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December 21 2023

The Fintech Show #136: Making Wealthtech Work for the Consumer with Wealthify, Mobiquity and Moneyfarm

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In this episode of The Fintech Show, we speak to Simon Holland, CPO at Wealthify, Peter-Jan Van de Venn, VP Global Digital Banking at Mobiquity, and Giovanni Daprà, the co-founder and CEO at Moneyfarm, to find out how wealth management firms, and increasingly popular wealthtech apps are differentiating themselves in a changing industry. From Van de Venn we learn about Mobiquity’s Wealth Management Features Radar reports that highlight must-have and differentiating features in the industry.

Holland talks about their desire to build a service that breaks down barriers to investing, and provides accessible features like ethical investment options. And Daprà echoes the need for providing peace of mind to the user in addition to actual results, highlighting features that provide visibility into the investment journey. It’s a fascinating dialogue that touches on onboarding, customer experience, data analytics and more.

People In This Post

Simon Holland | Wealthify | Fintech Finance

Simon Holland

Wealthify
Peter-Jan Van De Venn | Mobiquity | Fintech Finance

Peter-Jan Van De Venn

Hexaware
Giovanni Daprà

Giovanni Daprà

Moneyfarm

Companies In This Post

Wealthify

Hexaware
Moneyfarm

Moneyfarm
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  2. Sircon Compensation Recognized for Helping Carriers Turn Agent Compensation Into a Competitive Advantage

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  3. Saris Raises $28.8 Million to Scale Agentic Workflow Automation for Financial Institutions

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  4. Multimodal and Multilingual Conversational AI Agents in Customer Support

    Banking Transformation Summit 2026

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  5. Speed, Flexibility, Scale: INCAT’s Formula for Building the Next Generation of Digital Banks

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