Come learn about the dynamic challenges and trends as it pertains to the venture capital market. Hosted by First Rate Ventures' Managing Director, Marshall Smith, CIPM, we will be interviewing top industry experts on all things WealthTech.
Ventures in WealthTech
Claim This Podcastby Marshall Smith
4.3(6 reviews)
17 episodes
Updated Inactive
Accepts GuestsHas SponsorsLocation 🇬🇧
Podcast Overview
Come learn about the dynamic challenges and trends as it pertains to the venture capital market. Hosted by First Rate Ventures' Managing Director, Marshall Smith, CIPM, we will be interviewing top industry experts on all things WealthTech.
Language
🇺🇲
Publishing Since
5/31/2022
Reach the team behind Ventures in WealthTech
Verified contact details for this show aren't on file yet — sign up to get notified when they land.
Recent Episodes
March 7, 2024
Exploring Europe’s Venture Capital Landscape with Joe Schorge of Isomer Capital
<p>Join host Marshall Smith in an engaging episode of "Ventures in WealthTech" as he delves into the dynamic world of European Fintech and startups with guest, Joe Schorge. From Dartmouth connections to a transatlantic move, Schorge shares his journey, exploring the European VC landscape and the perfect storm that catalyzed its growth.</p><p> Discover the diverse hubs shaping Europe's startup scene, from London to Berlin, and gain insights into the historical challenges of scaling products across the continent. Joe shares his journey and experiences founding Isomer Capital and sheds light on their three-fold approach, involving early-stage fund investments, co-investing in emerging companies, and acquiring secondary pieces.</p><p> Listen to the full episode to discover the evolving trends in the European market, the dominance of Fintech in the VC space, and the opportunities within Europe's thriving tech ecosystem.</p>
December 13, 2023
Navigating Family Office Frontiers with KnowLedger's Ryan Kerry
<p>In the latest Ventures in WealthTech podcast episode, host Marshall Smith interviews Ryan Kerry, the founder of KnowLedger. The conversation delves into the unique challenges of family offices, particularly the increasing trend toward outsourcing and the complexities involved in integrating alternative holdings. KnowLedger aims to fill this void by providing a solution that automates the data integration process, reducing manual work and ensuring accuracy. </p><p>Marshall and Ryan explore the macro trends in the Family Office market, emphasizing the growing presence of alternative investments and the increasing comfort with outsourcing, which extends to both portfolio management and general ledger functions. KnowLedger is designed to streamline the workflow for family offices, accounting firms, and other entities by automating the interpretation of transactions and mapping them to specific general ledger entries.</p><p>Listen to the full podcast to learn the challenges and opportunities in the WealthTech space, with KnowLedger positioned as a strategic partner, addressing critical issues in data integration for family offices and accounting firms.</p>
November 1, 2023
WealthTech Meets Philanthropy with Stephen Kump CEO of Charityvest
<p>In the latest Ventures in WealthTech podcast episode, host Marshall Smith interviews Stephen Kump, the founder of Charityvest. Stephen Kump shares his background, including his military career and transition into the world of philanthropy and technology. </p><p>Stephen highlights the growth of Donor Advised Funds and Community Funds in recent years and their potential to encourage more purposeful giving. The conversation delves into how financial advisors can play a role in helping clients become more tax-efficient with their giving and how technology can streamline the process, making it easier for advisors to facilitate charitable giving discussions with their clients.</p><p>The podcast concludes with a discussion of how Charityvest is integrating values and impact into its business model, emphasizing the importance of relationships, generosity, and aligning values with investors. </p>
17 total episodes available
Deep-dive analytics for Ventures in WealthTech
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is Ventures in WealthTech?
- How often does this podcast release new episodes?
This podcast updates inactive.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
Legal Disclaimer
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.