Category: fintech

Stephen Dash Credible.com Founder CEO Discusses the Student Loan Online Marketplace Show 059

Stephen Dash Founder CEO Credible photo Listenup Show Mitchell Chadrow Podcast Startups Smarter

Student Loan Online Marketplace

Stephen Dash Founder Credible

Student Loan Marketplace Stephen Dash Founder and CEO Credible

Stephen Dash is 33 years of age, Australian Tech Entrepreneur.  At 28 Stephen left Australia for Silicon Valley. Prior to the company IPO Stephen raised 26 million and another $68 million from the IPO.  Now the company is valued at over $306 million and he owns 45%.  Truly an amazing story. But the story is just getting started, so many big things are in store for Credible!
Credible’s founding principle is to provide borrowers the level of transparency they deserve. As a multi-lender marketplace that allows borrowers to receive competitive loan offers from its vetted partners, Credible empowers consumers to take control of their financial futures. Borrowers can fill out one form, then receive and compare numerous personalized offers and choose which best serves their individual needs. Credible is fiercely independent, committed to delivering fair and unbiased solutions in online lending. Credible is based in San Francisco, California.


WEBSITE:

Credible.com


EMAIL:

sdash@credible.com

TWITTER:

LINKEDIN:
Linkedin:


What does America's student loan market debt of $1.4 trillion mean to you.
How to benefit from the latest online student loan marketplace technology in the US.
How to really apply for loans and get help funding your education.
Family student loan options and education assistance.

 

30 Tools to Startup

Grab Mitchell's e-book – “30 Tools to Startup!”

As an entrepreneur, our guests remind us that time is our most valuable asset and you need to maximize your efficiency and productivity. And technology can be really helpful in doing that.

So I outlined the 30 tools that help you increase productivity, get started in business and I’m sure they’ll help you too.

So click Download Now! below enter your email to sign up and subscribe and get your free ebook 30 Tools to Startup and start being smarter today!


 

Simon Franks, Chairman, Redbus Group
Nasdaq
New York Stock Exchange
Prosper
Lending Club
Citizens Bank
biggest tech IPO on the
Australian Securities Exchange (ASX)
tags: Multi-lender Marketplace, Student Loans, Student Loan Refinancing, and Private Student Loans

RealtyShares Founder Nav Athwal Talks Future Real Estate Investing Show 056

Realtyshares Nav Athwal Listenup Show Mitchell Chadrow Podcast Linkedin post 1

Realtyshares Founder Nav Athwal Talks Future Real Estate Investing Show 056

Nav Athwal is a real estate investor and fintech entrepreneur.  Nav is the Founder and former CEO of Realtyshares.

Nav has published Articles on Forbes, he has been featured on CNBC, Bloomberg and Fox Business.

Realty Shares is an Online marketplace for real estate investing with its 120,000 registered investors, surpassing $500 million in capital deployed with over 1,000 projects in 39 states.
. LinkedIn: in/athwal
. Twitter: @realtyshares
. EMAIL: nav@realtyshares.com
. WEBSITE: realtyshares.com
. WECHAT
.WHATSAPP
. SIGNUP

*How does realty shares work?

*How do you make a business more accessible, efficient, and transparent.

*What does it takes to build a leading online marketplace for real estate investing

*How Nav took the old real estate model and actually made it easier, simpler and more accessible to everyone and how you can use the same techniques in your own service industry for your own products and solutions

*We speak about the old models and fee structures and how he implemented the new models and thinking about what you will take away so you can apply these concepts to your side hustles, startups or businesses

*How did Nav first come up with the value proposition for his product service or solution and what you need to be thinking about as you Listenup so you can apply what you will learn here to your own businesses

 

Google Plus Article
LinkedIn Article
Sam Zell
Avalonbay
Regulation A+
Passive Income
Crowd Funding
Accredited Investor
Cushman & Wakefield
Edward C. Forst
Goldman Sachs
Ron Suber
Prosper
Lending Club
Napier Park Global Capital
SoFi
AirBnB
Tech Crunch Article: Fintech Startups Navigate Legal Gray Areas
Farella Braun + Martel LLP
General Catalyst Boston VC
Menlo Ventures
Union Square Ventures
Equity Residential
IQ, EQ & AQ
Kickstarter
Indiegogo
Zynga
Trulia
Reality Mobile
FundRise

.  Books
.
  Hosting
.
  Graphic Designer

 

30 Tools to Startup

Grab Mitchell's e-book – “30 Tools to Startup!”

As an entrepreneur, our guests remind us that time is our most valuable asset and you need to maximize your efficiency and productivity. And technology can be really helpful in doing that.

So I outlined the 30 tools that help you increase productivity, get started in business and I’m sure they’ll help you too.

So click Download Now! below enter your email to sign up and subscribe and get your free ebook 30 Tools to Startup and start being smarter today!


 

Financial Services Fintech Lessons Learned Rewirement Ron Suber Show 055

Financial Services Fintech Lessons Learned Rewirement Ron Suber Show 055

Ron Suber was President of Prosper Marketplace and is a Lending Industry Legend.  Ron has been called the “godfather of fintech” by San Francisco Business Times, and the “go-to” guy for fintech innovation.
. LinkedIn: in/ronsumber
. Twitter: @ronsuber
. EMAIL: Ron@rewirement.co
. WEBSITE: ronsuber.com
. WECHAT
.WHATSAPP
. SIGNUP

*what does it take to make things happen?

*How do you overcome hurdles and obstacles

*What are the new barriers to entry

*How do you constantly reinvent yourself, stay current in this ever-changing industry called fintech?

and *the Past, present, and future of fintech!!

Google Plus Article
LinkedIn Article
Rewirement.co
LendIt
IQ, EQ, AQ
Lend Academy
Prosper
Lending Club
Ant Financial Services Group
Bloomberg
Square
Eloan
Alibaba Group
PayPal
Amazon
Super Normal - Resilience
WebBank
Goldman Sachs
Marcus
Ondeck
JPMorgan
Kabbage
Santander
Avant
Sofi

Friendly Transfer
Docusign
Credible
YieldStreet
Wayne Dyer - Power of Intention and Daily Intention.  Set your intention.
.  Books
.
  Hosting
.
  Graphic Designer

 

30 Tools to Startup

Grab Mitchell's e-book – “30 Tools to Startup!”

As an entrepreneur, our guests remind us that time is our most valuable asset and you need to maximize your efficiency and productivity. And technology can be really helpful in doing that.

So I outlined the 30 tools that help you increase productivity, get started in business and I’m sure they’ll help you too.

So click Download Now! below enter your email to sign up and subscribe and get your free ebook 30 Tools to Startup and start being smarter today!


 

Apps Builder Brady Acton Show 054

Apps Builder

Brady Acton Founder Appdotly

Apps Builder Brady S Acton Appdotly Founder.

Brady is an Inventor, Entrepreneur
Villanova School of Business


WEBSITE:

Appdotly.com


EMAIL:

BradySActon@gmail.com

TWITTER:
BRaiderActon22

LINKEDIN:
Linkedin:


 

Develop an app with little money and experience.
For absolutely no charge, how an experienced developer, entrepreneur, and experienced issue-specific professional can help you with your app and business.
Structuring an investment with Angel investors: convertible notes.
How to create web/mobile apps.
The three T's: Team, Tech & Traction
Start a technology company.
Grow/market an app.
Build an app on a budget.
Creating an artificial intelligence platform for your apps.


 

 

30 Tools to Startup

Grab Mitchell's e-book – “30 Tools to Startup!”

As an entrepreneur, our guests remind us that time is our most valuable asset and you need to maximize your efficiency and productivity. And technology can be really helpful in doing that.

So I outlined the 30 tools that help you increase productivity, get started in business and I’m sure they’ll help you too.

So click Download Now! below enter your email to sign up and subscribe and get your free ebook 30 Tools to Startup and start being smarter today!


 

DIY Fund Investing Fintech Tools Wendy Garfinkel Nissan Eric Nissan Cofounders Show 048



LISTENUPSHOW
Startup Round:

Wendy and Eric are not only husband and wife have two children but after careers on Wall Street, Eric as a technologist working for a $10 billion dollar hedge fund and Wendy working as a Bond trader. Their co-founded company is called DIY.Fund providing professional investment management software fintech tool and resources for individual investors. Wendy Garfinkle Nissan and Eric Nissan were both Wall Street Veterans now with DIY.Fund they are ready to show you how easy it is to Do-it-yourself! It’s FREE #fintech.

The Nissan’s were honored via #BZAwards for their @Diyfund investment best #FinTech tools and resources “Level the Playing Field” award! Check them out on the Red Carpet!!.

What we learn on today’s show:

so you help people invest professionally using do-it-yourself tools?
how they left Wall Street to Startup, what their differentiator is in the do-it-yourself investment platform niche, how their web platform actually helps the average listener in our audience manage their own portfolio, understand risk, and keep track of their performance; Starter Studio Incubator, 6 easy, simple straightforward Steps: DESIGN A PORTFOLIO, SET INVESTMENT GOALS, MONITOR THE PORTFOLIO, SO WHAT IS RISK ANYWAY, OVERSEE ALL INVESTMENTS, HEY NOW – INVEST LIIKE A PRO!; holistic approach to managing money.

Fast Pitch Round:

Book recommendation:

Wendy: Lean Startup – Eric Reis
Eric: A Random Walk Down Wall Street by Burton Gordon Malkiel, a Princeton economist,

App recommendation:

Personal Capital Net Worth Calculator

Wrap Up Round:

How can people stay in contact

The website www.diy.fund, without a “com” at the end.
The blog at blog.diy.fund
Twitter handle is @Diyfund.
Email: Wendy@diy.fund
Eric@diy.fund

Three main take aways
1) Investments: Understand what it means to invest and how things work.
2) Startups:the ability to adapt, think what else can I be doing.
3) Customers: Foucs on what your customers want by constant feedback not what you think they want.

YouTube Channel Platform: mitchellchadrow.com/youtube
mitchellchadrow.com/youtube048

Fintech Entrepreneur Aaron Schumm Show 034

Fintech Entrepreneur

Vestwell, Founder Aaron Schumm

Fintech Entrepreneur, Aaron Schumm on Show 034.

Aaron is an accomplished fintech entrepreneur with a proven record. He is the Founder and CEO of Vestwell.  I asked him what the one best piece of business advice he has ever received. His response:  he truly believes in what you are doing he never looked at himself as an entrepreneur but someone who was passionate about a few things and wanting to solve a problem he is passionate about.

Designing technology used by advisors trust side transferred to tech side turnkey solutions to better serve their clients 401k 403b defined benefit contributions remove barriers when small to medium offering to their employees make it easier for advisor to do so offer a plan a remove all friction points turnkey touch point financial advisor owner and employee flows quick and eloquent so it's not confusing reduced cost name you as entity responsible for doing all this help from a fiduciary point of view they are comfortable an architect what it looks like and good for all of them owners employee plan sponsors there is a need
How he provides financial advisors with a modern platform which reduces fees, increases transparency and ensures compliance in a quickly shifting regulatory landscape.

believe in what you are doing never looked at myself as an entrepreneur passionate about a few things look at it as a person who wants to solve a problem I am passion about

Startup sponsor Hostgator

So what contributes most to his success:

refusal to fail highly competitive side that drives him if I didn’t have to sleep with wife and a newborn so driven business is a success that it benefits every person it touches

Aaron’s new company Vestwell is all about knowing which part of the market is underserved

Aaron discusses the key challenges that he faces market as whole advisory world two bucks financial advisor understand retirement advisors to company owners other side don’t service them but company owner has a relationship with advisor vestwell comes in advisor want s to service but not always easy for them so remove options to just walk away or just take something off self like John Hancock risky for company owner high cost employer doesn’t like or can find components recordkeeping admin custody broker investment and piece together solutions but can be laborious and expense advisors want to service their client but not that easy so we will put it together to better serve the customer

Prior to Vestwell, you Founded, FolioDynamix.

FolioDynamix was sold for $199 million sold to Actua who had a market value of $600 million back in 2014( ACTA)

Aaron’s payday? It was Ok still wants a few more dollars in the bank before he retires

People are interested in what the entrepreneur does but reasons to go into business goes to his personal story

Prior to joining FolioDynamix, he was vice president at Citigroup focused on global asset manager solutions.
how it made the shift

Checkfree/FISERV early 2000 he ran product MSP multi-strategy portfolios then unified managed account he ran product side moved to new york on trust side ERISA and moved to NY to be investment manager had no APL program cumbersome platform dos company who build it hired him thinking he would be investment person but started in tech side he is some developers UMA world his boss ran all different product segment his last day quit Fiserv two hours a night of sleep for a few years last day having a drink with his boss last day at Fiserv was in grad school wrote it out on a bar napkin concept draw up concept

Few months later he was moving to London to launch mutual fund wrap program boss called do you want to do this he was ready to leave pulled him in Bisys this company could help us sandbox wealth management solution outsource to wealth side it became his sandbox for folio dynamic have autonomy it was sold to Citi they slid out did it on their own.

Other past positions include the head of wealth solutions products at BISYS (now part of Citigroup) and product manager at CheckFree Investment Services (now part of Fiserv).

Amazing story what do you tell people with fear on last day want to go forward

You have to have a stomach for it it’s a roller coaster ride those early days at folio we struggled couldn’t make payroll been in very dark days could pay employees couldn’t pay rent and said I don’t think we can do this and you have to pay employees and they need money for their family nothing sexy glorious about it boots on the ground spend time doing things you didn’t want to do at a bigger company you would delegate you must be pushed in the pool and find a way out roller coaster we good days it’s a rush and bad days while someone just kicked you down make sure you spouse understands they are in it as well because their in it as well

When he ran out of cash in early days of folio wasn’t married it is a timing thing - had a successful exit and learn a lot what to do what not now with Vestwell he says I must do this create this and wife now knows if I don’t do it I would be miserable in corporate knowing I could make an impact she said I will give it one year if not she said you are getting something more stable

Not sexy in the investment world everyone wants to do investments your niche don’t know it don’t want to do

Jazy idea maybe idea is not so sexy ideas can come from anywhere he was interviewing someone for a position why retiring side what drives you why w0nt it be boring - he says distinct knowledge giving them an advantage all the moving parts you can dig in but you can take the time little nuisance in seeing it knowing war stories to piece it together

Department of Labor / Securities Exchange Commission: Investment advisor fiduciary
balance it all on boards he says it's exhausting just from reading it how is he doing it married new born big interest both he and his wife high energy sleeps well in small spurts

Companies he is passionate about Board member advisor helps out Quova account aggregation performance analytics dashboards out to advisors - full wallet they have as an investor he is passionate about met founders before they launched met and someone introduced them and help them is important to
Vestorly - content marketing financial services industry cool articfillial intelleige platform content market to communicate dialogues more receptive to investor
One wish in this world extend the days 36 hours days time and maturity figure out whats important and balance that the important things you are there for - thought leader - other companies are leveraging

Larger clients he is focusing on 3-7 years out - target work through financial advisory firms we give them tools for their client plan sponsors and end user employee but work through Trust Company broker-dealers RIA firms want to retain independent do what's right to clients fiduciary oversight cost not robo advisor automated technology with a human touch people phone number to chat through platform take it step further robo offerings great market for that service people that need it but new plans they are working with those who have existing plans scale from legal 1-20 million plan size different
Q: Causes Aaron cares about: passionate about other things growing up loving family brought into parents were very different adopted at birth build my own path learn a lot of my own fall down get up on my own mistakes along the way teach so not a lot of time for charity but buddy started

stoked.org inner city children to fail and get up and become mature to become adults snowboard in winter and skateboarding in summer have confidence to be knocked down and get up and they have been excepted to college and not make
Animal Welfare

Arts and Culture

Disaster and Humanitarian Relief

Economic Empowerment

Education

Environment

Health

Human Rights

Politics

Audible sponsors the Fast Pitch Mitchell’s Book Club

Business / Family or Inspirational book - Brief History of Time loves physics aspect loves political books money power politics Bloomberg, not an inspirational book reader likes nonfiction take information and see how it applies in my life and relate it to me

Quote - “Always put yourself in the other person shoes” “things can always be worse” “you are where you are because you need to be there right now”
Impactful purposeful under 100 bucks laptop charger -

Fun fact : He was adopted at birth and so was his sister but not his brother and that has really shaped him and raised by great parents, CEO, Co-Founder, Writer/Producer

Red Flavored Records DJ passion became a record label music but he didn't like the industry so he gave up the business to his partner and the record label still exists today.

Startup but actually thinking about good to great how to build a scalable business over multi channels - wisdom - it's very easy to be distracted there's a lot you can we can do so much stay focus myopia other things will come over time but be strategic know several steps ahead be impactful out don’t be reactive think how this will impact other aspects and this will take you to scale inner section points don’t have to do them now but down the road

Snappa sponsors the Wrapup

3 main Takeaways

1) Be thoughtful in what you do and make sure it impacts people in a positive way and how that plays out in the world how it impacts other people in a positive way because there is a lot of noise out there so leave it a little better

2) Be passionate: if your thoughtful and passionate then you have something

3) Work hard to get it done, your going to fail and make mistake but just pick yourself up, so if you thoughtful passionate and work hard you will be successful

Aaron on Twitter

Email Aaron

Aaron on LinkedIn

Mobile Banking Founder Moven Brett King Show 007

Fintech Expert Mobile Banking

Brett King Founder Moven

Moven Mobile Banking Founder Brett King.

CEO & Bank Mobile competitor cofounder, he is a self proclaimed bank technology guru, author of a new book and also a Radio Talk Show Host and Bank technology News called him Innovator of the year 2012.

Our guest says, “In financial technology you have thousands of startups coming in and disrupting the distribution and the experience, and it’s just not possible for banks to survive this transition. The company motto “spend, save & live smarter”.


WEBSITE:

BreakingBanks.com
Moven.com


EMAIL:

Augmentedbook.com

TWITTER:
Twitter: Brett King


 

Brett King CEO & Founder of Moven, he is a bank technology guru, author of a new book coming out called Augmented life in the smart lane, he is also a Radio Talk Show Host BreakingBanks and Bank technology News called him Innovator of the year 2012.

FinTech King, Brett King says, "In financial technology you have thousands of startups coming in and disrupting the distribution and the experience, and it's just not possible for banks to survive this transition. Moven motto "spend, save & live smarter".


 

 

30 Tools to Startup

Grab Mitchell's e-book – “30 Tools to Startup!”

As an entrepreneur, our guests remind us that time is our most valuable asset and you need to maximize your efficiency and productivity. And technology can be really helpful in doing that.

So I outlined the 30 tools that help you increase productivity, get started in business and I’m sure they’ll help you too.

So click Download Now! below enter your email to sign up and subscribe and get your free ebook 30 Tools to Startup and start being smarter today!


 

Moven Mobile Banking App