Future of Investing, Podcasts

How Addepar built an ecosystem around the ultra high net worth investment community with CEO Eric Poirier

  • To best service the UHNW investor, Addepar aggregates portfolio data and provides portfolio analytics.
  • CEO Eric Poirier joins us on the podcast to discuss his firms product and growth strategies.
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How Addepar built an ecosystem around the ultra high net worth investment community with CEO Eric Poirier

 


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Podcasts

Streamlining financial ops: BILL’s Chief Product Officer Irana Wasti on integrated solutions for SMBs

  • In this episode of The Tearsheet Podcast, host Zack Miller interviews Irana Wasti, Chief Product Officer at BILL.
  • Irana shares insights on serving SMBs, the evolution of SMB needs, and how Bill.com is leveraging technology, including AI, to help businesses manage their financial operations more effectively.
Zachary Miller | July 10, 2024
Podcasts

Mobile services are unleashing new banking frontiers with Gigs’ Hermann Frank

  • Herman Frank, CEO of Gigs, discusses how the company's platform enables businesses like Nubank to quickly launch mobile services and seamlessly integrate them.
  • Gigs reduces the 18 month process to just days by making plans embeddable and programmable, as shown through Nubank's one-tap travel SIM partnership.
Zachary Miller | July 03, 2024
Podcasts

The recipe for delivering the best financial experiences: On product strategy and digital transformation with Green Dot’s Melissa Douros

  • A few months into her tenure as Chief Product Officer at Green Dot, Melissa Douros has her sights set on capitalizing on the firm's "OG Fintech Bank" status.
  • Melissa joins us on the pod to talk about delivering the best customer experience, building for partners, and the future of innovative tech like AI in financial services.
Zachary Miller | June 27, 2024
Podcasts

The data-driven playbook for growing a small business loan book with Enova’s Cory Kampfer

  • Cory has been immersed in the small business lending space since 2011 when he joined OnDeck.
  • In this episode, Cory provides his unique perspective on the key financial needs and challenges facing small businesses today based on data insights from Enova's $18 billion in originated loans.
Zachary Miller | June 12, 2024
Podcasts

Building the modern CFO stack: Brex’s financial chief on spend tech, going public & cross-functional partnership

  • In this episode, we go behind the scenes with Ben Gammell, CFO of Brex, the corporate spend management platform.
  • He hares insights on building a modern finance tech stack, preparing for an IPO, and the modern CFO's role of fostering cross-functional partnerships within their organization.
Zachary Miller | June 08, 2024
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