A podcast mapping out the Swiss and global FinTech ecosystem
Efi Pylarinou, a global FinTech influencer, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about the digitalization of wealth management, wealth management and WealthTech trends and implications for wealth advisors.
Read MoreRyan George, CMO of Docupace, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about the digitalization of wealth management, wealth management and WealthTech trends and implications for wealth advisors.
Read MoreRoland Whyte, CEO of Nokkel, a property platform backed by FNZ Group, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about the importance of managing your property just like any other asset that you own. Also, how does Nokkel leverage technology to gather all the information that drives your property value and can lead to a deal if need be.
Read MoreTamara Kostova, CEO of Velexa, an investment services as a service platform, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about supporting new investment platforms with ready-to-go infrastructure.
Michelle Tran, the adviser to Harness Wealth, founder of NYC FinTech Women and founder member of Dreamers & Doers, discusses improved financial advisory for founders and other start-up employees with their new wealth, empowering women on the FinTech and entrepreneurship scene and more!
Read MoreHow to help wealth managers manage client assets in various asset classes and spread around different institutions? Alastair Cairns, Addepar's Head of Insights and Marketplace, explains how Addepar has been serving many wealth managers in the US and abroad to provide a seamless client experience in the sector ripe for disruption.
Read MoreWe talk to Christine (Mar) Ciriani about the Wealth Management challenges and where WealthTech could provide solutions for pain points of client advisors servicing high net worth or ultra-high net worth clients. Christine (Mar) Ciriani is Chief Commercial Officer at Finantix, Board member at Barclays Switzerland and Industry Partner at Motive Partners, well-respected Wealth Management and Wealth Tech expert.
Read MoreIn this episode, we talk to Mark Beeston, founder and Managing Partner of Illuminate Financial, London headquartered VC firm with a global mandate, about their investment approach, success stories and views on the Capital Markets FinTech as well as WealthTech and Asset Management Tech companies scene in Europe and globally.
Read MoreAn interview with Johan Pieter ("JP") Verwey, CEO of Check6, based in Amsterdam and London and with offices in Zurich, New York, Dubai and Breda. JP explains how experienced Family Office professionals struggled with holistic investment reporting and decided to start their own company.
JP Verwey is CEO of Check6, a well-established FinTech company that provides data consolidation for wealth management reporting for high net worth individuals, wealth managers and banks. The goal is to provide clients with a total overview of their wealth.
UPDATE AS OF MARCH 2021: Please note that Check6 was acquired by Private Client Resources (PCR) in December 2020. See the press release here.