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Humans of Fintech

Humans of Fintech

Written by: Nicole Casperson
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Humans of Fintech with Nicole Casperson is where the people building the future of money get real about what it takes to create meaningful change. Hosted by award-winning journalist and Fintech Is Femme founder Nicole Casperson, the show goes beyond headlines, valuations, and product launches to uncover the decisions, setbacks, ambitions, and lived experiences shaping fintech, business, and AI. Each episode features candid conversations with the founders, operators, investors, executives, and culture-shapers reimagining how money moves—and who gets to build its future. You’ll hear the stories behind the companies, the lessons behind the leadership, and the human realities behind innovation. Come for the ideas transforming financial services. Stay for the people courageous enough to build what comes next. Humans of Fintech is a Fintech Is Femme Original show.Copyright 2024 Nicole Casperson, Fintech Is Femme Media LLC Economics Politics & Government
Episodes
  • She Spent 900 Hours Settling an Estate. Then She Built an AI Company. With Alexandra Mysoor

    She Spent 900 Hours Settling an Estate. Then She Built an AI Company. With Alexandra Mysoor
    Oct 14 2026
    This episode of Humans of Fintech is sponsored by Alix, an AI-powered estate-settlement platform helping families navigate the process of transferring inherited wealth.Learn more about Alix: https://www.meetalix.com/The Great Wealth Transfer is expected to move roughly $100 trillion from older generations to the next. But there's a problem hiding underneath that enormous number.How does the money actually get from one generation to another?When someone dies, somebody still has to find the bank accounts, track down assets, navigate lawyers and financial advisors, deal with property and paperwork, and make sure the inheritance reaches the people entitled to it.And much of that work falls on women.Few people understand this better than Alexandra Mysoor, Co-Founder and CEO of Alix, an AI-powered estate-settlement platform that has raised more than $30 million from investors including Acrew Capital, Charles Schwab, and Edward Jones Ventures.Alexandra didn't set out to build a company around inheritance. It started when her best friend's mother passed away and Alexandra volunteered to help with a to-do list on the refrigerator.That simple promise turned into 900 hours of work over 18 months.What she discovered was a massive financial process that remained fragmented, expensive, and overwhelmingly manual. Families were expected to coordinate the work themselves, even as trillions of dollars prepared to change hands.In this episode of Humans of Fintech, Nicole Casperson sits down with Alexandra to explore how a deeply personal experience became a fintech company, why estate settlement is an overlooked piece of financial infrastructure, and how AI could make generational wealth more accessible to everyday families.They unpack why women disproportionately carry the burden of settling estates, the surprising connection between inheritance and financial inequality, and what Alexandra learned from making 189 pitches to raise her seed round.Alexandra also shares how an unexpected elevator encounter helped transform her fundraising journey, why she believes technology should solve fundamentally human problems, and what it means to build a company at a stage of life when many women are wondering whether it's too late to pursue their biggest ambitions.At the heart of this conversation is a question that goes far beyond estate settlement:What good is generational wealth if families can't actually access it?This is a conversation about money, grief, women's economic power, entrepreneurship, and the invisible work standing between families and the wealth they've inherited.Subscribe to Humans of Fintech for more conversations with the people building the future of financial services.YouTube Chapters / TimestampsIn this conversation, we dive into:00:00 Why generational wealth should be accessible to everyone00:38 Meet Alexandra Mysoor, Co-Founder & CEO of Alix01:32 The ambition Alexandra had before becoming a founder02:48 Why you don't need to see every step to pursue a big dream04:39 Motherhood, ambition, and finding your next chapter05:35 How Sallie Krawcheck's words shaped Alexandra's thinking06:30 The family loss that changed everything07:11 How a refrigerator to-do list became 900 hours of work08:14 Why settling an estate is so complicated09:37 The broken economics of estate settlement10:35 What Mozart taught Alexandra about an ancient financial problem11:48 The moment Alexandra decided to become a founder12:10 Black Wall Street and the meaning of generational wealth13:05 Why inheritance shouldn't require family-office resources14:00 The missing infrastructure behind the $100 trillion wealth transfer16:53 Building a fintech company as an industry outsider17:50 Why estate settlement is also a women's economic issue19:50 What 189 investor pitches taught Alexandra21:15 The elevator encounter that changed her fundraising journey22:45 Why human relationships still matter in the AI era24:02 Using AI to solve deeply human problems24:47 What's next for Alix25:55 Why inheritance creates an opportunity for financial advisors26:48 Final thoughts: Money, power, and womenSUBSCRIBE + FOLLOW HUMANS OF FINTECHYouTube: https://www.youtube.com/@humansoffintechApple Podcasts: https://podcasts.apple.com/us/podcast/humans-of-fintech/id1600731457Spotify: https://open.spotify.com/show/3zA6yUb3D7I5ZRbehlsdX7For more fintech news, founder stories, and FTW updates:https://www.fintechisfemme.co/
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    26 mins
  • Why Storytelling Is Fintech’s AI Advantage With Angelique Strauss

    Why Storytelling Is Fintech’s AI Advantage With Angelique Strauss
    Sep 1 2026
    In the age of AI, access to powerful technology is becoming universal. Standing out is not.When every company can build faster, automate more, and deploy similar tools, the real competitive advantage becomes much more human: a clear story, a trusted face, and a reason for people to believe in what you’re building.Few people understand the intersection of storytelling and growth better than Angelique Strauss, Founder and CEO of ScaleX.Angelique entered fintech after immigrating to the United States and experiencing firsthand how difficult the financial system can be to navigate. Building credit, purchasing a first home, planning for retirement, and moving money across borders were unnecessarily complicated—even for many people who had lived in the country their entire lives.That experience shaped her belief that fintech is not simply about better technology. It is about making the financial system more accessible and helping people understand how financial products can improve their everyday lives.In this episode of Humans of Fintech, Nicole Casperson sits down with Angelique in front of San Francisco’s iconic Painted Ladies to explore why storytelling has become essential infrastructure for fintech growth.They unpack why founders must become the faces of their brands, how trust changes go-to-market strategy in the age of AI, and why major business relationships are increasingly moving from virtual channels back into physical rooms.Nicole and Angelique also go behind the scenes of building FTW San Francisco, following the success of New York FinTech Week. They discuss what traditional conferences get wrong, why smaller and more curated gatherings can produce better business outcomes, and how the strongest fintech ecosystems are built through collaboration—not competition.Angelique also shares the fintech company whose go-to-market strategy has caught her attention, why access to capital remains painfully difficult for small-business owners, and how stablecoins could make global remittances faster and more affordable.This is a conversation about storytelling, trust, access, community, and what it takes to build a fintech brand people will remember in a world flooded with AI-generated noise.Subscribe to Humans of Fintech for more conversations with the people building the future of financial services.YouTube Chapters / TimestampsIn this conversation, we dive into:00:00 Why financial access remains unnecessarily complicated00:45 Meet Angelique Strauss, Founder and CEO of ScaleX01:41 Why fintech is being overlooked in the AI conversation02:36 Angelique’s immigrant journey into fintech03:22 Has fintech actually become more accessible?04:20 Why financial data may be fintech’s greatest moat04:53 In the AI era, features are no longer enough05:30 How founders can build a memorable brand06:08 Why fintech companies need a human face06:27 Trust as the defining advantage in AI06:53 Why major deals are moving back into physical rooms07:18 AI is making people crave more human experiences08:37 Why modern growth requires digital and physical touchpoints09:04 Where fintech’s AI future comes to life10:28 Why Angelique said yes to building FTW11:26 What traditional fintech conferences are missing12:00 Why smaller rooms can generate better business outcomes12:27 Building a room for fintech’s “closers”13:00 Why companies grow faster through community13:57 Creating content that goes beyond product promotion14:54 Personalizing the conference experience15:33 What makes San Francisco’s fintech ecosystem different16:01 Why fintech and big tech need each other16:42 What Angelique wants attendees to take away from FTW17:15 The fintech company everyone should be watching18:04 Why access to capital still fails small businesses19:01 The future of remittances and global money movement19:56 Building a financial system that works across borders20:28 Subscribe to Humans of Fintech👇🏼 SUBSCRIBE + FOLLOW HUMANS OF FINTECHYouTube: https://www.youtube.com/@humansoffintechApple Podcasts: https://podcasts.apple.com/us/podcast/humans-of-fintech/id1600731457Spotify: https://open.spotify.com/show/3zA6yUb3D7I5ZRbehlsdX7For more fintech news, founder stories, and FTW updates: https://www.fintechisfemme.co/
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    21 mins
  • Can AI Make Financial Advice Available to Everyone? With Laurel Taylor

    Can AI Make Financial Advice Available to Everyone? With Laurel Taylor
    Aug 25 2026
    Student debt in America isn’t just a balance sheet problem. It can delay investing, homeownership, entrepreneurship, starting a family, and decades of compound wealth creation.Few people understand that better than Laurel Taylor, Founder and CEO of Candidly.Laurel founded Candidly after living the problem herself. She grew up believing higher education was the path to economic mobility, but she and her mother also experienced the long-term cost of financing that dream: years spent paying down debt instead of building wealth.That experience eventually led Laurel to help create what she describes as the 401(k) for student debt, enabling workers to pay down qualifying student loans while still receiving employer retirement contributions.But student debt was only the beginning.In this episode of Humans of Fintech, Nicole Casperson sits down with Laurel as Candidly celebrates ten years and enters its next chapter: building personalized, AI-powered financial guidance across debt, retirement, savings, college planning, and wealth.They unpack why traditional financial wellness is too fragmented, how workplace-connected data can create a powerful advantage for financial guidance, why enterprise AI requires a much higher trust threshold than consumer AI, and what happens when technology can finally help answer one deceptively simple question:What should I do with my next dollar?Laurel also reflects on a decade of entrepreneurship, fundraising through difficult markets, leading with kindness, and why founders sometimes need an almost irrational level of conviction to keep going.This is a conversation about debt, wealth, AI, trust, and what it would take to make personalized financial guidance available to far more people.Subscribe to Humans of Fintech for more conversations with the people building the future of financial services.YouTube Chapters / TimestampsIn this conversation, we dive into: 00:00 Why student debt is really a wealth problem00:51 Laurel Taylor and the $1.7T student debt challenge02:10 10 years of building Candidly02:42 The problem Laurel saw before the market did04:33 Why the name “Candidly”?05:24 Inventing the 401(k) for student debt06:23 Building wealth while paying down debt07:45 How AI changes financial guidance09:21 Why trust is becoming fintech’s defining advantage11:20 Candidly’s enterprise distribution model13:00 The “sacred truths” of enterprise AI14:58 Why financial institutions need customer-facing AI16:17 You don’t get to simply declare yourself AI-native17:25 Why fragmented financial wellness is broken18:00 Building personalized AI financial guidance20:40 Moving fast when the margin for error is zero22:25 Turning financial guidance into action24:55 What 10 years taught Laurel about leadership26:39 The irrational conviction founders need28:40 The responsibility of reaching millions of workers29:14 Why Laurel still defines success as kindness31:21 Kindness is not the same thing as being nice33:22 What’s next for Candidly👇🏼 SUBSCRIBE + FOLLOW HUMANS OF FINTECHYouTube: https://www.youtube.com/@humansoffintechApple Podcasts: https://podcasts.apple.com/us/podcast/humans-of-fintech/id1600731457Spotify: https://open.spotify.com/show/3zA6yUb3D7I5ZRbehlsdX7?si=42f10417f6e44983For more fintech news, founder stories, and FTW updates: https://www.fintechisfemme.co/
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    34 mins
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