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OM DENNE PODCAST 🔗
WealthTech UnWrapped is a Bambu podcast that dives into the ins and outs of the WealthTech industry. It weaves the narrative between a startup founder, Ned Phillips, and special guests that bring their unique insight into this growing industry. Each week we tackle a different topic, from ideas on what the future of Robo-advisory should be, to the inside scoop of what it takes to run a tech company. Through humor, honest opinions, and playful analysis, we hope to unwrap the intricacies of WealthTech into digestible episodes that anyone can learn from. This podcast is for anyone who is bored and tired of the corporate schpiel around finance and technology.
Værter:
Opdateringsfrekvens:
weekly
Gennemsnitlig lydlængde:
46 minutes
Gæsteinterviews
Engelsk
USA
106 episoder
siden 5. august 2020
episodic
AUDIENCE OF THIS PODCAST 🔗
~97.55% of listeners are from United States.
🇺🇸
US
97.55%
🇸🇬
SG
2.03%
Others
0.42%
* Data source: directly measured on Listen Notes. i realtid
SENESTE EPISODE 🔗
In this WealthTech Unwrapped episode, Ned and Stephanie delve into the realm of RegTech, with a specific focus on escheatment. The conversation unveils the challenges posed by outdated state laws and explores innovative tech solutions designed to streamline the escheatment process, enhancing overal…
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SIDSTE EPISODER 🔗
In this episode of WealthTech Unwrapped, Ned speaks to Anders Jones, the CEO and Co-Founder of Facet Wealth. They discuss the pressing need for change in the financial advisory industry, identifying three primary challenges: the high cost of financial advice, conflicted fee structures, and a narrow…
Summary: In this episode of WealthTech Unwrapped, Ned engages in a conversation with Sam Rhee, the Co-founder and Chairman of Endowus, a cutting-edge digital wealth management platform based in Singapore. Samuel's journey from a successful finance career to the founding of Endowus is driven by…
In this episode of WealthTech Unwrapped, Ned speaks with Chris Shuba, Founder and CEO of Helios Quantitative Research.Chris delves into two fundamental principles shaping his business approach. The first involves breaking down elements in finance into modular parts, enabling infinite combinations f…
In this episode of WealthTech Unwrapped, Ned sits down with returning guest Karan Shanmugarajah of WealthKernel to discuss their new partnership that is poised to transform the digital wealth management industry by making robo-advisory capabilities accessible to every financial advisor.Introducing …
In this episode of WealthTech Unwrapped, Ned speaks with Danny Levy, the Managing Director of Money 20/20. With over two decades of experience organizing conferences under his belt, Danny shares how companies can optimize their strategies to maximize ROI at trade shows.Danny highlights the importan…
In this episode of WealthTech Unwrapped, founders at any stage of their startup journey will uncover invaluable insights. Serial entrepreneur and investor, James Spurway, shares battle-tested wisdom on crucial topics like fundraising, bootstrapping, and the art of nurturing a sustainable business.J…
On this episode of WealthTech Unwrapped, we're thrilled to welcome Aram Mughalyan, the Co-founder of Solidate, a passionate web3 enthusiast, and a dedicated ultramarathon runner, as he joins Ned to delve into the realms of personal branding and entrepreneurial mindsets.Aram opens up about his …
Join Ned, in this episode of WealthTech UnWrapped, as he engages in a thought-provoking discussion with Professor Kelvin Low on the promises and pitfalls of cryptocurrency.As one of the few crypto skeptics in academia, Professor Low shares his nuanced legal perspective on blockchain's ability …
In this episode of WealthTech Unwrapped, Ned chats with Shameer Sachdev, the Founder and Managing Director of Growth Gorilla about digital marketing strategies for FinTechs. They share their battle-tested tactics for effectively generating qualified leads through a strategic blend of content creat…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Ned Phillips, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
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