Ventures in WealthTech
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.
Episodes
17 episodes
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 jou...
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Season 1
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Episode 17
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36:49
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 outsourci...
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Season 1
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Episode 16
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36:17
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 t...
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Season 1
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Episode 15
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31:50
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 evolvin...
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Season 1
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Episode 14
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29:52
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...
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Season 1
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Episode 13
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29:58
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 ...
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Season 1
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Episode 12
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30:19
DIY Wealth Management with David Kon of Ripsaw
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 d...
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Season 1
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Episode 11
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33:22
Former Journalist Tackles Banking in Latin America and Knowledge as a Service
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 ...
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Season 1
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Episode 10
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37:03
Strategically Impacting Global Markets with First Rate Values and WealthTech Innovation
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 uni...
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Season 1
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Episode 9
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30:18
ChatGPT, Artificial Intelligence, and WealthTech
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 ...
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Season 1
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Episode 8
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26:44
Helping Audacious Entrepreneurs Create Social Impact with Faith-Driven Investing
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. List...
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Season 1
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Episode 7
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32:01
Fintech Startup Proves Longevity Prioritizing Customer Over Capital
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 ra...
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Season 1
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Episode 6
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35:03
Cultivating Win-Win Relationships for Corporate Venture Capital Investments
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 ...
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Season 1
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Episode 5
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29:15
A Match Made in Financial Heaven
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 t...
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Season 1
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Episode 4
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28:49
The Truth Behind ESG Data
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. H...
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Season 1
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Episode 3
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25:43
Spreading the Joy of RegTech
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 le...
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Season 1
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Episode 2
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24:06
Importance of Alignment in Venture Capital Investing
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 impor...
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Season 1
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Episode 1
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23:06