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Episode 65 - Bringing Securities-Based Lending to the Mass Affluent with Peter Gordon (Harborline Tech)
THIS EPISODE IS SPONSORED BY HARBORLINE TECHNOLOGYIn this episode of The Treasury Whisperer’s Talkcast Podcast, host Seth Marlowe interviews Peter Gordon, Founder and CEO of Harborline Technology (www.harborlinetech.com). Peter reflects on a 30+ year career spanning payments, banking, fintech, real-time payments, and wealth management, and explains why he now sees wealth tech asthe next major modernization opportunity. Seth and Peter explore how securities-based lines of credit can unlock liquidity without forcing investors to sell appreciated assets, how AI and modern compute can accelerate…
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