Best Wealthtech Podcasts (2025)

1
Monthly Alts Pulse Ep. 15: Live from iCapital Connect - announcing the BlackRock, iCapital, GeoWealth unified managed account partnership 14:48

3d ago14:48

14:48

Welcome to the 15th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect’s conference in Phoenix to announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets …

1
EQT's Peter Aliprantis - bringing EQT's success to the US wealth market 48:21

5d ago48:21

48:21

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a private markets veteran who has been working in the wealth channel before it was considered "the wealth channel." We sat down in the studio with Peter Aliprantis. Peter joined EQT in October 2024 as a Partner and Head of Private Wealth Americas. He’s hit the ground running t…

1
The Connector Podcast - FinanceX #12 - Navigating the Convergence of Finance, Technology, and Global Regulation 27:34

2d ago27:34

27:34

The financial landscape is undergoing dramatic transformation. From Asia's strategic pivot toward Europe to revolutionary approaches in fighting financial crime, every aspect of finance is being reimagined through technology. At the heart of this evolution is a fascinating shift in global financial partnerships. Asian institutions are increasingly …

1
Mortgages, Meet Fintech 1:20:05

3d ago1:20:05

1:20:05

Recorded in London, this episode brings together two of the most insightful voices in UK mortgage fintech, Jinesh Vohra, CEO & Founder of Sprive, and Andrei Lebed, CEO and Co-founder of Koodoo, for a roundtable discussion with Money20/20's VP, Fintech Strategy, Zach Anderson Pettet, and Head of EU Content, Ian Horne. Jinesh shares the story behind …

1
KKR's Alisa Wood - innovating in private markets 1:01:55

12d ago1:01:55

1:01:55

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the details of product innovation in private markets with a private equity veteran who has helped to pioneer a new investment structure and working with the wealth channel. We sat down at KKR’s Hudson Yards office with Alisa Wood, a Partner and Co-CEO of KKR Private Equity …

1
T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 1 1:03:06

9d ago1:03:06

1:03:06

If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening p…

1
The Connector Podcast - NFF 2025 - Banking on Relationships: How QRED Transforms SME Lending 16:11

11d ago16:11

16:11

Bridging the gap between innovative fintech solutions and traditional banking, QRED Bank is rewriting the rules for SME financing across Europe. In this revealing conversation with Norway Country Manager Kristina, we explore how QRED transformed from an ambitious startup into a fully-licensed bank without losing its entrepreneurial spirit or custom…

1
Cantilever Group's Todd Owens - GP stakes: the best of all worlds? (live from New York) 28:35

18d ago28:35

28:35

Welcome back to the Alt Goes Mainstream podcast. Today’s conversation features a live podcast that takes place at BTG Pactual’s NYC office for an audience in private markets. We are joined by Todd Owens, the Co-Founder and Managing Partner of Cantilever Group, where BTG Pactual is an investor. Cantilever is an independent firm focused on providing …

1
BlackRock's Joe DeVico and Jonathan Diorio and Partners Group's Rob Collins - “an iPhone moment for private markets" 54:58

26d ago54:58

54:58

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into a groundbreaking partnership that could change the trajectory of how the wealth channel invests into private markets. We are joined by BlackRock’s Senior Managing Director, Head of the Americas Client Business, Co-Head of U.S. Wealth Advisory (USWA), and a member of the Glo…

1
Fintech with Purpose: Inclusion, AI, and Asia’s Advantage with Namita Bhide 1:18:56

25d ago1:18:56

1:18:56

In the lead-up to Money20/20 Asia, VP, Fintech Strategy, Zach Anderson Pettet, headed to Singapore to sit down with Namita Bhide, Founder/Managing Director of Denim Consulting and Ex-Banker, for a global take on how fintech is evolving across Asia. This episode of Everything is Fintech dives deep into the region’s unique innovation DNA—from digital…

1
Going Public with Evercore's Glenn Schorr - Ep. 3: The "Final Four" 47:30

1M ago47:30

47:30

Welcome back to Going Public with Evercore’s Glenn Schorr. On the latest episode of Going Public, we dive for the loose balls in private markets’ March Madness as Glenn shares his thoughts on why it’s important to separate the forest from the trees when it comes to why certain firms make his “Final Four.” We cover some of the most pressing topics i…

1
The Connector Podcast - FinanceX #11 - Learning all about new Technologies and AI 29:30

1M ago29:30

29:30

The future of finance is unfolding at breakneck speed, especially in the German banking and fintech landscape heading toward 2025. As we explore this rapidly evolving terrain, we discover a fascinating paradox: despite significant economic headwinds including pandemic aftereffects and inflation, German fintech funding has surged to $8.2 billion, re…

1
Brookfield Oaktree Wealth Solutions' John Sweeney - building a high-performing wealth solutions business 58:55

1M ago58:55

58:55

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the details of distribution and how to build a high-performing global business to serve the wealth channel across brands and strategies. John Sweeney is the Chief Executive Officer of Brookfield Oaktree Wealth Solutions, a business unit that was created to harmonize the dis…

1
The Connector Podcast - DFS Digital Finance Summit - Isabel Ecosystem: 30 Years of Fintech Innovation 15:19

1M ago15:19

15:19

Three decades of financial innovation have positioned Isabel as a cornerstone of Belgium's banking landscape. Starting as a multi-banking payment platform in 1995, this joint venture of Belgium's four major banks has evolved into something far more ambitious – creating financial ecosystems that connect institutions, businesses, and technology provi…

1
The Connector Podcast - DFS Digital Finance Summit - Basikon - How API-First Solutions Are Transforming Financial Services 17:50

1M ago17:50

17:50

Flexibility and integration have become the new currency in financial services. In this deeply insightful conversation with Renaud from Basikon, we unpack how modern lending and leasing technology is fundamentally reshaping financial operations. Founded by industry veterans who witnessed the limitations of legacy systems firsthand, Basikon delivers…

1
The Connector Podcast - DFS Digital Finance Summit - Autonomous Accounting Intelligence: How SevenYoken Is Revolutionizing Financial Management 17:31

1M ago17:31

17:31

SevenYoken is revolutionizing accounting with autonomous AI that performs an accountant's days of work in minutes, delivering comprehensive financial reports and professional insights. Tom shares how their system evolved from a certified autonomous bookkeeper to a digital financial officer that can interpret balance sheets, process transactions, an…

1
The Connector Podcast - DFS Digital Finance Summit - Scientific-Backed Solutions for Modern Wealth Management: A Conversation with Sopiad 16:12

1M ago16:12

16:12

Pierre Nemeth, CEO and co-founder of Sopiad, discusses how their fintech company provides scientifically-backed resources to restore investor trust and help financial institutions comply with regulations. Sopiad's journey began with four years of academic research at LCC Liège before officially launching in 2021, addressing the lack of personalizat…

1
The Connector Podcast - DFS Digital Finance Summit - Regnology's Global Expansion: From Regional Player to Champions League 15:16

1M ago15:16

15:16

Klaas from Regnology shares how the company transformed from a regional player to a European leader in regulatory technology, with ambitions to become the global champion following CPP investment and strategic acquisitions. • Joined Regnology in 2022 when they acquired b.fine, modernizing their front-end offering • Regnology's unique approach pivot…

1
The Connector Podcast - DFS Digital Finance Summit - Beyond Traditional Banking: How Paynovate Serves Every Customer 13:49

1M ago13:49

13:49

Robert from Paynovate describes how the Belgian payment provider has built a comprehensive electronic payment processing service with an EMI license from the National Bank of Belgium, offering everything from card issuing to open banking. Their standout approach is welcoming customers that traditional financial players often reject through scalable…

1
The Connector Podcast - DFS Digital Finance Summit - Approach - Cybersecurity for Fintechs: Protecting Digital Innovation 11:42

1M ago11:42

11:42

How Approach Cyber helps fintech companies navigate cybersecurity challenges from integrated security development to regulatory compliance. Dorian Pacquet shares insights on evolving cyber threats, the role of AI in security, and the importance of managing data protection in the fintech ecosystem. • Approach is a pure-play cybersecurity and privacy…

1
The Connector Podcast - DFS Digital Finance Summit - From Credit Risk to Digital Trade: AREA42's Evolution 14:04

1M ago14:04

14:04

Lode from AREA42 explains how this innovation vehicle within Credendo is transforming B2B trade finance by offering flexible working capital solutions that make digital trade more accessible and user-friendly. • AREA42 is the innovation arm of Credendo, a credit insurance company with over 100 years of history • Credit insurance protects sellers wh…

1
The Connector Podcast - DFS Digital Finance Summit - From Mobile Apps to Agentic AI: How In The Pocket is Shaping Financial Innovation 14:18

2M ago14:18

14:18

AI agents are set to transform financial services by taking over tasks people currently do while enabling entirely new services, creating both challenges and opportunities for established banks and fintechs alike. • In The Pocket has evolved from a mobile app developer at the dawn of smartphones to a 200-person European digital product studio with …

1
Cerity Partners' Tom Cohn and Amita Schultes - combining an OCIO with a $100B wealth management practice 1:01:29

2M ago1:01:29

1:01:29

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into one of the most topical trends in the evolution of wealth management platforms and their adoption of private markets. We are joined by Tom Cohn and Amita Schultes of Cerity Partners, where they discuss the recent combination of their two respective businesses, Cerity Partne…

1
Simon Taylor, Head of Strategy & Content at Sardine 55:49

2M ago55:49

55:49

In this episode of Everything is Fintech, Simon Taylor, Head of Strategy & Content at Sardine, joins Zach Anderson Pettet to break down some of the biggest trends shaping financial services today. They dive into the constant cycle of bundling and unbundling in fintech, exploring why companies are shifting strategies and what it means for the indust…

1
The Connector Podcast - DFS Digital Finance Summit - Navigating Europe's Regulatory Landscape: A Conversation with Philippe from Simont Braun 19:48

2M ago19:48

19:48

The regulatory pendulum in European fintech isn't swinging toward deregulation as dramatically as some might have expected. Philippe from Simont Braun law firm cuts through the noise to explain what's happening in the European regulatory landscape. Despite widespread speculation following the European Commission's 2025 work program announcement, ma…

1
Blue Owl's Marc Lipschultz - skate to where the puck is going 58:09

2M ago58:09

58:09

Welcome back to the Alt Goes Mainstream podcast. We had a chance to sit down with Blue Owl Co-CEO Marc Lipschultz recently at their Nest Network Summit for RIAs and private banks in Laguna Beach. It was a perfect setting to discuss Blue Owl’s incredible growth, which has been in part due to its unique and focused partnership with the wealth channel…

1
Apollo's Stephanie Drescher - what is safe, what is risky? 55:09

2M ago55:09

55:09

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features an industry titan who has been on the forefront of the intersection of alts and wealth. We talk with Stephanie Drescher, Partner, Chief Client and Product Development Officer at Apollo and a member of the firm’s Leadership Team. She oversees the Client and Product Solutions G…

1
The Connector Podcast - FinanceX #10 - Navigating the Future of Insurance Technology 50:57

2M ago50:57

50:57

Our 10th episode dives into the exciting intersection of insurance and technology, exploring innovations within the InsurTech landscape. We celebrate milestone achievements while uncovering key themes of balancing reliability with digital transformation. • Exploring the significance of InsurTech in reshaping traditional practices • Highlighting Vee…

1
Is WealthTech The Key to Financial Inclusion? 58:54

2M ago58:54

58:54

Four fintech experts, one cozy roundtable, and a spirited discussion on the state of our global financial landscape. It's an episode of Everything is Fintech you can't miss! Money20/20 hosts, Zach Anderson Pettet, VP, Fintech Strategy, and Ian Horne, Head of Europe Content, meet up with Emma Napier, Consulting Director at NextWealth, and Mary Agbes…

1
Alto's Eric Satz - retirement assets: the next frontier for private markets? 51:05

2M ago51:05

51:05

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into an important and growing part of the private markets ecosystem: how investors can access and invest into alternatives through their retirement funds. We have Eric Satz, the Founder & CEO of Alto, a self-directed IRA custodian, with us today to discuss how he’s on a mission …

1
AlTi Global's Mike Tiedemann - when wealth management goes global 1:01:37

3M ago1:01:37

1:01:37

Welcome back to the Alt Goes Mainstream podcast. Today’s guest is an industry leader in wealth management who has been very active in private markets. Mike Tiedemann is a pioneer in the wealth management space in a number of ways. He's at the helm of the first pure play publicly traded wealth management business, AlTi Global. AlTi, a $72B AUM platf…

1
Blackstone's Joan Solotar - early innings for private markets? It's still spring training 43:41

3M ago43:41

43:41

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features an industry leader who has pioneered working with the wealth channel. We talk with Joan Solotar, the Global Head of Private Wealth Solutions at Blackstone, where she also serves on the firm’s Management Committee. Joan has been responsible for leading Blackstone’s impressive …

1
Live from Nuveen's nPowered Conference: Nuveen's Keith Jones - structuring products for success 40:17

3M ago40:17

40:17

Welcome back to the Alt Goes Mainstream podcast. Alt Goes Mainstream was live from $1.2T AUM asset manager Nuveen’s nPowered conference, a two-day event bringing together Nuveen thought leaders and industry experts to explore challenges and opportunities in private markets. We interviewed some of Nuveen’s senior leadership on site to hear their vie…

1
The Connector Podcast - DFS Digital Finance Summit - Fintech Document Revolution: Roel from Docapi on AI-Driven Innovations and E-Invoicing Mandates in Europe 14:12

3M ago14:12

14:12

Ready to unlock the secrets of fintech innovation? Discover how Roel, the mastermind behind Docapi, is transforming the landscape of smart document processing. As a spin-out from IXOR, Docapi is setting new benchmarks with its revolutionary APIs for financial documents like invoices, receipts, and pay slips. Roel shares the strategic decision to bo…

1
Nicole Casperson, Founder & CEO, Fintech is Femme 48:56

3M ago48:56

48:56

We're putting the fun back into fintech on this latest episode with Nicole Casperson, Founder & CEO of Fintech is Femme, and Zach Anderson Petter, VP, Fintech Strategy at Money20/20. With over 50,000 subscribers to her newsletter and a thriving membership community, Nicole is championing inclusivity and innovation in fintech. This, along with her w…

1
The Connector Podcast - FinanceX #9 - Revolutionizing Wealth Management: Unleashing AI and Technology for Personalized Financial Strategies and Cybersecurity Enhancements 30:46

3M ago30:46

30:46

Understanding the role of AI in enhancing wealth management, this episode explores the evolving trends shaping the financial landscape. We dive into goal-based investing, the rising influence of women in wealth tech, and the need for robust cybersecurity measures. • AI as a powerful tool in personalized finance • Global economic outlook highlights …

1
The Connector Podcast - DFS Digital Finance Summit - Transforming Credit Management: Jens from GraydonCreditSafe on Data Accuracy and Global Fintech Innovation 16:33

3M ago16:33

16:33

Join us on an intriguing exploration into the evolving world of fintech, banks, and regulators with our guest Jens from GraydonCreditSafe. Discover how the merger of Graydon and CreditSafe combines local expertise with global technological capabilities to transform credit management and fraud prevention. Jens shares captivating insights into how th…

1
Live from Nuveen's nPowered Conference: Nuveen's Jeff Carlin - "It's all about the end client" 53:33

3M ago53:33

53:33

Welcome back to the Alt Goes Mainstream podcast. Alt Goes Mainstream was live from $1.2T AUM asset manager Nuveen’s nPowered conference, a two-day event bringing together Nuveen thought leaders and industry experts to explore challenges and opportunities in private markets. We interviewed some of Nuveen’s senior leadership on site to hear their vie…

1
The Connector Podcast - DFS Digital Finance Summit - Exploring E-Invoicing Innovation: Cedric Neve of Digiteal on Regulatory Challenges and Transformative Fintech Solutions 18:22

4M ago18:22

18:22

Discover the revolutionary world of e-invoicing and fintech as we host Cedric Neve, the visionary founder and CEO of Digiteal, a pioneering Belgian company making strides in e-invoicing, e-payment, and open banking services. Learn how Digiteal's SaaS API is setting a new standard by enabling businesses to effortlessly integrate these services into …

1
The Connector Podcast - DFS Digital Finance Summit - Advancing AI Risk Management: Jos CEO at Yields on Navigating Regulatory Landscapes and Enhancing AI Reliability Across Sectors 16:55

4M ago16:55

16:55

Mathematical modeling expert and Yields co-founder, Jos, joins us to unravel the complexities of AI risk management in our latest podcast episode. Explore Jos's insightful journey from the demanding fields of mathematical modelling to spearheading advanced solutions for AI reliability in production. We dive into how Yields has secured its place as …

1
DealsPlus' Venkat Subramaniam - building a single source of truth for private markets 39:37

4M ago39:37

39:37

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a founder who is building mission-critical software for private equity firms. I sat down in Citywire’s London studio with Venkat Subramaniam, the Co-Founder of DealsPlus, to discuss why he has built a digital solution to streamline, digitize, and automate the management of com…

1
The Connector Podcast - Unveiling Fintech Sales Success: James and Richard on Leveraging MEDDPICC for Strategic Growth with Humble Technology 22:07

4M ago22:07

22:07

What are the secrets behind skyrocketing sales in the fintech world? Join us for a thrilling conversation with James and Richard from Humble Technology as they unlock the mysteries of scaling sales in the ever-evolving fintech landscape. You’ll hear firsthand from James about his incredible journey from a successful project at ICAP to launching Hum…

1
73 Strings' Yann Magnan - the opportunity for AI to automate private markets 45:18

4M ago45:18

45:18

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a founder who is building mission-critical valuation and portfolio monitoring software for alternative asset managers. We are joined by Yann Magnan, the Co-Founder and CEO of 73 Strings, to discuss how valuation work and portfolio monitoring is moving from manual to automated …

1
Who in the F Knows: 2025 Predictions From the Experts at Money20/20 1:01:57

4M ago1:01:57

1:01:57

Three continents, four time zones, and five members of the Money20/20 global content team. It's a jam-packed inaugural episode of Everything is Fintech, filled with lots of unfiltered opinions and predictions on where the industry is headed this year. Do we have a crystal ball? Well, not exactly. But we gave our best (and in some cases, funniest) e…

1
Monthly Alts Pulse Ep. 14: Taking the pulse of private markets with iCapital Chairman & CEO Lawrence Calcano 21:33

4M ago21:33

21:33

Welcome to the 14th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital. As the leader of a platform with over $200B of assets that is responsible for the majority of individ…

1
The Connector Podcast - DFS Digitail Finance Summit - UK Fintech Expansion: Laure on Catalyzing Innovation Beyond London and Introducing Global Fintech Leaders 10:41

5M ago10:41

10:41

What if you discovered that the epicentre of fintech innovation isn't just in London? Today, we're thrilled to welcome back Laure Hindin, also known as Laure, the Senior Trade Advisor at the British Embassy in Brussels. Laure shares her expertise on the dynamic UK fintech scene that extends its influence beyond the capital, flourishing in regions l…

1
The Connector Podcast - DFS Digital Finance Summit - Innovating Payment Solutions: Nathalie and Claire from Worldline on Blockchain Integration and Digital Wallets 13:31

5M ago13:31

13:31

Unlock the future of payment technology with Nathalie and Claire from Worldline as they share groundbreaking insights on our latest Connector Podcast, recorded live from the DFS Digital Finance Summit in Brussels 2024. Ever wondered how a leader in transaction services like Worldline is shaping the payment industry's evolution? Discover how they ar…

1
The Connector Podcast - DFS Digital Finance Summit - Bridging Data and AI: Bastien from Dataiku on Transforming Collaboration Across Industries 14:33

4M ago14:33

14:33

On our latest episode of the Connector podcast, business transformation director Bastien from Dataiku joins us live from Brussels to unravel the evolving landscape of data and AI initiatives. Whether you're a coding expert or prefer a more visual approach, Bastien demonstrates how Dataiku's groundbreaking platform redefines collaboration between da…

1
The Connector Podcast - DFS Digital Finance Summit - Jersey's Fintech Frontier: Aaron on Digital Currency Innovation and Next-Gen Compliance Solutions 15:43

4M ago15:43

15:43

Join us for an enlightening exploration into the world of fintech with Aaron from Digital Jersey, as we uncover the transformative innovations reshaping Jersey's financial landscape. Discover how this small island is making big waves in the tech industry, with initiatives like comprehensive 5G and one-gig fiber connectivity attracting cutting-edge …

1
The Connector Podcast - DFS Digital Finance Summit- Hungarian Fintech Insights: Baiba on AI-Driven Innovation, Quantum Computing, and Startup Opportunities in a Transforming Financial Landscape 16:28

5M ago16:28

16:28

Baiba Rosenberg, the head of startups at MBH FinTech Lab in Hungary, joins us to navigate the transformative currents reshaping the fintech world. Get the inside track on how AI is not just a buzzword but a catalyst for change, redefining customer support to be more personal and data-driven without losing the essential human touch. From the intrigu…

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Wealthtech Podcasts

Podcasts Worth a Listen