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Humans of Fintech

Nicole Casperson

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The world of fintech is dominated by the same old voices, drowning out diverse founders and operators. Step forward Humans of Fintech. The podcast championing the stories of diverse leaders at the forefront of change in our industry. Hosted by Nicole Casperson, journalist and founder of the Fintech is Femme newsletter. This show shines a spotlight on those underrepresented fintech founders, zoning in on how they’re leading their companies and creating change. You’ll hear how leaders like fin ...
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The Advisor Of Tomorrow

Justin Castelli, CFP®

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The financial advisor of tomorrow looks different than the financial advisor of the past. This podcast will be a compilation of monthly interviews, audio from short videos, and more covering everything from practice management to marketing to branding and beyond that The Advisor Of Tomorrow needs to know. Your host is Justin Castelli, CFP®, the founder and financial advisor of RLS Wealth Management and co-Founder of The Advisor Growth Community™.
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show series
 
Student loan debt is a major issue in the United States, affecting millions of Americans. Nicole sits down with Laurel Taylor, CEO and Founder of Candidly, to discuss how her company is using technology to empower individuals and help them navigate the complexities of student loan repayment. Laurel shares her personal journey and the challenges she…
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In this episode, Nicole sits down with Nina Mohanty, the founder of Bloom Money, a platform that provides financial options for immigrants. Nina shares her personal experience as a first-generation immigrant and discusses the importance of diversity in the fintech industry. She also chats with Nicole about the need for financial inclusion and expla…
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Meet fintech’s most influential women in the industry. Sasha Pilch, Principal at Fin Capital, Emma Zhang, Founder and CEO of Pactfi, and Kathryn Petralia, Co-Founder of Keep Financial, join Nicole live from Money 20/20 to discuss the importance of female representation and empowerment in fintech. With women making up less than 30% of the fintech wo…
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Trust is a crucial element in the fintech industry, and Anaid Chacon, SVP of Product Development at Argyle, knows just how important it is to establish trust with customers. In this episode, she and Nicole discuss the challenges of building trust in fintech and how incorporating behavioral finance elements into Argyle's product helps to create a mo…
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In this candid conversation, Nicole takes a beat to talk with Cristina Ciaravalli about her storied career in the fintech industry, from her early beginnings working for Goldman Sachs to meeting and falling in love with tech startup, Plaid. The two chat about the differences between working for an organization like Goldman versus working for fintec…
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Did you know that less than 7% of poker players are women? Jenny Just, the founder of Poker Power Play App, is on a mission to change that. In this episode, she and Nicole discuss the importance of women's representation in the poker world and how playing poker can develop valuable skills for both personal and professional growth. Jenny shares her …
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Join Nicole as she chats with fintech aficionado Zach Anderson Pettet. From the importance of diverse experiences to the irony of investment apps, they’re tackling it all so that you don’t have to. Zach delves into his personal journey with fintech, revealing how his early financial struggles shaped his interest in fintech and beyond. Then, Nicole …
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In this episode, Nicole chats with Alejandra Rojas, founder of The Money Mindset Hub, about why it’s so critical for women to acknowledge and address all of the emotional baggage and trauma money brings with it. Alejandra explains why approaching money from a clearer mindset enables women to seize opportunities in an otherwise male-dominated space …
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What does the future of embedded finance look like in countries experiencing a financial revolution, with cultural norms so different from our own? General Manager to Helix, Ahon Sarkar, chats with Humans of Fintech host Nicole Casperson about the homogeneity of cultural spending across the world, including the rising appetite for greater access to…
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We get it, we get it. When you hear the word “OnlyFans,” feminism isn’t exactly the first word that comes to mind. Keily Blair, CEO of OnlyFans, is here to explain why it should. In this live event, she and Nicole discuss the implications of fintech being a predominantly male industry and why the inclusion of women throughout the design process is …
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How much money do you need to have a child? What, exactly, should your finances look like before you consider buying a house? How much should you save for a wedding? You shouldn’t have to pay $1000 or more to find out the answers to these questions from a financial planner— and Emily Luk, CEO and Co-Founder of Plenty, has designed the first platfor…
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In this live event, Nicole sits down with Tracey Davies (President of Money20/20) and Scarlett Sieber (Chief Strategy and Growth Officer at Money20/20) to talk about their unique experiences within the fintech industry. What are the gaps in diversity and inclusion they’ve been witness to, and what are they doing to ensure their platform is used to …
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On today’s pod, Nicole and guest speaker, Katie Perry, GM of B2B for the fintech app Public, are breaking down the biggest misconceptions surrounding B2C in fintech. Is B2C in Fintech still alive and thriving? What are the advantages of having a diversified perspective in the fintech market? And how can we build a better industry by encouraging wom…
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Did you know that studies show female-founded startups yield higher profits and sell a year earlier than male-founded companies? In this live event, Nicole speaks with CNBC Senior Correspondent Julia Boorstin about her latest book, “When Women Lead.” Julia’s book covers groundbreaking and deeply researched studies revealing the common characteristi…
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How can we account for the messiness of human beings when designing fintech apps? New York Times bestselling author and Chief Behavioral Officer to Orion, Daniel Crosby, stops by the studio to chat with Nicole about behavioral finance and the role it plays in fintech. As a former Ph.D. psychology grad, Daniel’s knowledge of the role that human beha…
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In this special episode sponsored by the embedded fintech products platform, Array, Nicole chats with founder Martin Toha about how Array is building a platform to help both clients and their customers own their financial future. Plus, Nicole and Martin also dive into an important conversation around why an intentional, early investment in diversit…
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Did you know that 1 in every 124 Asian women in the workplace is a leader vs. 1 in every 50 white males? Liang Zhao, CEO of the marketing consulting agency, Vansary, does, and that’s why she’s making it her personal mission to ensure underrepresented groups have an equal seat at the leadership table. Liang sits down to speak with Nicole about what …
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If you’re creating a fintech product that serves everyone but don’t have people building it who represent the groups you’re trying to help, how do you ever expect it to succeed? In this live event, Nicole talks with Phenomenal Ventures’ Co-Founder, Helen Min, about her thoughts on fintech’s biggest problems, including the lack of representation for…
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Industry powerhouse and Stash CEO Liza Landsman is in the studio to chat with Nicole about how she’s using FinTech to disrupt the bottleneck between economic sustainability and the average consumer. Liza unpacks how the average consumer can benefit from Fintech and why, by using less coded, more accessible language, apps like Stash are breaking dow…
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What happens when two of the most stellar names in fintech host a virtual event? Time to find out. Nicole Casperson (Fintech is Femme) and Alex Johnson (Fintech Takes) throw open the doors for this community-building online event, tackling the real questions around fintech inclusivity, if B2C fintech is dead (or should be), and how Gen Z and missio…
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In this commentary episode, Nicole gets straight into talking about the topic of the moment: Silicon Valley Bank. Digging below the story, Nicole offers searing analysis on the root causes and asks the important questions. You'll also hear her take on herd mentality and how fintech must do better. And if you love listening to Humans of Fintech, ple…
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How come they teach math and sex-ed at school but not money? CJ MacDonald is CEO and Founder of Step, the next generation financial services company helping teens and young adults achieve financial independence and knowledge at an earlier age. Nicole and CJ discuss why getting into schools at the earliest age creates the building blocks to financia…
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Katie agrees to step into the spotlight for this quickfire round of questions. Find out who’s on her fintech soundtrack, the best advice she ever received and so much more in this fireside chat with Nicole Follow Katie: LinkedIn: https://www.linkedin.com/in/katiepalencsar/ Twitter: https://twitter.com/damekatiep And if you love listening to Humans …
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How do you smash down common misconceptions around female fintech founders? Katie Palencsar is the startup founder turned investor, determined to bring equity into VC investments. Katie is an investor at the Female Innovators Lab Fund within the Anthemis Group, the global platform cultivating change in the financial system by investing in, growing,…
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How can your fintech product prioritize inclusion, generate profitability, and serve people who need financial tools? In this quick breakdown Nicole defines what inclusion really means in the space, gives examples from Annie Jean-Baptiste’s best settling book, and how to capture a larger market share by creating more inclusive products for people o…
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Join Nicole and Alison in this lightning round of questions, covering everything from music to inspirational advice. Get to know Nicole's inspirational podcast guest even better in this 5-minute fireside chat. Follow Alison: LinkedIn: https://www.linkedin.com/in/alisonstaloch/ And if you love listening to Humans of Fintech, please leave me a 5-star…
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From medicine to regulations and headlong into Fintech, meet the CFO building a better financial system. Alison Staloch is CFO at Fundrise, America’s largest direct-to-investor alternatives investment platform, since 2012. Nicole and Alison, dig into why a career in medicine left her cold, how she navigated a course through regulations and policy a…
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Vered is under the spotlight in this quickfire round of questions. Discover her fintech soundtrack, the best advice she ever received and more in this fireside chat with Nicole. Follow Vered: LinkedIn: https://www.linkedin.com/in/veredfrank/ You can keep up-to-date with everything Humans of Fintech at https://workweek.com/brand/wtfintech/ And if yo…
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From traditional finance to fintech and back again, Vered Frank is the CMO helping investors find meaning and connection. She is Head of Marketing at Seeds Investor, empowering financial advisors to deliver a more meaningful investment experience. Nicole and Vered talk robo investment advisors, the disconnect between earning and spending, and how V…
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What happens when you’re frozen out of financial conversations because of gender and ethnicity? You start your own conversation Eve Halimi and Anam Lakhani are the first-time founders behind Alinea Invest, the community-driven money app with financial education, news, stock & crypto investing. Nicole, Eve and Anam explore why so many women aren’t t…
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Hold on tight as Michelle answers a lightning round of questions from Nicole in this fireside chat. Get personal with 3 minutes, you don’t want to miss! And if you love listening to Humans of Fintech, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/humansoffintech Thank you so much! Follow Michelle: LinkedIn: https:/…
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Michelle Tran is building a community, meeting fintech bro culture head on. Find out why she will no longer be talked over. Michelle Tran is the Head of Enterprise Sales and SVP at Vestwell, a platform working to close the savings gap. She’s also the Founder of NYC Fintech Women and Dreamers // Doers, a collaboration and mentorship community. Nicol…
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It’s 2023 and still female founders are facing tough challenges getting recognized and funded. Why? Nicole explores the topic in this 5-minute commentary episode. Join Nicole as she dives into recent research showing the difficulty female founders have getting funding from male-founded VC firms. She gets into the numbers around this issue and some …
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Hold on for this lightning round of questions, getting to know Drew a little deeper. From the best advice to dream collabs - this is 3-minutes you can’t miss! And if you love listening to Humans of Fintech, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/humansoffintech Thank you so much! Follow Drew: LinkedIn: linke…
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From struggling to read to becoming a highly successful VC and Founder, this is the unique story of Drew Glover. Drew is Co-Founder of Fiat Ventures and Fiat Growth, helping fintech startups scale through mentorship and investment. He grew up overcoming learning difficulties, thanks to his own determination and an encouraging mom, and is now a succ…
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Get to know Meg a little better, as Nicole unleashes this lightning round of questions. From Fintech songs, to Meg’s biggest supporter - this is 3-minutes you can’t miss! And if you love listening to Humans of Fintech, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/humansoffintech Thank you so much! Follow Meg: Link…
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You don’t get a hall pass for making mistakes with people’s money. Meg Nakamura is the Co-founder and CEO building trust through fintech. Find out how. Apto Payments is the next-generation cards and payments platform that helps companies design and launch successful card programs in as fast as a day. Meg and Co-founder Greg Kidd are building a comp…
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Get to know Yoni a little better with this lightning round of questions.. From Fintech songs, to Yoni’s biggest supporter - this is 3-minutes you can’t miss! And if you love listening to Humans of Fintech, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/humansoffintech Thank you so much! Follow Yoni LinkedIn: linkedi…
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This is a special one. Yoni Assia is the Founder and CEO of eToro, discover his vision for Fintech and why investment is for everyone. eToro is the world’s leading social investment platform. Founded in 2007 with a mission to open the world's markets to everyone -everywhere. Nicole and Yoni sit down to talk about the power of connection, why educat…
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Get ready for a lightning round of questions, getting to know Kristy on a more personal level. From Fintech songs, to biggest supporters - this is 3-minutes you can’t miss! And if you love listening to Humans of Fintech, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/humansoffintech Thank you so much! Follow Kristy:…
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Welcome to the first episode in this brand new season. This is a special one. Kristy Kim is a South Korean immigrant and the founder of TomoCredit, the fintech company offering the smartest consumer credit card that doesn’t require a credit score for approval. Nicole and Kristy get into conversation about how Kristy solved her own credit problem, h…
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The world of fintech is dominated by the same old voices, drowning out diverse founders and operators. Step forward Humans of Fintech. The podcast elevating the stories of diverse leaders at the forefront of change in our industry. Hosted by me, Nicole Casperson, journalist and founder of the Fintech Is Femme. This show shines a spotlight on those …
  continue reading
 
Tracy Schroeder is democratizing R&D Tax Credits, and finding her home in Fintech. As VP of Strategy and Growth at MainStreet, she’s part of the company’s mission taking the guesswork out of tax credits and passing the savings onto small businesses and startups. Nicole and Tracy talk why Fintech isn’t the cool kids club everyone thinks it is, how s…
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What does embedded finance mean to Dani Fava? It means providing a more secure future for millions of Americans. Find out how. Dani is Group Head of Product Innovation at Envestnet, transforming the way financial advice and wellness are delivered. Their mission is to empower advisors and financial service providers with innovative technology, solut…
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Live from Money 20/20 Nicole is joined on stage by two stellar guests, moving the needle on financial inclusion. Nicole is in conversation with Mary Ellen Iskenderian, President at Women’s World Banking and Shivani Siroya, CEO and Founder at Tala. The panel gets into 720 billion reasons for financial equity, helping women and marginalized people ac…
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Find out how Chris Hewish is bridging the gap between game monetization and customer expectation. Chris is President of Xsolla, the video game business engine that helps indie and global gaming companies solve the complexities of distribution, marketing, and monetization. Nicole and Chris dive into the lightbulb moment he realized 40% of the global…
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Growing up surrounded by Latino entrepreneurs, but only seeing white faces in the media, Lyanne knew it was time to tell a different story. From business journalist to creator of the Moneda Moves Newsletter, and Program Manager at Google, it’s no surprise Lyanne was recently named one of TIME X NextAdvisor’s 25 Most Influential Voices of New Money.…
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The creator economy has found a new space and it’s not holding back. It’s time to re-think Only Fans and redefine its place in the creator economy. Nicole tears up the rule book with a high signal tear through at why fintech needs to be there for creators and small business owners, Amrapali Gan’s leadership at Only Fans, and highlights from Money 2…
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Only when you’ve done your time in startups can you offer the kind of support Rex has created for other fintech founders. Find out how. Nicole and Rex dive into why conversation is the key to understanding a founder’s goals, why bringing together is a major high point to his working day, and why writing the second biggest check leads to way more co…
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Join Nicole as she gets into media representation and its link to diversity and equity. You’ll hear Nicole’s unique takes on how those stories impact investment and why outdated, prejudice stereotypes are still all too common in Fintech and the media. WTFintech and Nasdaq Data Link are teaming up to give one lucky fintech company a whole lot of att…
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