The FinTech Disrupticons

On this special podcast, Peter Misek, Managing Partner, Framework Venture Partners, helps us understand what the SVB collapse means, what happens now and how this fundamentally changes things. If you are anyone in tech, banking, investing, fintech - you will want to listen and think about how your strategy will or should pivot. We have captured some very important signals within the noisy and confusing tech news space. Hope it helps.

Erin Bury, CEO & Co-Founder of Willful, is our guest on this podcast. Willful guides you through making your legal will online from the comfort of home. Erin’s co-founder Kevin Oulds had a very personal experience with the death of a family member that led to the idea for Willful. “How do we make it easier for people to record their choices but also reduce the stigma about talking about end-of-life” Erin Bury. The journey from retirement to end-of-life represents many friction points, both financially and physically, where innovation is needed, and cool new technologies like Willful are beginning to solve for.

On this podcast, Jeet talks all things WealthTech with Taran Singh Kainth, the CEO of Flahmingo. Taran shares his FinTech entrepreneurship journey and the origin story of Flahmingo. Flahmingo is an investment platform that allows individuals to invest in fractional shares with as little as $1 USD in more than 5,000 securities! The company is also focused on financial literacy and offers a video-based educational hub to empower Canadians to make informed investment decisions. Taran's vision for investing space in Canada & beyond is one to draw inspiration from. A truly amazing platform with an exceptional leader!

On this podcast we met James Rockwood, Co-Founder and CEO of Capintel, for the first time. We have been seeing this company partner and succeed and stand out in the startup ecosystem and wanted to understand what they do. James is a first-time entrepreneur but you wouldn't know that from talking to him. He is humble, confident, multi-dimensional, smart and clear on his vision. A recipe for success. The CapIntel platform now serves over 10,000 financial advisors across the country through partnerships with established financial service firms such as IG Wealth Management, Canada Life, and Equitable Life and more. Enjoy the podcast!

On this podcast, Sue talks with Ron Benegbi, experienced and successful entrepreneur and Founder and CEO of Uplinq. Uplinq empowers lenders to approve and manage risks on loans they would have otherwise declined based on traditional loan underwriting criteria, while incorporating environmental, market & community data to better understand the specific loan applicant. As an immigrant, Ron has a deep passion for solving this problem for small businesses, and also shares some lessons learned along his journey as an entrepreneur. The "who's who" of investors are involved in this company, and a large lender is signed up, so we think its a "sure thing"

On this podcast, Malik Yacoubi shares the story about Nesto and their journey over the past 5 years, their recent Series C raise, and partnerships with the likes of IG Wealth Management and EQ Bank. We also talk about nesto Mortgage Cloud and their direct to consumer play that is growing like crazy. Malik is humble, transparent and a pleasure to chat with. Oh and Malik believes Canada is a big market with tons of share to win for FinTechs with the right value prop, product/market fit and unit economics. Totally agree Malik!

An early 2023 podcast released by Scott Galloway (Prof G Pod) on the topic of the top 2023 geopolitical risks with guest Ian Bremmer, founder of Eurasia Group, led to Debbie and Sue talking about Digital ID, the ChatGPT phenom and AI generally, and the many reasons why we need this in Canada. AI is becoming one of the main topics and trends for 2023, and we need to find a way to make digital ID a priority and move faster in Canada.

On today's episode, Sue interviews Douglas Soltys, Editor-in-Chief of Betakit. As our first guest of the 2023 series, we couldn't think of anyone better to discuss a look back at 2022, today's happenings, and a few predictions for 2023. Betakit has been publishing a weekly FinTech newsletter since 2015 and has interviewed EVERYONE in Canadian Fintech! If you aren't a subscriber, check out https://betakit.com/.

We recorded this podcast in March, and had to hold on releasing it. Somehow, Onevest raising money and Amar sharing that news first was more important ha ha lol we kid of course https://betakit.com/onevest-secures-5-million-to-help-companies-like-neo-financial-launch-wealth-management-products/ Its an impressive raise with Luge Capital as the lead, and a ton of other high profile investors, and Onevest is off and running with Neo Financial and a bunch of other news. EY's Dana Ohab waited patiently, and as you will hear, has great insight to offer about how incumbents are driving innovation in her sector. Onevest is driving forward to be the embedded wealth provider, and with Dana's vision, EY is helping their clients transform to meet the technology needs of their clients. We hope you enjoy hearing from Dana and Amar on this podcast!

BuyProperly is an online marketplace for fractional real estate investments in Canada and the US. We are joined in this episode by the CEO & Founder of BuyProperly, Khushboo Jha. Khushboo shares about her professional journey leading up to starting a FinTech in Canada. With a minimum investment of $2500, BuyProperly is democratizing the access to real estate investment through a fully digital experience where you can leave the platform with a real estate investment in less than 5 mins!! Really excited about Khushboo's mission and her future plans for BuyProperly. Enjoy Listening!