can disqualify them. However, longevity doesn’t lie, and it can be a tell-tale sign of having a strong foundation that meets ESG criteria. Watch the episode to learn how ESG relates to long-term sustainability and how to better understand the data.
We sat down with Regalytics founder, Mary Kopczynski to hear her passion for regulatory compliance. While many might not find the joy behind regulatory news, her solution to the WealthTech market helps takes the stress and frustration out of learning about and understanding new regulations. Hear the full podcast to hear the whole story.
First Rate Ventures launches the first episode of our 'Ventures in WealthTech' podcast. To set the tone and introduce our podcast - we sat down with First Rate Board Member and Global Technology Entrepreneur, Pamela Cytron, to discuss the importance of aligning corporate values in venture capital investing. We will be defining and discussing redemptive capital. What does redemptive capital mean in business, how does it drive investments, and what is the long-term impact? Listen to our first episode now to hear how we address these questions.