The SoFin Podcast

Joe Phoenix, Co- Founder and CEO of Givinga had a long and vibrant career in a leadership position at Putnam Investments, one of the world's largest asset management firms, before he decided he wanted to make a different type of impact on the world. While he loved his job at Putnam, he realized shortly after he turned 50 that he wanted to pursue a new adventure.

Today Givinga, the company that trademarked the term "philantech" is "streamlining the entire giving journey for philanthropically minded businesses by removing obstacles that get in the way of good intentions."

Manu Smadja, Founder and CEO of MPOWER Financing shares why he decided to leave a partner track career as a management consultant to start a FinTech company focused on helping international students finance their college education here in the United States.

Brendan Lee Young of Passiv shares the company's origin story and also explains how an active community of DIY investors on a Reddit forum helped the company get off the ground.

Dov Marmor, COO of Railsbank North America joined Mike Langford to share a new frontier for embedded finance... credit cards. As Dov explains, the solution offers businesses and their customers an array of exciting opportunities to greatly enhance their relationships.

Phill Rosen, CEO of Even Financial shares how easy it is for any company to offer financial products to their customers with a simple API. More importantly... Phill explains why companies should want to offer financial products to their customers.

Runik Mehrotra and Samir Vasavada, Co-Founders of Vise have become quite famous in the FinTech world for the innovative, A.I. powered, portfolio management solution they developed as teenagers. In this episode of The SoFin Podcast they share how they managed to convince an industry dominated by folks old enough to be their grandparents to adopt Vise in their business.

Gopi Rangan, Founding Partner at Sure Ventures and host of The Sure Shot Entrepreneur podcast explains why he invests in startups where he feels the founders are on a mission. Hint... it has to do with resilience.

Rashad Kurbanov and Hamid Gayibov, founders of IOWNIT share how they created a digital marketplace for trading and investing in private securities. There are over 1.8 million private companies in the United States with 50 or more employees. Yet, it's hard to invest in their stock or sell their stock if you own it. IOWNIT was created to solve that problem.

Tax planning can be a very labor intensive process for financial advisors who offer it to their clients. Roger Pine discovered this firsthand in his career as a financial advisor. That was the inspiration of Holistiplan! Their solution makes it super easy for advisors to import their client's tax information and get to work.

It used to be that large banks and financial firms had an edge in delivering high-tech solutions to their customers. Technology was expensive and required a big team to implement and maintain.

Richard Steggall and the team at Urban FT changed all that by creating a FinTech core that allows financial firms of any size to deliver solutions like mobile banking, payments, identity verification, and much more.