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.
Set aside a quiet time, a quiet place and perhaps some good music and just think — let your mind wander. Some of my best insights come from this far…
Meet Naomi Eisenberger – Executive Director of the Good People Fund
Seek & Solve. Look for things that are broken and figure out how to fix them. Regus Advisors is a privately held advisory firm that specializes in the acquisition, rightsizing…
Take time out – I don’t do enough of it, but I do have a contrasting personal rural life with family and a small holding – nothing like getting away…
I’ve had many, but the top two are probably the dreaded “cold caller” and the door-to-door salesman. They both, beyond a doubt, taught me that with each “No!” you’re that…
Meet Vincent Molinari – Co-founder and CEO of GATE Global Impact
Even when our processes seem as efficient as possible I want to be sure that there is not something that we could be doing that would be more efficient The…
Anthony Clervi is the vice president of growth at UNA Purchasing Solutions. He’s a driven entrepreneur with a passion for people and relationship-building opportunities. With extensive experience in sales, marketing,…
A lot of people have good ideas, but few actually take action and follow through on those ideas. Clint Coghill co-founded Backstop Solutions Group in 2003, and as the founding…
Meet Clint Coghill – Co-founder and CEO of Backstop Solutions Group
Put the customer first. Your customers are at the core of your business. Without them, you don’t have a business. As you’re building the product, think about your customers —…
You have to think a certain way, and that includes never giving up and constantly working on your craft. Even if you fail, the fact that you can continue to…
Kimra Bettasso is the founder of 401K RETIRE LOGIC & 401K Legit, a company that provides much-needed financial education and guidance to those who are nearing retirement and to companies…
Meet Kimra Bettasso – Founder of 401K Retire Logic and 401K Legit
Market forces are strong and you have to constantly make sure your target hasn’t shifted and if it did, be agile enough and smart enough to change directions. Shelly Hod…
Meet Mor Assia and Shelly Hod Moyal – Founding Partner of iAngels
Joe Kraus once said: Merely measuring something has an uncanny tendency to improve it. Saleem S. Khatri is a Co-Founder and CEO of Instavest, Inc, a collaborative investing network. He…