Join host Marshall Smith in an engaging episode of "Ventures in WealthTech" as he delves into the dynamic world of European Fintech and startups with guest, Joe Schorge. From Dartmouth connections to a transatlantic move, Schorge shares his journey, exploring the European VC landscape and the perfect storm that catalyzed its growth.

Discover the diverse hubs shaping Europe's startup scene, from London to Berlin, and gain insights into the historical challenges of scaling products across the continent. Joe shares his journey and experiences founding Isomer Capital and sheds light on their three-fold approach, involving early-stage fund investments, co-investing in emerging companies, and acquiring secondary pieces.

Listen to the full episode to discover the evolving trends in the European market, the dominance of Fintech in the VC space, and the opportunities within Europe's thriving tech ecosystem.

In the latest Ventures in WealthTech podcast episode, host Marshall Smith interviews Ryan Kerry, the founder of KnowLedger. The conversation delves into the unique challenges of family offices, particularly the increasing trend toward outsourcing and the complexities involved in integrating alternative holdings. KnowLedger aims to fill this void by providing a solution that automates the data integration process, reducing manual work and ensuring accuracy. 

Marshall and Ryan explore the macro trends in the Family Office market, emphasizing the growing presence of alternative investments and the increasing comfort with outsourcing, which extends to both portfolio management and general ledger functions. KnowLedger is designed to streamline the workflow for family offices, accounting firms, and other entities by automating the interpretation of transactions and mapping them to specific general ledger entries.

Listen to the full podcast to learn the challenges and opportunities in the WealthTech space, with KnowLedger positioned as a strategic partner, addressing critical issues in data integration for family offices and accounting firms.

In the latest Ventures in WealthTech podcast episode, host Marshall Smith interviews Stephen Kump, the founder of Charityvest. Stephen Kump shares his background, including his military career and transition into the world of philanthropy and technology. 

Stephen highlights the growth of Donor Advised Funds and Community Funds in recent years and their potential to encourage more purposeful giving. The conversation delves into how financial advisors can play a role in helping clients become more tax-efficient with their giving and how technology can streamline the process, making it easier for advisors to facilitate charitable giving discussions with their clients.

The podcast concludes with a discussion of how Charityvest is integrating values and impact into its business model, emphasizing the importance of relationships, generosity, and aligning values with investors.