Best Wealthtech Podcasts (2025)

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EQT's Jean Eric Salata - reflections on leadership, culture, and values from one of the world's largest investment firms 32:03

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9h ago32:03

32:03

It all comes back to the DNA. The firms that know who they are will know who to be. You can learn a lot about an investment firm by listening to what they say. Alt Goes Mainstream’s AGM Originals Series - The DNA: Capturing Culture - is dedicated to capturing the DNA of a firm by listening to what they say. The first season of The DNA stars EQT. In…

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Authentic Intelligence: Scaling WealthTech and the Sales Revolution 37:45

1d ago37:45

37:45

In this episode of Value Drivers, we interview Pamela Cytron, the founder and president of Founders Arena, a specialized wealth tech accelerator. Cytron brings over 40 years of experience in the financial technology sector, having started her career in sales and telemarketing long before the term "fintech" was coined. She emphasizes that her career…

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The Connector Podcast - DFS Digital Finance Summit - From Onboarding To No Boarding: How NABU Streamlines KYC For Payments, Banks, And PE 16:09

1d ago16:09

16:09

We unpack why KYC in payments became so heavy and how to make it almost invisible with data orchestration, deep KYC, and thoughtful UX. NABU’s approach prefills profiles from trusted sources, uses AI to verify the real world, and gives analysts clear, auditable evidence. • mission to move from onboarding to no boarding • why payments face extra AML…

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The Connector Podcast - DFS Digital Finance Summit - From Peppol To PSD3: How EU Payments Are Being Rebuilt 17:53

1d ago17:53

17:53

We map how Belgium’s e‑invoicing mandate and EU initiatives like VIDA, PSD3, and PSR are changing payments, and why compliance delivered via APIs is now a competitive product. We also unpack AI’s impact on onboarding, verification of payee (VoP), and the push for lower, more sovereign fees. Join us for a podcast with Cedric, CEO of Digiteal. • API-…

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Alts Pulse Ep. 18: Taking the pulse of private markets with iCapital Chairman & CEO Lawrence Calcano 18:53

1d ago18:53

18:53

Welcome to the 18th episode of the Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. In the latest episode of the Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, Lawrence and I go global. We discussed his recent trip to Asia to peer into the nuances of the different wealth managemen…

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EQT's Conni Jonsson - building a global private equity firm the Nordic way 25:53

4d ago25:53

25:53

It all comes back to the DNA. The firms that know who they are will know who to be. You can learn a lot about an investment firm by listening to what they say. Alt Goes Mainstream’s AGM Originals Series - The DNA: Capturing Culture - is dedicated to capturing the DNA of a firm by listening to what they say. The first season of The DNA stars EQT. In…

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Building a Fintech Startup in the Dominican Republic | 🎙 The Nearshore Cafe Podcast 26:46

5d ago26:46

26:46

In this episode of The Nearshore Cafe Podcast, host Brian Samson sits down with Ricky Michel, founder of Ualett, to talk about building a fintech company from the Dominican Republic—and why the gig worker and rideshare driver economy is still underserved by traditional banks. Ricky shares how Ualettwas founded in 2018, how the team designed a mobil…

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The Connector Podcast - DFS Digital Finance Summit - Funding Growth With Real-Time Inventory Value 15:12

9d ago15:12

15:12

We sit down with Xavier Corman to unpack how Finrack turns inventory into financeable collateral using real-time pricing and a sale-and-buyback model. The conversation spans EU cross-border advantages, practical AI, and why better inventory KPIs drive both growth and sustainability. • founding story and links to FinTech Belgium and EDFA • the SME f…

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The Connector Podcast - DFS Digital Finance Summit - From Dora To SOC 2: How Copla Simplifies Compliance For Fintechs 14:53

9d ago14:53

14:53

We explore how fintechs can move fast without breaking compliance, turning frameworks like DORA, NIS2, ISO 27001, SOC 2, and PCI DSS into a shared foundation for resilience. Copla’s blend of automation and expert guidance shows why continuous audit readiness beats fire drills and how vendor risk can be managed at scale. • origin story and why compl…

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The Connector Podcast - DFS Digital Finance Summit - Designing Secure Identity For Banks And Fintechs 13:38

9d ago13:38

13:38

We dig into how AI changes the risk surface for banks and fintechs and why identity must be designed from the start. Sutton Maxwell of Curity shares how to set API guardrails, balance friction with trust, and choose hybrid architectures that meet regulation without killing speed. • What Curity does for API security and identity • Why AI pilots fail…

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The Connector Podcast - DFS Digital Finance Summit - From Legacy To Multi-Rail: Building A Modern Payment Stack 14:53

9d ago14:53

14:53

We explore with Alexander from Solanteq, what makes a payments platform truly modern: cloud-native, modular, API-first, and regulation-ready, with the ability to scale from small pilots to global volume. We share a vision for “payment autopilot” and how multi-rail orchestration and AI can make payments feel invisible. • Cloud-native, modular archit…

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Vista Equity Partners' David Breach - building a software investing powerhouse in the age of AI 51:58

14d ago51:58

51:58

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the nuances of enterprise software and how to build a scaled specialist alternative asset manager. We sat down in Vista’s NYC office with David Breach, Vista’s President and Chief Operating Officer. David sits on Vista’s Executive Committee, the firm’s governing and decisio…

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Plaid for LATAM, Prometeo, Uruguay fintech, real-time payments, open banking, scaling fintech in Latin America. 31:30

13d ago31:30

31:30

In this episode of The Nearshore Cafe Podcast, host Brian Samson sits down with Ximena “Xime” Aleman, Co-Founder & Co-CEO of Prometeo, one of Latin America’s leading fintech infrastructure companies. Xime shares her unlikely journey from journalism to fintech entrepreneurship, and how her storytelling background became a strategic advantage in buil…

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ING's Anneka Treon and Johan Kloeze - lessons learned from building a private markets platform for private wealth clients in Europe 47:29

16d ago47:29

47:29

Welcome back to the Alt Goes Mainstream podcast. Today’s episode was filmed at ING’s HQ in Amsterdam, right after ING held its Private Markets Day. The firm has been actively building out its private markets capabilities to serve its private wealth clients so it was a treat to interview two of the people responsible for running ING’s wealth managem…

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The Connector Podcast - DFS Digital Finance Summit - Hong Kong: The Fintech Launchpad For Europe 17:22

16d ago17:22

17:22

We explore how Hong Kong serves as a precise, high‑density launchpad for European fintechs, combining global finance access with practical, domain‑based regulation. Paula Kent and Fernando from Invest Hong Kong share tactics, sectors with pull, and concrete wins founders can model now. • Hong Kong’s financial hub status and market density • Differe…

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The Connector Podcast - DFS Digital Finance Summit -Inside Belgium’s Business Data: Compliance, Risk, And Real-Time KYB 21:52

17d ago21:52

21:52

We connect the dots between KYB, UBO rules, and open data, showing how structured official records cut risk and speed up onboarding. We also explore agentic commerce, the rise of perpetual compliance, and why human oversight remains essential. Join Toon Vanagt, founder and CEO of Data.be. • data.be’s single view across Belgian registers • KYB acros…

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The Connector Podcast - DFS Digital Finance Summit - Fixing Europe’s Fragmented Credit Data For Real Financial Mobility 18:00

16d ago18:00

18:00

We explore how Europe’s fragmented credit data blocks fair lending for people who move across borders, and how Mifundo connects bureaus and banks to make financial identities portable. We share progress to 17 countries, the mindset shift lenders need, and how to use AI under EU high‑risk rules without black boxes. • fragmentation of European credit…

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The Connector Podcast - DFS Digital Finance Summit - AI-Powered Debt Collection, Explained 15:44

16d ago15:44

15:44

We explore how AI and behavioural science can make debt collection more humane, more effective, and easier to scale across Europe. PAIR Finance explains reinforcement learning, a single international platform, and why recovery and retention go hand in hand. • AI-driven collections with behavioural science • Reinforcement learning optimising tone, t…

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Live from New York with Oaktree's Armen Panossian - "don't reach for risk to deliver the right return" 54:28

21d ago54:28

54:28

Welcome back to the Alt Goes Mainstream podcast. Today’s episode was filmed live at an event during a Brookfield Oaktree Wealth Solutions RIA Council meeting in New York. Armen Panossian, the Co-CEO and Head of Performing Credit at Oaktree, and I sat down for a conversation in a Brookfield-owned building with a group of RIAs in the audience. Armen,…

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Franklin Templeton's George Stephan - bringing public and private together 51:56

23d ago51:56

51:56

Welcome back to the Alt Goes Mainstream podcast. Today’s episode brings the perspective of an asset management veteran who has sat on both sides of the table. We sat down in Franklin Templeton’s New York City office with George Stephan, COO of Global Wealth Management Alternatives at Franklin Templeton. George joined Franklin to continue the buildo…

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The Connector Podcast - FinanceX #18 - 2026 Outlook 16:38

24d ago16:38

16:38

The ground under finance moved, and most people only felt a rumble. We spent 2025 translating messy tech estates into DORA‑ready living registers, turning spreadsheets into real‑time risk maps, and discovering that fintech isn’t a sidecar anymore—it’s the engine. When a major processor or open banking provider hiccups, payments across entire region…

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iAltA's Bill Crager - from building Envestnet to a "transformational moment" in wealth management 53:48

1M ago53:48

53:48

Welcome back to the Alt Goes Mainstream podcast. Today’s interview is with a wealth management entrepreneur who created one of the most consequential wealth management technology companies that has helped to shape the industry into what it is today. Bill Crager is the Co-Founder of Envestnet, which he and his co-founder, the late Jud Bergman, grew …

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Inside LATAM’s Fintech Boom: Investing, Wealthtech, and Nearshoring with Agustín Guerra 27:36

1M ago27:36

27:36

In this episode of The Nearshore Cafe Podcast, host Brian Samson sits down with Agustín Guerra, CEO & Co-Founder of Vangwe, to explore one of the fastest-growing sectors in the region: Latin America’s fintech and wealthtech ecosystem. Agustín shares his global journey from Montevideo to China, Germany, Poland, London, and the Netherlands, and how l…

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Vista Equity Partners' Robert F. Smith - on who will benefit from AI 53:19

1M ago53:19

53:19

Welcome back to the Alt Goes Mainstream podcast. Today’s episode welcomes a pioneer and visionary in enterprise software investing to Alt Goes Mainstream. Robert F. Smith is the Founder, Chairman, and CEO of $100B AUM Vista Equity Partners. He sits on the firm’s Investment Committees for Vista’s Flagship, Foundation, Endeavor, and Perennial Funds a…

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From Complexity to Clarity: Making Diagnostic Imaging as Easy as Booking an Uber 43:06

1M ago43:06

43:06

This episode features an interview with Elan Adler, the founder and CEO of OneImaging, a nationwide diagnostic imaging network dedicated to making medical imaging faster, more affordable, and more transparent. Adler, leveraging his background in radiology operations and technology sales, explains that the company was founded to address the common p…

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Nomura Capital Management's Robert Stark - building a private credit business within a global bank 55:03

1M ago55:03

55:03

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into private credit and building an asset management business inside of a leading global bank. We sat down in Nomura’s NYC office with Robert Stark, the CEO of Nomura Capital Management LLC (NCM) and Head of Investment Management in the Americas for the Nomura Group. Robert brin…

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The Connector Podcast - From LEI To vLEI: How Companies Prove Who They Are Across Borders 15:01

1M ago15:01

15:01

What if your systems could instantly verify not just a company’s identity, but that a specific person or agent is truly authorized to act for it? We sit down with Alexandre Kech, CEO at GLEIF, to unpack how the Legal Entity Identifier became the world’s backbone for business identity and how the new Verifiable LEI brings authority, delegation, and …

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The Connector Podcast - FinanceX #17 - Payments 13:50

2M ago13:50

13:50

Money now moves at machine speed, and the rules of trust, identity, and loyalty are being rewritten in real time. We break down how banks are collaborating on shared utilities, why a 20-character LEI is becoming a passport for cross-border payments, and where BNPL’s rapid growth collided with transparency as FICO pulls installment data into mainstr…

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PGIM's Dominick Carlino - operating at the intersection of asset management, insurance, and wealth management 38:11

2M ago38:11

38:11

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with an experienced private markets and distribution executive who has been educating the wealth channel and distributing private markets investment solutions at some of the industry’s largest investment platforms. We sat down in Prudential’s Newark studio with PGIM’s Global Head o…

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The Nearshore Shift: How LATAM Became the Future of Global Staffing | The Nearshore Cafe Podcast 23:12

2M ago23:12

23:12

Global hiring is shifting — fast. In 2025, U.S. companies are moving away from India and Asia, turning instead to Latin America for tech talent, loyalty, and time-zone alignment. In this episode of The Nearshore Cafe Podcast, host Brian Samson, Founder of Plugg Technologies, talks with Evan Greenberg, Director of Client Solutions at Plugg, about wh…

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The Trump Administration’s H1B Hike Is Pushing Mid-Level Roles Nearshore And Changing Global Outsourcing 11:19

2M ago11:19

11:19

Host Brian Samson, founder of Plugg Technologies, breaks down the Trump administration’s proposed $100K H-1B visa fee and how it’s reshaping the global tech talent market. He explains why this massive policy shift could reduce opportunities for engineers in India and China—and accelerate the nearshoring movement across Latin America. Brian dives in…

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Blue Owl's Matt A'Hearn - a generational opportunity in financing digital infrastructure 54:03

2M ago54:03

54:03

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into digital infrastructure and how it powers the growth of artificial intelligence and other major trends in digitalization and electrification. We sat down in Blue Owl’s NYC office with Matt A’Hearn, an asset management entrepreneur and executive at the firm. Matt is a Senior …

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How Leadership, Culture, and Nearshoring Fuel Business Growth in Latin America 24:58

2M ago24:58

24:58

Host Brian Samson talks with Denis Champagne, a Fractional CRO and Strength Coach, about how leadership, culture, and adaptability drive nearshore success across Latin America. Denis shares his journey from growing up bilingual in Canada to discovering the depth and resilience of Latin American culture through language, travel, and business. Togeth…

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PGIM's Phil Waldeck - the intersection of insurance and asset management 40:03

2M ago40:03

40:03

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with an experienced asset allocator who has operated at the intersection of insurance and asset management throughout his career. We sat down in Prudential’s Newark studio with PGIM’s Head of Multi-Asset and Quantitative Solutions, Phil Waldeck. Phil is responsible for nearly $140B…

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Stonepeak's Mike Dorrell - pioneering infrastructure investing 1:11:21

3M ago1:11:21

1:11:21

By Michael Sidgmore

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The Connector Podcast - Nordic Fintech Week: Identity, AI, and the User First 17:49

3M ago17:49

17:49

By Koen Vanderhoydonk (The Connector)

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EP084 - WealthTech - In conversation with Amit Majumdar, Group Strategy Officer, Angel One 36:53

3M ago36:53

36:53

In this episode of India FinTech Diaries, we sit down with Amit Majumdar, Group Strategy Officer, Angel One, one of India’s fastest-growing WealthTech platforms. Trusted by over 3Cr clients, Angel One is blending cutting-edge tech with deep market insights to make wealth creation accessible to everyone. Key Highlights: 📊 Democratizing WealthTech: A…

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Layering Capital from Sponsor Equity to Permanent Debt with Greg Saunders 38:18

3M ago38:18

38:18

This interview features Greg Saunders, CFO of Coast Energy, discussing the complexities of scaling solar, storage, and microgrid projects for commercial real estate portfolios, a sector he notes is exciting but prone to risk, complexity, and surprises, likening the environment to "riding the roller coasters". Saunders, who has a background in speci…

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Hg's Chris Kindt - AI's transformative role in value creation for private equity 57:00

3M ago57:00

57:00

Welcome back to the Alt Goes Mainstream podcast. Today’s episode provides a fascinating window into the world of private equity value creation and how AI can help transform both portfolio company and investment firm processes and operations to create value. We sat down in New York with Hg Partner and Head of Value Creation Chris Kindt to dive into …

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The Connector Podcast - FinanceX #16 -Agentic AI, Orchestration, and the Future of Finance 16:16

3M ago16:16

16:16

The hype cycle is over; the results era is here. We unpack how finance moves from shiny demos to measurable outcomes by pairing agentic AI with the enterprise plumbing that actually makes change stick: orchestration, shared standards, and rigorous governance. Along the way, we confront the 93% project failure narrative and show why a simple time fi…

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Beyond the Emotion: Using AI and Tech to Achieve a Compliant Startup Wind-Down 38:30

3M ago38:30

38:30

Dori Yona, CEO and co-founder of Simple Closure, introduced the platform designed to streamline the difficult, manual, and bureaucratic process of shutting down a startup. Yona's inspiration stemmed from his own experience running low on cash at a previous company, where he found that seeking guidance on dissolution was lonely, and no readily avail…

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Permira Part 2: Co-CEOs Brian Ruder and Dipan Patel - the collaborative leadership model in action: scaling an €80B alternative asset manager 48:44

3M ago48:44

48:44

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with two executives who have helped to build one of the industry’s leading alternative asset managers. In Permira Part 2, Brian Ruder joins his Co-Managing Partner and Co-CEO Dipan Patel in Permira’s London office to discuss the firm’s evolution and how the business has grown to ov…

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Going Public with Glenn Schorr - Ep. 4: Unpacking the past few months in private markets 57:11

3M ago57:11

57:11

We are back with the latest Going Public with Evercore’s Glenn Schorr. On this episode of Going Public, we unpack the rollercoaster of the past few months in private markets for alternative asset managers. Private markets is much more than private equity — and this episode dives into nuances of specific strategies and what it means for alternative …

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Beyond the Numbers: Darrell Cox on Revenue-Connected FP&A 40:29

3M ago40:29

40:29

The interview features Darrell Cox, a veteran finance professional who has guided some of Canada's fastest growing tech companies, discussing his philosophy on finance leadership and the solutions offered by Una Software, where he currently serves. Darrell notes that a consistent theme throughout his career, working at big and small growth-oriented…

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Permira's Dipan Patel - how to scale an €80B AUM alternative asset manager 47:45

3M ago47:45

47:45

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with one of the executives who has helped to build one of the industry’s leading alternative asset managers. We sat down in Permira’s London office with Co-CEO Dipan Patel to discuss the firm’s evolution and how the business has grown to over €80B in AUM. Dipan brings a deep backgr…

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Morningstar's Kunal Kapoor - live from the Morningstar Investment Conference 50:57

3M ago50:57

50:57

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast was a conversation that was recorded live at Morningstar’s Investment Conference in Chicago earlier this year. Morningstar CEO Kunal Kapoor took time out of his packed schedule at the event to sit down with me for a thought-provoking conversation that dove into the nuances of many of …

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EP083 - Crypto - GENIUS Act vs Payment Banks: Lessons in Safety, Scale & Regulation 12:50

4M ago12:50

12:50

In this episode of India FinTech Diaries, we draw fascinating parallels between India’s Payment Banks experiment and the US’s GENIUS Act, designed to regulate stablecoin issuers. Both initiatives aim to create safe, inclusive financial systems—but as we explore, they also share similar scaling challenges that can make or break their success. Key Hi…

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Stonepeak's Luke Taylor - what it takes to be a great infrastructure investor 58:52

4M ago58:52

58:52

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the evolution of infrastructure investing with the leading scaled specialist firm in infrastructure. We sat down in Stonepeak’s Hudson Yards office with the firm’s Co-President Luke Taylor to discuss the inner workings of the infrastructure investing world and unpack the st…

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The Connector Podcast - FinanceX #15 - Lending & Mortages Innovation 12:17

4M ago12:17

12:17

Finance is being fundamentally rebuilt and re-architected as credit becomes woven into our digital lives rather than something we seek out separately. This shift toward invisible, embedded finance is changing how individuals and businesses access and manage money, with fintechs often leading the charge. • Invisible lending is embedding finance dire…

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Arcesium's David Nable - architecting private markets technology infrastructure for the future 49:50

4M ago49:50

49:50

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into how operations and streamlining technology processes can be turned into a strategic advantage. We sat down with Arcesium’s MD and Head of Client and Partner Development David Nable to discuss how technology is impacting how funds manage their processes, operations, and data…