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finance

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.

Arthur Becker – Managing Member of Madison Partners

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…

Meet Arthur Becker – Managing Member of Madison Partners

Stephen Rotella – President of StoneCastle Partners

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…

Meet Stephen Rotella – President of StoneCastle Partners

Dan Schatt – Board Member and CCO of Stockpile

Persistence. You have to get very comfortable with hearing “no” and “sorry, that’s not possible.” That tends to make us more resolved to find a way to make something work….

Meet Dan Schatt – Board Member and CCO of Stockpile

Shrad Rao – CEO of Wagepoint

Give yourself the permission and time to enjoy your weekend. Shrad has always been passionate about entrepreneurship because it allows him the ability to influence change, make decisions and most…

Meet Shrad Rao – CEO of Wagepoint

Ed Sappin – Founder and CEO of Sappin Global Strategies

Brainstorm, prioritize, execute. It’s not easy to succeed, but it is actually a pretty simple process. Ed Sappin is a leader in finance, business development and strategy, with a proven…

Meet Ed Sappin – Founder and CEO of Sappin Global Strategies

Michael Morrow – President of Aspen Creek Wealth Strategies

My advice is to find out what your strengths are, focus on them, and delegate everything else to your team. Michael Morrow is a financial planner based out of Colorado…

Meet Michael Morrow – President of Aspen Creek Wealth Strategies

Daniel Eberhard – Co-founder and CEO of Koho Financial

Hire sooner, work with more consultants who have industry experience, and delegate more to them. Daniel Eberhard is the co-founder and CEO of Koho Financial, which offers Millennials a no-fee,…

Meet Daniel Eberhard – Co-founder and CEO of Koho Financial

Mark Minevich – Founder of Going Global Ventures

So my advice would be to listen more. Learn, listen, learn, and repeat. Listen to a variety of people who have done it before, who are proven entrepreneurs, and who…

Meet Mark Minevich – Founder of Going Global Ventures

Ian Filippini – President of Filippini Wealth Management

…nothing is more important than attention to detail and communication. Without it, things will surely end up rough. For more than a decade, Ian Filippini has developed his exceptional experience…

Meet Ian Filippini – President of Filippini Wealth Management

David Nilssen – Co-Founder & CEO of Guidant Financial

Simplicity scales, complexity does not. David Nilssen, Co-Founder & CEO, Guidant Financial: A serial entrepreneur, David has successfully launched a number of companies over the last 15 years within financing,…

Meet David Nilssen – Co-Founder & CEO of Guidant Financial

Milind Mehere – Founder and CEO of Yieldstreet

To achieve things you have to execute; execution teaches you how to get the job done, and getting the job done equals success. Milind Mehere is a passionate serial entrepreneur…

Meet Milind Mehere – Founder and CEO of Yieldstreet

Jim Hunt – CEO and Financial Advisor of VTA Publications

As an entrepreneur you have to sell stuff, and the only way you’ll do that is if you solve peoples’ problems. Jim Hunt is a financial advisor, and the CEO…

Meet Jim Hunt – CEO and Financial Advisor of VTA Publications

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