Anmol Verma on Fintech Innovation, Impact Investing & Building a Smarter Wealth Future | Modern Investing Podcast

Modern Investing Podcast

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In this episode, we sit down with Anmol Verma - investor, fintech founder, and co-architect of a $100M Global Impact Fund-to explore what it means to invest with clarity, purpose, and adaptability in today's changing world.

From leading high-conviction investments across emerging markets at Arisaig Partners, to co-founding Finvest, an AI-powered wealth platform for mass-affluent millennials, Anmol shares a uniquely grounded yet visionary perspective on the future of finance.

We explore:

• What she learned launching a $100M impact fund-and how she measured real-world outcomes like healthcare and menstrual hygiene access
• The macro insights and risk management frameworks that help her evaluate complex opportunities
• How AI is transforming wealth management by reducing friction and increasing personalization
• Why Finvest is building an all-in-one platform that unifies tracking, investing, and intelligent automation
• What she believes wealth platforms must evolve into for the next generation of investors

Anmol also reflects on building with integrity, the importance of "strong opinions, loosely held," and how operating from deep self-trust has guided her career pivots.

Whether you're managing your portfolio, building a fintech product, or navigating uncertainty in your own investing journey, this episode will equip you with tools-and perspective-for what comes next.

About Anmol Verma:
Anmol is the co-founder of Finvest, an AI wealth advisor platform helping time-strapped professionals manage their money with confidence and intelligence. She previously led due diligence for concentrated emerging market portfolios and helped launch a $100M Global Impact Fund at Arisaig Partners.

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