Posts tagged Roboadvisor
Wealthbar with Tea Nicola (CEO) | EP34

During this 34th episode of the Fintech Impact podcast, Jason Pereira interviews Tea Nicola, CEO, and Co-Founder of Wealth Bar. Wealth Bar is both a robo adviser and robo planner in Canada that works to provide integrated planning and investment solutions to clients. Learn the story behind this fintech company, what they are offering present and future clients, and what it took to bring this company to fruition.

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Nest Wealth with Randy Cass (Founder & CEO) | EP32

During this 32nd episode of the Fintech Impact podcast, Jason Pereira interviews Randy Cass, the CEO, Founder, and Portfolio Manager of Nest Wealth. Nest Wealth is the second largest robo adviser in Canada, and a platform provider of digital solutions for the client onboarding experience in asset management. The conversation digs into what has led Randy Cass to create Nest Wealth, how the company has evolved and expanded, and how they fit into the financial space in Canada.

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FinTech Innovation with Paolo Sironi (Author and Thought Leader at IBM Watson & IBM Industry Academy) | EP14v

During the 14th episode of Fintech Impact, Jason Pereira, interviewsPaolo Sironi, Fintech thought leader and author who currently works at IBM Watson Financial Services at the IBM Industry Academy. Paolo shares information that he has gained about our relationship with money, how it is changing, and the ways in which Fintech plays a role in that relationship.

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