Best Wealthtech Podcasts (2025)

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Blue Owl Capital's Ivan Zinn - running the long race in private credit 1:10:09

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2d ago1:10:09

1:10:09

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who is running the long race — in investing and in running. We sit down with prolific long distance runner, Blue Owl Capital’s Ivan Zinn, who has been a pioneer in alternative credit and asset-based finance. Ivan has had a long career in private credit. He started at D…

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How Fiskaly Scaled to 1M+ POS with Cloud Fiscal Compliance Software 32:31

1d ago32:31

32:31

Ever wondered how a startup from Vienna broke into one of the world’s most heavily regulated tech ecosystems — and scaled to over 1 million POS integrations? Today’s episode dives into the story of Fiskaly, the RegTech that made fiscal compliance software scalable, seamless, and cloud-first. What You'll Learn: How to navigate and win in Germany’s c…

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EP 97 Plain Vanilla: Reinventing Estate Planning with Gene Farrell, President & Chief Executive Officer, Vanilla 52:42

10d ago52:42

52:42

Send us a text Today, I’m thrilled to welcome a powerhouse in fintech and leadership In The Suite: Gene Farrell, President and CEO of Vanilla. If you think estate planning is confusing, costly, or only for the ultra-wealthy—this episode is going to flip that belief on its head. Gene joins us to talk about how Vanilla is on a mission to reimagine an…

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Lincoln Financial's Jayson Bronchetti - the role of insurance companies in private markets 51:34

15d ago51:34

51:34

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with the CIO of an insurance company responsible for more than $300B in assets and a major focus on private markets. Lincoln Financial EVP and CIO Jayson Bronchetti and I sat down recently at Lincon Financial’s headquarters in Radnor, Pennsylvania to discuss the increasing involvem…

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Startup Storytelling That Wins: Craft a Pitch Investors Remember 42:40

16d ago42:40

42:40

What if your startup pitch didn’t just inform — but moved people to believe? This episode reveals how the most effective founders use strategic storytelling to build trust, spark action, and secure funding. What You'll Learn: Why most pitch decks fail to convert — and how to fix them How to use emotional storytelling to resonate with investors How …

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Reimagining Wealth Management with 'Total Wealth' Planning and Investing with Jeff Coyle 23:52

16d ago23:52

23:52

In this Swift Chat episode, Marie Swift speaks with Jeff Coyle, Founder and CEO of Libretto, about how his wealthtech platform is transforming the financial planning landscape by utilizing a 'total wealth' approach to lifecycle planning and investing. Coyle explains how Libretto enables advisors to move beyond traditional tools like risk questionna…

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Krilogy's John McArthur - charting an RIA's growth path by building out private markets capabilities 40:22

17d ago40:22

40:22

Welcome back to the Alt Goes Mainstream podcast. Today’s episode digs into how the CIO of a growing multi-billion dollar wealth management firm thinks about customization and differentiation by building out private markets capabilities. We sat down with John McArthur, Senior Partner and CIO at $3.6B AUM Krilogy. Founded in 2009, Krilogy provides co…

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The Connector Podcast - FinanceX #13 - beyond banking and sustainability 40:49

19d ago40:49

40:49

The financial world stands at a profound inflection point as traditional boundaries dissolve and banking transforms from destination to ubiquitous infrastructure. Finance X Magazine's latest issue unveils how financial services are becoming invisible yet omnipresent, embedding seamlessly into the platforms where we already spend our time. At the fo…

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May 2025: AI Unicorns, Mega VC Funds, and Regulation Shakeups in DACH 31:18

23d ago31:18

31:18

Startups in the DACH region are heating up — from AI unicorns to VC mega-funds. In this monthly startup news roundup, we unpack the most important trends in Germany, Austria, and Switzerland’s tech ecosystem. Learn how Parloa became Germany’s second unicorn of the year, how Quantum Systems secured €160M to dominate aerial AI, and how the EIB’s €70B…

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New Mountain Capital's Steve Klinsky - building a business that builds businesses 53:41

24d ago53:41

53:41

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a private equity pioneer who has seen the industry evolve in the forty plus years he’s spent in private markets. We sat down with Steve Klinsky, the Founder and Chief Executive Officer of New Mountain Capital, which he started in 1999, and has grown to over $55B AUM with an in…

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Negotiate Like the FBI: Sales Psychology for Startup Founders 46:42

24d ago46:42

46:42

What happens when an FBI-trained negotiation coach brings elite sales psychology into the startup world? You get a masterclass in influence, integrity, and investor persuasion. Today’s episode of Startuprad.io features Matthias Bullmahn, a crisis negotiation expert, former Accenture executive, and storytelling coach — here to show founders how to n…

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The Connector Podcast - We Need Wizards, Not Prophets: A Conversation with Philippe Gijsels 21:41

25d ago21:41

21:41

What happens when the global economy's tectonic plates start moving in different directions after decades of synchronised movement? In this fascinating conversation, Philippe Gijsels, Chief Strategy Officer of BNP Paribas Fortis and co-author of "The World Economy in Five Trends," unravels the complex forces reshaping our economic landscape. Gijsel…

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Arcesium's Cesar Estrada - data silos and technology integrations in private markets 41:15

29d ago41:15

41:15

Welcome back to the Alt Goes Mainstream podcast. Today we sit down with a technology and fund services veteran who has worked with many of the industry’s largest asset managers. Cesar Estrada is Private Markets Head at Arcesium, a global financial technology company delivering pre- and post-investment operations and enterprise data management solut…

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Why Europe’s Venture Capital Needs a Mindset Reboot | Andy Goldstein 40:05

30d ago40:05

40:05

🎧 Opening: Why do Europe’s startups scale slower than their U.S. counterparts? In this raw, revealing episode, Andy Goldstein uncovers what’s really holding back the European venture capital scene—and what we can do about it. 💡 What You'll Learn: How investor education can radically improve VC decision-making Why German founders hesitate to interna…

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Monthly Alts Pulse Ep. 16: Live from iCapital Connect - the technology perspective of model portfolios and UMAs with GeoWealth and iCapital 16:34

1M ago16:34

16:34

Welcome to the 16th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect’s conference in Phoenix to announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets …

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How AI Is Transforming Industrial Tech — Visionaries Club’s Bold VC Strategy 56:59

1M ago56:59

56:59

Opening What happens when Europe's top startup operators become VCs — and use AI to disrupt billion-euro legacy sectors? Today’s episode uncovers how Marton Sarkadi Nagy, Partner at Visionaries Club, is backing founders who are rewriting the playbook for industrial tech innovation. What You'll Learn: 🔧 How applied AI is replacing legacy SaaS and tr…

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Goldman Sachs' Kyle Kniffen - standing on the shoulders of Goldman Sachs to be "a complete partner" for the wealth channel 53:22

1M ago53:22

53:22

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone responsible for growing the footprint of one of the largest private markets businesses in the industry. We sat down at Goldman Sachs’ 200 West office with Kyle Kniffen to discuss the evolution of the firm’s work with the wealth channel and how an intensified focus on p…

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How Trust-Based Leadership Drives Startup Culture That Scales (2/2) 19:48

1M ago19:48

19:48

Most startups talk about culture. But very few measure it. Even fewer know how to scale it. In Part 2 of our interview with Christian Conrad — coach, former Kellogg’s exec, and author of Magical Company Culture — we go deep into the execution side of culture. Forget team-building retreats. Christian outlines a leadership playbook where trust, behav…

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The Connector Podcast - How DORAedge is transforming compliance operations across the financial sector 17:13

1M ago17:13

17:13

The Digital Operational Resilience Act (DORA) creates significant new compliance requirements for financial institutions in the EU. DORAedge offers a technological solution to manage these complex challenges effectively. • Copenhagen-based fintech Performativ created DORAedge to help financial entities comply with DORA regulations • The Register of…

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Fortress Investment Group's Adam Bobker - Combining experience and innovation to build a wealth solutions business 56:58

1M ago56:58

56:58

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a wealth channel veteran who has an innate and developed view of working with wealth. We sat down in the studio with Adam Bobker. Adam joined Fortress Investment Group in 2022 to build out their wealth business as Managing Director, Global Co-Head of Private Wealth Solutions. …

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Culture Is ROI: How Christian Conrad Builds Magnetic Company Cultures in Startups (1/2`) 48:28

1M ago48:28

48:28

Sponsor 👉 Struggling with small biz finances? Tide’s free account + up to €400 cashback makes it a no-brainer: tide.co/Podcastsde – use code STARTUPRADIO 🎧 Opening What if your company culture was your biggest growth engine? In this episode, we dive deep with leadership coach Christian Conrad to unpack what makes startup cultures not only magnetic …

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Beyond Payments: The Evolution of Global Money Movement with Visa 52:11

1M ago52:11

52:11

On the latest episode of Everything is Fintech, we go truly global with a conversation with our VP, Fintech Strategy, Zach Anderson Pettet (US), Tim Moncrieff, VP, Global Head of Strategic Initiatives at Visa Direct (UK) and Swapnil Mhasde, Head of Commercialization & Solutions for Money Movement at Visa Direct (Singapore). From the rapid rise of r…

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Constellation Wealth Capital's Karl Heckenberg - why there will be a $1T independent wealth management firm 1:07:04

1M ago1:07:04

1:07:04

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who is an expert on the RIA market and the wealth management business model. We talk with Karl Heckenberg, the President & Managing Partner of Constellation Wealth Capital, an investment firm that recently closed on a $1B debut fund dedicated to providing differentiate…

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EP 96 Everything New at Edge: Inside Informa’s Top Wealth Management Event with Dan Rubinetti and Shannon Rosic 49:54

2M ago49:54

49:54

Send us a text Today, I’m thrilled to welcome two powerhouse leaders in financial services and events: Dan Rubinetti and Shannon Rosic of Informa. If you’ve spent any time in the wealth management industry, you know their names are synonymous with top-tier industry conferences, innovative programming, and—most importantly—community building. Dan Ru…

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Monthly Alts Pulse Ep. 15: Live from iCapital Connect - announcing the BlackRock, iCapital, GeoWealth unified managed account partnership 14:48

2M ago14:48

14:48

Welcome to the 15th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect’s conference in Phoenix to announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets …

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€1.3B Raised, 1 Fintech Crashes: April 2025 DACH Startup News Breakdown 41:52

2M ago41:52

41:52

In April 2025, DACH startups raised over €1.3 billion—while one of Europe’s top fintechs spiraled into crisis. This isn’t just another news roundup. This is your investor-grade, startup-founder-relevant, executive-level briefing from the DACH region’s leading podcast. 🚀 This episode is brought to you by Vanta. Automate your SOC 2, ISO 27001, and GD…

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EQT's Peter Aliprantis - bringing EQT's success to the US wealth market 48:21

2M ago48:21

48:21

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a private markets veteran who has been working in the wealth channel before it was considered "the wealth channel." We sat down in the studio with Peter Aliprantis. Peter joined EQT in October 2024 as a Partner and Head of Private Wealth Americas. He’s hit the ground running t…

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The Connector Podcast - FinanceX #12 - Navigating the Convergence of Finance, Technology, and Global Regulation 27:34

2M ago27:34

27:34

The financial landscape is undergoing dramatic transformation. From Asia's strategic pivot toward Europe to revolutionary approaches in fighting financial crime, every aspect of finance is being reimagined through technology. At the heart of this evolution is a fascinating shift in global financial partnerships. Asian institutions are increasingly …

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Mortgages, Meet Fintech 1:20:05

2M ago1:20:05

1:20:05

Recorded in London, this episode brings together two of the most insightful voices in UK mortgage fintech, Jinesh Vohra, CEO & Founder of Sprive, and Andrei Lebed, CEO and Co-founder of Koodoo, for a roundtable discussion with Money20/20's VP, Fintech Strategy, Zach Anderson Pettet, and Head of EU Content, Ian Horne. Jinesh shares the story behind …

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The Founder's Guide: Stop Burnout & Build a Startup 51:37

2M ago51:37

51:37

StartupRad.io sits down with psychotherapist Imre Remenyi to explore burnout prevention, leadership, and culture for sustainable startup growth. Burnout is silently killing startups. Discover how top founders and leaders detect it early, prevent it, and scale sustainable companies. Are you a startup founder, tech executive, or investor navigating t…

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KKR's Alisa Wood - innovating in private markets 1:01:55

2M ago1:01:55

1:01:55

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the details of product innovation in private markets with a private equity veteran who has helped to pioneer a new investment structure and working with the wealth channel. We sat down at KKR’s Hudson Yards office with Alisa Wood, a Partner and Co-CEO of KKR Private Equity …

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T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 1 1:03:06

2M ago1:03:06

1:03:06

If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening p…

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Timify: Automate Scheduling & Supercharge Your Business Efficiency 53:52

2M ago53:52

53:52

SPONSOR MESSAGE Vanta: Security and Compliance Made Easy Vanta automates compliance with frameworks like ISO 27001, SOC 2, and more—so you're always audit-ready. Join over 9,000 businesses already streamlining their compliance, and save $1,000 today at vanta.com/startupradio. EPISODE OVERVIEW Tired of wasting valuable time and resources managing ap…

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The Connector Podcast - NFF 2025 - Banking on Relationships: How QRED Transforms SME Lending 16:11

2M ago16:11

16:11

Bridging the gap between innovative fintech solutions and traditional banking, QRED Bank is rewriting the rules for SME financing across Europe. In this revealing conversation with Norway Country Manager Kristina, we explore how QRED transformed from an ambitious startup into a fully-licensed bank without losing its entrepreneurial spirit or custom…

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Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at Amplify 44:37

2M ago44:37

44:37

Send us a text Today, I’m thrilled to welcome Vickie Lewin, Chief Growth Officer at Amplify, a fast-growing wealthtech platform purpose-built to simplify operations and accelerate growth for wealth management firms. Amplify’s unified, all-in-one technology is helping RIAs and enterprises streamline their tech stacks, reduce inefficiencies, and scal…

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DACH Unicorn Tracker Spring 2025: Germany, Austria & Switzerland Startups 29:34

2M ago29:34

29:34

Are you a founder, investor, scaleup exec, or tech enthusiast looking to decode Europe's billion-euro startup engines? You’ve landed in the right place. Startuprad.io brings you the ultimate Unicorn Tracker for Spring 2025, offering you front-row insight into the most dynamic startups and scaleups across the DACH region—Germany, Austria, and Switze…

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Cantilever Group's Todd Owens - GP stakes: the best of all worlds? (live from New York) 28:35

2M ago28:35

28:35

Welcome back to the Alt Goes Mainstream podcast. Today’s conversation features a live podcast that takes place at BTG Pactual’s NYC office for an audience in private markets. We are joined by Todd Owens, the Co-Founder and Managing Partner of Cantilever Group, where BTG Pactual is an investor. Cantilever is an independent firm focused on providing …

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🎙️ AI-Powered Angel Investing: DACH Secrets Revealed 58:07

2M ago58:07

58:07

🎙️ AI-Powered Angel Investing: DACH Secrets Revealed In this must-listen episode, we sit down with Germany’s Business Angel of the Year, Carsten Kraus, to uncover powerful strategies, AI tools, and investment insights shaping the future of startup funding across the DACH region (Germany, Austria, Switzerland). Whether you're a founder, investor, or…