Ventures in WealthTech
Come learn about the dynamic challenges and trends as it pertains to the venture capital market. Hosted by First Rate Ventures' Managing Director, Marshall Smith, CIPM, we will be interviewing top industry experts on all things WealthTech.
Podcasting since 2022 • 17 episodes
Ventures in WealthTech
Latest Episodes
Exploring Europe’s Venture Capital Landscape with Joe Schorge of Isomer Capital
Join host Marshall Smith in an engaging episode of "Ventures in WealthTech" as he delves into the dynamic world of European Fintech and startups with guest, Joe Schorge. From Dartmouth connections to a transatlantic move, Schorge shares his jou...
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Season 1
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Episode 17
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36:49
Navigating Family Office Frontiers with KnowLedger's Ryan Kerry
In the latest Ventures in WealthTech podcast episode, host Marshall Smith interviews Ryan Kerry, the founder of KnowLedger. The conversation delves into the unique challenges of family offices, particularly the increasing trend toward outsourci...
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Season 1
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Episode 16
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36:17
WealthTech Meets Philanthropy with Stephen Kump CEO of Charityvest
In the latest Ventures in WealthTech podcast episode, host Marshall Smith interviews Stephen Kump, the founder of Charityvest. Stephen Kump shares his background, including his military career and transition into the world of philanthropy and t...
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Season 1
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Episode 15
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31:50
Building a WealthTech Startup Ecosystem and the Evolution of Venture Capital with Pamela Cytron
In this episode of "The Ventures and Wealth Tech Podcast," host Marshall Smith welcomes back Pamela Cytron, the president of Founders Arena and a serial entrepreneur with vast experience in advising startups. The episode delves into the evolvin...
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Season 1
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Episode 14
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29:52
Talking Debt & Wealth Management with Rohit Agarwal
In our latest episode of Ventures in WealthTech, we engaged in a compelling conversation with the Co-Founder of Sora Finance to discuss the seamless fusion of debt optimization and cutting-edge analysis within the realm of wealth management...
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Season 1
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Episode 13
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29:58