The SoFin Podcast

FinTech startups, like all startups, are under immense pressure to move fast. However, moving fast in a regulated industry can be fatal if you fail to follow the rules. Ivan Barretto, Founder and Managing Partner of RIA Compliance Concepts shares a few key steps that every FinTech company should take to improve their odds of success.

Matt Reiner, CEO of Benjamin started his career as a financial advisor working in his family's wealth management business. Along the way he decided to leverage technology to make the business more efficient. Then he realized his was on to something that could possible transform the whole industry... and Benjamin was born. The first virtual assistant for financial advisors powered by artificial intelligence.

Henry Yoshida, CEO of Rocket Dollar is on a mission to help mass affluent and middle class investors gain access to the same types of investments that were previously only available to the high-net-worth segment. How? By making it easy to use your IRA to invest in startups, real estate, small businesses, and even crypto currencies.

Jason Raznick, CEO of Benzinga and his team are on a mission. They are out to create a world-class experience for FinTech founders and attendees of their annual Benzinga Global FinTech Awards. As Jason says "it's where relationships happen" and relationships lead to new and exciting things for everyone.

Use the code SOFINVIP for an event discount.

Travis Schwab, CEO of Eventus Systems shares how he and his team have doubled their revenue every year while navigating the painfully slow enterprise sales environment of large trading firms.

Lamine Zarrad, Co-Founder and CEO of Joust is a special kind of FinTech entrepreneur. He likes to tackle big, complex financial problems that require the nimble navigation of a lot of regulatory hurdles? Why? Well... he was a bank examiner once upon a time so he's the rare founder he isn't afraid of regulations.

Shane Walker, Co-Founder of Qube Money explains how an age old system for managing household spending, called the "cash envelope method" can lead to greater financial health in the 21st century. Qube Money is launching a digital version that allows families to get control of their spending and live more fruitful lives as a result.

Ari Palmer, CEO and Co-Founder of TaxTaker shares how her startup is helping companies get cash from the United States government in the form of R&D tax credits. For many startups, this cash can help keep the lights on and fund further development when they need it most.

How to Stop Paying 3% on Credit Card Processing Fees

C. Eric Smith, Founder & CEO of AppBrilliance joins Mike Langford to share how the new Money SDK for IOS and Android is poised to save businesses billions by eliminating credit card processing fees. The patented technology also speeds up cash deposits and provide much better financial data aggregation opportunities for analysis. 

Episode 1

Mike Langford introduces the new podcast, inspired by the SoFin @ SXSW event he has hosted since 2014. Mike also shares some lessons he has learned from hosting the event and how he intends to bring that same experience to the podcast.

Lastly, Mike announces that he is launching a finservMarketing podcast network to help the SoFin community reach a larger and more engaged audience.