The Financial Technology Report with RJ Lumba

Farmland as an Asset Class: AcreTrader’s Rob Moore and Drew Lipke

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. 
Today, we speak with Rob Moore, General Manager of AcreTrader, and Drew Lipke, Managing Director of Investments. Rob leads the company’s operations across farm management and acquisitions, while Drew oversees investment strategy and capital markets. 
Founded in 2018, AcreTrader is an online platform that gives investors direct access to farmland as an asset class, while also supporting farmers through innovative routes to capital. The company manages the complexities of land ownership—from insurance and accounting to working with farmers and improving soil sustainability—making farmland investment more transparent and accessible. 
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.

Digitizing Wealth Management: Flanks’ Joaquim de la Cruz

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. 
Today, we speak with Joaquim de la Cruz, Co-Founder and CEO of Flanks, a wealth management technology company based in Barcelona. Flanks was founded in 2019 to digitize and aggregate global wealth data, giving banks, family offices, and advisors a unified, real-time view of their clients’ portfolios. 
The company’s platform, Flanks LUME, now connects with over 350 financial entities and manages over $39 billion in assets. Flanks works with financial institutions across Europe and beyond to bring greater transparency and efficiency to wealth services. 
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.

Simplifying Legal Payments: Shieldpay’s Sophie Condie

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions.
Today, we speak with Sophie Condie, CEO of Shieldpay, a payments platform for the legal and professional services sector that provides technology to verify parties, hold funds, and disburse payments securely.
Sophie has nearly two decades of experience in banking, fintech, and payments, including leadership roles at Form3, Barclays Corporate Banking, and RBS.
Since its founding in 2016, Shieldpay has processed more than £12.8 billion in transactions and works with over 40 of the UK’s top 100 law firms.
Sophie supports Great Ormond Street Hospital. To learn more about this organization click here.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.

Digitizing Real Estate Deals: Dealpath’s Mike Sroka

Today, we speak with Mike Sroka, Co-Founder and CEO of Dealpath, a real estate investment management platform built for institutional investors. Dealpath serves as a cloud-based command center for deal management, helping firms track pipelines, analyze deals, and coordinate workflows in one place.
Mike began his career in real estate private equity before moving into venture-backed software, with leadership roles at Fanhood, Zynga, and OneSeason. In 2014, he co-founded Dealpath to bring modern software solutions to an industry long underserved by technology.
Since its launch, Dealpath has supported more than $10 trillion in real estate transactions and grown to serve over 300 institutional clients. The company recently closed a $43 million Series C funding round led by Morgan Stanley Expansion Capital.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.

Banking-as-a-Service Leader: Solaris’ Konstantin Kavvadias

This episode is brought to you by The Financial Technology Report, a leading information source on financial technology companies and solutions.
In this episode, we speak with Konstantin Kavvadias, Interim Chief Financial Officer and Chief Investment Officer at Solaris, Europe’s leading embedded finance platform. Solaris enables partners ranging from SMEs to multinationals to embed banking services through its modular B2B tech stack.
Konstantin brings more than 16 years of experience in investment banking, including senior leadership at HSBC as Managing Director and Head of Banks Germany and Austria. At Solaris, he is focused on building the company’s equity story and long-term growth strategy.
Backed by over €530 million in funding, Solaris continues to pioneer Banking-as-a-Service across Europe, supporting hundreds of partners with compliance, security, and customer-centric financial solutions.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.

Tax Efficient Investing: Frec’s Mo Al Adham

In this episode, we speak with Mo Al Adham, Founder and CEO of Frec, a company transforming complex financial products that have traditionally only been available through wealth advisors, into automated, easy-to-use technology.
Mo’s team has been funded by a long list of notable investors including Google, Meta, Brex, and others, with their biggest backer being Greylock.
Frec’s goal is for customers to reach financial independence. With modern day technology, financial control is shifting to the hands of everyday investors. Frec exists to enable that shift and give everyone the chance to create new opportunities for their wealth.
I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode click to follow.

Real-Estate Guru: Roofstock’s Doug Brien

In this episode, we speak with Doug Brien, President of Roofstock and Co-Founder and CEO of Mynd.  
Roofstock is building the world’s leading single-family real estate investment platform. It has surpassed $6 billion in transactions and continues to disrupt the industry, deploying technology and innovation to build a vibrant, data-rich service for real estate investing.
Doug is a former professional athlete turned entrepreneur on a mission to make investing in single-family real estate simple and accessible for all. He began his career as a NFL placekicker, playing for twelve seasons and winning one Super Bowl.
Doug supports Rivet. To learn more about this organization click here.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.

Powering Specialty Lending: Octane’s Jason Guss

In this episode, we speak with Jason Guss, Co-Founder and CEO of Octane, a financing platform assisting fast and confident powersports purchases by making financing as easy as cash and creating access through fair credit products.
Under Jason’s leadership, Octane has raised both debt and equity amounting to approximately  $2.6 billion.  Prior to Octane, Jason worked at Capital One in Corporate Strategy. 
Since 2014, Octane has partnered with dozens of manufacturers and thousands of powersports dealerships to help drive more sales with their platform. They are backed by Valar Ventures, Contour Venture Partners, IA Ventures, DreamIt Ventures, FinTech Collective, Third Prime Ventures and Citi Ventures.
Jason supports Baby2Baby. To learn more about this organization click here.
I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode click to follow.

Transforming B2B Payments: Paystand’s Jeremy Almond

In this episode. we speak with Jeremy Almond, the Founder and CEO of Paystand, whose software makes it possible to digitize receivables, automate processing, reduce time-to-cash, eliminate transaction fees, and enable new revenue.
In 2013, Jeremy was on a mission to create a more open financial system, starting with B2B payments. Using blockchain and cloud technology, Paystand pioneered Payments-as-a-Service to digitize and automate the entire cash lifecycle.
Jeremy has spent the last 15 years in the tech-industry as a serial entrepreneur, startup adviser, and occasional investor. He led global ERP implementation at nanotech startup Digital Instruments, where he got his first glimpse into the challenges of enterprise payments.
I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode click to follow.

B2B Payments Maestro: Tipalti’s Chen Amit

In this episode, we speak with Chen Amit, the Co-founder and CEO of Tipalti, the only global payables automation solution to streamline all phases of the accounts payable and payment management workflow in one holistic cloud platform.
In 2010, Chen Amit and Orez Zeev created Tipalti to transform global payables with true, end-to-end automation that removes the pains and risks of paying suppliers around the world.  Tipalti has raised over $700 million from notable investors including Durable Capital Partners, G Squared and others.
Prior to Tipalti, Chen was CEO of Atrica, a Carrier Ethernet company that Nokia-Siemens acquired. Before Atrica, Chen was co-founder and CEO of Verix, a provider of business intelligence software.
I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode click to follow.