Wharton FinTech Podcast

Wharton FinTech Podcast

Connecting you with the people, companies, and ideas revolutionizing global financial services. Our guests are the leading fintech founders, investors, and thinkers in the world. Subscribe and follow us for more FinTech content by searching @whartonfintech on your preferred platform!

Episodes

January 9, 2026 29 mins
In this episode of the Wharton FinTech Podcast, Jackson Ellis sits down with Cindy Turner, Chief Product Officer at Worldpay, to explore what it takes to build and prioritize products at one of the world’s largest payment processors. Cindy shares her unconventional path into payments, lessons from leading product at companies like Visa, JP Morgan, PayPal, and Braintree, and how Worldpay operates across 185+ countries and trillions ...
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In this episode of the Wharton FinTech Podcast, host Vaibhav speaks with Riya Grover, co-founder and CEO of Sequence, an AI native revenue platform that unifies quoting, billing automation, and receivables so finance can finally run at the speed of sales. Riya shares her journey from investment banking and Harvard Business School to exiting her first startup and then launching Sequence to fix one of the most neglected parts of the...
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In this episode of the Wharton FinTech Podcast, host Vaibhav sits down with Sarah Levy, CEO of Betterment and former executive at Disney, Viacom, and Nickelodeon. Sarah shares her insights on the evolution of financial services, why trust is the cornerstone of financial decision-making, how Betterment balances simplicity with expanding investor choice, and how AI is shaping the future of wealth management. Sarah emphasizes the sign...
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December 11, 2025 40 mins
In this episode of the Wharton FinTech Podcast, host Meaghan McGowan sits down with Mike Yu, CEO and Co-founder of Vesta, to explore the modernization of the mortgage technology stack. Mike shares Vesta’s origin story and how he and his team are rebuilding the loan origination system to be flexible, automated, and API-first. The episode explores: - How modern workflows, partner integrations, and recent developments, including Ves...
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December 9, 2025 37 mins
In this episode, Jackson sits down with Ximena, Co-Founder and Co-CEO of Prometeo, to discuss the future of financial infrastructure in Latin America. Ximena shares her journey from tech journalism to entrepreneurship, the inspiration behind building Prometeo, and how the company is creating a unified API layer across the Americas to power open banking, real-time payments, and next-generation financial innovation. In this episode,...
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In this episode of the Wharton FinTech Podcast, host Ruhi Jain sits down with Aaron Kaplan, Co-CEO of Prometheum, Inc., for a deep dive into the digitization of capital markets and the future of fully regulated digital assets. Aaron shares his journey from securities attorney to fintech founder, why he believes U.S. federal securities laws offer the most resilient pathway for blockchain innovation and how Prometheum’s end-to-end in...
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In this episode, Wharton FinTech’s Abhi Chadha sits down with Michele Alt, Co-Founder of The Klaros Group and former OCC regulator, to unpack the evolving relationship between fintechs and the U.S. banking system. Michele shares her insights from two decades at the Office of the Comptroller of the Currency (OCC) and her current work helping non-banks pursue bank charters. They discuss the shifting regulatory climate across administ...
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In this episode of the Wharton Fintech Podcast, Jackson Ellis sits down with Sid Jayakumar, founder and CEO of FinsterAI. Sid shares his journey from a background in engineering to founding FinsterAI, a company redefining how financial professionals interact with data. The conversation dives into: - The vision behind Finster: an intelligent platform that leverages AI to streamline financial analysis, automate research, and improve...
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In this episode of the Wharton FinTech Podcast, Bobby Ma sits down with Brian Kaas, President and Managing Director of TruStage Ventures, the corporate venture capital arm of TruStage. Brian shares his experience founding TruStage Ventures and the work he and his team have done in the past decade bridging the gap between FinTech founders, credit unions, and the broader financial services industry culminating in $400 million in inv...
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In this episode of the Wharton Fintech podcast, Djavaneh sits down with Robbie Figueroa, co-founder and former COO of Maza, now Chief Business Officer at Flex following Maza and Flex’s merger in late 2024. Robbie shares how growing up in Queens with immigrant parents from Brazil and Ecuador inspired him to tackle financial exclusion. What started as a Spanish-first neobank for underbanked consumers evolved into a platform tailored...
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In this episode of the Wharton Fintech Podcast, host Sabrina Fathi speaks with Ashwin Murthy, Chief of Staff and VP of Growth Operations and Strategy at Credit Karma, about how one of the most recognizable names in consumer fintech continues to evolve. Ashwin shares his journey from investment banking and consulting to leading strategy at Credit Karma. He discusses the company’s expansion from free credit scores to taxes, savings...
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In today’s episode, Kimberly Zhang sits down with Ram Mahidhara, former Chief Investment Officer at the International Finance Corporation (IFC), part of the World Bank Group. Ram reflects on his decades of experience investing across emerging markets, driving inclusive growth through private capital, and championing the role of fintech in global development. Tune in to hear about: • How technology and private investment are resha...
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In this episode of the Wharton Fintech Podcast, hosts Sabrina Fathi and Wesley Aster speak with Yoonkee Sull, General Partner at ICONIQ, about building category-defining fintech companies through every market cycle. Yoonkee reflects on his journey from early ICONIQ associate to GP, lessons from backing leaders like Chime, Groww, Adyen, Wealthsimple, and Ramp, and what it takes to earn trust with founders over the long term. They u...
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In this episode of the Wharton Fintech Podcast, host Sabrina Fathi chats with Seth Rosenberg, General Partner at Greylock, about what it takes to build and back enduring companies at the intersection of fintech and AI. Seth shares lessons from launching Facebook Messenger, insights on founder-market fit, and how great early-stage companies validate ideas, build defensibility, and navigate market shifts. With deep takes on AI, block...
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In today’s episode, Kimberly Zhang sits down with Anré Williams, Senior Executive Advisor at American Express and former CEO of American Express National Bank. Anré reflects on his 35-year journey at American Express—leading global merchant services, digital innovation, and banking operations—while offering an inside look at how to drive transformation in a legacy financial institution. Tune in to hear about: • Key lessons from l...
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In today’s episode, Jackson Ellis hosts Shensi Ding, the co-founder of Merge, a unified API platform that simplifies B2B integrations across categories like HR, accounting, and CRM. Shensi shares her journey, the playbook behind scaling a developer-first GTM motion, and how the best founders balance product intensity with storytelling. Tune in to hear about: - How Merge built a category-defining product by focusing on the "plumbin...
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In this episode of the Wharton Fintech Podcast, host Sabrina Fathi speaks with Catherine Porter, Chief Business Officer at Prove, a leading platform in digital identity verification and authentication. Catherine shares her journey from Silicon Valley to spearheading innovation in identity security. They explore how AI is reshaping fraud prevention, the future of portable identity, and how Prove is helping companies build trust in a...
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In today’s episode, Jackson Ellis hosts Melissa Wasser, the Partner and Head of the Fintech Capital Network at Andreessen Horowitz (a16z), a leading venture capital firm backing bold entrepreneurs building the future through technology. Tune in to hear about: - Melissa’s career journey from Goldman Sachs to FT Partners to leading fintech support at a16z - How the Fintech Capital Network helps founders navigate fundraising, M&A, a...
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In today’s episode, Zoey Tang speaks with Marc Andrusko, Partner at Andreessen Horowitz (a16z), where he focuses on fintech and B2B software investments. Marc’s current investment interests span capital markets, AI applications, payments infrastructure, and companies operating at the intersection of fintech and other sectors. Marc shares how his journey—from working in interest rate sales and trading at Goldman Sachs to leading pe...
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In today's episode, Wesley Aster speaks with Ezra Kebrab, Founder and CEO of Caliza, a cross-border payments platform leveraging stablecoins to eliminate geographic barriers by allowing companies around the world to open digital dollar accounts for their users to save and transact. Ezra shares how is personal journey - from his childhood to his experience at Visa and Intuit - inspired him to build infrastructure for the next genera...
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