Mastering Money Management: Jason Leong on Bootstrapping PocketSmith and Empowering the Home CFO
Episode Summary
In this episode of the Fintech Fun podcast, Chris Titley sits down with Jason Leong, CEO and co-founder of PocketSmith, a bootstrapped New Zealand fintech helping households worldwide take control of their finances.
Jason shares the 17-year journey of transforming PocketSmith from a simple cash flow calendar into a global platform used in 190 countries. He explains the concept of the “home CFO,” why true financial data ownership matters, and how Consumer Data Right (CDR) in Australia is reshaping open banking.
From handling unexpected expenses to tackling bill shock, Jason…
The skinny
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