A Conversation with Max's CEO, Gary Zimmerman

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A Conversation with Max's CEO, Gary Zimmerman

Gary Zimmerman did not need to become a fintech entrepreneur in order to find success. But in the wake of the financial crisis, Zimmerman came up with the seed of an idea that ultimately compelled him to leave the world of international investment banking behind. That idea was grounded in his decision during the peak of the crisis to open up a number of online bank accounts to simultaneously maximize the FDIC coverage and yield of his savings. But as time passed, Zimmerman found the process of allocating ...

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A Conversation with Money.Net's CEO, Morgan Downey

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A Conversation with Money.Net's CEO, Morgan Downey

Money.Net CEO Morgan Downey has had more than his share of success. A veteran of several leading firms including Citibank and Bank of America, Downey ran trading desks for 15 years before joining Bloomberg, where he headed the company’s commodities group and managed the development of its professional terminal. Along the way, Downey also penned Oil 101, a widely read book providing insight into the workings of the global oil market. Given Downey’s track record, he could have ...

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A Conversation with United Capital's CEO, Joe Duran

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A Conversation with United Capital's CEO, Joe Duran

United Capital’s CEO Joe Duran is a man on a mission. His $16 billion firm is seeking to redefine the role of a financial advisor. The firm’s approach centers on the concept of financial life management, which emphasizes the importance of no ­nonsense truth and discipline in enhancing the overall well­being of its clients. Backed by Bessemer Venture Partners, Grail Partners and Sageview Capital, United Capital has invested heavily in technology to help advisors grow their AUM and streamline...

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A Conversation with Selerity’s CEO, Ryan Terpstra

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A Conversation with Selerity’s CEO, Ryan Terpstra

The Financial Revolutionist’s Gregg Schoenberg sat down with Ryan Terpstra, CEO of Selerity, for a wide-ranging discussion. Founded in 2009, Selerity provides personalized and actionable content for financial services professionals. The company, which had originally been focused on servicing electronic trading firms, shifted its core offering in the wake of market developments. 2015 proved to be a breakout year for the company on multiple fronts.

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A Conversation with Bankable CEO, Eric Mouilleron

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A Conversation with Bankable CEO, Eric Mouilleron

Recently, The Financial Revolutionist’s Gregg Schoenberg spoke to Eric Mouilleron, Founder and CEO of London-based Bankable. Founded in 2010, Bankable provides a “Banking as a Service” solution on a white-label basis or through its APIs. Its customers include banks, fintech companies and large corporations seeking to provide cutting-edge and easy-to-use payment services to their customers. A member of KPMG’s Global Fintech 100, Bankable is widely viewed as a rising star within the payments and broader fintech sectors.

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