The Financial Technology Report with RJ Lumba

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions.
In this episode, we speak with Dan Beck, CEO and Co-Founder of 401GO, a fintech retirement platform built to simplify 401(k) setup and management for businesses of all sizes. 401GO leverages automation to reduce costs and administrative burdens, while ensuring support and education remain central to the participant experience.
Dan founded 401GO after experiencing firsthand how limited and costly retirement options were for small businesses. Today, the platform makes it possible for companies to provide employees with an affordable and practical retirement benefit, reshaping how retirement planning is delivered in the workplace.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions.
In this episode, we speak with Dileep Thazhmon, Founder and CEO of Jeeves, an all-in-one financial platform for businesses operating in over 30 markets worldwide. Jeeves enables companies to open multi-currency accounts, issue corporate cards, send cross-border payments, and manage expenses from a single platform.
Dileep previously co-founded PowerInbox, a digital monetization platform that scaled to billions of emails monthly and was acquired in a $100 million exit. He has since led Jeeves’ growth into a global platform, supporting businesses across currencies and regions.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions.
Today, we speak with Ying Tan, CEO of Habito, a digital platform designed to make mortgages and home-buying more straightforward. Habito searches thousands of products from more than 90 lenders and connects customers with brokers, surveyors, and conveyancer partners. The company also provides a complete home-buying service that combines financing, property surveys, and legal work in one place.
Ying is an experienced entrepreneur with a background in investment banking and accounting. He previously founded Dynamo, a leading UK mortgage brokerage, which he successfully scaled and exited after 15 years.
Ying supports New Horizon. 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.

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions.
In this episode, we speak with Taylor Matthews, Co-Founder and CEO of Farther, a wealth management firm that combines experienced advisors with advanced technology to deliver a more comprehensive service for high-net-worth clients. Farther has grown quickly, now managing over $5 billion in assets through more than 100 advisors serving thousands of clients nationwide.
Taylor co-founded Farther in 2019 after helping scale fintech retirement advisory firm ForUsAll from $25 million to nearly $1 billion in assets. Earlier in his career, he co-founded Essmart, a social enterprise in India, and worked in investment banking and management consulting.
Taylor supports Against Malaria Foundation. 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.

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions.
Today, we speak with Henrique Weave, Co-Founder and CEO of Pagaleve, a pioneering fintech in Brazil’s Buy Now, Pay Later market. Founded in 2021, Pagaleve allows consumers to split purchases through Pix in up to four interest-free biweekly installments or twelve monthly installments with interest without relying on credit cards. For retailers, the platform drives higher conversion rates, larger average purchases, and reduced payment risk.
Henrique previously held roles at Coca-Cola, McKinsey & Company, and Uber, where he served as General Manager, before becoming CEO of OYO Brazil. Pagaleve is backed by Salesforce Ventures, Banco do Brasil, and Entrée Capital, and today serves more than 9,000 retailers across Brazil.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions.
Today, we speak with Olle Lundin, CEO and Co-Founder of Froda, a fintech company founded in 2015 to make financing accessible for small businesses. Froda’s platform uses digital onboarding and data-driven credit models to simplify lending, helping entrepreneurs secure fair, transparent loans without hidden fees or time-consuming processes.
Since inception, Froda has issued more than 100,000 loans and today supports about 14,000 active SME clients across seven European markets. With a fully automated lending platform and a growing network of distribution partners, Froda is expanding access to capital for businesses ranging from cafés and boutiques to professional service providers, ensuring that small businesses have the tools to grow.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.

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.

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.

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.

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.