Podcasts about even financial

Lex chats with Cynthia Kleinbaum Milner, CMO at MoneyLion - a mobile banking and financial membership platform that integrates spending, saving, borrowing, and investing tools to empower consumers towards better financial wellness. Kincking off the conversation, Cynthia delves into the intricacies of charting a career in the ever-evolving landscape of digital transformation, sharing her transition from brand marketing to holistic marketing. As they navigate through industry insights, Cynthia provides a closer look at the challenges and strategies of targeting different sectors and personas, as well as marketing at scale across various business verticals. A significant portion of the discussion revolves around MoneyLion's journey. Cynthia charts the evolution of the platform, highlighting its transformation from its early days to a renowned digital banking platform, underscoring its core value proposition. This leads to an insightful conversation on the growth, valuation, and shifting fintech market trends that have shaped MoneyLion's trajectory. Cynthia goes on to detail the importance of financial literacy within the app, focusing on content evolution and user value. She further discusses the nuances of content discovery, the company's revenue model, and the balance between engagement and profitability. Navigating the tricky waters of financial influencers, Cynthia stresses the importance of balancing content quality with regulatory compliance. The podcast culminates with a forward-looking view, as Cynthia sheds light on MoneyLion's strategic priorities in the upcoming years. MENTIONED IN THE CONVERSATION MoneyLion's Website: https://bit.ly/45YHQVlCynthia's LinkedIn profile: https://bit.ly/460jn1S Topics: Fintech, marketing, brand, e-commerce, customer lifecycle, embedded finance, brand, Marketplace Companies: MoneyLion, Walmart, Bonobos, Nestle, Gilt Groupe, Even Financial, Malka, ZenDrive ABOUT THE FINTECH BLUEPRINT 

The neobank space is very competitive. Every company has a solid app with extensive functionality, that is a given these days. But where there is differentiation is how these neobanks are engaging with the customers. Some are focused on optimizing for interchange fees, some are focused on credit products, some on deposit gathering while others provide all of that and more. But there are few companies approaching their customers in completely new ways.My next guest on the Fintech One-on-One podcast is Dee Choubey, the CEO and co-founder of MoneyLion. I last had him on the show six years ago and his company has changed so much since then. They are now a public company (NYSE:ML) and they are approaching their market in a completely different way to other neobanks. What they are doing with media, how they think about customer engagement, how they are using their marketplace - this is quite unique in the entire fintech space.In this podcast you will learn:A profile of the typical MoneyLion customer.Where people are spending the most time on MoneyLion.How their personalized content helps with financial literacy.What Dee means by creating a form factor change in finance.The engagement with their app that they are seeing.Their view of the American consumer right now.The primary use case for crypto and any changes they are seeing there.Why they acquired Even Financial and how they are developing that platform.What they are doing in media and how they are using AI and ML to optimize it.How they will eventually become the search engine for financial products.Why they have gone all-in on NASCAR and are also focused on the NBA G-League.How they are navigating this bear market in fintech valuations.Why Dee has no regrets about becoming a public company when they did.What he is most excited about for 2023.Connect with Dee on LinkedInConnect with MoneyLion on TwitterConnect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes

Another fast-paced #fintech news show today with Todd Anderson and Bo Brustkern. We covered the big stories of week discussing NYDIG, Anchorage Digital, MoneyLion, Even Financial, Asenso Finance, ConsenSys, Mastercard, Thirty Five Ventures, Coinbase and the 2022 predictions from Ron Shevlin.Connect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes

This week's list of top stories in fintech: Institutional Bitcoin Broker NYDIG Valued at $7B in Whopping $1B Funding Round Largest funding round in crypto history Led by Westcap, a lot of demand; other investors are mainly TradFi: Affirm, FIS, Fiserv, MassMutual, Morgan Stanley and New York Life Raised $200m in March of this year May not hold the record for long as FTX is raising a mega round Nydig = crypto banking, entirely BTC Anchorage Digital raises $350 million in funding round led by KKR $350m Series D at a $3b valuation Huge syndicate of TradFis: Goldman Sachs, Alameda Research, Andreessen Horowitz, Apollo credit funds, funds and accounts managed by BlackRock, Blockchain Capital, Delta Blockchain Fund, Elad Gil, GIC, GoldenTree Asset Management, Innovius Capital, Kraken, Lux Capital, PayPal Ventures, Senator Investment Group, Standard Investments, Thoma Bravo and Wellington Management Services are perhaps more ETH centric, including governance Institutional crypto custody has  momentum MoneyLion agrees to acquire Even Financial for $440M, sees accretion $360M upfront payment $15M in cash  $345M in preferred shares that are convertible into 34.5M MoneyLion common shares at $10/share $80M earn-out, payable up to 8M in preferred shares valued at $10 per share Current price is $3.75; it's hard to read whether or not the preferred shares are actually worth anything or if they are like underwater stock options. Fintech, CDFI offer small-dollar loan with new twist Small dollar loans from a CDFI, NAAC Finance in partnership with Asenso Finance Low interest 3.5% - 20%, up to $2,500 Financial education is a

Today on CISO Insider it's our season 2 recap episode, featuring the best quotes and highlights from our six episodes in season 2. We gathered insights, lessons, and other valuable soundbites from CISOs and security leaders at Even Financial, Segment, MongoDB, One Main Financial, and Datadog. Hear from our brilliant guests and make sure to catch their episodes featuring our full interviews for a deep dive into cybersecurity, leadership, and much more. Follow Mitch Zahler on LinkedIn: https://www.linkedin.com/in/mitchzahler/  Follow Coleen Coolidge on LinkedIn: https://www.linkedin.com/in/ecoleenc/  Follow Chris Sandulow on LinkedIn: https://www.linkedin.com/in/csandulow/  Follow Michelle on LinkedIn: https://www.linkedin.com/in/mavaldez/  Follow Emilio Escobar on LinkedIn: https://www.linkedin.com/in/emilioesc/  Follow Datadog — they're hiring! https://www.datadoghq.com/careers/  Nightfall is the industry's first cloud-native DLP platform that discovers, classifies, and protects data via machine learning. Nightfall is designed to work with popular SaaS applications like Slack & GitHub as well as IaaS platforms like AWS. Learn more about Nightfall AI on our website: https://nightfall.ai/about/  Listen and subscribe on Apple Podcasts or your favourite podcast player for free! And leave us a review if you're enjoying the show. This podcast is created and sponsored by Nightfall AI. Please share your questions and feedback with us at marketing@nightfall.ai  Follow us on social media: Facebook https://www.facebook.com/NightfallAI  Twitter https://twitter.com/NightfallAI  LinkedIn https://www.linkedin.com/company/nightfall-ai  Instagram https://www.instagram.com/nightfall_ai/  Follow CISO Insider executive producer and host Chris Martinez on LinkedIn https://www.linkedin.com/in/chris-martinez-communications/  Follow CISO Insider producer and interviewer Michael Osakwe on LinkedIn https://www.linkedin.com/in/michael-osakwe-15543b22/  Special thanks to Wendel Topper for podcast production support. Follow Wendel's work at https://createk.us/  Thanks for listening!

Ben Greenfield Fitness Podcast Notes Key Takeaways “You can't be successful in thinking if your body isn't healthy and fit.” – Keith RaboisFor better body composition, do morning workouts in a fasted stateKeep the majority of carbohydrate macros for dinner to have energy & stamina for the morning workoutTips for two-a-day exercise: keep more complex lifts and strength training for afternoon/evening; space workouts around 8 hours apartHeart rate indicators of fitness and recovery: resting heart rate, heart rate variability, two-minute recoveryGood sleep is critical! It's worth the effort to experiment with tools, supplements, devices to optimizeThe biggest opportunity for innovation is in personalization and tailoring is the biggest area for fitness and health spaceMost current guidance and technology suffers from the law of averages and doesn't account for differences in people's genetics and biologyRead the full notes @ podcastnotes.orgBenGreenfieldFitness.com/Keith Keith Rabois is the General Partner at Founders Fund. He has a unique background as an entrepreneurial executive and investor. Since 2000, he has been instrumental in driving five startups from their early stages to successful IPOs. He has provided seed capital to another ten companies that are currently valued at over $1 B, including Airbnb, Lyft, YouTube, Wish, Yammer. Since March 2013, Keith Rabois has served as a senior partner at Khosla Ventures, a technology venture capital fund founded by Vinod Khosla. He specializes in funding early-stage companies with a primary focus in consumer, financial services and health care innovation. At the same time, Keith co-founded Opendoor, a startup which transforms the painful process of selling a home into delightful and immediate experience. At KV, Rabois has led investments in a broad array of startups including, DoorDash, Stripe, Thoughtspot, Affirm, Even Financial and Piazza. Over the prior decade, he forged several of the most important new social and commerce platforms. Keith began his career in the industry as Executive Vice President of Business Development & Public Policy at PayPal [NASDAQ: PYPL, later acquired by EBAY] and subsequently served in influential roles at LinkedIn [NYSE: LNKD] and as a chief operating officer of Square [NASDAQ: SQ]. But he's also a bit of a fitness and optimization nerd, often heard championing the value of fitness, sleep and heart rate tracking, and recently leading 'big tech' scions in Miami fitness bubble, as a recent news article cited "The former PayPal exec, who has invested in LinkedIn, Square and Yelp, is teaching a Barry's Bootcamp class in Miami with tech industry insiders", where he was quoted as saying that he believes the future of fitness in a post-pandemic world will be a combination of at-home meets in-person workouts. “I think the future will be a hybrid. Resistance training is a critical ingredient for everybody's workout and it's very difficult for people to do strength training at home. People need both guidance and form correction. I think some people will allocate some time to training at home just for convenience, then people like to get inspired with in-person classes -- running next to someone on a treadmill urges you to run faster; seeing other people lifting dumbbells encourages you to lift heavier weights, plus you're in a community meeting new people and engaging with new people. Some people will take one or two classes a week and then exercise on their own." During our discussion, you'll discover: -How Keith measures his health through the heart rate...08:30 -A typical workout for Keith...12:20 -How Ben and Keith track and manage their sleep...22:55 -Keith and Ben's big wins in caring for the body and brain...28:55 -Supplements and biohacks Keith uses to enhance sleep...45:48 -What Keith has for breakfast...50:45 -Hacks in the workplace...54:45 -What a typical day looks like for both Keith and Ben...57:40 -What things in the fitness and biohacking industry excites Keith...1:04:20 -Flaws with the exciting, yet underachieving personalized health services and products industry...1:08:55 -And much more... Episode sponsors: -The Boundless Cookbook -Organifi Gold -Four Sigmatic -Kion Aminos -Clearlight Saunas Extensive show notes, including links to all products and resources Ben and Keith mentioned can be found at BenGreenfieldFitness.com/Keith

Ben Greenfield Fitness Podcast Notes Key Takeaways “You can't be successful in thinking if your body isn't healthy and fit.” – Keith RaboisFor better body composition, do morning workouts in a fasted stateKeep the majority of carbohydrate macros for dinner to have energy & stamina for the morning workoutTips for two-a-day exercise: keep more complex lifts and strength training for afternoon/evening; space workouts around 8 hours apartHeart rate indicators of fitness and recovery: resting heart rate, heart rate variability, two-minute recoveryGood sleep is critical! It's worth the effort to experiment with tools, supplements, devices to optimizeThe biggest opportunity for innovation is in personalization and tailoring is the biggest area for fitness and health spaceMost current guidance and technology suffers from the law of averages and doesn't account for differences in people's genetics and biologyRead the full notes @ podcastnotes.orgBenGreenfieldFitness.com/Keith Keith Rabois is the General Partner at Founders Fund. He has a unique background as an entrepreneurial executive and investor. Since 2000, he has been instrumental in driving five startups from their early stages to successful IPOs. He has provided seed capital to another ten companies that are currently valued at over $1 B, including Airbnb, Lyft, YouTube, Wish, Yammer. Since March 2013, Keith Rabois has served as a senior partner at Khosla Ventures, a technology venture capital fund founded by Vinod Khosla. He specializes in funding early-stage companies with a primary focus in consumer, financial services and health care innovation. At the same time, Keith co-founded Opendoor, a startup which transforms the painful process of selling a home into delightful and immediate experience. At KV, Rabois has led investments in a broad array of startups including, DoorDash, Stripe, Thoughtspot, Affirm, Even Financial and Piazza. Over the prior decade, he forged several of the most important new social and commerce platforms. Keith began his career in the industry as Executive Vice President of Business Development & Public Policy at PayPal [NASDAQ: PYPL, later acquired by EBAY] and subsequently served in influential roles at LinkedIn [NYSE: LNKD] and as a chief operating officer of Square [NASDAQ: SQ]. But he's also a bit of a fitness and optimization nerd, often heard championing the value of fitness, sleep and heart rate tracking, and recently leading 'big tech' scions in Miami fitness bubble, as a recent news article cited "The former PayPal exec, who has invested in LinkedIn, Square and Yelp, is teaching a Barry's Bootcamp class in Miami with tech industry insiders", where he was quoted as saying that he believes the future of fitness in a post-pandemic world will be a combination of at-home meets in-person workouts. “I think the future will be a hybrid. Resistance training is a critical ingredient for everybody's workout and it's very difficult for people to do strength training at home. People need both guidance and form correction. I think some people will allocate some time to training at home just for convenience, then people like to get inspired with in-person classes -- running next to someone on a treadmill urges you to run faster; seeing other people lifting dumbbells encourages you to lift heavier weights, plus you're in a community meeting new people and engaging with new people. Some people will take one or two classes a week and then exercise on their own." During our discussion, you'll discover: -How Keith measures his health through the heart rate...08:30 -A typical workout for Keith...12:20 -How Ben and Keith track and manage their sleep...22:55 -Keith and Ben's big wins in caring for the body and brain...28:55 -Supplements and biohacks Keith uses to enhance sleep...45:48 -What Keith has for breakfast...50:45 -Hacks in the workplace...54:45 -What a typical day looks like for both Keith and Ben...57:40 -What things in the fitness and biohacking industry excites Keith...1:04:20 -Flaws with the exciting, yet underachieving personalized health services and products industry...1:08:55 -And much more... Episode sponsors: -The Boundless Cookbook -Organifi Gold -Four Sigmatic -Kion Aminos -Clearlight Saunas Extensive show notes, including links to all products and resources Ben and Keith mentioned can be found at BenGreenfieldFitness.com/Keith

BenGreenfieldFitness.com/Keith Keith Rabois is the General Partner at Founders Fund. He has a unique background as an entrepreneurial executive and investor. Since 2000, he has been instrumental in driving five startups from their early stages to successful IPOs. He has provided seed capital to another ten companies that are currently valued at over $1 B, including Airbnb, Lyft, YouTube, Wish, Yammer. Since March 2013, Keith Rabois has served as a senior partner at Khosla Ventures, a technology venture capital fund founded by Vinod Khosla. He specializes in funding early-stage companies with a primary focus in consumer, financial services and health care innovation. At the same time, Keith co-founded Opendoor, a startup which transforms the painful process of selling a home into delightful and immediate experience. At KV, Rabois has led investments in a broad array of startups including, DoorDash, Stripe, Thoughtspot, Affirm, Even Financial and Piazza. Over the prior decade, he forged several of the most important new social and commerce platforms. Keith began his career in the industry as Executive Vice President of Business Development & Public Policy at PayPal [NASDAQ: PYPL, later acquired by EBAY] and subsequently served in influential roles at LinkedIn [NYSE: LNKD] and as a chief operating officer of Square [NASDAQ: SQ]. But he's also a bit of a fitness and optimization nerd, often heard championing the value of fitness, sleep and heart rate tracking, and recently leading 'big tech' scions in Miami fitness bubble, as a recent news article cited "The former PayPal exec, who has invested in LinkedIn, Square and Yelp, is teaching a Barry's Bootcamp class in Miami with tech industry insiders", where he was quoted as saying that he believes the future of fitness in a post-pandemic world will be a combination of at-home meets in-person workouts. “I think the future will be a hybrid. Resistance training is a critical ingredient for everybody's workout and it's very difficult for people to do strength training at home. People need both guidance and form correction. I think some people will allocate some time to training at home just for convenience, then people like to get inspired with in-person classes -- running next to someone on a treadmill urges you to run faster; seeing other people lifting dumbbells encourages you to lift heavier weights, plus you're in a community meeting new people and engaging with new people. Some people will take one or two classes a week and then exercise on their own." During our discussion, you'll discover: -How Keith measures his health through the heart rate...08:30 -A typical workout for Keith...12:20 -How Ben and Keith track and manage their sleep...22:55 -Keith and Ben's big wins in caring for the body and brain...28:55 -Supplements and biohacks Keith uses to enhance sleep...45:48 -What Keith has for breakfast...50:45 -Hacks in the workplace...54:45 -What a typical day looks like for both Keith and Ben...57:40 -What things in the fitness and biohacking industry excites Keith...1:04:20 -Flaws with the exciting, yet underachieving personalized health services and products industry...1:08:55 -And much more... Episode sponsors: -The Boundless Cookbook -Organifi Gold -Four Sigmatic -Kion Aminos -Clearlight Saunas Extensive show notes, including links to all products and resources Ben and Keith mentioned can be found at BenGreenfieldFitness.com/Keith

David Yakobovitch spoke to Kevin Bennett, CEO of MotoRefi, about auto FinTech, its potential and how MotoRefi helps consumers save money on their car loans. Here is what they covered:What MotoRefi is and does Saves consumers $100/month  Instant refi on their auto loans Origin story  Auto finance as an underlooked area of fintech  Low awareness among consumers Virtually no one was trying to solve this problem  HUGE market - $1.3 trillion industry in US alone Self-service API Ecosystem  FinTech for the loans/finance, in particular, is a movement  Mortgages Students loans / personal loans Now auto loans too  Sofi, Even Financial, and Trellis Growth thus far & recent news Series A1 fundraise  2020 - 6x’d revenue, tripled headcount New office in DC, added new senior hires Final thought“Most people’s cars aren’t doing them any favors when it comes to their finances, we’re on a mission to change this.” - MotoRefi CEO Kevin Bennett on overlooked auto FinTech 

“Money affects all parts of our life if we don’t have a handle on it,” says Kelsa Dickey, CEO & Founder of Fiscal Fitness. Kelsa has made it her life mission to help people get control over their finances, so they can lead more fulfilling and healthier lives. Kelsa learned from her parents that your level of life satisfaction is less connected to how much money you make than it is how you choose to spend it. While her mother was frugal and perpetually stressed about funds, her father spent liberally on things that were deemed “popular” and “trendy.” At the end of the day, neither of her parents was truly fulfilled. Kelsa admits that she, too, has undergone her fair share of money blocks while building her company to its current level of success. For example, the belief that making too much money in her business would make her kids entitled initially prevented her from reaching her full potential. However, Kelsa has since come to understand the strength of her personal values, which have informed how she chooses to spend her money, how she runs her business, and how she interacts with her family. In fact, a few years ago, she and her husband created the “Dickey Family Creed,” which reminds them and their two daughters to embody their fundamental values no matter what the situation. Tune into this week’s episode of Get Rich Without Being a Bitch to learn more about Kelsa’s perspective on what it means to live richly and how she incorporates this outlook into her own life. Plus, you won’t want to miss out on hearing Kelsa’s “Dickey Family Creed,” which may inform how you and your family choose to keep sight of your morals through thick and thin! Join Kelsa and host Vanessa Shaw to learn more about creating the life you truly want to live. Quotes “Money affects all parts of our life if we don’t have a handle on it. And so, I wanted to help people get control of their money, so that they could actually focus and give their attention to things that really matter in life.” (3:46-3:59) “Money by itself is not the most important thing. You can have millions of dollars and be miserable….If you, however, have money and are being intentional with it and you are using it in a way that brings you more fulfillment in life and putting it behind what’s most important to you...then it can actually boost your satisfaction overall. It can actually be a tool that helps you accomplish your dreams and live your life exactly as you want to as opposed to not having tons of options.” (5:17-5:53) ”I don’t think that the way business works is that it’s ‘learn and then do.’ I think that it’s ‘do and then learn.’” (12:15-12:21) “Your stress or your satisfaction in your life with money is not actually connected to how much you’re making. It’s connected to how you are spending it.”  (18:39-18:48) “I am a financial coach, I do this work for a living, and I have money blocks, too….Mine was that if I make too much money in my business, then my children will grow up spoiled, entitled, not nice kids.” (29:39-30:02) “As one control enthusiast to another...done is better than perfect because I think if we’re so focused on it being perfect, you will not get your dream out there. (44:07-44:21) Links www.fiscalfitnessphx.com Facebook Business page: https://www.facebook.com/fiscalfitnessphx  Facebook Group: https://www.facebook.com/groups/fiscalfitnessmoney/?multi_permalinks=1872434569600824  Instagram page: https://www.instagram.com/fiscalfitnessphx/    Follow Vanessa Shaw on Instagram   Vanessa Shaw on LinkedIn https://businessgrowthacademy.com/ Join The Million Dollar Group on Facebook    Podcast production and show notes provided by FIRESIDE Marketing

Bank of New York Mellon Corporation is like a giant, spinning plates while skating on ice. While that may seem impossible, BNY Mellon is handling the pressure with grace. Service fees generate about 80% of BNY Mellon's revenue. Most of their seven lines of business continue to produce but at a level rate. Hopefully, 2021 may change the economic trends of 2020. That is what I am talking about today on the Daily Stock Analysis. Listen, learn,  and subscribe. If you'd like to view this episode or previous episodes, visit https://youtube.com/c/richardsfinancialplanning  #investing #economy #bankingindustryAdditionally, if you are in Texas and you're frustrated with your personal financial growth, I have a new program for that called the Prosperous Planning Process. Learn more about turning a lack of financial control into abundance at https://richardsfinancialplanning.com/One last point from our sponsor, Advice4LifeInsurance.com.  If you need life insurance,   you can find the best life insurance at the lowest price in less than five minutes.  Visit their website at https://www.advice4lifeinsurance.comReferences from today's show:BNY Mellon 2020 Quarterly Financial Highlights (PDF) https://www.bnymellon.com/content/dam/bnymellon/documents/pdf/investor-relations/quarterly-financial-highlights-4q-2020.pdf.coredownload.pdfBNY Mellon Financial Supplement Fourth Quarter 2020 (PDF) https://www.bnymellon.com/content/dam/bnymellon/documents/pdf/investor-relations/financial-supplement-4q-2020.pdf.coredownload.pdfNot an official BNY Mellon video. For educational purposes only. Not an offer to buy or sell any stock or an offer of advice. There are limits to the information provided. At the end of the video, please read the disclosure. Or at the end of the podcast, please listen to the disclosure for Richards Financial Planning, LLC.

Jason & John Show, Wednesday, February 3, 2021, Hour 2 (w/"The Rundown" on Moussa Cisse, UT hoops, and even financial news in Seg 2) See omnystudio.com/listener for privacy information.

The Stock2Me Podcast features a fascinating array of companies and individuals, many of whom are actively revolutionizing age-old business practices within their respective markets. Stock2Me's latest podcast features Ian Rosen, fintech and financial media expert. Rosen is former CEO of StockTwits.com, co-founder of Even Financial and former general manager of MarketWatch. Throughout the interview, Rosen discussed business model changes that media companies must make in order to ensure their success going forward. 

The Stock2Me Podcast features a fascinating array of companies and individuals, many of whom are actively revolutionizing age-old business practices within their respective markets. Stock2Me's latest podcast features Ian Rosen, fintech and financial media expert. Rosen is former CEO of StockTwits.com, co-founder of Even Financial and former general manager of MarketWatch. Throughout the interview, Rosen discussed business model changes that media companies must make in order to ensure their success going forward. 

Just like any decision in life, making financial choices would be a lot easier with the benefit of hindsight. Let's talk about some of the things we might hear from people who wish they'd done things differently after looking in the rear view mirror. Show Notes & Info: Fleming FG Website: https://www.flemingfg.com/ Free Webinar: http://www.flemingfg.com/watch-ryan-pick-apart-a-pilots-401k

Welcome to the Tearsheet Podcast. I’m Zack Miller. Customer acquisition costs continue to rise. And as companies converge on banking and lending, everyone is after deposits and growing their loan books, further pushing prices up. So, acquisition in general is a problem but it’s particularly acute for lenders who have to turn away many of the applicants they receive because of credit criteria. Even Financial helps financial institutions acquire new customers by connecting them to other companies and sites that have user bases interested in financial products. That’s all done through an API that provides search, comparison and recommendation engine for financial services. Founder and CEO Phil Rosen joins me to discuss acquisition trends incumbent banks, lenders, and fintech face and how today’s consumers are challenged in finding the right financial products. Phil Rosen is my guest today on the Tearsheet Podcast.

In this episode, I have the real pleasure to speak (and very fast for that matter!) with Phil Rosen, CEO and Founder of the rapidly scaling EVEN Financial, the company with the leading API for financial services monetization, based in NYC. EVEN helps connect your consumers to personalized products at the right time with the definitive search, comparison and recommendation engine for financial services. There is no other company out there doing something similar at scale, and with the kind of results and growth trajectory that is beyond impressive: => Even works with all parties — financial institutions, marketers, affiliates and consumers — to enhance the online finance ecosystem for everyone, creating the optimal end-user experience; => For Partners: Proven greater monetization, comprehensive turnkey FI access, managed compliance, backed by machine learning recommendation engine; => For Financial Institutions: Proven lower cost of acquisition, lower delinquencies, lower charge offs, access to vast high quality organic network to reach consumers => A team of 130+ and growing fast; => An A-list of VC and other investors backing the company: $50M total funding, with some of the biggest brand names, like Citi Ventures, MassMutual Ventures, LendingClub, American Express Ventures, Canaan Partners, F-Prime Capital, GreatPoint Ventures, and Goldman Sachs; The bottom line, with EVEN Financial: Financial Institutions Build Profitable Portfolios with proven lower acquisition costs, through access to the vast, high-quality, organic Even network – reaching millions of consumers with native integrations featuring programmatic purchasing, full compliance, machine learning, and data backed by over 40 million user profiles to support decisioning. Channel Partners Increase Monetization with turn-key financial institution integrations across loans, savings, credit cards, and more – powered by Even’s best-in-class compliance, pricing options, controls, and machine learning optimization. Consumers Enjoy the Optimal User Experience with the ability to search, compare, and get matched with the financial services they need instantly through Even’s industry-leading recommendation engine. In my conversation with Phil, we address: * How he started EVEN 5 years ago after leaving Orchard; * How the business has evolved while product/market fit was being adjusted; * If the company pivoted at some point and how/why; * Experience as a CEO vs. pure CTO type of work; * Hiring challenges and future growth plans; * Quid crypto / blockchain? * The end game, if there is one; and many more insights to share. So, enjoy this episode, share lavishly, and give me a great rating and/or review on any platform of your choice. =============================================================== Check out also my other conversations with key industry players: - http://bit.ly/Iwantmyngravenow - http://bit.ly/Iwantmycelsiusnow - http://bit.ly/Iwantmypeponow - http://bit.ly/Iwantmywerbachnow - http://bit.ly/Iwantmymillonow - http://bit.ly/Iwantmycrypto101 --- Support this podcast: https://anchor.fm/WYFT/support

In this episode of "Squashing the Market," Bill talks with Phil Rosen, founder and CEO of Even Financial, a New York City based FinTech company. In the four years since its founding, Even has grown to nearly 100 employees, raised capital from the most prestigious venture capitalists and strategic investors and works with many of the leading financial institutions in the US. Phil has been involved in start-ups his entire career, is a software engineer and leader in the FinTech community. Bill’s conversation with Phil covers a broad range of topics from the role of “APIs” (application programming interfaces) to running and growing one of “Silicon Alley’s” fastest growing companies. Produced by Sam Swanson. Music by Alex Atchley.

Alex built Birch Finance which was acquired by Even Financial, where he’s now director of strategy. How to maximize your credit card points and building a fintech recommendation engine. What will open more doors – going to work for a big name corporate or a startup? Job offer at the end! www.ansarada.com

Mr. Phillip Rosen, also known as Phill, is the Co-Founder and Chief Executive Officer at Even Financial, Inc. Mr. Rosen served as President and Chief Technology Officer of Even Financial, Inc. Mr. Rosen served as technical Co-Founder and Vice President of Engineering at Orchard Platform. He helps as an advisor to early stage tech startups. He has been working in startups in NYC for a decade.

Every week the show host John Siracusa talks with amazing fintech leaders and entrepreneurs, through conversation uncovers the amazing stories behind them, their creations and the most important topics in fintech. You can subscribe to this podcast and stay up to date on all the stories here on iTunes, Google Play, Stitcher, Spotify and iHeartRadio In this episode the host John Siracusa chats with Angela Ceresnie, CEO at Climb Credit.  Climb Credit is a lending company that works with schools that improves the lives of their students and provides specialized student loans to those students. Angela has grown her career at AMEX, then CITI, co-founded Orchard Platform, advised at Even Financial and then joined Climb Credit in 2016.   Tune in and Listen.   Subscribe now on iTunes, Google Play, Stitcher, Spotify and iHeartRadio to hear next Tuesday's episode with Mark Casady  from Vestigo Ventures.   About the host: John is the host of the twice-weekly “Bank On It” podcast recorded onsite at offices of Carpenter Group, a creative services agency focused on the financial services industry. He's a highly sought after fintech, VC and financial services industry enthusiast and connector. He's in the center of the fintech ecosystem, keeping current with the ever-innovating industry.   Follow John on LinkedIn, Twitter or on Medium

Every week the show host John Siracusa talks with amazing fintech leaders and entrepreneurs, through conversation uncovers the amazing stories behind them, their creations and the most important topics in fintech.   You can Subscribe to this podcast and stay up to date on all the stories here on iTunes, Google Play, Stitcher and iHeartRadio   In this episode the host John Siracusa chats with Phill Rosen, co-founder & CEO at Even Financial.   Phill was previously a co-founder at Orchard Platform, which was acquired by Kabbage in April 2017.  John & Phill discussed raising money for new ventures, company culture, increasing employee interaction and how banking customers won't use a banking app like BOFA's (as an example) to find the financial service products that they want.  Instead he feels that financial services products are a transactional thing that people engage with in order to get the things that they want to when and where they want to get it. That ecosystem is the transactional transportation money hub and Even Financial is helping banks plug into that ecosystem to continue to play a role in consumer transactions.   Listen in if you want to learn about an omnichannel banking experience and some funny stories on culture.   Tune in and Listen. Subscribe now to hear Tuesday's interview with Dee Choubey from MoneyLion.   About the host: John is the host of the 2x weekly "Bank On It” podcast recorded onsite from the CG offices and a highly sought after fintech, VC and financial services industry enthusiast and connector. He's in the center of the fintech ecosystem keeping current with the ever - innovating industry. Follow John on LinkedIn, Twitter or Medium

Every week the show host John Siracusa talks with amazing fintech leaders and entrepreneurs, through conversation uncovers the amazing stories behind them, their creations and the most important topics in fintech.   You can Subscribe to this podcast and stay up to date on all the stories here on iTunes, Google Play, Stitcher and iHeartRadio   This is an extended interview.   In this episode the host John Siracusa chats with Brett Crosby from PeerStreet and co-founder of Google Analytics. Brett co-founded a company called Urchin software which was acquired in April 2005 by Google and morphed into Google Analytics.   He was on his honeymoon during his first day at google and he talked about how everything in his life changed during the 15 minutes he was about to walk the aisle to do his wedding vows. He talked about google a bit and he discussed in detail how after creating a business case for a two sided mortgage investment platform (soon to be PeerStreet) they went to Michael Burry (Christian Bale's character from “The Big Short”) who predicted the crash of the subprime mortgage market, what he said during that meeting reinforced the notion that if Brew and Brett can do this at scale can prevent the next housing crash.  Astonishingly they asked Michael to be an adviser and he said “no” I want to invest in your company. The reason Michael wanted to invest was because he felt PeerStreet was solving a systemic problem in the mortgage industry. Similar to the scale in how Urchin (now Google Analytics) solved a massive problem companies with websites.     But the road to get there started from the acquisition of Urchin by Google, and then transformed into Google Analytics, that road wasn't so smooth.  Urchin almost died on the vine early on when it failed to secure their series A. The deal was nearly done and the investor was flying up from Boston to bring the check and sign the final documents in person which was supposed to take place on 9/11/2001, the investor had to pull out of the deal.  There were dark and difficult times ahead for Urchin, ironically, not getting that series A helped Brett and the other co-founders make the Google opportunity a reality but it happened out of necessity. What took place to make the deal come together with Google was fascinating.   Tune in and Listen. Subscribe now to hear Tuesday's interview with Phillip Rosen from Even Financial.   About the host: John is the host of the 2x weekly "Bank On It” podcast recorded onsite from the CG offices and a highly sought after fintech, VC and financial services industry enthusiast and connector. He's in the center of the fintech ecosystem keeping current with the ever - innovating industry. Follow John on LinkedIn, Twitter or Medium

Produced by Foundersuite.com, "How I Raised It" goes behind the scenes with startup founders who have raised capital. This episode is with Phill Rosen of Even Financial, makers of an open API for financial services. The company raised $18.8 million of Series A venture funding led by GreatPoint Ventures. The Goldman Sachs Group, Canaan Partners, F-Prime Capital Partners, Lerer Hippeau Ventures, Jacob Gibson, Jason Owen, American Express Ventures, Arab Angels, Plug and Play Ventures and Valuestream Ventures also participated in the round. In this episode, Phill discusses the unique dynamics of raising capital for a B2B financial services company operating in a highly-regulated industry, how to raise from large strategic investors / customers, when to use a convertible note vs. doing a priced round, tips for building a data room, and much more.

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