Show Notes
In this episode, Jackson Ellis sits down with Ben Borodach, co-founder and CEO of april, the AI-powered tax platform that is fundamentally changing how Americans interact with the tax code. Taxes have long been a "once-a-year headache," isolated from the rest of our financial lives. Ben explains how april is shattering this status quo by embedding tax intelligence directly into the apps and platforms where consumers already manage their money, from banking and payroll to wealth management.
More from Wharton FinTech Podcast
In this episode of the Wharton FinTech Podcast, Mili Tomar sits down with Michael Tannenbaum, CEO of Figure. Michael shares his experience leading Figure and how the company is building a blockchain-native capital marketplace that seamlessly connects origination, funding, and secondary market activity.. We discuss: structural inefficiencies in today's lending markets; blockchain and AI's impact in financial services; what tokenization means in practice for real-world assets; the shape of the industry as a whole as these emerging technologies continue to influence it; Michael's career journey and Figure's path to becoming a publicly traded company
In this episode, we sit down with investor and writer Ilona Limonta-Volkova to explore the intersection of VC, storytelling, and innovation in FinTech. Ilona shares her perspective on identifying emerging trends, backing founders, and translating complex financial ideas into compelling narratives. We also dive into her journey across markets and what it takes to think like both an investor and a communicator in a rapidly evolving industry. If you enjoy this episode you can hear more from Ilona on her platforms https://bearandthebull.beehiiv.com/ and https://podcasts.apple.com/us/podcast/money-memories/id1522819765.
In this episode, we’re joined by Georgina Bulkeley, Director of Financial Services at Google Cloud, to unpack how AI is transforming banking and financial services. With over 25 years in financial institutions, she shares what it takes to innovate in a highly regulated industry and how concepts like agentic commerce are paving the way for autonomous money movement.
In this episode of the Wharton FinTech Podcast, Abhi Chadha speaks with Mairead Fanning, a senior leader at IDA Ireland, about Ireland’s rise as a global hub for fintech, AI, and digital financial services. Mairead discusses IDA’s mission and the role it plays in attracting and supporting foreign direct investment, what has historically driven Ireland’s success, and how the country differentiates itself today as companies compare locations across Europe. The conversation explores why fintech has become a strategic priority for Ireland, what global fintechs look for when deciding where to base operations, and how initiatives like Silicon Island are shaping the country’s AI ecosystem. Mairead also shares insights on Europe’s growing appeal, Ireland’s role in crypto and digital assets under MiCA, the fintech sub-sectors showing the most momentum, and how IDA defines a successful outcome for companies building in Ireland, before reflecting on her first year in her current role.
In this episode of the Wharton FinTech Podcast, Jackson Ellis sits down with Mike Milotich, CEO of Marqeta, to explore the evolving landscape of modern payments and embedded finance. Mike shares insights from his leadership experience at a pioneering card issuing platform, discussing how fintech companies are reshaping the way businesses and consumers interact with money.