Money is weird. It’s simple in theory and complicated in practice. The founders in this section are building companies that help people and businesses make sense of it. From fintech platforms to financial advisory firms to investment tools, they’re tackling one of the most fundamental problems in business and life.
These interviews cover the full financial landscape. Personal finance. Corporate finance. Lending. Payments. Insurance. Wealth management. Cryptocurrency before it was cool, during the hype, and after the crash. The founders here have seen cycles.
What makes these conversations valuable is the honesty. Finance has a reputation for jargon and gatekeeping. The people featured here cut through that. They talk about building trust in an industry where trust is everything. About regulation, which in finance is not optional. About the challenge of making financial tools accessible to people who aren’t finance professionals.
You’ll find insights on building fintech products, navigating compliance, fundraising in financial services, and the particular challenge of disrupting industries that really don’t want to be disrupted. Whether you’re building in finance or just trying to understand it better, these founders have perspective worth hearing.
Entrepreneurship requires a full commitment to one’s own ideas. As the president and owner of Tweed Financial Services, Rusty Tweed has utilized his extensive expertise in financial planning and investing…
Meet Rusty Tweed – President & Owner of Tweed Financial Services
My Mom gave me advice when I was in high school, she said: “Work hard, be positive, and learn something new every day.” David Giertz has more than 30 years…
Meet David Giertz – President of Nationwide Financial’s Sales and Distribution
It’s important to push through tough moments and sharp turns and be open to evolving throughout the process. Entrepreneur, technologist, columnist, published author, public speaker, philanthropist, and founder of over…
Meet Eric Pulier – Entrepreneur and Founder of vAtomic Systems
Keep learning and striving to improve the value of what you can offer to the world. Evolve or die. It’s your choice. Narin Charan is the founder and CEO of…
You may not be in charge, or have direct responsibility over an outcome or for making a decision, but you can contribute and you should. Though he is enterprising…
Learn patience. Listen to your elders. Take your time in making decisions. Adam Tau is the co-founder of Miller Tau Financial Group, where he currently serves as a partner and…
Keep everything simple and give real answers to real questions. I have a policy that we can’t use the term “policy.” We have real reasons behind whether we offer a…
Meet Jeff Fullerton – President of First Western Federal Savings Bank
Every day, I get a solid seven hours of sleep and 45 minutes of interval exercise. Those things, plus some daily introspection and gratitude, put me in the right…
Meet Judy Hackett – CMO at Dun & Bradstreet Emerging Businesses
Don’t idolize innovation. If you instead work as a team to solve problems for your customers and the people who support your customers, you will be rewarded with success in…
Strategy needs to be reflective of the business vertical. In a broad context, talent is the key to success: identifying the talent, persuading talented people to your vision or that…
Strategy needs to be reflective of the business vertical. In a broad context, talent is the key to success: identifying the talent, persuading talented people to your vision or that…
Focus on what the customer wants, not what you think they want and keep it as simple as possible. Listening is a big part of it; listen to customers and…