The FinTech Report Podcast: Episode 47: Interview with Alexandre Chavotier, Co-Founder at Upworth
“Money works better when it’s all in one place; Upworth is a dashboard to rule them all,” says Alex
“For decades the greatest advantage for financial institutions was their monopolistic hold of your personal data … open banking changed that”
“You can refinance your mortgage within the Upworth App,”
About Alex:
● Co-founder and CEO of Upworth
● Started career in investment banking in Europe before working at McKinsey and Quantum Black in Sydney. Was at the forefront of McKinsey´s work in AI, including the development of a trading solution that secured internal VC funding. Consulted to all the large Australian banks on an array of strategic topics and projects
● Came back to Australia about 1 year ago to start Upworth after a 3-year stint in Mexico as right-hand to the Founder and CEO of ZeBrands, a successful scale-up comparable to Koala here
About Upworth: https://upworth.com.au/
● Upworth is the wealth superapp.
● A one-stop-shop for your personal finances where you can connect all your accounts to track your entire net worth, access unique and personalized insights and apply to the best financial products in a few clicks
1. What is your vision for Upworth - Why did you want to start Upworth?
2. What do you do? Progress to date
3. CDR and Open Banking – enables the magic
4. It’s not PFM. Its wealth management, it’s an enabler for other services – a dashboard to rule them all
5. Fundraising. Best places & funds/people to raise from?
6. Target market? Typical customer?
7. What is unique or better about Upworth? Typical customer?
8. Partners in Australia?
9. Thoughts/comments on Open Banking (and/or screen scraping)
10. Message to the fintech market? More CDR!
