Best Wealthtech Podcasts (2025)

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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

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19h 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,…

1
Inside LATAM’s Fintech Boom: Investing, Wealthtech, and Nearshoring with Agustín Guerra 27:36

21d 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…

1
Franklin Templeton's George Stephan - bringing public and private together 51:56

3d 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

5d 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

16d 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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Vista Equity Partners' Robert F. Smith - on who will benefit from AI 53:19

22d 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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Nomura Capital Management's Robert Stark - building a private credit business within a global bank 55:03

24d 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

25d 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

28d 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

1M 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

1M 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

1M 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…

1
Blue Owl's Matt A'Hearn - a generational opportunity in financing digital infrastructure 54:03

1M 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 …

1
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

2M 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

2M 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

2M 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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Hg's Chris Kindt - AI's transformative role in value creation for private equity 57:00

2M 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

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

2M 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…

1
Going Public with Glenn Schorr - Ep. 4: Unpacking the past few months in private markets 57:11

2M 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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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

3M 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

3M 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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A Conversation with bunq's CEO, Ali Niknam, and Chief Strategy Officer, Bianca Zwart 51:22

3M ago51:22

51:22

Join hosts Zach Anderson Pettet and Micky Tesfaye as they sit down with Ali Niknam and Bianca Zwart, the Founder/CEO and Chief Strategy Officer of bunq, for an insightful conversation about building a revolutionary digital bank. Discover how bunq's unique merit-based culture and logical approach to problem-solving have created one of the most innov…

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

3M 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

3M 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…

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The Connector Podcast - Nordic Fintech Week: Where Innovation Meets Humanity (Special Discount code: “TheConnector20”) 15:15

3M ago15:15

15:15

Special Discount code: “TheConnector20” https://nfweek.com/ David Grundy takes us behind the scenes of Nordic Fintech Week, revealing why this gathering has become Europe's premier dedicated fintech event. Unlike other technology conferences that cover multiple domains, Nordic Fintech Week maintains a singular focus on financial technology, creatin…

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Juniper Square's Alex Robinson - "high tech and high service," balancing AI with the human element in fund administration 1:03:21

4M ago1:03:21

1:03:21

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into what the future of fund administration could look like with a tech-forward approach and the application of AI. We sat down with Juniper Square CEO and Co-Founder Alex Robinson to discuss how and why they’ve built a digital first fund administrator for private markets, start…

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Money20/20 USA Agenda Insights + Fintech Predictions 58:36

4M ago58:36

58:36

When the Money20/20 global content team gets together, you know it's going to be a good time nerding out about all things fintech. In January 2025, they met to discuss their fintech predictions for the year, and now more than mid-way through the year, they are back to see what came true and what was way off. Plus, they anticipate what's coming next…

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Capital Allocators' Ted Seides - the capital allocator behind the mic 58:53

4M ago58:53

58:53

Welcome back to the Alt Goes Mainstream podcast. What happens when two podcasters walk into a room? They talk. Today’s podcast turns the tables on one of the industry’s leading podcasters and content creators to have him share his story and experience as an allocator and content creator. We sat down with Ted Seides, the Founder of industry-leading …

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Hg's Nic Humphries - investing at an inflection point in history 1:22:09

4M ago1:22:09

1:22:09

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is about mining for investment success in enterprise software by going “an inch wide and a mile deep” with someone who is one of the industry’s most prolific private equity technology investors. We sat down with Nic Humphries in Hg’s London office. Nic is the Senior Partner and Execut…

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Live from Miami with EQT's Peter Aliprantis - bringing global local 34:19

4M ago34:19

34:19

Welcome back to the Alt Goes Mainstream podcast. Today’s conversation brings us beachside, featuring a live podcast from Soho Beach House in Miami with EQT Partner, Head of Private Wealth Americas Peter Aliprantis. With the backdrop of the beach behind us and the wealth community in the audience, Peter and I discussed the nuances of the wealth chan…

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Everything is Fintech Live: With Klarna's CMO, David Sandstrom 49:04

4M ago49:04

49:04

On the latest episode of Everything is Fintech, recorded live at Money20/20 Europe, hosts Zach Anderson Pettet and Mickey Tesfaye sit down with David Sandstrom, the visionary CMO behind Klarna's distinctive brand identity. Sandstrom reveals how Klarna deliberately broke away from traditional financial marketing, rejecting the "blue, boring, male, s…

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The Connector Podcast - From Estonian Startup to European Banking Pioneer: InBank's Journey 20:39

4M ago20:39

20:39

Ever wonder how a small Estonian startup transformed into a multi-country European bank during one of the most challenging periods in modern financial history? InBank's remarkable journey proves that crisis creates opportunity for those innovative enough to seize it. After the 2008 financial crisis, when traditional banks pulled back from consumer …

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SageSpring Private Wealth's Winston Justice - from protecting star quarterbacks to protecting families' wealth 38:12

4M ago38:12

38:12

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast is with an elite performer on and off the field who has gone from protecting quarterbacks to protecting families’ wealth. We sit down with former NFL and USC star Winston Justice, whose entrepreneurial spirit that was stoked while he was still playing in the NFL has led to a successfu…

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The Connector Podcast - Listening to Markets: How OmniWave Fintech Turns Chaos into Consistent Returns 15:12

5M ago15:12

15:12

Decrypting the language of markets through sound, frequency, and vibration isn't just a headline-grabbing concept – it's the foundation of OmniWave Fintech's revolutionary approach to wealth management. In this thought-provoking conversation, CEO and founder Adam Rubin reveals how his team has developed a system that transforms market noise into co…

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Future Proof Citywide Replay: Alt Goes Mainstream Live with Blue Owl's Marc Zahr 46:05

5M ago46:05

46:05

Future Proof, which holds one of the industry’s largest wealth conferences, invited me to hold a live podcast earlier this year with Blue Owl Co-President and Global Head of Real Assets Marc Zahr. Marc is a pioneer in the real estate space, building Blue Owl into a market leader in the triple net lease strategy, a commercial real estate investment …

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EP082 - Lending - In conversation with Shweta Pandey, Co-founder and CEO, ARTH 54:05

5M ago54:05

54:05

In this inspiring episode of India FinTech Diaries, we sit down with Shweta Pandey, co-founder and CEO of ARTH, to explore how inclusive fintech is being built—one village, one woman entrepreneur at a time. ARTH isn’t just a lender; it’s a phygital platform blending digital convenience with on-ground trust, designed specifically to support women-le…

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4. What’s Next in Next Gen GP Solutions - Forming the Future of Finance 32:11

5M ago32:11

32:11

With the changes discussed in previous episodes in our Forming the Future of Finance limited series – the growth of AI, coupled with changes in portfolio construction – business models will need to change. This fourth and last episode features how GPs will be running their businesses in the future. Cornelia Andersson – Chief Product Officer at With…

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3. Cracking the Code on Private Markets Investing - Forming the Future of Finance 39:02

5M ago39:02

39:02

Is the 60/40 portfolio a thing of the past? Is it fair to consider private markets an “alternative” part of an investment allocation? What is the appropriate allocation to alternatives? 10%? 20%? More? This third episode in our Forming the Future of Finance limited series podcast will bring clarity to these points. Leading this discussion is Andrew…

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2. The Transformative Power of AI, Data and Analytics for Wealth Advisors - Forming the Future of Finance 24:38

5M ago24:38

24:38

This second episode of our Forming the Future of Finance limited series podcast is a hot topic: the transformative power of AI. Our experts look at the promise of AI, its risks, and where we are in tapping AI’s potential. Featured in this episode are: Ramin Niroumand, Partner and Head of Ventures at Motive Partners, leading the conversation, an ent…

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1. Investing in NextGen WealthTech - Forming the Future of Finance 31:06

5M ago31:06

31:06

Welcome to Forming the Future of Finance – a special limited series podcast focused on reshaping the financial landscape. Our first episode features Natalya Guseva, Head of Financial Markets and Resilience at the World Economic Forum. In her role, Natalya focuses on retail investors’ access to capital markets and the longevity economy. Prior to tha…

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Hg's Martina Sanow - unlocking opportunities to invest in Europe's largest portfolio of software and services businesses 1:03:50

5M ago1:03:50

1:03:50

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who has successfully built a wealth solutions business tailored to her firm’s unique strengths, expertise, and investment track record. Martina Sanow is a Partner and Head of Hg Wealth, where she is focused on building the firm’s wealth solutions offering built out of …

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🚀 $50M Series A Tech Startup Scales Fast with Nearshore Talent | Brian Samson | Plugg.tech 2:21

5M ago2:21

2:21

🎙️ The Nearshore Cafe Podcast | Hosted by Brian Samson In this episode, Brian Samson — founder of Plugg Technologies and host of The Nearshore Cafe Podcast — shares a powerful success story from a booming Series A tech startup based in Atlanta. With over $50 million raised, this company had the resources to hire from anywhere in the world. But inst…

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Goldman Sachs Petershill's Robert Hamilton Kelly - riding the waves of change in GP stakes 1:00:14

5M ago1:00:14

1:00:14

Welcome back to the Alt Goes Mainstream podcast. Today’s conversation dives into the current state of private markets through the lens of one of the leading GP stakes firms in the industry. We sat down with Partner and Global Co-Head of the Petershill Group at Goldman Sachs Robert Hamilton Kelly. Petershill takes minority equity stakes in establish…

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The Connector Podcast - Unleashing AI: Power, Personalization, and Mythic Forces with Emmanuel Daniel 18:08

5M ago18:08

18:08

Emmanuel Daniel, founder of TAP International and author of "The Great Transition," explores the fascinating connections between ancient snake mythologies, humanity's quest for immortality, and the rise of artificial intelligence in the financial industry. • Mythologies across cultures show humanity's aspiration for godlike powers and immortality, …

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The Connector Podcast - FinanceX #14 - Summer Edition 14:16

5M ago14:16

14:16

Finance is undergoing a radical transformation that's redefining how we think about money, technology, and trust. The latest edition of Finance X Magazine pulls back the curtain on these changes, revealing a landscape where artificial intelligence has moved from experimental to essential. The numbers tell a compelling story: 85% of Belgian financia…