Investor Information

Customer Stories

Given FinTech Portfolio’s deep and broad expertise in the FinTech space, we deliver quality results. 

“The FinTech School continues to be a great partner delivering on-site training programs and fintech innovation tours to the largest financial institutions in China. We look forward to launching our joint offering to service our 800,000 alumni with online fintech training”

Moody’s Analytics

“The FinTech Portfolio team worked with Moody’s to create a comprehensive market analysis on a tight deadline, and delivered an actionable proposal that exceeded our expectations.  They have an in-depth understanding of the current trends in FinTech, and were able to put together a tailor-made proposal that covered several market segments.  Working with industry experts makes a difference.”

Yawei Cui, Sr. Academic Director for Moody’s Analytics

Comments from FinTech School’s workshops at Wharton:

“The FinTech School did an on-site fintech bootcamp that our Executive MBA students loved. We look forward to further collaboration to develop custom FinTech training courses”
“Speaker delivers well and knowledgeable”
“Great presentation, very educational and informative. InsurTech was really great”
“Excellent overview of the fintech space. Very clear and concise”
“One of the best presentations I have seen at Wharton”
“Incredibly helpful. Very diverse, organized and fascinating”