A Conversation with Cadre’s Ryan Williams

A Conversation with Cadre’s Ryan Williams

We’ve been interested in (and cheering for) start-ups taking aim at the commercial real estate sector for some time. Why? Because commercial real estate is a lucrative and enduring sector, but in our opinion, it’s also too clubby and resistant to technology-fueled innovation. One of the start-ups leading the charge to transform the industry is New York-based Cadre. Led by Ryan Williams, a young, dynamic Baton Rouge native, Cadre has generated a disproportionate amount of attention because of its high-profile investors and eye-catching announcements, such as its recent $250-million partnership with Goldman Sachs’ wealth division.

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A Conversation with Green Bits' CEO and Co-founder Ben Curren

A Conversation with Green Bits' CEO and Co-founder Ben Curren

Founded in 2014 by fintech entrepreneurs Ben Curren, Andrew Katz and Trae Robrock, the company’s point-of-sale software helps dispensaries and other retailers keep track of their inventory, stay compliant with a myriad of rules and regulations and facilitate customer loyalty offerings. Last week, the company’s impressive momentum and the industry in which it operates received a new boost when it was announced that Tiger Global led the company’s $17-million Series A.

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A Conversation with Lendup's CEO Sasha Orloff and Vice President Jotaka Eaddy

A Conversation with Lendup's CEO Sasha Orloff and Vice President Jotaka Eaddy

We’ve made no secret of our disdain for the deceptive practices employed by bad actors within the payday sector. We’ve also had misgivings over the stratospheric rates that subprime borrowers face in order to access credit. Over time, we hope that financial literacy, private sector innovation and common sense regulation transform the environment for lower credit borrowers and lead to the extinction of predatory practices. 

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A Conversation with SIX Financial Information's CEO Robert Jeanbart

A Conversation with SIX Financial Information's CEO Robert Jeanbart

SIX Financial Information, a subsidiary of SIX Group, is a global financial data company that provides mission-critical data to financial institutions, asset managers, insurers and other corporations in over 20 countries around the world. That reach extends to the US, which has become an increasingly large market for the Zurich-based company. That’s because regulatory and compliance demands have grown in scope and complexity in the wake of the financial crisis. 

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A Conversation with PolicyGenius' CEO Jennifer Fitzgerald

A Conversation with PolicyGenius' CEO Jennifer Fitzgerald

In a handful of years, PolicyGenius has gone from being an idea in the minds of two ex-McKinsey & Company consultants to one of the nation’s leading insurtech companies. One reason is that the company established a dominant content marketing presence with younger insurance customers before incumbents saw the potential market opportunity.

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A Conversation with Fundrise's CEO Ben Miller

A Conversation with Fundrise's CEO Ben Miller

At first glance, Fundrise is one of a few leading online platforms seeking to disrupt the clubby world of real estate finance. However, as we spent more time getting to know the Washington D.C. based company, we discovered there’s a lot more to its story. Like its peers, Fundrise is seeking to shake up business as usual by bringing more transparency and technology to the industry.

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A Conversation with SoFi's Nino Fanlo

A Conversation with SoFi's Nino Fanlo

There are few people better qualified to sit at the intersection of financial services, the capital markets and innovation than Nino Fanlo, SoFi’s CFO and President. That’s because Fanlo started a commercial mortgages desk at Goldman Sachs, served as the CEO of KKR Financial and held increasingly important roles at Wells Fargo before becoming the bank’s treasurer.

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A Conversation with Betterment’s CEO, Jon Stein

A Conversation with Betterment’s CEO, Jon Stein

Betterment’s Jon Stein is a fintech entrepreneur who needs no introduction. The company he founded alongside Eli Broverman during the financial crisis is admired by many, watched closely by digital advice peers and viewed warily by the powerful financial services old guard. So where did Stein find the inspiration to take on a powerful status quo?

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A Conversation with Hixme’s CEO, Denny Weinberg

A Conversation with Hixme’s CEO, Denny Weinberg

Saying that health care insurance is just a health care issue is misleading to say the least. Sure, the term health care insurance includes the world “health care,” but health care insurance and benefits impact every sector of America’s economy. After all, according to the National Health Expenditure Accounts (NHEA), health spending accounted for nearly 18% of America’s GDP in 2015. That makes covering health care costs everybody’s issue.

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A Conversation with Quantopian's CEO, John Fawcett

A Conversation with Quantopian's CEO, John Fawcett

Some entrepreneurs have a knack for finding a conquerable problem and then executing a solid plan to address it. On the back of John Fawcett’s successful exit from his first company, Tamale Software, Fawcett appeared to be that kind of entrepreneur. But after he left Tamale, Fawcett started spending time with quantitative traders (i.e., quants) and the more he learned about how they created trading algorithms, the bigger and bolder his next idea became.

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A Conversation with AlphaSense's CEO, Jack Kokko

A Conversation with AlphaSense's CEO, Jack Kokko

Jack Kokko is a serial entrepreneur who came up with the idea for AlphaSense after laboring away in Morgan Stanley’s research department for several years. The problem he identified (i.e., information overload confronting financial analysts) wasn’t easy to crack. But thanks to Kokko’s efforts, those of his co-founder Raj Neervannan and a deep team, AlphaSense now counts several hundred of the world’s most demanding institutions and corporations as clients.

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A Conversation with Cloud9 Technologies' CEO, Jerry Starr

A Conversation with Cloud9 Technologies' CEO, Jerry Starr

Just about every entrepreneur would love to disrupt his or her chosen market, run an industry leading organization, enjoy multiple exits and come out of semi-retirement to start a fast growing company on the cutting edge. In fact, most would be happy to cross off just two or three items from that bucket list. But for Gerald “Jerry” Starr, all of those achievements — and several more — have been accomplished. That’s not an accident. His considerable success stems from his knowledge, creativity, work ethic ...

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A Conversation with Max's CEO, Gary Zimmerman

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

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

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

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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