Name: ViewTrade
Address: US

Podcast: Next in Finance (Ep 5: Michael Petrilli x Marla Sofer xShantanu Jha x Barry Bernstein)

Artificial intelligence is reshaping financial services, but not in the way many headlines suggest.

FinTech in 2026: Why Infrastructure and Trust Matter More Than Growth

Key Themes Covered FinTech infrastructure as a system—not a feature The role of regulation in enabling sustainable FinTech growth Why trust is the hardest asset to scale in financial services How global investing platforms must prioritise execution, compliance, and resilience AI in financial services: enabling better outcomes without replacing human judgment Hidden ...

Global Investing Infrastructure: Why Structure and Execution Matter

Key Themes Covered: Global investing as a business system, not a product feature Execution, reconciliation, custody, and reporting accuracy Structural decisions that impact long-term scale Why different investor segments require different operating models

Podcast: Next in Finance (Ep 4: Michael Petrilli x Jason Leong)

This conversation offers a broader blueprint for building sustainable, trust-driven FinTech across both B2C and B2B models.

Podcast: Next in Finance (Ep 3: Michael Petrilli x Christine Healey x Ben Haber)

In this episode of Next in Finance, host Michael Petrilli, Director of NextGen Investing, explores how private markets are evolving with: Ben Haber, Co-Founder & CEO of Monark Markets, a ViewTrade partner building private-markets infrastructure for brokerages and digital wealth platforms Christine Healey, Founder of HEALEY PRE-IPO, a specialist broker with over ...

Podcast: Next in Finance (Ep 2: Michael Petrilli x Markus Prommik)

In this second episode of ‘Next in Finance’, our host Michael Petrilli, Director of NextGen Investing, sat down with Markus Prommik, CEO and co-founder of Finfra, to discuss how embedded lending infrastructure is reshaping the Southeast Asia’s fintech landscape.

Episode 7 – One Technology. One Account. Global Access.

Accessing private markets is now easier and more streamlined. ViewTrade and Monark offer a brokerage-integrated solution that simplifies investing in private companies, right alongside your existing investments. With rising demand and growing market value, the timing is right — bringing private market access to more investors through a simplified, modern platform ...

Episode 6 – Democratizing Private Markets

Pre-IPO investing shouldn’t feel complex. ViewTrade and Monark simplify private market access, integrating research, pricing, and investment execution into one seamless experience. No third-party wires or paperwork — just a clear, digital process within your brokerage platform. See how we’re making pre-IPO investing as simple and intuitive as trading public stocks.

Episode 5 – Investing with Purpose

Discover why pre-IPO investing is gaining momentum. Learn how late-stage private companies like SpaceX and OpenAI present unique opportunities for investors who want more than just returns — they want to invest in innovation they believe in. ViewTrade and Monark bring these opportunities closer to individual investors worldwide, offering access, research, and insights ...

Episode 4: Private Investing Just Got Smarter

ViewTrade and Monark help simplify private investing by making research and data on private companies more accessible supporting more confident, well-informed decisions for today’s investors.

Episode 3 – Breaking Down Barriers in Private Markets

Investing in private markets is no longer exclusive. Monark and ViewTrade simplify access by integrating standardized infrastructure directly into existing brokerage platforms making private opportunities more accessible than ever.

Demystifying Private Markets – Podcast Series by ViewTrade x Monark Markets

Episode 2 – Monark’s Take on Private Markets

What exactly are private markets? Ben breaks it down—from private equity to real estate—while Barry shares a personal story of exclusion that fuels ViewTrade’s mission to democratize finance. Discover how this partnership is bringing alternative investments to a broader audience.

Episode 1 – ViewTrade Partners with Monark Markets

In the debut episode, Ben Haber and Barry Bernstein discuss how ViewTrade operates with a startup mentality—continuously innovating, building in-house, and forging global partnerships. Learn how this approach has helped power global technology solutions for financial services and unlock new investment opportunities worldwide.

Three Key Trends Reshaping Financial Infrastructure in 2026 by Laksh Gangwani, Chief Growth Officer, ViewTrade

Laksh Gangwani, Chief Growth Officer at ViewTrade, highlights three key financial services trends that are becoming increasingly important for banks, fintech companies, broker-dealers, and embedded finance platforms preparing for what comes next.

How Fintech Partnerships Are Unlocking Access to Global Markets | ViewTrade x Centroid Solutions Podcast

As the Gulf (GCC) region emerges as a hub for innovation, it has impacted macro trends, digital-first Gen Z demands, and cross-border investing which are reshaping financial services. In this exclusive podcast, we delve into the need for global market access, localized user experiences, and technology partnerships to address infrastructure gaps where collaboration not ...

Enabling Cross-Border Access Through Embedded Finance | ViewTrade x KnowledgeNet Podcast

As the Gulf region undergoes rapid digital transformation, embedded finance is gaining momentum – enabling platforms to integrate trading and investing functionalities into their ecosystems without directly becoming licensed financial institutions. In this insightful podcast, we dive into how embedded finance is transforming the financial ecosystem across the Middle East.

Harrington Starr TV: Global Investing Trends in 2024 | FinTech Focus TV with Laksh Gangwani

In this episode of FinTech Focus TV, host Toby Babb, Founder and CEO of Harrington Starr, is joined by Laksh Gangwani, CRO (APAC & Middle East) at ViewTrade.

A Primer on Overnight Trading featuring James St. Clair, President, Brokerage Services

President of Brokerage Services James St. Clair walks us through the history of the overnight trading session, how it compares and contrasts with trading during regular hours and the challenges and opportunities this strategy presents for industry firms.

Enabling Cross-Border Investing

In this video, ViewTrade CEO Tony (Anthony) Petrilli taps into decades of experience building solutions for cross-border investing to share advice with listeners on how to approach this strategic endeavor. Highlights include advice for selecting enabling partners and top considerations for firms interested in activating cross-border investment opportunities for their ...

Cross-Border Investing: Omnibus vs. Fully Disclosed Accounts

In this video, ViewTrade CEO Tony (Anthony) Petrilli discusses the differences between omnibus and fully disclosed models for opening new customer accounts – and why brokers, wealth managers, investment advisers and other firms should care about the difference.

Cross-Border Investing: Uniqueness of the U.S. Market – Custody

In this video, ViewTrade CEO Tony (Anthony) Petrilli offers perspectives on U.S. market structure, with a focus on some of the aspects of custody & clearing in the U.S. vis-a-vis other markets.

Cross-Border Investing: Exchanges vs. Venues and the NBBO

In this video, James St Clair, President of Brokerage Services discusses the breadth of U.S. trading venues and the National Best Bid & Offer – NBBO – a two-sided price that captures the best bid and offer prices for a given security.

ViewTrade aims to save Australia’s wealth industry $160M annually | Ausbiz 

Tony (Anthony) Petrilli, Global CEO discusses ViewTrade’s entry to Australia, aiming to save the wealth industry $160 million annually. By empowering local firms to provide clients with seamless global market access—without the need for foreign accounts—ViewTrade offers innovative solutions to drive efficiency. In his interview with Ausbiz, he highlights the need to ...

ViewTrade’s Global CEO, Tony (Anthony) Petrilli, Interviewed by Ticker News

Tony discussed how ViewTrade is transforming cross-border investing in Australia, empowering advisors and investors through innovation, market insights, and strategic partnerships.

APAC Trends Part Two: Emerging Providers

In Part Two, ViewTrade Chief Revenue Officer of APAC and Middle East Laksh examines three prevalent trends across APAC's more modernized fintech players that are addressing a changing technology and financial landscape: Rationalization of business models Focus on outcomes versus access Fractionalizing even more markets

APAC Trends Part One: Legacy Financial Institutions

In Part One, ViewTrade Chief Revenue Officer of APAC and Middle East Laksh examines three prevalent trends across APAC's established financial institutions: Push towards efficient structures and processes Increased investment in back and middle-office systems Appetite for a larger product catalog

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