Joseph Wang is the Co-founder and CRO of SyntheticFi, a fintech company that provides affordable, securities-backed financing solutions for financial advisors and their clients. He leads revenue growth, strategic partnerships, and business development. Previously, Joseph worked at D. E. Shaw Group and gained experience in institutional finance and startups. He earned his undergraduate degree from The Wharton School at the University of Pennsylvania and later left his graduate studies at Harvard University to co-found SyntheticFi.

Accessing affordable financing can be challenging for investors and financial advisors seeking liquidity without selling valuable assets. Traditional lending options often come with high interest rates, restrictive repayment terms, and potential tax consequences. How can investors unlock portfolio value while minimizing borrowing costs and managing financial risk?

Joseph Wang, a fintech entrepreneur and securities-backed financing expert, explains how investors can use stocks, ETFs, and other liquid investments to access lower-cost financing through box spreads. He discusses strategies for financing real estate purchases, business acquisitions, and other major expenses without liquidating investment portfolios. Joseph also highlights the importance of managing collateral risk, choosing the right loan structures, and working with financial advisors to make informed borrowing decisions.

In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz interviews Joseph Wang, Co-founder and CRO of SyntheticFi, about making securities-backed borrowing more affordable and accessible. Joseph discusses his entrepreneurial journey through Y Combinator, innovative financing solutions for investors, and building strategic partnerships with financial advisory firms.