In this special episode recorded live at Money2020 in Las Vegas, we dive deep into what I think is the most transformative development in lending over the past decade: cash flow underwriting. I welcome back to the show Jason Rosen, CEO and co-founder of Prism Data (I last had Jason on the show back in 2019 when he was with Petal), to explore how real-time bank account data is revolutionizing credit assessment in ways that traditional credit scores simply can't match. Jason explains why the fi...
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In this special episode recorded live at Money2020 in Las Vegas, we dive deep into what I think is the most transformative development in lending over the past decade: cash flow underwriting. I welcome back to the show Jason Rosen, CEO and co-founder of Prism Data (I last had Jason on the show back in 2019 when he was with Petal), to explore how real-time bank account data is revolutionizing credit assessment in ways that traditional credit scores simply can't match. Jason explains why the fi...
Bill Capuzzi, CEO of Apex, on the critical infrastructure powering modern investing
Fintech One-On-One
40 minutes
1 month ago
Bill Capuzzi, CEO of Apex, on the critical infrastructure powering modern investing
Today, I sit down with Bill Capuzzi, CEO of Apex Fintech Solutions, to explore the critical infrastructure powering modern fintech investing. Bill shares the fascinating journey of Apex from its roots as a pioneer in API-enabled clearing to fractional share trading and becoming the clearing firm behind investment accounts for close to 25 million people across household names like Robinhood, SoFi, and Betterment. The conversation dives deep into what it takes to be a reliable infrastructure pl...
Fintech One-On-One
In this special episode recorded live at Money2020 in Las Vegas, we dive deep into what I think is the most transformative development in lending over the past decade: cash flow underwriting. I welcome back to the show Jason Rosen, CEO and co-founder of Prism Data (I last had Jason on the show back in 2019 when he was with Petal), to explore how real-time bank account data is revolutionizing credit assessment in ways that traditional credit scores simply can't match. Jason explains why the fi...
