Wharton FinTech Podcast

Blythe Masters reflects on her career in financial services spanning three decades, discussing major mergers, market upheavals, and the transformative impact of AI on Motive Partners. She shares experiences of becoming a parent at a young age and the challenges of entrepreneurship in the fintech industry. Learn about Motive Partners' successful wealth creation opportunity and the potential of AI in the financial services industry.

Nikhil Lakhanpal, Co-Founder at Narmi, discusses creating a superior customer experience through API-driven digital banking. They cover segmenting and targeting customers, selling to risk-averse financial institutions, main competitors, and the future of the banking sector. Nikhil shares Narmi's short-term goals and envisions Narmi as the digital partner for financial institutions in 5 years.

John MacIlwaine, Co-Founder & CEO at Highnote, discusses the complexities of payments processing, Highnote's approach as an embedded platform, insights into their latest Credit Issuing product, the future of issuer processing, and their strategies for navigating the competitive fintech industry.

Jeremy Tsui, co-founder and CEO of Finley, discusses the inspiration behind Finley, trends in private credit, and the ways Finley helps companies manage their debt. He also shares his views on AI in fintech and his experience with Y Combinator and venture capital fundraising.

Stacy Greiner, DailyPay's COO, discusses the mission of providing employees with on-demand pay access. Topics include revenue model, competitive position, future of earned wage access, risk for employers falling behind, impact of wage compression in healthcare, and strategic priorities. Stacy also shares her journey to COO and offers career advice.

Rob Straathof, CEO of Liberis, discusses embedded finance and small business lending. Topics include Liberis' platform, business funding options, working with regulators, and the applications of GenAI in business. Rob also reflects on his career and emphasizes the importance of pursuing passion and building relationships.

Arad Levertov, Founder and CEO of Sunbit, discusses starting Sunbit, the future of his company and buy-now-pay-later, and building a mission-driven company. He also highlights the integration of powerful machine-learning models and the impact of rising interest rates on the fintech sector. The podcast concludes with book recommendations and mentions that Sunbit is currently hiring.

Anthony Noto, CEO of SoFi, discusses the company's trajectory, the SoFi stadium naming rights deal, becoming a top 10 financial institution, and his leadership style. He also shares his personal journey, including financial difficulties and the influence of sports and family.

Joshua Benadiva hosts Bill Capuzzi, the CEO of Apex Fintech Solutions. They dive into the history and evolution of broker-dealers, the inefficiencies of the traditional brokerage industry, opportunities in wealth-tech, Apex's role in driving innovation, expanding globally, and advice for business school students interested in fintech and entrepreneurship.

Urvashi Barooah, Principal at Redpoint Ventures, shares her journey from Wharton to venture investing. She discusses her transition from consulting to venture capital, her investment philosophy, and advice for aspiring VCs. They explore the potential of vertical SaaS in various industries and the challenges of staying grounded in VC. They also discuss the qualities of an empathetic investor and supporting the fintech community.