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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Interview with Quantopian's CEO, John Fawcett

Interview 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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Interview with AlphaSense's CEO, Jack Kokko

Interview 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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Interview with Cloud9 Technologies' CEO, Jerry Starr

Interview 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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Interview with Max's CEO, Gary Zimmerman

Interview 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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Interview with Money.Net's CEO, Morgan Downey

Interview 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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Interview with United Capital's CEO, Joe Duran

Interview 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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Interview with Selerity’s CEO, Ryan Terpstra

Interview 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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Interview with Bankable CEO, Eric Mouilleron

Interview with Bankable CEO, Eric Mouilleron

Recently, The Financial Revolutionist’s Gregg Schoenberg spoke to Eric Mouilleron, Founder and CEO of London-based Bankable. Founded in 2010, Bankable provides a “Banking as a Service” solution on a white-label basis or through its APIs. Its customers include banks, fintech companies and large corporations seeking to provide cutting-edge and easy-to-use payment services to their customers. A member of KPMG’s Global Fintech 100, Bankable is widely viewed as a rising star within the payments and broader fintech sectors.

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